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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, IUSG, AAPL, QLTY, IUSV, and represent 11.36% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: VUG (+$355M), MGK (+$273M), VO (+$106M), DYNF (+$80M), AAPL (+$68M), MGV (+$52M), IALT (+$46M), GGOV (+$43M), EFG (+$37M), MSFT (+$34M).
Started 317 new stock positions in FDXF, CMPS, ELDN, WH, MYGN, PACS, RLI, FELV, WABC, WVE.
Reduced shares in these 10 stocks: QUAL (-$72M), EFV (-$65M), IAGG (-$41M), MTUM (-$24M), THRO (-$22M), IEMG (-$20M), JNK (-$18M), LRCX (-$16M), Honeywell International (-$15M), BAI (-$14M).
Sold out of its positions in AVK, CWS, Air Lease Corp, ALLO, TLTP, ANVS, ATR, ARQT, APAM, BGS.
Merit Financial Group was a net buyer of stock by $1.8B.
Merit Financial Group has $16B in assets under management (AUM), dropping by 22.11%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 2318 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Merit Financial Group has 2318 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	2.6	$426M	+500%	5.0M	86.14	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.4	$394M	+7%	2.1M	188.14	View chart
Apple Put Option (AAPL)	2.2	$360M	+23%	1.2M	289.36	View chart
Gmo Etf Trust Us Quality Etf (QLTY)	2.1	$352M	+5%	8.4M	41.62	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.0	$328M	+6%	3.0M	110.14	View chart
Vanguard World Mega Grwth Ind (MGK)	2.0	$320M	+571%	3.6M	87.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$308M	+34%	4.5M	68.03	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.8	$301M	+4%	403k	746.85	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.7	$270M	+23%	1.7M	163.45	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$265M	+10%	354k	748.88	View chart
NVIDIA Corporation Put Option (NVDA)	1.6	$262M	+14%	1.3M	200.09	View chart
Vanguard Index Fds Value Etf (VTV)	1.4	$222M	+2%	1.0M	217.95	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.3	$210M	+15%	5.7M	36.60	View chart
Microsoft Corporation (MSFT)	1.2	$195M	+21%	523k	373.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$187M		272k	686.71	View chart
Spdr Series Trust St Inter Etf (SPTI)	1.1	$183M	+3%	6.4M	28.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$181M	+4%	246k	735.63	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.1	$178M	+6%	2.2M	82.43	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	0.9	$153M	+7%	3.8M	40.67	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	0.9	$149M	+4%	2.9M	50.61	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$148M	+23%	6.5M	22.78	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	0.9	$148M	+14%	3.2M	45.75	View chart
Amazon (AMZN)	0.9	$146M	+22%	614k	238.34	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	0.9	$144M	+3%	6.6M	21.73	View chart
Broadcom Put Option (AVGO)	0.9	$139M	+7%	368k	377.75	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.8	$139M	+11%	2.7M	52.33	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$136M	-12%	1.6M	82.85	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$136M	+5%	1.4M	94.50	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$135M	+366%	1.7M	80.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$122M		340k	357.36	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.7	$119M	-10%	2.2M	52.73	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$117M	-35%	1.5M	76.56	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$108M	+5%	291k	370.07	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.6	$101M		2.3M	44.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$100M	+6%	329k	303.28	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$98M	+32%	278k	353.35	View chart
United Parcel Svcs CL B (UPS)	0.6	$96M	+3%	889k	107.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$94M	-20%	275k	342.97	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$92M	+19%	1.2M	73.40	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.6	$92M		1.9M	47.37	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.5	$87M		1.8M	49.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$86M	+2%	1.7M	50.50	View chart
JPMorgan Chase & Co. (JPM)	0.5	$80M	+37%	245k	327.33	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$76M	+19%	1.6M	46.80	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$71M	+11%	143k	500.34	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$70M	+39%	1.2M	59.71	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$69M	+118%	551k	124.42	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$67M	-24%	1.6M	43.15	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$67M		934k	71.25	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.4	$64M		537k	118.99	View chart
