§ 13F · FUND PROFILE
Merit Financial Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8968.1T (13F)Positions · 1708Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$711.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 811K | $395.6T | 3.2% | — |
| 2 | QLTY | GMO ETF TRUST | 7.48M | $287.7T | 2.3% | — |
| 3 | IUSG | ISHARES TR | 1.62M | $272.3T | 2.2% | +15% |
| 4 | IUSV | ISHARES TR | 2.59M | $265.7T | 2.1% | +11% |
| 5 | MGK | VANGUARD WORLD FD | 629K | $259.5T | 2.1% | — |
| 6 | AAPL | APPLE INC | 752K | $204.5T | 1.6% | — |
| 7 | IVV | ISHARES TR | 283K | $193.6T | 1.6% | — |
| 8 | VTV | VANGUARD INDEX FDS | 964K | $184.1T | 1.5% | — |
| 9 | MGV | VANGUARD WORLD FD | 1.25M | $177.0T | 1.4% | +52% |
| 10 | DYNF | BLACKROCK ETF TRUST | 2.91M | $176.8T | 1.4% | +17% |
§ 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 $8968058.3 trillion in assets. The fund runs a massive portfolio of 1,708 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed