DOSSIER · 13F-HR · Q2 2026

Merit Financial Group, LLC

$16.4B in tracked AUM across 10,700 positions as of Q2 2026.

MF

CIK 0001621225 · last filed Jun 30, 2026

Total AUM

$16.4B

as of Q2 2026

Holdings

10,700

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Merit Financial Group, LLC reported $13.5B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in VUG, IUSG, QLTY. Notable moves this quarter: GOVT INCREASED (+$62.0M); VUG INCREASED ($-39.0M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$426M5.0M2.6%02

$394M2.1M2.4%03

$360M1.2M2.2%04

$352M8.4M2.1%05

$328M3.0M2.0%06

VANGUARD WORLD FD

$320M3.6M2.0%07

BLACKROCK ETF TRUST

$307M4.5M1.9%08

STATE STR SPDR S&P 500 ETF T

$301M403K1.8%09

VANGUARD WORLD FD

$270M1.7M1.6%10

Filing history

$16.4B▲ 21.7%

10,700 positionsView →2026Q1Mar 31

7,348 positionsView →2025Q4Dec 31

$12.5B▲ 14.5%

6,866 positionsView →2025Q3Sep 30

$10.9B▲ 21.4%

1,800 positionsView →2025Q2Jun 30

$9.0B▲ 227.6%

1,708 positionsLocked 2025Q1Mar 31

780 positionsLocked 2024Q4Dec 31

1,152 positionsLocked 2024Q3Sep 30

831 positionsLocked 2024Q2Jun 30

914 positionsLocked 2024Q1Mar 31

863 positionsLocked 2023Q4Dec 31

773 positionsLocked 2023Q3Sep 30

740 positionsLocked

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