account_balance
Investment manager · 13F filer · SEC CIK 1621225
Merit Financial Group, LLC
Reported value$17.6Bas of Sep 30, 2026
Positions2,368 234 new, 184 sold out
Top 10 weight20.8%VUG alone is 3%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
2.6%Added +4%
AAPLApple Inc
2.5%Added +10%
IUSGiShares Tr
2.4%Added +5%
MGKVanguard World Fd
2.2%Added +14%
QLTYGmo ETF Trust
2.1%Added +3%
IUSViShares Tr
1.9%Added +4%
DYNFBlackRock ETF Trust
1.9%Added +8%
NVDANvidia Corporation
1.8%Added +8%
MGVVanguard World Fd
1.6%Added +7%
MSFTMicrosoft Corp
1.6%Added +6%
IVViShares Tr
1.6%Added +4%
CORO1.3%
VUG2.6%
AAPL2.5%IUSG2.4%
MGKVanguard World Fd
2.2%Added +14%
QLTYGmo ETF Trust
2.1%Added +3%
IUSViShares Tr
1.9%Added +4%
DYNF1.9%
NVDA1.8%MGV1.6%
MSFT1.6%IVV1.6%
CORO1.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VUG Vanguard Index FDS 2.6% Added +4%
AAPL Apple Inc 2.5% Added +10%IUSG iShares Tr 2.4% Added +5%
MGK Vanguard World Fd 2.2% Added +14%
QLTY Gmo ETF Trust 2.1% Added +3%
IUSV iShares Tr 1.9% Added +4%
DYNF BlackRock ETF Trust 1.9% Added +8%
NVDA Nvidia Corporation 1.8% Added +8%MGV Vanguard World Fd 1.6% Added +7%
MSFT Microsoft Corp 1.6% Added +6%IVV iShares Tr 1.6% Added +4%
CORO BlackRock ETF Trust 1.3% Added +12%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- QQQG $26.3M
- CAFG $10.6M
- KBDC $9.73M
- IGE $9.11M
arrow_upwardAdded
- DFSD +2672%
- DFIC +362%
- DFAC +198%
- VIG +197%
arrow_downwardTrimmed
- BND −18%
- EFV −13%
- BIL −5%
- MBB −5%
remove_circleSold out
- HAP $10.1M
- IGBH $4.31M
- FLHY $2.66M
- DFIP $2.62M