Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merit Financial Group, LLC (CIK 1621225) reported $16.38B across 2,318 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($426.4M, 2.60%), IUSG ($393.6M, 2.40%), AAPL ($359.7M, 2.20%), QLTY ($351.7M, 2.15%), IUSV ($327.9M, 2.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $426.4M | 2.60% | 5.0M | Added |
| 2 | IUSG | ISHARES TR | $393.6M | 2.40% | 2.1M | Added |
| 3 | AAPL | APPLE INC | $359.7M | 2.20% | 1.2M | Added |
| 4 | QLTY | GMO ETF TRUST | $351.7M | 2.15% | 8.4M | Added |
| 5 | IUSV | ISHARES TR | $327.9M | 2.00% | 3.0M | Added |
| 6 | MGK | VANGUARD WORLD FD | $320.2M | 1.95% | 3.6M | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $307.5M | 1.88% | 4.5M | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $300.6M | 1.84% | 402,547 | Added |
| 9 | MGV | VANGUARD WORLD FD | $270.1M | 1.65% | 1.7M | Added |
| 10 | IVV | ISHARES TR | $264.7M | 1.62% | 353,499 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $262.1M | 1.60% | 1.3M | Added |
| 12 | VTV | VANGUARD INDEX FDS | $222.1M | 1.36% | 1.0M | Added |
| 13 | CORO | BLACKROCK ETF TRUST | $210.2M | 1.28% | 5.7M | Added |
| 14 | MSFT | MICROSOFT CORP | $195.2M | 1.19% | 523,366 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $187.1M | 1.14% | 272,432 | Trimmed |
| 16 | SPTI | SPDR SERIES TRUST | $183.1M | 1.12% | 6.4M | Added |
| 17 | QQQ | INVESCO QQQ TR | $181.1M | 1.11% | 245,984 | Added |
| 18 | AVNM | AMERICAN CENTY ETF TR | $177.6M | 1.08% | 2.2M | Added |
| 19 | CWI | SPDR INDEX SHS FDS | $152.6M | 0.93% | 3.8M | Added |
| 20 | USTB | VICTORY PORTFOLIOS II | $148.8M | 0.91% | 2.9M | Added |
| 21 | VFLO | VICTORY PORTFOLIOS II | $147.5M | 0.90% | 3.2M | Added |
| 22 | GOVT | ISHARES TR | $147.9M | 0.90% | 6.5M | Added |
| 23 | AMZN | AMAZON COM INC | $146.3M | 0.89% | 613,908 | Added |
| 24 | UBND | VICTORY PORTFOLIOS II | $143.7M | 0.88% | 6.6M | Added |
| 25 | AVGO | BROADCOM INC | $139.1M | 0.85% | 368,272 | Added |
Source: SEC Form 13F filings · as of 2026-06-30