Merit Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$13.46B
Q ending 2026-03-31
Prior quarter
$12.61B
Q ending 2025-12-31
Change
+6.8% QoQ · +101.6% YoY
Positions
2,115
reported holdings
Largest positions
Top 100 of 2,115 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VUG | Shares | $360.0M | 824K |
| Ishares Tr | IUSG | Shares | $303.1M | 2.0M |
| Gmo Etf Trust | QLTY | Shares | $288.6M | 8.0M |
| Ishares Tr | IUSV | Shares | $285.2M | 2.8M |
| Apple Inc | AAPL | Shares | $250.0M | 985K |
| Ishares Tr | IVV | Shares | $209.9M | 321K |
| Nvidia Corporation | NVDA | Shares | $199.8M | 1.1M |
| Vanguard World Fd | MGK | Shares | $199.3M | 542K |
| Vanguard Index Fds | VTV | Shares | $195.7M | 998K |
| Blackrock Etf Trust | DYNF | Shares | $195.1M | 3.4M |
| Vanguard World Fd | MGV | Shares | $193.8M | 1.3M |
| Spdr Series Trust | SPTI | Shares | $177.9M | 6.2M |
| Ishares Tr | EFV | Shares | $176.2M | 2.4M |
| Vanguard Index Fds | VOO | Shares | $164.3M | 275K |
| Blackrock Etf Trust | CORO | Shares | $160.2M | 5.0M |
| Microsoft Corp | MSFT | Shares | $159.8M | 432K |
| American Centy Etf Tr | AVNM | Shares | $154.3M | 2.0M |
| Victory Portfolios Ii | USTB | Shares | $142.8M | 2.8M |
| Victory Portfolios Ii | UBND | Shares | $139.1M | 6.4M |
| Invesco Qqq Tr | QQQ | Shares | $135.3M | 234K |
| Ishares Inc | IEMG | Shares | $131.0M | 1.9M |
| Ishares Tr | MBB | Shares | $129.5M | 1.4M |
| Spdr Index Shs Fds | CWI | Shares | $127.6M | 3.5M |
| Blackrock Etf Trust Ii | BINC | Shares | $123.3M | 2.4M |
| Ishares Tr | GOVT | Shares | $120.5M | 5.3M |
| Victory Portfolios Ii | VFLO | Shares | $111.4M | 2.8M |
| Amazon Com Inc | AMZN | Shares | $104.7M | 503K |
| Vanguard Index Fds | VO | Shares | $103.0M | 359K |
| Alphabet Inc | GOOGL | Shares | $97.4M | 339K |
| Ishares Tr | QUAL | Shares | $96.3M | 502K |
| Capital Group Core Equity Et | CGUS | Shares | $88.6M | 2.3M |
| Vanguard Index Fds | VTI | Shares | $88.5M | 276K |
| Broadcom Inc | AVGO | Shares | $87.8M | 284K |
| Janus Detroit Str Tr | JAAA | Shares | $83.5M | 1.7M |
| Blackrock Etf Trust | BAI | Shares | $82.9M | 2.5M |
| Ishares Tr | MTUM | Shares | $82.9M | 345K |
| Vanguard Index Fds | VB | Shares | $81.3M | 310K |
| United Parcel Svcs Inc | UPS | Shares | $80.2M | 815K |
| Vanguard Bd Index Fds | BND | Shares | $77.1M | 1.0M |
| Capital Group Growth Etf | CGGR | Shares | $76.8M | 1.9M |
| Capital Group Dividend Value | CGDV | Shares | $76.3M | 1.8M |
| Blackrock Etf Trust | THRO | Shares | $74.8M | 2.1M |
| Exxon Mobil Corp | XOM | Shares | $65.4M | 385K |
| Vanguard Scottsdale Fds | VMBS | Shares | $63.7M | 1.4M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $61.0M | 127K |
| Alphabet Inc | GOOG | Shares | $60.1M | 209K |
| Vanguard Tax-Managed Fds | VEA | Shares | $59.8M | 934K |
