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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, QLTY, IUSV, SPY, and represent 11.09% of Merit Financial Group's stock portfolio.
Added to shares of these 10 stocks: CORO (+$160M), GOVT (+$62M), IUSG (+$51M), QQQ (+$33M), NVDA (+$31M), DYNF (+$25M), MSFT (+$24M), DFAC (+$23M), SEIM (+$22M), IVV (+$21M).
Started 267 new stock positions in PHR, IDEF, Strive Inc Cl A, DCGO, DFEV, COMP, FMAR, TBLA, E, VPLS.
Reduced shares in these 10 stocks: USIG (-$50M), IEMG (-$49M), MGK (-$33M), FPEI (-$26M), SLDE (-$11M), VTI (-$9.3M), OEF (-$8.7M), FVAL (-$7.4M), NVR (-$5.4M), IAU.
Sold out of its positions in SDFI, ACVA, AWP, AEG, AGL, OPTU, OKLO, AstraZeneca, BYM, MYD.
Merit Financial Group was a net buyer of stock by $1.2B.
Merit Financial Group has $13B in assets under management (AUM), dropping by 11.07%.
Central Index Key (CIK): 0001621225

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Portfolio Holdings for Merit Financial Group

Merit Financial Group holds 2111 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Merit Financial Group has 2111 total positions. Only the first 250 positions are shown.

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Download the Merit Financial Group March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	2.7	$360M		824k	436.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	2.3	$303M	+20%	2.0M	155.04	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	2.2	$289M	+6%	8.0M	36.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	2.1	$285M	+7%	2.8M	102.21	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$249M		384k	650.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$210M	+11%	321k	653.30	View chart
NVIDIA Corporation (NVDA)	1.5	$200M	+18%	1.1M	174.40	View chart
Vanguard World Mega Grwth Ind (MGK)	1.5	$199M	-14%	542k	367.41	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$196M	+2%	998k	196.19	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.5	$195M	+14%	3.4M	58.19	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.4	$194M	+5%	1.3M	144.95	View chart
Spdr Series Trust State Street Spd (SPTI)	1.3	$178M	+7%	6.2M	28.66	View chart
Ishares Tr Eafe Value Etf (EFV)	1.3	$176M	+4%	2.4M	74.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$164M	-2%	275k	597.63	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.2	$160M	NEW	5.0M	32.15	View chart
Microsoft Corporation (MSFT)	1.2	$160M	+17%	432k	370.17	View chart
American Centy Etf Tr Avantis All Int (AVNM)	1.2	$154M	+4%	2.0M	76.20	View chart
Victory Portfolios Ii Short Trm Bd Etf (USTB)	1.1	$143M	+8%	2.8M	50.57	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	1.0	$139M	+9%	6.4M	21.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$135M	+32%	234k	576.59	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$131M	-27%	1.9M	69.75	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$130M	+7%	1.4M	94.95	View chart
Spdr Index Shs Fds State Street Spd (CWI)	1.0	$128M	+9%	3.5M	36.59	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.9	$123M	+7%	2.4M	51.92	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.9	$121M	+107%	5.3M	22.91	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.8	$111M	+7%	2.8M	39.48	View chart
Broadcom (AVGO)	0.8	$106M	+10%	344k	309.52	View chart
Amazon (AMZN)	0.8	$105M	+4%	503k	208.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$103M	+14%	359k	287.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$97M		339k	287.56	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$96M	+7%	502k	191.68	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.7	$89M	+5%	2.3M	38.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$89M	-9%	276k	320.80	View chart
United Parcel Svcs CL B (UPS)	0.6	$84M		856k	98.39	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$84M	+5%	1.7M	50.38	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.6	$83M	+16%	2.5M	32.96	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.6	$83M	+13%	345k	240.07	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$81M	+8%	310k	261.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$77M	+3%	1.0M	73.66	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$77M	+6%	1.9M	40.33	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$76M	+2%	1.8M	42.54	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.6	$75M	+16%	2.1M	36.23	View chart
Exxon Mobil Corporation (XOM)	0.5	$65M	+10%	385k	169.65	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.5	$64M	+9%	1.4M	46.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$61M		127k	479.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$60M	+8%	210k	286.86	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$60M		934k	64.08	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$59M	+41%	839k	70.84	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.4	$56M	+4%	2.5M	22.34	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$55M	+3%	2.1M	26.26	View chart