Micron Technology (MU)	0.4	$63M	+13%	55k	1154.06	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.4	$62M	+30%	677k	91.64	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$62M		1.8M	33.84	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$59M	+18%	2.4M	24.13	View chart
Exxon Mobil Corporation (XOM)	0.3	$57M	+8%	416k	136.72	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$56M		2.1M	26.18	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.3	$56M		2.5M	22.29	View chart
Eli Lilly & Co. (LLY)	0.3	$55M	+5%	46k	1199.35	View chart
Meta Platforms Cl A Call Option (META)	0.3	$54M		97k	563.29	View chart
Johnson & Johnson (JNJ)	0.3	$53M		210k	253.96	View chart
Caterpillar (CAT)	0.3	$52M	+5%	49k	1064.77	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.3	$52M		2.0M	25.73	View chart
Wal-Mart Stores (WMT)	0.3	$51M	+14%	452k	113.26	View chart
Tesla Motors Put Option (TSLA)	0.3	$51M	+11%	122k	420.60	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.3	$49M	-2%	1.1M	44.36	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$47M	-2%	1.5M	31.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$47M		295k	158.08	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.3	$46M		1.4M	32.97	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.3	$46M	NEW	1.6M	28.05	View chart
Applied Materials (AMAT)	0.3	$46M	+61%	63k	722.97	View chart
Procter & Gamble Company (PG)	0.3	$45M	+6%	303k	146.64	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$44M	-16%	452k	96.84	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$43M	NEW	845k	50.29	View chart
Capital Group International SHS (CGIC)	0.3	$42M	+2%	1.2M	36.40	View chart
Costco Wholesale Corporation (COST)	0.3	$42M	+6%	45k	935.55	View chart
Advanced Micro Devices (AMD)	0.2	$40M	+3%	69k	580.97	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$39M	+25%	528k	73.77	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$39M	+40%	360k	107.62	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$38M		433k	87.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$38M	-65%	173k	219.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$37M		250k	148.31	View chart
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)	0.2	$37M	+13%	653k	56.15	View chart
Home Depot (HD)	0.2	$36M	+24%	101k	352.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$35M	+25%	694k	50.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$34M	+33%	323k	106.47	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$34M	-24%	448k	75.51	View chart
Visa Com Cl A (V)	0.2	$33M	+5%	96k	343.08	View chart
Lam Research Corp Com New (LRCX)	0.2	$33M	-32%	75k	433.31	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$33M		237k	137.52	View chart
Cisco Systems (CSCO)	0.2	$32M	+15%	276k	117.46	View chart
Ge Aerospace Com New (GE)	0.2	$32M		86k	373.69	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$32M		559k	56.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$32M	+25%	875k	36.13	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$31M	-10%	127k	243.13	View chart
Chevron Corporation (CVX)	0.2	$31M	+20%	185k	165.77	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$31M	+9%	880k	34.81	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.2	$31M	+476%	303k	100.81	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$31M	+487%	369k	82.62	View chart
Capital Grp Fixed Incm Etf T Ultra Short Etf (CGUI)	0.2	$30M	+2%	1.2M	25.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$29M	+7%	45k	655.89	View chart
Coca-Cola Company (KO)	0.2	$29M	+2%	354k	81.27	View chart
Capital Group International SHS (CGIE)	0.2	$29M		778k	36.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$29M	+32%	591k	48.43	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$28M	-2%	97k	290.62	View chart
Ishares Tr Invt Grad Sy Etf (IGEB)	0.2	$28M	+17%	620k	45.06	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$28M	+308%	760k	36.53	View chart
Abbvie (ABBV)	0.2	$28M	+4%	109k	251.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$27M	+41%	538k	50.35	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$27M		142k	190.53	View chart
Merck & Co (MRK)	0.2	$27M	+6%	209k	128.50	View chart
Arista Networks Com Shs (ANET)	0.2	$27M	-8%	158k	169.88	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.2	$27M	+6%	803k	33.46	View chart
Intel Corporation (INTC)	0.2	$27M	-12%	192k	139.64	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$27M	-9%	72k	365.79	View chart
Kla Corp Com New (KLAC)	0.2	$26M	+891%	87k	301.69	View chart
Bank First National Corporation (BFC)	0.2	$26M		174k	148.60	View chart
