Merit Financial Group, LLC - Portfolio Stock Holdings
Merit Financial Group, LLC disclosed 2412 stock positions in a recent SEC 13F filing. $16,092,042,589 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 today.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:
2412Est. Stock Holding Value:
$16,092,042,589Top Stock Holdings By Sector
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Portfolio Stock Holdings - Merit Financial Group, LLC
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Portfolio Options Holdings - Merit Financial Group, LLC
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