Merit Financial Group, LLC - Portfolio Stock Holdings
Merit Financial Group, LLC disclosed 2413 stock positions in a recent SEC 13F filing. $16,090,053,823 of stock holdings were filed, with the largest holdings including VUG, IUSG, and AAPL. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $23,875,298,692 and has 470 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
2413Est. Stock Holding Value:
$16,090,053,823Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Merit Financial Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...
Portfolio Options Holdings - Merit Financial Group, LLC
|
Stock
|
Type
|
Holdings (Contracts)
|
Holdings (USD)
|
Change (Contracts)
|
Change (Value)
|
|---|
Loading Fund Options Data...