Altria (MO)	0.2	$25M	+3%	348k	71.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$25M	+100%	290k	86.42	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$25M	+2%	194k	127.76	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$24M	+44%	196k	124.88	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$24M		484k	50.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$24M	+30%	114k	212.72	View chart
Raytheon Technologies Corp (RTX)	0.1	$24M	+2%	124k	189.71	View chart
Philip Morris International (PM)	0.1	$23M	-3%	129k	180.91	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$23M	-4%	301k	76.09	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$23M	+18%	492k	46.15	View chart
Goldman Sachs (GS)	0.1	$22M		22k	1011.62	View chart
Bristol Myers Squibb (BMY)	0.1	$22M	+5%	387k	57.62	View chart
Morgan Stanley Com New (MS)	0.1	$22M	+6%	106k	209.06	View chart
Texas Instruments Incorporated (TXN)	0.1	$22M	+4%	74k	298.07	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$22M	+17%	322k	68.41	View chart
Proshares Tr K-1 Free Crd Oil (OILK)	0.1	$22M	+1329%	457k	47.49	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$22M	+239%	174k	124.15	View chart
Ge Vernova (GEV)	0.1	$22M	+6%	18k	1174.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$21M		45k	477.78	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$21M		84k	252.25	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$21M	-2%	714k	29.40	View chart
Capital Group New Geography SHS (CGNG)	0.1	$21M	+5%	557k	37.46	View chart
Fastenal Company (FAST)	0.1	$21M	-22%	435k	48.03	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$21M	+670%	174k	119.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$21M	-5%	705k	29.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$21M	-10%	91k	227.07	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$21M		388k	53.09	View chart
Amplify Etf Tr Cwp Gro Inc Etf (QDVO)	0.1	$21M		690k	29.84	View chart
Netflix (NFLX)	0.1	$20M	+43%	284k	71.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$20M	+54%	714k	27.70	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$20M	+8%	181k	109.07	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$20M		432k	45.70	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$20M	+338%	171k	114.18	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$20M	+2%	1.1M	18.44	View chart
PNC Financial Services (PNC)	0.1	$20M	+38%	79k	246.24	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$19M	+6%	358k	53.60	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$19M	+13%	371k	51.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$19M	-2%	81k	236.57	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$19M		325k	57.69	View chart
Pepsi (PEP)	0.1	$19M	-3%	139k	135.40	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$19M	+29%	552k	33.75	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$18M	-4%	50k	365.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$18M	+4%	181k	98.98	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$18M	+14%	331k	54.02	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$18M	+5%	184k	96.47	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$18M	+11%	435k	40.58	View chart
Mastercard Incorporated Cl A (MA)	0.1	$18M		34k	513.71	View chart
Chubb (CB)	0.1	$18M	+2%	51k	340.73	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$18M	-17%	58k	300.51	View chart
Bank of America Corporation (BAC)	0.1	$17M	+7%	304k	56.98	View chart
Western Digital (WDC)	0.1	$17M	-5%	27k	638.83	View chart
Oracle Corporation (ORCL)	0.1	$17M	+38%	115k	146.56	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$17M		77k	219.21	View chart
Cummins (CMI)	0.1	$17M	+2%	24k	713.32	View chart
Dell Technologies CL C (DELL)	0.1	$17M	+144%	39k	431.62	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$17M		101k	164.29	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$17M	-6%	211k	77.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$16M	+11%	53k	305.14	View chart
Eaton Corp SHS (ETN)	0.1	$16M	+4%	38k	426.02	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$16M		247k	65.58	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$16M	+597%	81k	199.81	View chart
McKesson Corporation (MCK)	0.1	$16M	-3%	21k	755.89	View chart
American Express Company (AXP)	0.1	$16M		47k	338.17	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$16M	-40%	712k	22.37	View chart
Technipfmc (FTI)	0.1	$16M	+181%	240k	66.34	View chart
Palantir Technologies Cl A (PLTR)	0.1	$16M	-17%	136k	116.67	View chart
Fortinet (FTNT)	0.1	$16M	-37%	103k	153.62	View chart
Expedia Group Com New (EXPE)	0.1	$16M	+19%	62k	256.15	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$16M		21.00	748850.00	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$16M	+4%	340k	46.05	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.1	$16M	-41%	267k	58.26	View chart
