Merit Financial Group, LLC
CIK: 1621225SEC EDGAR →
Portfolio Value
$8.3T
Holdings
2,318
As of
Q2 2026
New Positions
300
Closed Positions
107
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 4,950,559 | $426.4B | 5.15% |
| 2 | GMO ETF TRUST | 8,449,245 | $351.7B | 4.25% |
| 3 | VANGUARD WORLD FD | 3,641,886 | $320.2B | 3.87% |
| 4 | BLACKROCK ETF TRUST | 4,521,034 | $307.5B | 3.71% |
| 5 | BLACKROCK ETF TRUST | 5,742,774 | $210.2B | 2.54% |
| 6 | SPDR SERIES TRUST | 6,449,298 | $183.1B | 2.21% |
| 7 | AMERICAN CENTY ETF TR | 2,155,582 | $177.6B | 2.14% |
| 8 | SPDR INDEX SHS FDS | 3,751,310 | $152.6B | 1.84% |
| 9 | VICTORY PORTFOLIOS II | 2,939,884 | $148.8B | 1.80% |
| 10 | ISHARES TR | 6,493,994 | $147.9B | 1.79% |
Quarterly Changes
Top Buys
New Positions (347)
$46.1B · 1.6M shares
$42.5B · 844K shares
$20.3B · 284K shares
$19.2B · 358K shares
$17.3B · 304K shares
$10.3B · 309K shares
$10.1B · 147K shares
$6.6B · 273K shares
$5.1B · 65K shares
CARNIVAL CORP LTD
$3.5B · 123K shares
$2.7B · 110K shares
SEI EXCHANGE TRADED FUNDS
$2.5B · 101K shares
$2.4B · 118K shares
$2.4B · 136K shares
$1.8B · 25K shares
$1.5B · 19K shares
$1.3B · 252K shares
$1.1B · 45K shares
$1.1B · 39K shares
$1.0B · 12K shares
$1.0B · 56K shares
INNOVATOR ETFS TRUST
$966.2M · 50K shares
$958.6M · 38K shares
$762.9M · 19K shares
$747.5M · 34K shares
$733.4M · 19K shares
$728.2M · 26K shares
$635.2M · 16K shares
$628.4M · 11K shares
$622.2M · 7K shares
$564.0M · 21K shares
$555.9M · 28K shares
COHEN & STEERS ETF TRUST
$543.5M · 23K shares
$535.5M · 38K shares
$526.5M · 16K shares
$513.7M · 33K shares
$509.1M · 8K shares
ROUNDHILL ETF TRUST
$496.4M · 7K shares
$496.2M · 8K shares
$479.0M · 22K shares
$476.6M · 22K shares
$475.2M · 152K shares
$467.6M · 6K shares
$467.2M · 14K shares
$466.2M · 35K shares
$458.4M · 14K shares
$456.2M · 12K shares
$443.0M · 11K shares
$428.2M · 9K shares
$426.5M · 14K shares
$415.9M · 10K shares
$402.7M · 25K shares
$392.3M · 7K shares
$392.1M · 5K shares
$390.2M · 9K shares
$389.9M · 5K shares
$387.5M · 9K shares
$384.2M · 15K shares
$384.0M · 5K shares
$382.1M · 13K shares
BLACKROCK ETF TRUST
$378.1M · 9K shares
$369.3M · 13K shares
$368.7M · 9K shares
$363.3M · 5K shares
$362.7M · 8K shares
$362.3M · 6K shares
$361.3M · 4K shares
$356.8M · 9K shares
$336.2M · 10K shares
$331.8M · 4K shares
$330.4M · 9K shares
$329.6M · 5K shares
$329.4M · 3K shares
$328.4M · 7K shares
$327.6M · 6K shares
$325.9M · 5K shares
$325.4M · 7K shares
$325.2M · 14K shares
$325.2M · 4K shares
$321.9M · 4K shares
$314.9M · 6K shares
$312.9M · 13K shares
$312.7M · 16K shares
$306.0M · 4K shares
$305.9M · 4K shares
$300.6M · 3K shares
$300.4M · 4K shares
$299.7M · 12K shares
TIDAL TRUST III
$297.1M · 12K shares
$297.1M · 6K shares
$293.5M · 4K shares
$292.5M · 9K shares
$292.2M · 10K shares
$289.9M · 3K shares
$286.0M · 6K shares
$281.7M · 4K shares
FIRST TR EXCHANGE-TRADED FD
$280.1M · 14K shares
$279.8M · 21K shares
$279.5M · 6K shares
$278.9M · 8K shares
$277.3M · 8K shares
$274.6M · 6K shares
$274.3M · 4K shares
$273.8M · 5K shares
$273.3M · 9K shares
FIRST TR EXCHANGE-TRADED FD
$273.0M · 13K shares
$271.3M · 7K shares
$271.0M · 8K shares
$269.6M · 5K shares
$268.8M · 4K shares
$266.9M · 11K shares
$266.4M · 6K shares
$266.3M · 18K shares
$266.2M · 7K shares
$264.5M · 3K shares
$262.1M · 1.3M shares
$261.7M · 3K shares
$261.6M · 12K shares
$261.3M · 6K shares
$258.6M · 10K shares
$258.5M · 5K shares
$257.9M · 4K shares
$257.5M · 8K shares
$257.3M · 26K shares
$256.1M · 3K shares
$250.0M · 5K shares
$249.6M · 59K shares
$248.6M · 7K shares
$247.9M · 3K shares
$247.5M · 5K shares
$246.1M · 43K shares
$245.8M · 13K shares
$244.4M · 7K shares
$244.0M · 6K shares
