Merit Financial Group, LLC
CIK: 1621225SEC EDGAR →
Portfolio Value
$9.3T
Holdings
2,368
As of
Q3 2026
New Positions
221
Closed Positions
192
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 5,131,828 | $462.4B | 4.99% |
| 2 | VANGUARD WORLD FD | 4,154,134 | $384.9B | 4.15% |
| 3 | GMO ETF TRUST | 8,732,738 | $373.8B | 4.04% |
| 4 | BLACKROCK ETF TRUST | 4,879,709 | $338.0B | 3.65% |
| 5 | BLACKROCK ETF TRUST | 6,418,397 | $233.3B | 2.52% |
| 6 | AMERICAN CENTY ETF TR | 2,280,576 | $189.4B | 2.04% |
| 7 | SPDR SERIES TRUST | 6,158,759 | $168.0B | 1.81% |
| 8 | VICTORY PORTFOLIOS II | 3,196,523 | $163.6B | 1.77% |
| 9 | SPDR INDEX SHS FDS | 3,929,268 | $158.8B | 1.71% |
| 10 | ISHARES TR | 7,071,179 | $154.6B | 1.67% |
Quarterly Changes
Top Buys
New Positions (266)
$26.3B · 807K shares
$20.5B · 294K shares
$18.6B · 342K shares
$10.6B · 336K shares
$9.8B · 344K shares
$9.7B · 774K shares
$9.1B · 148K shares
DFA INVT DIMENSIONS GROUP IN
$9.0B · 109K shares
$8.1B · 185K shares
$7.5B · 91K shares
DFA INVT DIMENSIONS GROUP IN
$7.1B · 168K shares
$6.1B · 71K shares
$5.5B · 118K shares
DFA INVT DIMENSIONS GROUP IN
$4.9B · 131K shares
$4.8B · 103K shares
SEI EXCHANGE TRADED FUNDS
$4.8B · 187K shares
$3.8B · 80K shares
$3.5B · 273K shares
SEI EXCHANGE TRADED FUNDS
$3.5B · 139K shares
$3.4B · 163K shares
$3.3B · 69K shares
$3.3B · 82K shares
$3.2B · 120K shares
$3.2B · 77K shares
$3.0B · 123K shares
$3.0B · 75K shares
$2.9B · 67K shares
$2.6B · 76K shares
$2.4B · 105K shares
$2.4B · 94K shares
ONEOK INC NEW
$2.3B · 27K shares
$2.3B · 141K shares
$2.3B · 49K shares
FORGENT POWER SOLUTIONS INC
$2.1B · 57K shares
$2.1B · 48K shares
$1.8B · 43K shares
$1.7B · 25K shares
$1.7B · 57K shares
$1.2B · 30K shares
$1.2B · 135K shares
$1.2B · 29K shares
$1.2B · 15K shares
$1.2B · 29K shares
$1.1B · 42K shares
$1.1B · 30K shares
$1.1B · 59K shares
BLACKROCK ETF TRUST
$1.1B · 42K shares
$1.1B · 18K shares
$978.2M · 32K shares
$933.8M · 23K shares
$842.7M · 21K shares
$752.2M · 29K shares
$721.8M · 10K shares
$695.2M · 14K shares
$693.8M · 7K shares
$691.9M · 12K shares
$641.6M · 8K shares
$611.3M · 17K shares
$600.1M · 6K shares
$584.7M · 9K shares
$577.4M · 7K shares
$554.1M · 14K shares
$552.5M · 6K shares
$541.5M · 18K shares
$513.6M · 6K shares
$505.7M · 69K shares
$486.9M · 26K shares
$481.0M · 20K shares
$447.2M · 9K shares
$423.1M · 6K shares
CBRE GBL REAL ESTATE INC FD
$418.6M · 36K shares
$417.4M · 7K shares
$399.4M · 10K shares
$396.6M · 14K shares
$392.3M · 14K shares
$389.8M · 4K shares
MAREX GROUP LTD
$381.1M · 5K shares
DFA INVT DIMENSIONS GROUP IN
$372.3M · 6K shares
$369.0M · 12K shares
$364.9M · 9K shares
$364.8M · 13K shares
$358.5M · 14K shares
$350.8M · 7K shares
$348.1M · 10K shares
$346.3M · 7K shares
$345.7M · 10K shares
$336.6M · 10K shares
$316.2M · 4K shares
$316.1M · 3K shares
$315.1M · 6K shares
