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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, SPY, IUSV, IUSG, and represent 12.63% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: USTB (+$122M), UBND (+$121M), CWI (+$88M), CGUS (+$79M), MGK (+$73M), CGDV (+$59M), CGGR (+$55M), CGCB (+$48M), CGCP (+$47M), CGSD (+$47M).
Started 175 new stock positions in CMA, KNG, BKCH, IEF, YDEC, RKT, QRVO, FOUR, OACP, NEU.
Reduced shares in these 10 stocks: ACWX (-$145M), SPTS (-$130M), EFG (-$45M), VGSH (-$33M), IYW (-$26M), MINT (-$26M), IUSG (-$21M), ZIM (-$13M), IWM (-$5.5M), IEFA (-$5.0M).
Sold out of its positions in AGNC, STXK, COLD, ANSS, BALL, BLND, BPMC, BRKR, CPT, CRI.
Merit Financial Group was a net buyer of stock by $1.4B.
Merit Financial Group has $11B in assets under management (AUM), dropping by 17.42%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 1784 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Merit Financial Group has 1784 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	3.6	$389M		811k	479.60	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	2.4	$254M	+2%	7.0M	36.19	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.3	$248M	+7%	373k	666.07	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.2	$234M	+2%	2.3M	99.98	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.2	$232M	-8%	1.4M	164.39	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$217M	+50%	539k	402.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.7	$180M		295k	612.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$177M	+3%	264k	669.24	View chart
Microsoft Corporation (MSFT)	1.6	$173M	+10%	335k	517.96	View chart
Spdr Series Trust Portfli Intrmdit (SPTI)	1.6	$167M	+5%	5.4M	31.00	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$167M		893k	186.50	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$155M	+33%	2.3M	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.4	$148M	+40%	2.5M	59.19	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$136M	+6%	698k	194.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$130M	+6%	396k	328.21	View chart
Ishares Core Msci Emkt (IEMG)	1.2	$127M	+40%	1.9M	65.91	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.2	$126M	+4%	1.8M	70.62	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.2	$124M	+5778%	2.4M	50.99	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	1.1	$121M	NEW	5.5M	22.05	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$115M	+30%	832k	137.74	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$113M	+3%	1.2M	95.17	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$111M	+11%	185k	600.09	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.0	$107M	+48%	2.0M	53.24	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.9	$98M	+911%	2.8M	34.92	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.8	$91M	+3%	2.4M	37.50	View chart
Amazon (AMZN)	0.8	$90M	+7%	410k	219.57	View chart
Broadcom (AVGO)	0.8	$89M	+31%	270k	329.91	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.8	$83M	+1624%	2.1M	39.54	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$77M	+13%	1.0M	74.36	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.7	$76M	+75%	1.5M	50.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$75M	+28%	254k	293.73	View chart
United Parcel Service CL B (UPS)	0.7	$74M	-2%	880k	83.53	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.7	$71M	+465%	1.7M	42.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$69M	+8%	284k	243.10	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$67M	+474%	1.5M	44.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$66M	+21%	259k	254.39	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$64M	+57%	2.8M	23.12	View chart
Meta Platforms Cl A (META)	0.6	$62M	+7%	85k	734.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$60M	+6%	120k	502.70	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.6	$59M	+2%	1.2M	48.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$59M	-4%	1.8M	31.92	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.5	$57M	+43%	1.5M	37.86	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.5	$57M	+152%	1.7M	34.16	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$56M	-8%	639k	87.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$56M		929k	59.92	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.5	$52M	-5%	494k	104.51	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$52M	+1580%	1.9M	26.58	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.5	$51M	+1078%	2.3M	22.72	View chart
