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Merit Financial Group

Latest statistics and disclosures from Merit Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, QLTY, IUSG, IUSV, MGK, and represent 12.33% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: MGV (+$61M), IEMG (+$44M), MGK (+$39M), NVDA (+$36M), IUSG (+$36M), MTUM (+$36M), DYNF (+$26M), IUSV (+$26M), IBTH (+$26M), PTLC (+$24M).
Started 247 new stock positions in FRSH, AGL, SITE, SOLS, FEZ, CSTM, GPCR, ACDC, CART, JBLU.
Reduced shares in these 10 stocks: QUAL (-$46M), VTI (-$31M), KBDC (-$23M), QQQM (-$9.1M), VOO (-$7.8M), IBDQ (-$6.9M), HOLA (-$6.9M), BIL (-$6.7M), STIP (-$6.6M), DFAI (-$5.5M).
Sold out of its positions in POWW, AAP, ACM, AVAV, ACI, KNTK, AMX, APLS, BIO, BLDR.
Merit Financial Group was a net buyer of stock by $1.4B.
Merit Financial Group has $12B in assets under management (AUM), dropping by 12.25%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 1943 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Merit Financial Group has 1943 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	3.3	$399M		818k	487.87	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	2.4	$288M	+6%	7.5M	38.46	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.3	$273M	+15%	1.6M	167.99	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.2	$266M	+10%	2.6M	102.56	View chart
Vanguard World Mega Grwth Ind (MGK)	2.2	$261M	+17%	633k	412.74	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$198M	+9%	289k	684.84	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$185M	+8%	969k	190.96	View chart
NVIDIA Corporation (NVDA)	1.5	$181M	+25%	970k	186.50	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.5	$178M	+51%	1.3M	141.16	View chart
Microsoft Corporation (MSFT)	1.5	$178M	+9%	368k	483.63	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$178M	+17%	2.9M	60.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$177M	-4%	282k	627.12	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$174M	+34%	2.6M	67.22	View chart
Spdr Series Trust State Street Spd (SPTI)	1.4	$166M	+7%	5.8M	28.84	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$162M		2.3M	71.42	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.2	$143M	+9%	1.9M	73.47	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.1	$132M	+6%	2.6M	50.84	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	1.1	$128M	+6%	5.8M	22.00	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$121M	+7%	1.3M	95.22	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$117M	+10%	2.2M	52.76	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.9	$114M	+13%	3.2M	35.92	View chart
Amazon (AMZN)	0.9	$111M	+17%	481k	230.82	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$109M	-4%	177k	614.64	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.9	$104M	+8%	2.6M	39.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.8	$102M	-23%	305k	335.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$93M	-33%	466k	198.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$91M	+23%	313k	290.25	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$88M	+4%	2.2M	40.23	View chart
United Parcel Service CL B (UPS)	0.7	$86M		869k	99.19	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.7	$80M	+19%	1.8M	44.62	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$80M	+5%	1.6M	50.58	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$77M	+3%	1.8M	43.64	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$76M	+89%	304k	250.34	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$75M	-2%	1.0M	74.06	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$74M	+10%	286k	257.67	View chart
Alphabet Cap Stk Cl A Call Option (GOOGL)	0.6	$72M	+17%	333k	217.25	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$72M	+30%	2.2M	33.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$69M	+17%	1.8M	38.57	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$69M	+7%	1.3M	51.77	View chart
Meta Platforms Cl A (META)	0.6	$67M	+19%	101k	660.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$63M	+5%	126k	502.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$61M	+24%	194k	313.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$59M		941k	62.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.5	$59M	-7%	2.5M	23.02	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$58M	+35%	1.2M	47.08	View chart
Spdr Series Trust State Street Spd (SPYG)	0.5	$57M	+8%	537k	106.70	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$57M	-5%	1.7M	32.62	View chart
JPMorgan Chase & Co. (JPM)	0.5	$55M	+8%	171k	322.21	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$54M	+5%	2.4M	22.64	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$54M	+5%	2.0M	26.52	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$53M	-8%	588k	89.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$53M	+12%	649k	81.17	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.4	$50M	+4%	1.9M	26.01	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$46M	+20%	1.9M	24.37	View chart