Meta Platforms Cl A (META)	0.4	$55M	-5%	96k	572.09	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$53M	-8%	596k	88.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$53M	+4%	1.8M	29.13	View chart
JPMorgan Chase & Co. (JPM)	0.4	$52M	+3%	178k	294.16	View chart
Johnson & Johnson (JNJ)	0.4	$52M	+9%	214k	244.43	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$52M		530k	97.91	View chart
Capital Grp Fixed Incm Etf T Short Duration (CGSD)	0.4	$51M	+3%	2.0M	25.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$50M	+8%	2.1M	24.27	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$49M	-7%	542k	90.87	View chart
Wal-Mart Stores (WMT)	0.4	$49M	+15%	393k	124.28	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$47M	+60%	518k	91.64	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$47M	-2%	1.5M	30.68	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$45M	+15%	905k	50.04	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$44M	+113%	1.1M	38.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$43M	+4%	291k	148.17	View chart
Costco Wholesale Corporation (COST)	0.3	$42M	+19%	42k	996.40	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.3	$41M	+3%	1.4M	29.36	View chart
Procter & Gamble Company (PG)	0.3	$41M	+11%	285k	144.44	View chart
Tesla Motors (TSLA)	0.3	$41M	+10%	109k	371.75	View chart
Eli Lilly & Co. (LLY)	0.3	$40M	+12%	44k	919.56	View chart
Capital Group International SHS (CGIC)	0.3	$38M		1.1M	33.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$33M	-2%	433k	76.54	View chart
Caterpillar (CAT)	0.2	$33M	+8%	46k	708.21	View chart
Chevron Corporation (CVX)	0.2	$32M	+11%	154k	206.91	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$31M	+2%	252k	124.31	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$31M		141k	217.36	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.2	$30M	+71%	420k	70.39	View chart
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)	0.2	$29M	+3%	1.2M	25.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$28M	+18%	252k	111.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$28M	+96%	555k	49.89	View chart
Visa Com Cl A (V)	0.2	$28M	+2%	92k	302.27	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$28M	+9%	554k	49.69	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$27M		240k	113.10	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$27M	+11%	256k	106.15	View chart
Home Depot (HD)	0.2	$27M	+4%	81k	328.90	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$27M		1.2M	22.43	View chart
Coca-Cola Company (KO)	0.2	$26M	+49%	346k	76.05	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.2	$26M	+512%	575k	45.55	View chart
Fastenal Company (FAST)	0.2	$26M	+40%	563k	46.40	View chart
Capital Group International SHS (CGIE)	0.2	$26M	+2%	771k	33.82	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$26M	+52%	242k	106.50	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$26M	+16%	63k	407.69	View chart
Spdr Series Trust State Street Spd (SPIB)	0.2	$25M	+5%	751k	33.54	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$25M	+17%	100k	248.84	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$25M		805k	30.50	View chart
Palantir Technologies Cl A (PLTR)	0.2	$24M	-7%	166k	146.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$24M	-2%	80k	302.18	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.2	$24M	+4%	458k	52.46	View chart
Ge Aerospace Com New (GE)	0.2	$24M	+10%	85k	283.81	View chart
Lam Research Corp Com New (LRCX)	0.2	$24M	+68%	112k	213.66	View chart
Bank First National Corporation (BFC)	0.2	$24M		177k	135.29	View chart
Ishares Tr Investment Grade (IGEB)	0.2	$24M	+13%	526k	45.09	View chart
Merck & Co (MRK)	0.2	$24M	+24%	197k	120.29	View chart
Raytheon Technologies Corp (RTX)	0.2	$23M	+8%	121k	192.88	View chart
Abbvie (ABBV)	0.2	$23M	+12%	105k	217.48	View chart
Bristol Myers Squibb (BMY)	0.2	$22M	+137%	369k	60.65	View chart
Pepsi (PEP)	0.2	$22M	+4%	143k	155.29	View chart
Altria (MO)	0.2	$22M	+85%	336k	65.99	View chart
Philip Morris International (PM)	0.2	$22M	-2%	134k	165.34	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$22M	+3%	480k	45.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$22M	+16%	51k	426.23	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$22M	-13%	317k	68.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$22M	+7%	189k	114.91	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$22M	+257%	447k	48.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$21M		101k	211.15	View chart
