13F filer

Merit Financial Group

As of Jun 30, 2026 Filed Jul 20, 2026 CIK 1621225 SEC filings ↗

13F Value

$16.38B

Positions

2,360

Top Position

VUG2.6%

Top 5

11.3%

Latest filing changes

vs Mar 31, 2026

1 MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares +34.3%+$81.7M

2 DYNF iShares U.S. Equity Factor Rotation Active ETF +34.8%+$79.4M

3 AAPL Apple +23.8%+$67.9M

4 MGV Vanguard Morningstar Mega Cap Value Index Fund — ETF Shares +23.6%+$51.6M

5 EFG iShares MSCI EAFE Growth ETF +119.0%+$37.3M

Holdings2,360

#							Trend (4Q)
1	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	2.6%	$426.4M	—	4.95M	2.7%	—	ETF
2	IUSG iShares Core S&P U.S. Growth ETF	2.4%	$393.6M	+7.1%	2.09M	2.3%		ETF
3	AAPL Apple	2.2%	$352.9M	+23.8%	1.22M	1.9%		Common Stock
4	QLTY GMO U.S. Quality ETF	2.1%	$351.7M	+5.9%	8.45M	2.1%		ETF
5	IUSV iShares Core S&P U.S. Value ETF	2.0%	$327.9M	+6.7%	2.98M	2.1%		ETF
6	MGK Vanguard Morningstar Mega Cap Growth Index Fund — ETF Shares	2.0%	$320.2M	+34.3%	3.64M	1.5%		ETF
7	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.9%	$307.5M	+34.8%	4.52M	1.4%		ETF
8	MGV Vanguard Morningstar Mega Cap Value Index Fund — ETF Shares	1.6%	$270.1M	+23.6%	1.65M	1.4%		ETF
9	IVV iShares Core S&P 500 ETF	1.6%	$264.7M	+10.0%	353.5K	1.6%		ETF
10	NVDA NVIDIA	1.6%	$260.5M	+13.6%	1.30M	1.5%		Common Stock
11	SPY · PUT State Str SPDR S&P 500 ETF T — Tr Unit	1.4%	$232.5M	+2.4%	311.4K	0.1%		Put
12	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.4%	$222.1M	+2.2%	1.02M	1.5%		ETF
13	CORO Blackrock ETF Trust — Isha in Ctry ETF	1.3%	$210.2M	+15.3%	5.74M	1.2%		ETF
14	MSFT Microsoft	1.2%	$194.3M	+20.6%	520.8K	1.2%		Common Stock
15	VOO Vanguard 500 Index Fund — ETF Shares	1.1%	$187.1M	-0.9%	272.4K	1.2%		ETF
16	SPTI State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	1.1%	$183.1M	+3.9%	6.45M	1.3%		ETF
17	QQQ Invesco QQQ Trust, Series 1	1.1%	$181.1M	+5.0%	246.0K	1.0%		ETF
18	AVNM Avantis All International Markets Equity ETF	1.1%	$177.6M	+6.4%	2.16M	1.1%		ETF
19	CWI State Street(R) SPDR(R) MSCI ACWI ex-US ETF	0.9%	$152.6M	+7.5%	3.75M	0.9%		ETF
20	USTB VictoryShares Short-Term Bond ETF formerly VictoryShares USAA Core Short-Term Bond ETF — VictoryShares Short-Term Bond ETF	0.9%	$148.8M	+4.1%	2.94M	1.1%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing107

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.