Tesla Motors (TSLA)	0.4	$45M	+18%	99k	449.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$43M	+88%	1.6M	27.43	View chart
Exxon Mobil Corporation (XOM)	0.3	$42M	+9%	347k	120.34	View chart
Eli Lilly & Co. (LLY)	0.3	$42M	+12%	39k	1074.75	View chart
Johnson & Johnson (JNJ)	0.3	$40M	+4%	195k	206.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$40M	+2%	279k	143.51	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$39M	+3%	1.4M	28.84	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$39M	+9%	781k	50.01	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$39M	+27%	594k	64.79	View chart
Wal-Mart Stores (WMT)	0.3	$38M	+10%	340k	111.41	View chart
Procter & Gamble Company (PG)	0.3	$37M	+14%	254k	143.31	View chart
Capital Group International SHS (CGIC)	0.3	$36M	+2%	1.1M	32.50	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$36M	+12%	1.9M	19.39	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$36M		446k	80.22	View chart
Palantir Technologies Cl A (PLTR)	0.3	$32M	+11%	179k	177.75	View chart
Visa Com Cl A (V)	0.3	$31M	+9%	89k	350.69	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$31M	-10%	144k	211.86	View chart
Costco Wholesale Corporation (COST)	0.3	$30M	+7%	35k	862.22	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$30M	-18%	323k	91.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$29M	+133%	245k	120.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$29M		237k	123.25	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.2	$28M	+4%	1.1M	25.30	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$27M		80k	342.97	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$27M	+2%	506k	53.86	View chart
Home Depot (HD)	0.2	$27M		78k	344.12	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$26M	+4996%	1.2M	22.47	View chart
Capital Group International SHS (CGIE)	0.2	$26M	+3%	749k	34.82	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$25M	-10%	82k	302.26	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$25M	-3%	368k	67.12	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$25M	+18%	229k	107.11	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$24M	+5560%	439k	55.58	View chart
Caterpillar (CAT)	0.2	$24M	+27%	43k	572.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$24M	+36%	212k	113.81	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$24M	+3366%	712k	33.81	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.2	$24M	-17%	333k	72.27	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$24M		54k	444.59	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$24M		803k	29.61	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$24M	+150%	870k	27.22	View chart
Ge Aerospace Com New (GE)	0.2	$24M	+4%	77k	308.01	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.2	$24M	+61%	505k	46.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$24M		85k	276.94	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$22M	+3%	425k	52.53	View chart
Philip Morris International (PM)	0.2	$22M	-7%	138k	160.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$22M	+19%	103k	212.07	View chart
Bank First National Corporation (BFC)	0.2	$22M		178k	121.83	View chart
Abbvie (ABBV)	0.2	$21M	+13%	93k	228.48	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$21M	+20%	465k	45.65	View chart
Mastercard Incorporated Cl A (MA)	0.2	$21M	+13%	37k	570.80	View chart
Chevron Corporation (CVX)	0.2	$21M		138k	152.41	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$21M	-7%	527k	39.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$21M	+172%	44k	473.08	View chart
Raytheon Technologies Corp (RTX)	0.2	$21M	+6%	112k	183.42	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$21M	+89%	464k	44.41	View chart
Cisco Systems (CSCO)	0.2	$20M	+11%	262k	77.03	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$20M	+4%	175k	114.50	View chart
Pepsi (PEP)	0.2	$20M	+12%	137k	143.52	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$20M	+71%	725k	26.91	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$19M	+64%	159k	121.75	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$19M	-8%	97k	199.69	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$18M	+2%	411k	44.50	View chart
Goldman Sachs (GS)	0.2	$18M	+7%	21k	879.20	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$18M	+45%	636k	28.48	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.1	$18M	+3%	623k	29.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$18M	+4%	673k	26.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$18M	+76%	177k	99.88	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$18M	+3%	935k	18.74	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$17M	+159%	245k	70.99	View chart