Arista Networks Com Shs (ANET)	0.2	$21M	+80%	173k	122.78	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$21M	-13%	750k	27.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$20M	+9%	698k	29.08	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.1	$19M	+4%	429k	44.85	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$19M	-17%	416k	46.19	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$19M	+3%	749k	25.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$19M	+41%	381k	50.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$19M	+19%	144k	132.92	View chart
McKesson Corporation (MCK)	0.1	$19M	+7%	22k	865.59	View chart
Netflix (NFLX)	0.1	$19M	+22%	198k	96.15	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$19M	-10%	381k	49.37	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.1	$19M	+8%	729k	25.55	View chart
Cisco Systems (CSCO)	0.1	$19M	-8%	240k	77.59	View chart
Tidal Trust Iii Vistashares Trgt (OMAH)	0.1	$19M	+10%	1.0M	18.02	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$19M	+4289%	193k	95.72	View chart
Goldman Sachs (GS)	0.1	$18M	+4%	22k	846.03	View chart
Amplify Etf Tr Cwp Growth & Inc (QDVO)	0.1	$18M	+10%	688k	26.65	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$18M	-73%	356k	51.23	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$18M	+237%	167k	108.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$18M	+8%	83k	215.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$18M	+205%	71k	248.03	View chart
Mastercard Incorporated Cl A (MA)	0.1	$17M	-5%	35k	499.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$17M		174k	99.27	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$17M	+5%	281k	60.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$17M	+421%	87k	191.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$17M	-34%	53k	318.07	View chart
Capital Group New Geography SHS (CGNG)	0.1	$17M	+4%	530k	31.57	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$17M	+12%	337k	49.37	View chart
Morgan Stanley Com New (MS)	0.1	$17M	+13%	100k	164.56	View chart
Chubb (CB)	0.1	$16M	+14%	50k	325.82	View chart
Micron Technology (MU)	0.1	$16M	+12%	48k	337.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$16M		38k	427.60	View chart
salesforce (CRM)	0.1	$16M	+160%	87k	186.73	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.1	$16M	-3%	362k	44.62	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$16M	+24%	173k	92.75	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$16M		42k	383.40	View chart
McDonald's Corporation (MCD)	0.1	$16M	+25%	51k	310.80	View chart
At&t (T)	0.1	$16M	+13%	547k	28.99	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$16M	-4%	326k	48.30	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$16M	-31%	227k	69.40	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$16M		77k	203.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$16M	+7%	23k	695.43	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$16M	+556%	273k	56.79	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$15M	-12%	85k	181.44	View chart
Blackrock (BLK)	0.1	$15M	+8%	16k	961.81	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$15M	+11%	326k	46.92	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$15M	+292%	289k	52.78	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$15M	+2128%	428k	35.52	View chart
Ge Vernova (GEV)	0.1	$15M	+14%	17k	872.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$15M	+40%	21.00	718140.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$15M	+4%	45k	337.92	View chart
Honeywell International (HON)	0.1	$15M	+7%	67k	226.09	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$15M	+4%	326k	46.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$15M	+28%	136k	110.41	View chart
General Dynamics Corporation (GD)	0.1	$15M		42k	343.07	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$15M		213k	68.28	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$15M	+5%	284k	50.95	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$14M	-2%	101k	142.41	View chart
American Express Company (AXP)	0.1	$14M	+8%	47k	302.54	View chart
Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS)	0.1	$14M	+2%	245k	57.91	View chart
TJX Companies (TJX)	0.1	$14M	+17%	88k	159.69	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$14M	+66%	391k	35.96	View chart
Texas Instruments Incorporated (TXN)	0.1	$14M		71k	194.14	View chart
Bank of America Corporation (BAC)	0.1	$14M	+12%	282k	48.75	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$14M	+8%	276k	49.40	View chart
Qualcomm (QCOM)	0.1	$14M	+62%	106k	128.79	View chart
Exelixis (EXEL)	0.1	$14M	+265%	318k	42.89	View chart
Fortinet (FTNT)	0.1	$14M	+2%	166k	81.72	View chart
Advanced Micro Devices (AMD)	0.1	$14M	+11%	66k	203.41	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$13M	-23%	123k	109.69	View chart
