Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merit Financial Group, LLC (CIK 1621225) reported $13.46B across 2,087 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VUG ($360.0M, 2.67%), IUSG ($303.1M, 2.25%), QLTY ($288.6M, 2.14%), IUSV ($285.2M, 2.12%), AAPL ($250.4M, 1.86%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $360.0M | 2.67% | 824,223 | Added |
| 2 | IUSG | ISHARES TR | $303.1M | 2.25% | 2.0M | Added |
| 3 | QLTY | GMO ETF TRUST | $288.6M | 2.14% | 8.0M | Added |
| 4 | IUSV | ISHARES TR | $285.2M | 2.12% | 2.8M | Added |
| 5 | AAPL | APPLE INC | $250.4M | 1.86% | 1.0M | Added |
| 6 | IVV | ISHARES TR | $209.9M | 1.56% | 321,276 | Added |
| 7 | MGK | VANGUARD WORLD FD | $199.3M | 1.48% | 542,393 | Trimmed |
| 8 | NVDA | NVIDIA CORPORATION | $199.8M | 1.48% | 1.1M | Added |
| 9 | VTV | VANGUARD INDEX FDS | $195.7M | 1.45% | 997,691 | Added |
| 10 | DYNF | BLACKROCK ETF TRUST | $195.1M | 1.45% | 3.4M | Added |
| 11 | MGV | VANGUARD WORLD FD | $193.8M | 1.44% | 1.3M | Added |
| 12 | SPTI | SPDR SERIES TRUST | $177.9M | 1.32% | 6.2M | Added |
| 13 | EFV | ISHARES TR | $176.2M | 1.31% | 2.4M | Added |
| 14 | VOO | VANGUARD INDEX FDS | $164.3M | 1.22% | 274,941 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $159.8M | 1.19% | 431,780 | Added |
| 16 | CORO | BLACKROCK ETF TRUST | $160.2M | 1.19% | 5.0M | New |
| 17 | AVNM | AMERICAN CENTY ETF TR | $154.3M | 1.15% | 2.0M | Added |
| 18 | USTB | VICTORY PORTFOLIOS II | $142.8M | 1.06% | 2.8M | Added |
| 19 | UBND | VICTORY PORTFOLIOS II | $139.1M | 1.03% | 6.4M | Added |
| 20 | QQQ | INVESCO QQQ TR | $135.3M | 1.00% | 234,335 | Added |
| 21 | IEMG | ISHARES INC | $131.0M | 0.97% | 1.9M | Trimmed |
| 22 | MBB | ISHARES TR | $129.5M | 0.96% | 1.4M | Added |
| 23 | CWI | SPDR INDEX SHS FDS | $127.6M | 0.95% | 3.5M | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $123.3M | 0.92% | 2.4M | Added |
| 25 | GOVT | ISHARES TR | $120.5M | 0.90% | 5.3M | Added |
Source: SEC Form 13F filings · as of 2026-03-31