Universe · entity
Merit Financial Group, LLC
Institutional manager (13F) · CIK 1621225
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.7B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $360M | 824,223 |
| 2 | ISHARES TR | $303M | 1,954,232 |
| 3 | GMO ETF TRUST | $289M | 7,977,528 |
| 4 | ISHARES TR | $285M | 2,788,906 |
| 5 | APPLE INC | $250M | 985,181 |
| 6 | ISHARES TR | $210M | 321,276 |
| 7 | NVIDIA CORPORATION | $200M | 1,145,825 |
| 8 | VANGUARD WORLD FD | $199M | 542,393 |
| 9 | VANGUARD INDEX FDS | $196M | 997,691 |
| 10 | BLACKROCK ETF TRUST | $195M | 3,352,902 |
| 11 | VANGUARD WORLD FD | $194M | 1,336,897 |
| 12 | SPDR SERIES TRUST | $178M | 6,208,354 |
| 13 | ISHARES TR | $176M | 2,370,127 |
| 14 | VANGUARD INDEX FDS | $164M | 274,941 |
| 15 | BLACKROCK ETF TRUST | $160M | 4,981,377 |
| 16 | MICROSOFT CORP | $160M | 431,780 |
| 17 | AMERICAN CENTY ETF TR | $154M | 2,026,345 |
| 18 | VICTORY PORTFOLIOS II | $143M | 2,822,911 |
| 19 | VICTORY PORTFOLIOS II | $139M | 6,387,075 |
| 20 | INVESCO QQQ TR | $135M | 234,335 |
| 21 | ISHARES INC | $131M | 1,878,466 |
| 22 | ISHARES TR | $129M | 1,363,626 |
| 23 | SPDR INDEX SHS FDS | $128M | 3,488,600 |
| 24 | BLACKROCK ETF TRUST II | $123M | 2,374,421 |
| 25 | ISHARES TR | $121M | 5,260,410 |
| 26 | VICTORY PORTFOLIOS II | $111M | 2,822,537 |
| 27 | AMAZON COM INC | $105M | 502,724 |
| 28 | VANGUARD INDEX FDS | $103M | 358,773 |
| 29 | ALPHABET INC | $97M | 338,760 |
| 30 | ISHARES TR | $96M | 501,905 |
| 31 | CAPITAL GROUP CORE EQUITY ET | $89M | 2,307,167 |
| 32 | VANGUARD INDEX FDS | $89M | 275,951 |
| 33 | BROADCOM INC | $88M | 283,693 |
| 34 | JANUS DETROIT STR TR | $83M | 1,657,452 |
| 35 | BLACKROCK ETF TRUST | $83M | 2,517,315 |
| 36 | ISHARES TR | $83M | 345,340 |
| 37 | VANGUARD INDEX FDS | $81M | 310,293 |
| 38 | UNITED PARCEL SVCS INC | $80M | 815,120 |
| 39 | VANGUARD BD INDEX FDS | $77M | 1,047,183 |
| 40 | CAPITAL GROUP GROWTH ETF | $77M | 1,910,571 |
| 41 | CAPITAL GROUP DIVIDEND VALUE | $76M | 1,792,844 |
| 42 | BLACKROCK ETF TRUST | $75M | 2,065,477 |
| 43 | EXXON MOBIL CORP | $65M | 385,315 |
| 44 | VANGUARD SCOTTSDALE FDS | $64M | 1,357,368 |
| 45 | BERKSHIRE HATHAWAY INC DEL | $61M | 127,305 |
| 46 | ALPHABET INC | $60M | 209,494 |
| 47 | VANGUARD TAX-MANAGED FDS | $60M | 933,569 |
| 48 | GLOBAL X FDS | $59M | 839,041 |
| 49 | CAPITAL GRP FIXED INCM ETF T | $56M | 2,487,719 |
| 50 | CAPITAL GRP FIXED INCM ETF T | $55M | 2,107,722 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.