How many stocks does Merit Financial Group, LLC own?

As of Q2 2026, Merit Financial Group, LLC holds 2,360 positions in their 13F portfolio.

What is Merit Financial Group, LLC's largest holding?

VUG at 2.6% of portfolio, worth $426.4M.

What is Merit Financial Group, LLC's total portfolio value?

$16.4B as of Q2 2026, tracked across 2,360 holdings.

Is Merit Financial Group, LLC a hedge fund?

Merit Financial Group, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Merit Financial Group, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Merit Financial Group, LLC's portfolio changed in Q2 2026?

View Merit Financial Group, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is Merit Financial Group, LLC's investment strategy?

Merit Financial Group, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

Merit Financial Group, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026(Latest)

SEC 13F snapshot

Top Holdings2,360 positions

Checking export access…

Activity:

				Price Trend
VUG ETF VANGUARD INDEX FDS	5M	$426.4M	2.6%	—	$48.58	+74.61%	30 qtrssince 2019-Q1	Increased 53
IUSG ETF ISHARES TR	2.1M	$393.6M	2.4%	—	$142.29	+29.17%	13 qtrssince 2023-Q2	Increased 57
AAPL Apple Inc.	1.2M	$352.9M	2.2%	—	$211.55	+56.89%	30 qtrssince 2019-Q1	Increased 65
QLTY ETF GMO U.S. Quality ETF	8.4M	$351.7M	2.1%	—	$33.34	+31.11%	7 qtrssince 2024-Q4	Increased 56
IUSV ETF ISHARES TR	3M	$327.9M	2.0%	—	$90.79	+27.00%	11 qtrssince 2023-Q4	Increased 57
MGK ETF VANGUARD WORLD FD	3.6M	$320.2M	2.0%	—	$71.89	+20.23%	23 qtrssince 2020-Q4	Increased 63
DYNF ETF BLACKROCK ETF TRUST	4.5M	$307.5M	1.9%	—	$56.95	+17.87%	10 qtrssince 2024-Q1	Increased 63
MGV ETF VANGUARD WORLD FD	1.7M	$270.1M	1.6%	—	$131.31	+28.41%	18 qtrssince 2022-Q1	Increased 59
IVV ETF ISHARES TR	353,499	$264.7M	1.6%	—	$529.21	+43.21%	28 qtrssince 2019-Q3	Increased 53
NVDA NVIDIA Corporation	1.3M	$260.5M	1.6%	—	$137.73	+50.07%	30 qtrssince 2019-Q1	Increased 55
SPY PUT STATE STR SPDR S&P 500 ETF T	311,400	$232.5M	1.4%	—	—	—	—	Increased —
VTV ETF VANGUARD INDEX FDS	1M	$222.1M	1.4%	—	$169.33	+34.39%	30 qtrssince 2019-Q1	Increased 49
CORO ETF BLACKROCK ETF TRUST	5.7M	$210.2M	1.3%	—	$32.47	+8.09%	2 qtrssince 2026-Q1	Increased 55
MSFT Microsoft Corporation	520,766	$194.3M	1.2%	—	$382.50	+36.21%	30 qtrssince 2019-Q1	Increased 57
VOO ETF VANGUARD INDEX FDS	272,432	$187.1M	1.1%	—	$348.84	+98.81%	30 qtrssince 2019-Q1	Decreased 0
SPTI ETF SPDR SERIES TRUST	6.4M	$183.1M	1.1%	—	$26.27	+5.25%	16 qtrssince 2022-Q3	Increased 50
QQQ Unit Invesco QQQ Trust, Series 1	245,984	$181.1M	1.1%	—	$479.79	+42.83%	30 qtrssince 2019-Q1	Increased 50
AVNM ETF AMERICAN CENTY ETF TR	2.2M	$177.6M	1.1%	—	$65.76	+21.48%	5 qtrssince 2025-Q2	Increased 51
CWI ETF SPDR INDEX SHS FDS	3.8M	$152.6M	0.9%	—	$33.93	+15.25%	18 qtrssince 2022-Q1	Increased 46
USTB ETF VictoryShares Short-Term Bond ETF	2.9M	$148.8M	0.9%	—	$48.65	+3.11%	7 qtrssince 2024-Q4	Increased 45

$16.4B

AUM

2,360

Positions

Q2 2026

Filing

HI rating · 2.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$6,676,477,810	19.9646467853%
2025-Q2	$8,968,058,260	34.3231942832%
2025-Q3	$10,886,360,246	21.3903827382%
2025-Q4	$12,467,977,011	14.528425748%
2026-Q1	$13,460,601,946	7.96139529391%
2026-Q2	$16,381,119,841	21.6967852308%