$312.7M · 6K shares
$310.5M · 10K shares
$310.3M · 11K shares
$309.3M · 9K shares
$307.9M · 9K shares
$299.9M · 5K shares
INNOVATOR ETFS TRUST
$298.8M · 15K shares
$298.2M · 6K shares
$295.0M · 7K shares
$291.9M · 47K shares
$282.7M · 5K shares
$278.2M · 4K shares
$276.3M · 9K shares
$275.7M · 4K shares
$275.4M · 8K shares
$273.3M · 12K shares
$270.4M · 4K shares
$268.5M · 16K shares
$266.9M · 24K shares
$266.6M · 9K shares
$265.7M · 3K shares
$265.2M · 11K shares
$263.2M · 9K shares
MOBILITY GLOBAL INC
$261.8M · 15K shares
$261.6M · 25K shares
$260.4M · 9K shares
$260.1M · 3K shares
$260.0M · 3K shares
$259.5M · 9K shares
$258.8M · 7K shares
$257.7M · 7K shares
$257.6M · 4K shares
$252.5M · 3K shares
$249.5M · 3K shares
YORKVILLE AMER INVTS TR
$241.9M · 5K shares
$240.8M · 4K shares
$239.5M · 7K shares
$236.7M · 10K shares
$235.8M · 3K shares
FIRST CAROLINA FINL SVCS INC
$233.7M · 19K shares
$233.7M · 5K shares
$233.1M · 29K shares
$232.7M · 6K shares
$231.0M · 2K shares
$229.4M · 5K shares
$227.3M · 10K shares
$227.3M · 7K shares
$227.1M · 4K shares
$226.4M · 4K shares
DFA INVT DIMENSIONS GROUP IN
$226.1M · 9K shares
$225.4M · 5K shares
$225.4M · 10K shares
$224.0M · 10K shares
$223.6M · 7K shares
$219.6M · 6K shares
$218.3M · 10K shares
$217.9M · 3K shares
$215.8M · 5K shares
$215.3M · 9K shares
$214.9M · 12K shares
$214.7M · 5K shares
$214.3M · 6K shares
$214.3M · 4K shares
$214.2M · 6K shares
$213.4M · 6K shares
$213.3M · 8K shares
$212.3M · 6K shares
$210.2M · 6K shares
$209.9M · 7K shares
SOLV ENERGY INC
$209.5M · 9K shares
$209.3M · 4K shares
$206.4M · 3K shares
$205.3M · 7K shares
JANUS DETROIT STR TR
$203.8M · 8K shares
$202.6M · 11K shares
$202.4M · 6K shares
$202.1M · 9K shares
$202.0M · 3K shares
$201.8M · 7K shares
$201.8M · 4K shares
$200.8M · 4K shares
$200.7M · 4K shares
$200.6M · 3K shares
$200.2M · 3K shares
$200.1M · 5K shares
$188.7M · 33K shares
$184.3M · 15K shares
$183.2M · 11K shares
$181.5M · 10K shares
$177.7M · 34K shares
$174.8M · 236K shares
$173.0M · 12K shares
$172.4M · 11K shares
$169.3M · 19K shares
$162.8M · 12K shares
$161.8M · 13K shares
$149.5M · 10K shares
$149.0M · 13K shares
$149.0M · 19K shares
$147.0M · 16K shares
$143.1M · 13K shares
$141.6M · 16K shares
$138.9M · 11K shares
$137.7M · 14K shares
$133.4M · 10K shares
$132.3M · 12K shares
$130.3M · 16K shares
$123.7M · 13K shares
$122.2M · 355K shares
TRULIEVE CANNABIS CORP
$118.0M · 11K shares
$116.4M · 10K shares
$115.4M · 33K shares
$100.6M · 13K shares
$99.9M · 11K shares
$97.9M · 14K shares
$95.7M · 11K shares
$95.4M · 14K shares
$93.2M · 10K shares
$91.9M · 10K shares
$88.8M · 31K shares
$73.7M · 14K shares
$71.9M · 16K shares
EXXONMOBIL HOLDINGS CORP
$69.4M · 427K shares
$66.2M · 12K shares
$63.5M · 12K shares
$61.7M · 11K shares
$57.9M · 10K shares
$56.1M · 11K shares
$52.1M · 11K shares
$50.6M · 11K shares
$43.9M · 72K shares