JPMorgan Chase & Co. (JPM)	0.5	$50M	+4%	158k	315.43	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.4	$47M	+8823%	1.8M	25.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$43M	+45%	910k	46.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$42M	+64%	578k	72.77	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$41M	+27%	161k	256.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$38M	+4%	272k	140.92	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$38M	+42%	1.6M	24.40	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$38M	+2%	155k	243.54	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$37M	+3215%	1.3M	28.39	View chart
Tesla Motors (TSLA)	0.3	$37M	+8%	84k	444.72	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$36M	+53%	710k	51.23	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.3	$36M	+509%	396k	91.75	View chart
Exxon Mobil Corporation (XOM)	0.3	$36M	+16%	318k	112.75	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.3	$35M		445k	78.34	View chart
Johnson & Johnson (JNJ)	0.3	$35M	+3%	187k	185.42	View chart
Procter & Gamble Company (PG)	0.3	$34M	+63%	221k	153.65	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$34M	-5%	161k	208.78	View chart
Capital Group International SHS (CGIC)	0.3	$33M	NEW	1.1M	30.81	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$33M	+486%	466k	70.24	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$32M	+6%	1.7M	19.34	View chart
Wal-Mart Stores (WMT)	0.3	$32M	+21%	308k	103.06	View chart
Home Depot (HD)	0.3	$32M	+4%	78k	405.17	View chart
Costco Wholesale Corporation (COST)	0.3	$30M		33k	925.44	View chart
Palantir Technologies Cl A (PLTR)	0.3	$29M	+4%	161k	182.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$28M	+2%	235k	120.73	View chart
Visa Com Cl A (V)	0.3	$28M		81k	341.36	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$28M	NEW	402k	68.87	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$27M	-5%	92k	297.77	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.3	$27M	NEW	1.1M	25.30	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$27M	NEW	493k	54.20	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$27M	+13%	80k	332.84	View chart
Eli Lilly & Co. (LLY)	0.2	$26M	+6%	35k	762.92	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$25M	-85%	382k	65.00	View chart
Capital Group International SHS (CGIE)	0.2	$24M	NEW	723k	33.72	View chart
Philip Morris International (PM)	0.2	$24M	+5%	150k	162.20	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$24M	-4%	815k	29.11	View chart
Oracle Corporation (ORCL)	0.2	$24M	+12%	83k	281.24	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$23M		53k	435.46	View chart
Kayne Anderson Bdc Com Shs (KBDC)	0.2	$23M		1.7M	13.32	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$23M		84k	273.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$23M	-14%	831k	27.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$22M	+11%	90k	247.49	View chart
Ge Aerospace Com New (GE)	0.2	$22M	+3%	73k	300.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$22M	+9%	569k	38.57	View chart
Chevron Corporation (CVX)	0.2	$22M	+10%	140k	155.29	View chart
Bank First National Corporation (BFC)	0.2	$22M		177k	121.31	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$21M	NEW	410k	52.30	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$21M		194k	106.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$21M	-56%	105k	195.87	View chart
Netflix (NFLX)	0.2	$21M	+5%	17k	1199.16	View chart
Fastenal Company (FAST)	0.2	$20M		401k	49.04	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La	0.2	$19M	NEW	377k	51.57	View chart
Abbvie (ABBV)	0.2	$19M	+3%	82k	231.54	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$19M	+3%	168k	110.66	View chart
Mastercard Incorporated Cl A (MA)	0.2	$18M	+3%	32k	568.85	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$18M	NEW	402k	44.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$18M	+3%	87k	206.30	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$18M	+55%	387k	46.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$18M	-71%	156k	113.82	View chart
Raytheon Technologies Corp (RTX)	0.2	$18M		105k	167.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$18M	+34%	24k	750.23	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.2	$18M	NEW	603k	29.04	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.2	$18M	NEW	907k	19.26	View chart
Pepsi (PEP)	0.2	$17M	+6%	122k	140.44	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.2	$17M	NEW	646k	25.85	View chart
Blackrock (BLK)	0.2	$17M		14k	1166.11	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$17M	-11%	358k	46.27	View chart
