MFMerit Financial Group, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings2,115 positions
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 824,223 | $360M | 2.7% | $48.54 | +49.65% | 29 qtrssince 2019-Q1 | Increased 54 |
ISHARES CORE S&P U.S. GROWTH ETF | 2M | $303.1M | 2.3% | $139.06 | +11.25% | 12 qtrssince 2023-Q2 | Increased 63 |
GMO US QUALITY ETF | 8M | $288.6M | 2.1% | $33.09 | +15.01% | 6 qtrssince 2024-Q4 | Increased 56 |
ISHARES CORE S&P US VALUE ETF | 2.8M | $285.2M | 2.1% | $89.51 | +13.27% | 10 qtrssince 2023-Q4 | Increased 57 |
Apple Inc. | 985,181 | $250M | 1.9% | $193.09 | +31.21% | 29 qtrssince 2019-Q1 | Increased 53 |
iShares Trust CORE S&P500 ETF | 321,276 | $209.9M | 1.6% | $507.39 | +28.02% | 27 qtrssince 2019-Q3 | Increased 54 |
NVIDIA Corp. | 1.1M | $199.8M | 1.5% | $129.26 | +34.61% | 29 qtrssince 2019-Q1 | Increased 56 |
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | 542,393 | $199.3M | 1.5% | $66.40 | +10.56% | 22 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 997,691 | $195.7M | 1.5% | $168.30 | +15.47% | 29 qtrssince 2019-Q1 | Increased 50 |
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3.4M | $195.1M | 1.4% | $53.14 | +9.06% | 9 qtrssince 2024-Q1 | Increased 55 |
VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 1.3M | $193.8M | 1.4% | $125.56 | +20.25% | 17 qtrssince 2022-Q1 | Increased 51 |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 6.2M | $177.9M | 1.3% | $26.38 | +6.90% | 15 qtrssince 2022-Q3 | Increased 52 |
ISHARES MSCI EAFE VALUE ETF | 2.4M | $176.2M | 1.3% | $57.97 | +24.94% | 17 qtrssince 2022-Q1 | Increased 50 |
Vanguard Index Funds S&P 500 ETF SHS | 274,941 | $164.3M | 1.2% | $348.84 | +70.36% | 29 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | 5M | $160.2M | 1.2% | $31.89 | 0.00% | 1 qtr | New 69 |
Microsoft Corp. | 431,780 | $159.8M | 1.2% | $384.60 | -4.14% | 29 qtrssince 2019-Q1 | Increased 56 |
AVANTIS ALL INTERNATIONAL MARKETS EQUITY ETF | 2M | $154.3M | 1.1% | $64.72 | +15.90% | 4 qtrssince 2025-Q2 | Increased 50 |
VICTORYSHARES SHORT-TERM BOND ETF | 2.8M | $142.8M | 1.1% | $48.98 | +1.36% | 6 qtrssince 2024-Q4 | Increased 52 |
VICTORY PORTFOLIOS II | 6.4M | $139.1M | 1.0% | $21.13 | +0.99% | 3 qtrssince 2025-Q3 | Increased 52 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 234,335 | $135.3M | 1.0% | $474.67 | +26.74% | 29 qtrssince 2019-Q1 | Increased 61 |
Merit Financial Group, LLC manages $13.5B across 2115 positions as of Q1 2026. Top holdings: VUG (2.7%), IUSG (2.3%), QLTY (2.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 265 new positions, 98 exits, 1192 increased. Top move: CORO (NEW, conviction 69). Portfolio: $13.5B across 2115 positions.
Top holdings by portfolio weight
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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