$42.1M · 14K shares
$33.0M · 307K shares
$27.9M · 89K shares
$27.4M · 96K shares
$24.3M · 130K shares
$23.0M · 14K shares
$19.7M · 144K shares
$17.2M · 13K shares
$16.8M · 40K shares
$4.5M · 45K shares
SK HYNIX INC
$2.4M · 13K shares
$1.8M · 16K shares
$1.6M · 10K shares
$1.3M · 3K shares
$712K · 7K shares
$657K · 4K shares
$521K · 2K shares
$478K · 4K shares
$449K · 3K shares
$442K · 3K shares
$424K · 3K shares
$372K · 4K shares
$345K · 2K shares
$331K · 2K shares
$329K · 2K shares
$319K · 2K shares
$318K · 2K shares
$284K · 2K shares
$278K · 1K shares
$268K · 400 shares
$260K · 953 shares
$256K · 2K shares
$236K · 626 shares
$230K · 2K shares
$230K · 2K shares
$228K · 1K shares
$226K · 1K shares
$224K · 1K shares
$223K · 2K shares
$222K · 1K shares
$216K · 2K shares
$208K · 101 shares
$207K · 544 shares
$205K · 2K shares
$202K · 2K shares
Closed Positions (216)
$20.3B · 284K shares
$17.3B · 304K shares
$10.1B · 147K shares
$6.6B · 273K shares
$6.1B · 143K shares
$5.1B · 65K shares
$4.3B · 175K shares
$3.5B · 89K shares
$3.2B · 70K shares
$2.7B · 110K shares
$2.6B · 63K shares
$2.4B · 136K shares
$2.2B · 26K shares
$2.2B · 53K shares
$1.5B · 27K shares
$1.4B · 18K shares
$1.2B · 15K shares
$1.1B · 20K shares
$867.9M · 28K shares
$848.9M · 40K shares
$762.9M · 19K shares
$642.6M · 37K shares
$622.7M · 13K shares
$601.4M · 8K shares
$555.9M · 28K shares
COHEN & STEERS ETF TRUST
$543.5M · 23K shares
$535.5M · 38K shares
$499.1M · 39K shares
$496.2M · 8K shares
$467.2M · 14K shares
$418.4M · 10K shares
$412.6M · 16K shares
$400.0M · 10K shares
$384.0M · 5K shares
$369.8M · 15K shares
$362.3M · 6K shares
$330.4M · 9K shares
$327.6M · 6K shares
$326.9M · 7K shares
$325.9M · 5K shares
$325.4M · 7K shares
$325.2M · 14K shares
$322.9M · 4K shares
$314.9M · 7K shares
$308.2M · 11K shares
$308.1M · 12K shares
$303.6M · 5K shares
$300.4M · 4K shares
$296.3M · 16K shares
$291.7M · 10K shares
$289.9M · 3K shares
$282.3M · 61K shares
$278.9M · 8K shares
$275.5M · 8K shares
$273.3M · 9K shares
$268.1M · 24K shares
$268.0M · 4K shares
$263.4M · 5K shares
$261.3M · 6K shares
$260.1M · 3K shares
$259.9M · 8K shares
$256.1M · 3K shares
$251.4M · 7K shares
$249.6M · 59K shares
$245.3M · 11K shares
$245.1M · 3K shares
$244.4M · 9K shares
$239.7M · 3K shares
$238.5M · 9K shares
$235.8M · 9K shares
$234.7M · 3K shares
$231.8M · 4K shares
$231.6M · 7K shares
$229.8M · 6K shares
$226.8M · 5K shares
$225.1M · 33K shares
$224.2M · 4K shares
$221.7M · 9K shares
$218.7M · 3K shares
$218.6M · 7K shares
$213.5M · 2K shares
$213.0M · 5K shares
$212.5M · 7K shares
$212.2M · 4K shares
$212.2M · 8K shares
$211.5M · 43K shares
$210.3M · 5K shares
$209.4M · 4K shares
$207.4M · 9K shares
$205.2M · 4K shares
$204.6M · 6K shares
$202.8M · 2K shares
$202.4M · 3K shares
$202.1M · 7K shares
$200.4M · 3K shares
$200.1M · 7K shares
$189.5M · 16K shares