| Global X Fds | SHLD | Shares | $59.4M | 839K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $55.6M | 2.5M |
| Capital Grp Fixed Incm Etf T | CGCB | Shares | $55.3M | 2.1M |
| Meta Platforms Inc | META | Shares | $54.7M | 96K |
| Ishares Gold Tr | IAU | Shares | $52.5M | 596K |
| Schwab Strategic Tr | SCHG | Shares | $52.5M | 1.8M |
| Jpmorgan Chase & Co | JPM | Shares | $52.3M | 178K |
| Johnson & Johnson | JNJ | Shares | $52.2M | 214K |
| Spdr Series Trust | SPYG | Shares | $51.9M | 530K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $51.6M | 79K |
| Capital Grp Fixed Incm Etf T | CGSD | Shares | $51.1M | 2.0M |
| Schwab Strategic Tr | SCHO | Shares | $49.9M | 2.1M |
| Ishares Tr | IEFA | Shares | $49.0M | 541K |
| Walmart Inc | WMT | Shares | $48.8M | 393K |
| Spdr Series Trust | BIL | Shares | $47.4M | 518K |
| Schwab Strategic Tr | SCHD | Shares | $47.1M | 1.5M |
| Ishares Tr | IAGG | Shares | $45.3M | 905K |
| Dimensional Etf Trust | DFAC | Shares | $43.7M | 1.1M |
| Vanguard Whitehall Fds | VYM | Shares | $43.1M | 291K |
| Costco Wholesale Corporation | COST | Shares | $41.9M | 42K |
| Capital Group Equity Etf Tr | CGMM | Shares | $41.2M | 1.4M |
| Procter & Gamble Co | PG | Shares | $41.1M | 285K |
| Tesla Inc | TSLA | Shares | $40.6M | 109K |
| Eli Lilly & Co | LLY | Shares | $40.1M | 44K |
| Capital Group International | CGIC | Shares | $37.5M | 1.1M |
| Spdr Series Trust | SPYM | Shares | $33.1M | 433K |
| Caterpillar Inc | CAT | Shares | $32.8M | 46K |
| Chevron Corporation | CVX | Shares | $31.8M | 154K |
| Ishares Tr | IJR | Shares | $31.3M | 251K |
| Vanguard Index Fds | VBR | Shares | $30.7M | 141K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $29.5M | 419K |
| Capital Grp Fixed Incm Etf T | CGUI | Shares | $29.3M | 1.2M |
| Ishares Tr | EFG | Shares | $28.0M | 252K |
| Vanguard Mun Bd Fds | VTEB | Shares | $27.7M | 555K |
| Visa Inc | V | Shares | $27.6M | 91K |
| Neos Etf Trust | QQQI | Shares | $27.5M | 554K |
| Ishares Tr | IVW | Shares | $27.2M | 240K |
| Ishares Tr | MUB | Shares | $27.2M | 256K |
| Home Depot Inc | HD | Shares | $26.7M | 81K |
| Ishares Tr | IBTH | Shares | $26.6M | 1.2M |
| Coca Cola Co | KO | Shares | $26.3M | 346K |
| Sei Exchange Traded Funds | SEIM | Shares | $26.2M | 575K |
| Fastenal Co | FAST | Shares | $26.1M | 563K |
| Capital Group International | CGIE | Shares | $26.1M | 771K |
| Ishares Tr | SUB | Shares | $25.7M | 242K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $25.6M | 63K |
| Spdr Series Trust | SPIB | Shares | $25.2M | 751K |
| Ishares Tr | IWY | Shares | $24.8M | 100K |
| Schwab Strategic Tr | SCHV | Shares | $24.5M | 805K |
| Palantir Technologies Inc | PLTR | Shares | $24.3M | 166K |
| Vanguard Index Fds | VBK | Shares | $24.1M | 80K |
| Pacer Fds Tr | PTLC | Shares | $24.0M | 458K |
| Ge Aerospace | GE | Shares | $24.0M | 85K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.