Cisco Systems (CSCO)	0.2	$16M	+6%	236k	68.42	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$16M	+4%	57k	281.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$16M	+8%	150k	106.78	View chart
Caterpillar (CAT)	0.1	$16M	+8%	33k	477.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$16M		73k	215.74	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$15M	-13%	308k	50.07	View chart
Capital Group New Geography SHS (CGNG)	0.1	$15M	+1633%	498k	30.90	View chart
Goldman Sachs (GS)	0.1	$15M		19k	795.93	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$15M	-7%	74k	199.47	View chart
Ishares Tr Core Total Usd (IUSB)	0.1	$15M	-11%	313k	46.71	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$14M	+2%	385k	36.81	View chart
Veeva Sys Cl A Com (VEEV)	0.1	$14M	+4%	48k	297.91	View chart
McKesson Corporation (MCK)	0.1	$14M	+3%	18k	772.65	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$14M		42k	326.36	View chart
Boston Scientific Corporation (BSX)	0.1	$14M	+4%	141k	97.64	View chart
Coca-Cola Company (KO)	0.1	$14M	+3%	207k	66.32	View chart
Texas Instruments Incorporated (TXN)	0.1	$14M	+20%	74k	183.73	View chart
At&t (T)	0.1	$14M	+4%	478k	28.24	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$13M	+2%	242k	55.21	View chart
Axon Enterprise (AXON)	0.1	$13M	+33%	19k	717.64	View chart
S&p Global (SPGI)	0.1	$13M	+7%	27k	486.66	View chart
Wells Fargo & Company (WFC)	0.1	$13M	+4%	157k	83.82	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$13M		138k	95.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$13M	+17%	257k	50.73	View chart
Honeywell International (HON)	0.1	$13M	+6%	60k	210.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$13M	+4%	105k	118.83	View chart
American Express Company (AXP)	0.1	$12M		37k	332.09	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$12M	-5%	230k	53.87	View chart
General Dynamics Corporation (GD)	0.1	$12M	+30%	36k	340.84	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$12M	+10%	436k	27.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$12M		83k	145.65	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.1	$12M	-91%	436k	27.50	View chart
Merck & Co (MRK)	0.1	$12M	+13%	141k	83.93	View chart
Fortinet (FTNT)	0.1	$12M	-11%	140k	84.08	View chart
Eaton Corp SHS (ETN)	0.1	$12M		31k	374.33	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$12M	+6%	97k	120.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$12M	+18%	33k	353.25	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$11M	-14%	204k	55.33	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$11M		223k	50.27	View chart
McDonald's Corporation (MCD)	0.1	$11M	+3%	37k	303.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$11M	+55%	40k	279.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$11M	-8%	423k	26.34	View chart
International Business Machines (IBM)	0.1	$11M	+4%	40k	282.19	View chart
Paypal Holdings (PYPL)	0.1	$11M	+15%	165k	67.06	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.1	$11M	-14%	147k	75.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$11M		24k	464.85	View chart
Morgan Stanley Com New (MS)	0.1	$11M	-2%	69k	158.96	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$11M		202k	54.18	View chart
Abbott Laboratories (ABT)	0.1	$11M	+32%	81k	133.93	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$11M	-16%	138k	78.05	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$11M	-5%	133k	80.17	View chart
Bank of America Corporation (BAC)	0.1	$11M	+5%	206k	51.59	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$11M		471k	22.46	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$11M	-15%	245k	42.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$10M		181k	57.10	View chart
Adobe Systems Incorporated (ADBE)	0.1	$10M	+2%	29k	352.75	View chart
Chubb (CB)	0.1	$10M	+15%	36k	282.24	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$10M	+15%	100k	100.25	View chart
PNC Financial Services (PNC)	0.1	$10M	+10%	50k	200.92	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$9.8M	-5%	27k	365.56	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$9.5M		91k	104.96	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$9.4M	-4%	151k	62.13	View chart
Altria (MO)	0.1	$9.4M	+9%	142k	66.06	View chart
Qualcomm (QCOM)	0.1	$9.3M	+5%	56k	166.36	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$9.3M	+49%	44k	209.20	View chart
Synopsys (SNPS)	0.1	$9.3M		19k	493.39	View chart
Union Pacific Corporation (UNP)	0.1	$9.2M	+4%	39k	236.39	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$9.1M	-6%	347k	26.30	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$9.1M	-2%	219k	41.58	View chart
TJX Companies (TJX)	0.1	$9.0M	+10%	62k	144.53	View chart