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)	0.1	$17M	+2%	383k	45.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$17M	+111%	120k	143.95	View chart
Oracle Corporation (ORCL)	0.1	$17M	+5%	88k	194.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$17M	+5%	159k	106.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$17M	+4%	77k	219.73	View chart
McKesson Corporation (MCK)	0.1	$17M	+12%	20k	820.45	View chart
Merck & Co (MRK)	0.1	$17M	+12%	158k	105.25	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$16M	+29%	299k	54.78	View chart
Capital Group New Geography SHS (CGNG)	0.1	$16M	+2%	509k	31.93	View chart
Coca-Cola Company (KO)	0.1	$16M	+12%	232k	69.91	View chart
Fastenal Company (FAST)	0.1	$16M		401k	40.13	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$16M	-4%	343k	46.83	View chart
American Express Company (AXP)	0.1	$16M	+15%	43k	369.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$16M	-10%	21k	750.53	View chart
Wells Fargo & Company (WFC)	0.1	$16M	+7%	169k	93.20	View chart
Morgan Stanley Com New (MS)	0.1	$16M	+27%	88k	177.54	View chart
Blackrock (BLK)	0.1	$16M	+2%	15k	1070.10	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$16M		76k	204.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$16M	+25%	104k	148.71	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$15M	-2%	376k	41.08	View chart
Netflix (NFLX)	0.1	$15M	+846%	162k	93.76	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$15M	+14%	37k	393.82	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$15M	-3%	41k	360.13	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$15M	+311%	210k	69.47	View chart
International Business Machines (IBM)	0.1	$15M	+23%	49k	296.26	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$14M	NEW	312k	46.29	View chart
S&p Global (SPGI)	0.1	$14M		27k	522.63	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$14M	-8%	282k	50.29	View chart
General Dynamics Corporation (GD)	0.1	$14M	+15%	42k	336.77	View chart
Bank of America Corporation (BAC)	0.1	$14M	+21%	251k	55.00	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$14M	+151%	270k	50.86	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$14M		240k	57.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$14M	-39%	54k	252.92	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$14M	+89%	292k	46.81	View chart
Chubb (CB)	0.1	$14M	+22%	44k	312.21	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$14M	+20%	268k	50.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$13M		140k	94.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$13M	+6%	43k	304.01	View chart
Boston Scientific Corporation (BSX)	0.1	$13M	-3%	136k	95.36	View chart
Fortinet (FTNT)	0.1	$13M	+15%	161k	79.41	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.1	$13M	-35%	245k	52.24	View chart
Advanced Micro Devices (AMD)	0.1	$13M	+34%	59k	214.14	View chart
Arista Networks Com Shs (ANET)	0.1	$13M	+68%	96k	131.03	View chart
McDonald's Corporation (MCD)	0.1	$13M	+11%	41k	305.69	View chart
Texas Instruments Incorporated (TXN)	0.1	$12M	-4%	71k	173.50	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$12M	+254%	255k	48.11	View chart
Micron Technology (MU)	0.1	$12M	+17%	43k	285.46	View chart
Adobe Systems Incorporated (ADBE)	0.1	$12M	+20%	35k	349.99	View chart
Honeywell International (HON)	0.1	$12M	+3%	62k	195.09	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$12M	+923%	263k	46.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$12M	+10%	223k	53.77	View chart
At&t (T)	0.1	$12M		481k	24.84	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$12M	+2%	209k	56.82	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$12M	+3%	25k	480.57	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$12M	+270%	266k	43.92	View chart
TJX Companies (TJX)	0.1	$12M	+21%	75k	153.60	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$12M	+15%	31k	373.13	View chart
Lam Research Corp Com New (LRCX)	0.1	$11M	+65%	66k	171.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$11M	+200%	15.00	754800.00	View chart
Citigroup Com New (C)	0.1	$11M	+15%	97k	116.70	View chart
Qualcomm (QCOM)	0.1	$11M	+16%	65k	171.04	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$11M	+16%	52k	214.66	View chart
Paypal Holdings (PYPL)	0.1	$11M	+14%	189k	58.39	View chart
UnitedHealth (UNH)	0.1	$11M	+29%	33k	330.14	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$11M	+16%	106k	102.42	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$11M		131k	82.48	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$11M	-16%	213k	50.59	View chart
Slide Ins Hldgs (SLDE)	0.1	$11M	NEW	551k	19.48	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$11M	-16%	366k	29.28	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$11M	+592%	105k	101.90	View chart
PNC Financial Services (PNC)	0.1	$11M		51k	208.74	View chart