Wells Fargo & Company (WFC)	0.1	$13M		169k	79.61	View chart
Applied Materials (AMAT)	0.1	$13M	+9%	39k	341.76	View chart
S&p Global (SPGI)	0.1	$13M	+15%	32k	425.11	View chart
Eaton Corp SHS (ETN)	0.1	$13M	+13%	37k	357.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$13M	+9%	22k	603.79	View chart
Kla Corp Com New (KLAC)	0.1	$13M	+7%	8.8k	1473.12	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$13M	+3%	271k	47.04	View chart
International Business Machines (IBM)	0.1	$13M	+5%	52k	242.34	View chart
Union Pacific Corporation (UNP)	0.1	$13M	+18%	52k	242.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$13M	+1594%	145k	86.69	View chart
Cummins (CMI)	0.1	$12M	+14%	23k	538.07	View chart
Oracle Corporation (ORCL)	0.1	$12M	-5%	83k	147.10	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.1	$12M	+36%	402k	30.13	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$12M	+98%	184k	65.69	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$12M		221k	54.06	View chart
Expedia Group Com New (EXPE)	0.1	$12M	+152%	52k	231.10	View chart
PNC Financial Services (PNC)	0.1	$12M	+12%	57k	208.10	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$12M	+88%	129k	91.35	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$12M	+6%	112k	103.37	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$11M	-11%	48k	237.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$11M	+59%	462k	24.75	View chart
Citigroup Com New (C)	0.1	$11M	+4%	101k	113.41	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$11M	NEW	96k	118.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$11M	+5%	225k	50.61	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$11M	-4%	199k	56.58	View chart
Spdr Series Trust State Street Spd (XAR)	0.1	$11M	+3%	43k	253.98	View chart
ConocoPhillips (COP)	0.1	$11M	+30%	83k	132.00	View chart
Lowe's Companies (LOW)	0.1	$11M	+14%	46k	236.24	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$11M		130k	83.57	View chart
Analog Devices (ADI)	0.1	$10M	+53%	32k	318.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$10M	-6%	29k	356.79	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$10M	-4%	143k	71.61	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$10M	-2%	110k	92.76	View chart
Illinois Tool Works (ITW)	0.1	$10M	+16%	39k	260.36	View chart
American Electric Power Company (AEP)	0.1	$10M	+21%	77k	131.09	View chart
Blackrock Mun Target Term Tr Com Shs Ben In (BTT)	0.1	$10M	-4%	443k	22.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$10M	-2%	177k	56.68	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$10M	+19%	290k	34.41	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.1	$10M	+86%	215k	46.40	View chart
Southern Company (SO)	0.1	$9.9M	+11%	103k	96.53	View chart
Verizon Communications (VZ)	0.1	$9.9M	+22%	198k	50.20	View chart
Amgen (AMGN)	0.1	$9.8M	+15%	28k	351.80	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$9.8M	+68%	90k	109.03	View chart
Bank of New York Mellon Corporation (BK)	0.1	$9.8M	+15%	83k	118.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$9.7M	+5%	156k	62.53	View chart
Intel Corporation (INTC)	0.1	$9.6M	-7%	218k	44.13	View chart
Spdr Series Trust State Street Spd (SJNK)	0.1	$9.5M	+47%	381k	24.98	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$9.4M	-16%	43k	218.72	View chart
Comfort Systems USA (FIX)	0.1	$9.4M	+14%	6.8k	1379.16	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$9.4M	-73%	494k	19.00	View chart
Linde SHS (LIN)	0.1	$9.3M	+9%	19k	496.16	View chart
Boston Scientific Corporation (BSX)	0.1	$9.3M	+8%	148k	62.75	View chart
Spdr Series Trust State Street Spd (MDYG)	0.1	$9.2M	+7%	96k	95.96	View chart
Northrop Grumman Corporation (NOC)	0.1	$9.2M	+11%	14k	682.15	View chart
Capital Grp Fixed Incm Etf T International Bd (CGIB)	0.1	$9.2M	+5%	366k	25.23	View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)	0.1	$9.1M	+6%	145k	62.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$9.0M		30k	298.85	View chart
Vanguard World Health Car Etf (VHT)	0.1	$9.0M	+6%	33k	272.09	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$8.9M	+16%	81k	110.78	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$8.9M	+186%	179k	49.95	View chart
Metropcs Communications (TMUS)	0.1	$8.8M	+12%	42k	210.07	View chart
Rbc Cad (RY)	0.1	$8.8M	+12%	55k	161.75	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$8.8M	-3%	93k	94.24	View chart
Vanguard Mun Bd Fds Intermediate Trm (VTEI)	0.1	$8.8M	+46%	88k	99.98	View chart
Boeing Company (BA)	0.1	$8.8M	+21%	44k	199.07	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 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
Merit Financial Group 2022 Q2 filed Aug. 8, 2022

View all past filings

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