$182.7M · 10K shares
$181.1M · 246K shares
$171.2M · 11K shares
$163.3M · 13K shares
$160.1M · 26K shares
$160.0M · 11K shares
$156.5M · 72K shares
$155.7M · 11K shares
$153.8M · 13K shares
$146.9M · 12K shares
$141.0M · 28K shares
$135.5M · 10K shares
$130.1M · 19K shares
$129.9M · 11K shares
$121.7M · 340K shares
$119.8M · 214K shares
$111.3M · 13K shares
$111.2M · 11K shares
$109.9M · 19K shares
$107.3M · 26K shares
$106.4M · 11K shares
$99.1M · 10K shares
$96.9M · 17K shares
$90.3M · 13K shares
$81.3M · 28K shares
$77.5M · 16K shares
$72.5M · 13K shares
$71.2M · 26K shares
$70.2M · 10K shares
$67.9M · 16K shares
$66.2M · 19K shares
$63.4M · 11K shares
$58.0M · 19K shares
$56.9M · 416K shares
$54.6M · 13K shares
$51.7M · 11K shares
$50.6M · 14K shares
$50.2M · 24K shares
$47.6M · 64K shares
$47.4M · 16K shares
$47.3M · 12K shares
$45.9M · 22K shares
$45.1M · 14K shares
$44.7M · 11K shares
$44.4M · 16K shares
$43.9M · 11K shares
$41.9M · 18K shares
$41.7M · 25K shares
$41.5M · 23K shares
$41.4M · 11K shares
$40.8M · 14K shares
$40.7M · 12K shares
$40.0M · 10K shares
$40.0M · 69K shares
$39.4M · 16K shares
$38.7M · 12K shares
$38.7M · 21K shares
$37.8M · 94K shares
$37.5M · 12K shares
$35.6M · 101K shares
$35.5M · 17K shares
$32.6M · 10K shares
$32.4M · 276K shares
$32.3M · 15K shares
$32.2M · 86K shares
$31.3M · 10K shares
$27.9M · 170K shares
$26.4M · 15K shares
$24.7M · 12K shares
$22.6M · 11K shares
$21.9M · 15K shares
$20.9M · 24K shares
$19.5M · 23K shares
$18.5M · 11K shares
$18.1M · 78K shares
$18.0M · 15K shares
$16.9M · 115K shares
$16.4M · 12K shares
$16.4M · 14K shares
$15.9M · 136K shares
$15.5M · 12K shares
$15.3M · 11K shares
$15.3M · 18K shares
$13.5M · 12K shares
$12.0M · 15K shares
$11.5M · 32K shares
$10.7M · 10K shares
$10.5M · 29K shares
$10.4M · 20K shares
$8.9M · 12K shares
$8.4M · 12K shares
$6.0M · 19K shares
$5.7M · 15K shares
$5.4M · 10K shares
$5.3M · 11K shares
$3.5M · 21K shares
$2.4M · 17K shares
$1.5M · 8K shares
$1.2M · 6K shares
$735K · 7K shares
$684K · 4K shares
$506K · 4K shares
$365K · 3K shares
$300K · 3K shares
$276K · 772 shares
$275K · 2K shares
$267K · 633 shares
$266K · 1K shares
$262K · 2K shares
$249K · 2K shares
$236K · 2K shares
$227K · 1K shares
$218K · 835 shares
$216K · 886 shares
$212K · 926 shares
$209K · 2K shares
$206K · 1K shares
$205K · 410 shares
$200K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 1031 | $7.9T | 85.2% |
| Unknown | 159 | $389.3B | 4.2% |
| Industrials | 186 | $182.6B | 2.0% |
| Technology | 302 | $146.6B | 1.6% |
| Consumer Defensive | 68 | $133.9B | 1.4% |
| Healthcare | 151 | $107.6B | 1.2% |
| Consumer Cyclical | 133 | $92.3B | 1.0% |
| Energy | 72 | $74.1B | 0.8% |
| Utilities | 51 | $72.3B | 0.8% |
| Communication Services | 59 | $68.4B | 0.7% |
| Real Estate | 80 | $60.3B | 0.7% |
| Basic Materials | 76 | $42.3B | 0.5% |