Abbott Laboratories (ABT)	0.1	$11M	+3%	84k	125.28	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$11M	-2%	461k	22.82	View chart
Altria (MO)	0.1	$10M	+27%	181k	57.66	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$10M	NEW	112k	92.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$10M		181k	57.24	View chart
Eaton Corp SHS (ETN)	0.1	$10M	+3%	32k	318.44	View chart
Cummins (CMI)	0.1	$10M	+9%	20k	510.46	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$10M	+13%	150k	67.64	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$10M	-4%	45k	223.23	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$10M	+1436%	42k	241.24	View chart
Union Pacific Corporation (UNP)	0.1	$10M	+11%	44k	231.25	View chart
Kla Corp Com New (KLAC)	0.1	$10M	+7%	8.2k	1215.43	View chart
Ge Vernova (GEV)	0.1	$9.8M	+17%	15k	653.08	View chart
Synopsys (SNPS)	0.1	$9.8M	+10%	21k	469.72	View chart
Capital One Financial (COF)	0.1	$9.8M	+66%	40k	242.36	View chart
Lowe's Companies (LOW)	0.1	$9.7M	+13%	40k	241.17	View chart
Lockheed Martin Corporation (LMT)	0.1	$9.6M	+34%	20k	484.04	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$9.5M	+807%	133k	71.45	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$9.5M	+20%	186k	50.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$9.4M	+14%	30k	314.80	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$9.3M	+33%	104k	89.54	View chart
Applied Materials (AMAT)	0.1	$9.2M	+5%	36k	256.99	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$9.2M	-5%	143k	64.04	View chart
Booking Holdings (BKNG)	0.1	$9.1M	+11%	1.7k	5359.99	View chart
Thermo Fisher Scientific (TMO)	0.1	$9.0M	+34%	16k	579.60	View chart
Vanguard World Health Car Etf (VHT)	0.1	$8.9M	+83%	31k	287.96	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$8.9M	+57%	148k	60.21	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$8.9M	NEW	213k	41.48	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$8.8M	+6%	348k	25.36	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$8.8M	-2%	214k	41.27	View chart
salesforce (CRM)	0.1	$8.8M	+16%	33k	264.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$8.7M	-22%	114k	77.02	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.7M		97k	90.00	View chart
Intel Corporation (INTC)	0.1	$8.7M	+27%	235k	36.90	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$8.6M	+27%	243k	35.33	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$8.6M	+25%	56k	154.13	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$8.5M	NEW	235k	36.38	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$8.5M	+3691%	136k	62.37	View chart
Bristol Myers Squibb (BMY)	0.1	$8.4M	+194%	155k	53.95	View chart
Rbc Cad (RY)	0.1	$8.3M		49k	170.49	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$8.3M	+738%	90k	92.43	View chart
Bank of New York Mellon Corporation (BK)	0.1	$8.3M	+13%	71k	116.11	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$8.3M	+37%	31k	268.30	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$8.2M	+175%	294k	28.05	View chart
Illinois Tool Works (ITW)	0.1	$8.2M		33k	246.32	View chart
Southern Company (SO)	0.1	$8.0M	+3%	92k	87.20	View chart
General Motors Company (GM)	0.1	$8.0M	+4%	98k	81.32	View chart
Amgen (AMGN)	0.1	$7.9M	+2%	24k	327.27	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$7.9M	-8%	105k	75.44	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$7.9M	-4%	168k	47.06	View chart
Boeing Company (BA)	0.1	$7.9M	+7%	36k	217.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$7.9M	-26%	101k	77.96	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.9M		119k	66.00	View chart
Walt Disney Company (DIS)	0.1	$7.8M	+20%	68k	113.78	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$7.8M	+128%	104k	75.05	View chart
Amphenol Corp Cl A (APH)	0.1	$7.8M	+11%	58k	135.13	View chart
Metropcs Communications (TMUS)	0.1	$7.6M	+13%	38k	203.00	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$7.6M	+507%	284k	26.68	View chart

Past Filings by Merit Financial Group

SEC 13F filings are viewable for Merit Financial Group going back to 2017

Merit Financial Group 2025 Q4 filed Jan. 26, 2026
Merit Financial Group 2025 Q3 restated filed Nov. 7, 2025
Merit Financial Group 2025 Q3 filed Oct. 20, 2025
Merit Financial Group 2025 Q2 filed July 22, 2025
Merit Financial Group 2025 Q1 filed April 9, 2025
Merit Financial Group 2024 Q4 filed Jan. 15, 2025
Merit Financial Group 2024 Q3 filed Oct. 17, 2024
Merit Financial Group 2024 Q1 filed May 6, 2024
Merit Financial Group 2023 Q4 filed Feb. 6, 2024
Merit Financial Group 2023 Q3 filed Nov. 7, 2023
Merit Financial Group 2023 Q2 filed Aug. 1, 2023
Merit Financial Group 2023 Q1 filed April 24, 2023
Merit Financial Group 2022 Q4 filed Jan. 13, 2023
Merit Financial Group 2022 Q3 filed Oct. 31, 2022
Merit Financial Group 2022 Q2 filed Aug. 8, 2022
Merit Financial Group 2022 Q1 filed May 13, 2022

View all past filings

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