Lowe's Companies (LOW)	0.1	$8.9M	+3%	35k	251.39	View chart
UnitedHealth (UNH)	0.1	$8.9M		26k	345.30	View chart
Illinois Tool Works (ITW)	0.1	$8.6M		33k	260.74	View chart
Dimensional Etf Trust Global Core Plus (DFGP)	0.1	$8.6M	+37%	154k	55.57	View chart
Citigroup Com New (C)	0.1	$8.5M	+5%	83k	101.51	View chart
Southern Company (SO)	0.1	$8.5M	+5%	89k	94.77	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$8.5M	-9%	197k	42.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$8.4M		115k	73.46	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$8.3M	NEW	328k	25.39	View chart
Booking Holdings (BKNG)	0.1	$8.3M	+5%	1.5k	5403.64	View chart
Arista Networks Com Shs (ANET)	0.1	$8.2M	+5%	57k	145.71	View chart
Kla Corp Com New (KLAC)	0.1	$8.2M	-2%	7.6k	1078.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.2M		97k	84.68	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$8.2M	+50%	224k	36.35	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$8.1M		26k	307.86	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$8.0M		118k	68.08	View chart
Stryker Corporation (SYK)	0.1	$8.0M	+2%	22k	369.78	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$7.9M		121k	65.26	View chart
Ge Vernova (GEV)	0.1	$7.9M	+9%	13k	614.40	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$7.9M	-14%	115k	68.46	View chart
Metropcs Communications (TMUS)	0.1	$7.9M	-16%	33k	239.42	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$7.8M	-3%	154k	51.00	View chart
Roblox Corp Cl A (RBLX)	0.1	$7.8M	+7%	57k	138.52	View chart
Cummins (CMI)	0.1	$7.8M	+7%	19k	422.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$7.6M	-6%	16k	468.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$7.5M	-9%	44k	170.89	View chart
Palo Alto Networks (PANW)	0.1	$7.5M		37k	203.62	View chart
Copart (CPRT)	0.1	$7.5M	+15%	166k	44.97	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$7.4M	+34%	19k	396.15	View chart
Linde SHS (LIN)	0.1	$7.4M	+12%	16k	474.51	View chart
Lockheed Martin Corporation (LMT)	0.1	$7.4M	-34%	15k	499.38	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$7.4M		175k	42.01	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$7.3M	+21%	53k	137.80	View chart
Boeing Company (BA)	0.1	$7.3M	+6%	34k	215.86	View chart
Intuit (INTU)	0.1	$7.3M	+21%	11k	683.19	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$7.3M	+83%	70k	103.10	View chart
Rbc Cad (RY)	0.1	$7.2M	+37%	49k	147.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$7.2M	-2%	307k	23.47	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$7.2M	-4%	154k	46.79	View chart
Advanced Micro Devices (AMD)	0.1	$7.1M	+16%	44k	161.78	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$7.1M	+33%	217k	32.90	View chart
Verizon Communications (VZ)	0.1	$7.0M	+7%	160k	43.95	View chart
Wec Energy Group (WEC)	0.1	$6.9M	+5%	61k	114.60	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$6.9M	-9%	78k	89.06	View chart
Applied Materials (AMAT)	0.1	$6.9M	-3%	34k	204.73	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$6.9M	+4%	275k	25.19	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$6.9M	-26%	59k	118.36	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$6.9M	-6%	49k	139.99	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.1	$6.9M	+38%	199k	34.65	View chart
Uber Technologies (UBER)	0.1	$6.9M	+9%	70k	97.97	View chart
Bank of New York Mellon Corporation (BK)	0.1	$6.9M	+2%	63k	109.00	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$6.8M	+29%	84k	81.19	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$6.8M	-30%	77k	89.00	View chart
salesforce (CRM)	0.1	$6.8M	-17%	29k	237.04	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$6.8M	+7%	41k	166.10	View chart
Northrop Grumman Corporation (NOC)	0.1	$6.7M	+74%	11k	608.68	View chart
Starbucks Corporation (SBUX)	0.1	$6.7M	-3%	79k	84.60	View chart
AFLAC Incorporated (AFL)	0.1	$6.7M	+11%	60k	111.68	View chart
Amgen (AMGN)	0.1	$6.7M	-2%	24k	282.17	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$6.7M	+22%	192k	34.72	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$6.6M	+207%	95k	69.94	View chart
Spdr Series Trust Bloomberg Sht Te (SJNK)	0.1	$6.6M		258k	25.60	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.1	$6.6M		71k	92.42	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$6.6M	-5%	83k	78.91	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$6.5M		72k	90.67	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 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
Merit Financial Group 2021 Q4 filed Feb. 14, 2022

View all past filings

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