Merit Financial Group, LLC

Est. AUM

$12.30B

13F long equity, this entity only

Positions

2,096

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$357.3M	818109	2.90%	SOLE
2	ISHARES TR	CORE S&P US GWT	$302.3M	1948914	2.46%	SOLE
3	GMO ETF TRUST	GMO US QUALITY E	$288.1M	7964323	2.34%	SOLE
4	ISHARES TR	CORE S&P US VLU	$284.8M	2784891	2.31%	SOLE
5	APPLE INC	COM	$212.8M	838625	1.73%	SOLE
6	ISHARES TR	CORE S&P500 ETF	$206.2M	315681	1.68%	SOLE
7	VANGUARD WORLD FD	MEGA GRWTH IND	$198.1M	539230	1.61%	SOLE
8	VANGUARD INDEX FDS	VALUE ETF	$194.9M	993135	1.58%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US EQUIT	$194.1M	3336584	1.58%	SOLE
10	VANGUARD WORLD FD	MEGA CAP VAL ETF	$192.6M	1328549	1.57%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$177.9M	6206004	1.45%	SOLE
12	ISHARES TR	EAFE VALUE ETF	$175.4M	2359118	1.43%	SOLE
13	NVIDIA CORPORATION	COM	$160.9M	922860	1.31%	SOLE
14	BLACKROCK ETF TRUST	ISHARES INTL CTR	$160.1M	4980177	1.30%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$156.3M	261485	1.27%	SOLE
16	AMERICAN CENTY ETF TR	AVANTIS ALL INT	$154.2M	2025059	1.25%	SOLE
17	VICTORY PORTFOLIOS II	SHORT TRM BD ETF	$142.8M	2822728	1.16%	SOLE
18	VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$139.1M	6386654	1.13%	SOLE
19	INVESCO QQQ TR	UNIT SER 1	$134.1M	232410	1.09%	SOLE
20	MICROSOFT CORP	COM	$133.1M	359693	1.08%	SOLE
21	ISHARES INC	CORE MSCI EMKT	$130.3M	1868790	1.06%	SOLE
22	ISHARES TR	MBS ETF	$129.4M	1363163	1.05%	SOLE
23	SPDR INDEX SHS FDS	STATE STREET SPD	$127.6M	3487006	1.04%	SOLE
24	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$122.8M	2363800	1.00%	SOLE
25	ISHARES TR	US TREAS BD ETF	$120.2M	5244529	0.98%	SOLE
26	VICTORY PORTFOLIOS II	SHARES FREE CASH	$111.4M	2821166	0.91%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$101.8M	354408	0.83%	SOLE
28	ISHARES TR	MSCI USA QLT FCT	$95.4M	497623	0.78%	SOLE
29	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$88.6M	2307167	0.72%	SOLE
30	AMAZON COM INC	COM	$88.0M	422364	0.71%	SOLE
31	VANGUARD INDEX FDS	TOTAL STK MKT	$87.8M	273565	0.71%	SOLE
32	ALPHABET INC	CAP STK CL A	$84.2M	292914	0.68%	SOLE
33	JANUS DETROIT STR TR	HENDRSON AAA CL	$83.3M	1654187	0.68%	SOLE
34	BLACKROCK ETF TRUST	ISHARES A I INNO	$82.8M	2512943	0.67%	SOLE
35	ISHARES TR	MSCI USA MMENTM	$82.8M	344853	0.67%	SOLE
36	VANGUARD INDEX FDS	SMALL CP ETF	$81.1M	309742	0.66%	SOLE
37	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$76.9M	1043811	0.62%	SOLE
38	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$76.8M	1910489	0.62%	SOLE
39	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$75.7M	1778449	0.61%	SOLE
40	BLACKROCK ETF TRUST	ISHARES US THEMA	$74.7M	2061899	0.61%	SOLE
41	UNITED PARCEL SVCS INC	CL B	$67.5M	686620	0.55%	SOLE
42	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$63.6M	1353988	0.52%	SOLE
43	EXXON MOBIL CORP	COM	$59.8M	352480	0.49%	SOLE
44	GLOBAL X FDS	DEFENSE TECH ETF	$59.4M	838606	0.48%	SOLE
45	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$58.8M	917424	0.48%	SOLE
46	BROADCOM INC	COM	$56.3M	181790	0.46%	SOLE
47	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$55.6M	2487719	0.45%	SOLE
48	CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$55.3M	2107722	0.45%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$54.1M	112852	0.44%	SOLE
50	SCHWAB STRATEGIC TR	US LCAP GR ETF	$52.5M	1802481	0.43%	SOLE

1–50 of 2,096

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.