International Business Machines (IBM)	0.1	$16M	+6%	55k	281.20	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$16M	+41%	305k	50.95	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	0.1	$15M	+25%	505k	30.61	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$15M	-11%	188k	81.06	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$15M	+4%	297k	51.05	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$15M		285k	53.11	View chart
Lamar Advertising Cl A (LAMR)	0.1	$15M	+1243%	97k	156.59	View chart
Citigroup Com New (C)	0.1	$15M	+7%	108k	139.96	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$15M	+42%	128k	117.28	View chart
Corning Incorporated (GLW)	0.1	$15M	+22%	58k	255.46	View chart
Spdr Gold Tr Gold Shs Put Option (GLD)	0.1	$15M	+5%	40k	368.38	View chart
Ishares Tr Micro-cap Etf (IWC)	0.1	$15M	+70%	73k	200.04	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$15M	+17%	216k	67.24	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$15M	+25%	163k	89.01	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$14M	+2%	369k	38.23	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$14M	+59%	140k	100.96	View chart
TJX Companies (TJX)	0.1	$14M	+4%	92k	151.50	View chart
Palo Alto Networks (PANW)	0.1	$14M	+6%	40k	341.02	View chart
General Dynamics Corporation (GD)	0.1	$14M	-9%	38k	354.41	View chart
Analog Devices (ADI)	0.1	$14M	+5%	34k	397.36	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$14M	-42%	433k	31.10	View chart
Comfort Systems USA (FIX)	0.1	$13M		6.7k	1982.30	View chart
UnitedHealth (UNH)	0.1	$13M	+22%	32k	415.68	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$13M	+15%	149k	87.70	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$13M	+2%	115k	112.88	View chart
Union Pacific Corporation (UNP)	0.1	$13M	-7%	48k	272.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$13M	-2%	215k	59.63	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$13M	+3155%	588k	21.65	View chart
At&t (T)	0.1	$13M	+10%	606k	20.70	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$13M	+2%	139k	89.85	View chart
Blackrock (BLK)	0.1	$12M	-19%	13k	961.88	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$12M	+3%	86k	144.62	View chart
Linde SHS (LIN)	0.1	$12M	+25%	24k	518.94	View chart
McDonald's Corporation (MCD)	0.1	$12M	-11%	45k	270.32	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$12M	+55%	36k	334.86	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$12M	+9%	318k	37.96	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$12M	+11%	90k	133.25	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$12M	-2%	42k	283.79	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$12M		29k	409.59	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$12M	-9%	245k	48.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$12M	+30%	233k	50.23	View chart
Sei Exchange Traded Funds Qim Us Large Val (SEIV)	0.1	$12M	+38%	244k	48.00	View chart
Blackrock Etf Trust Ii Ishar Inter Etf (INMU)	0.1	$12M	+90%	481k	24.25	View chart
Amgen (AMGN)	0.1	$12M	+13%	32k	362.09	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$11M	+37%	282k	40.29	View chart
Boeing Company (BA)	0.1	$11M	+18%	52k	216.51	View chart
Wells Fargo & Company (WFC)	0.1	$11M	-18%	137k	82.64	View chart
Synopsys (SNPS)	0.1	$11M	+15%	25k	446.07	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.1	$11M	+3%	100k	112.09	View chart
Rbc Cad (RY)	0.1	$11M		54k	207.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$11M	+47%	22k	501.61	View chart
Illinois Tool Works (ITW)	0.1	$11M	+4%	41k	270.50	View chart
Southern Company (SO)	0.1	$11M	+11%	114k	95.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$11M	+4%	32k	343.91	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$11M	-10%	179k	60.79	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$11M	-28%	199k	54.63	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$11M	-18%	79k	137.22	View chart
American Electric Power Company (AEP)	0.1	$11M		78k	136.82	View chart
Northrop Grumman Corporation (NOC)	0.1	$11M	+53%	21k	509.45	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$10M	+62%	11k	965.20	View chart
Vodafone Group Sponsored Adr (VOD)	0.1	$10M	+7003%	789k	13.23	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$10M		43k	242.35	View chart
Nextera Energy (NEE)	0.1	$10M	+31%	118k	87.77	View chart

Past Filings by Merit Financial Group

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

Merit Financial Group 2026 Q2 filed July 17, 2026
Merit Financial Group 2026 Q1 filed April 15, 2026
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

View all past filings

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