§ 13F · FUND PROFILE
Merit Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $10.9B (13F)Positions · 6380Turnover · — · Q1Filed · Apr 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$278M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 818K | $357M | 2.7% | +1% |
| 2 | IUSG | ISHARES TR | 1.95M | $302M | 2.2% | +20% |
| 3 | QLTY | GMO ETF TRUST | 7.96M | $288M | 2.1% | +6% |
| 4 | IUSV | ISHARES TR | 2.78M | $285M | 2.1% | +7% |
| 5 | AAPL | APPLE INC | 839K | $213M | 1.6% | +10% |
| 6 | IVV | ISHARES TR | 316K | $206M | 1.5% | +11% |
| 7 | MGK | VANGUARD WORLD FD | 539K | $198M | 1.5% | −14% |
| 8 | VTV | VANGUARD INDEX FDS | 993K | $195M | 1.4% | +3% |
| 9 | DYNF | BLACKROCK ETF TRUST | 3.34M | $194M | 1.4% | +15% |
| 10 | MGV | VANGUARD WORLD FD | 1.33M | $193M | 1.4% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERIT SIGNAL
AC read
Merit Financial Group, LLC is a Other fund managing $10.9 billion in assets. The fund runs a massive portfolio of 6,380 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed