Merit Financial Group, LLC - Portfolio Stock Holdings

Merit Financial Group, LLC disclosed 2412 stock positions in a recent SEC 13F filing. $16,092,048,156 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 on July 17, 2026.

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.