$243.4M · 3K shares
$241.6M · 5K shares
$239.7M · 3K shares
$239.7M · 3K shares
$238.5M · 9K shares
$236.1M · 12K shares
$235.8M · 9K shares
$235.6M · 3K shares
$234.7M · 3K shares
$234.2M · 6K shares
$234.1M · 24K shares
$233.6M · 7K shares
$232.8M · 32K shares
$231.6M · 7K shares
$230.7M · 3K shares
$229.8M · 6K shares
$228.3M · 5K shares
$228.3M · 7K shares
$225.2M · 4K shares
$225.1M · 33K shares
$224.7M · 7K shares
$224.2M · 4K shares
$223.3M · 3K shares
$222.1M · 20K shares
$222.0M · 2K shares
$221.1M · 5K shares
$221.0M · 18K shares
$220.4M · 6K shares
$219.6M · 3K shares
$219.1M · 4K shares
$218.8M · 4K shares
$218.6M · 7K shares
$218.5M · 4K shares
$215.9M · 9K shares
$215.8M · 4K shares
$214.3M · 7K shares
$213.5M · 2K shares
$213.5M · 8K shares
$213.0M · 5K shares
$211.5M · 43K shares
$211.1M · 8K shares
$209.5M · 3K shares
$209.4M · 4K shares
$209.0M · 5K shares
$208.1M · 4K shares
$207.7M · 4K shares
$207.7M · 13K shares
$207.4M · 9K shares
$207.0M · 3K shares
$206.2M · 50K shares
$206.2M · 6K shares
$205.2M · 4K shares
$202.8M · 13K shares
$202.8M · 4K shares
$202.4M · 3K shares
$202.3M · 5K shares
$202.1M · 19K shares
$201.1M · 11K shares
$200.4M · 3K shares
$200.1M · 7K shares
$195.2M · 523K shares
$191.8M · 19K shares
$189.5M · 16K shares
$182.7M · 10K shares
$174.6M · 12K shares
$173.0M · 10K shares
$165.9M · 10K shares
$165.0M · 17K shares
$160.0M · 11K shares
$158.1M · 20K shares
$155.7M · 11K shares
$153.8M · 13K shares
$150.8M · 16K shares
$147.6M · 18K shares
$146.9M · 12K shares
$146.3M · 614K shares
$142.8M · 20K shares
$142.1M · 11K shares
$140.1M · 11K shares
$137.6M · 13K shares
$135.5M · 10K shares
$130.1M · 19K shares
$129.9M · 11K shares
$123.0M · 29K shares
$121.7M · 340K shares
$116.0M · 11K shares
$115.4M · 12K shares
$111.3M · 13K shares
$111.2M · 11K shares
$111.0M · 14K shares
$109.9M · 19K shares
$106.4M · 11K shares
$103.3M · 25K shares
$101.0M · 10K shares
$99.1M · 10K shares
$99.0M · 12K shares
$97.2M · 15K shares
$96.9M · 17K shares
$94.7M · 11K shares
$93.5M · 13K shares
$88.6M · 15K shares
$85.0M · 16K shares
$84.5M · 11K shares
$82.5M · 15K shares
$81.5M · 10K shares
$81.5M · 10K shares
$79.9M · 15K shares
$74.8M · 11K shares
$74.8M · 52K shares
$72.5M · 13K shares
$57.3M · 12K shares
$54.6M · 13K shares
$54.4M · 97K shares
$52.1M · 11K shares
$51.8M · 24K shares
$51.7M · 11K shares
$51.1M · 122K shares
$50.7M · 20K shares
$49.3M · 13K shares
$47.3M · 12K shares
$46.7M · 12K shares
$44.7M · 11K shares
$43.9M · 11K shares
$42.4M · 12K shares
$41.9M · 18K shares
$40.8M · 14K shares
$40.7M · 12K shares
$40.0M · 10K shares
$39.4M · 16K shares
$39.1M · 22K shares
$38.7M · 12K shares
$36.4M · 19K shares
$32.6M · 10K shares
$32.3M · 15K shares
$31.3M · 10K shares
$29.4M · 45K shares
$27.5M · 109K shares
$21.9M · 15K shares
$19.5M · 79K shares
$18.0M · 15K shares
$18.0M · 13K shares
$17.5M · 34K shares
$17.5M · 58K shares
$16.9M · 115K shares
$16.4M · 14K shares
$16.3M · 38K shares
$15.9M · 136K shares
$15.5M · 12K shares
$14.8M · 40K shares
$11.5M · 32K shares
$10.7M · 10K shares
$8.9M · 12K shares
$6.9M · 59K shares
HONEYWELL INTL INC
$6.3M · 28K shares
HONEYWELL AEROSPACE INC
$6.0M · 27K shares
$5.8M · 22K shares
$5.4M · 10K shares
$5.3M · 11K shares
SPACE EXPLORATION TECHN CORP
$5.1M · 30K shares
$3.5M · 21K shares
DUPONT DE NEMOURS INC
$2.8M · 21K shares
$2.4M · 17K shares
FEDEX FGHT HLDG CO INC
$1.5M · 10K shares
$1.5M · 8K shares
$1.4M · 2K shares
$872K · 7K shares
$709K · 4K shares
$642K · 4K shares
$486K · 4K shares
$480K · 1K shares
AGILON HEALTH INC
$432K · 4K shares
$423K · 2K shares
$372K · 3K shares
$365K · 3K shares
$360K · 2K shares
$355K · 1K shares
$349K · 3K shares
$342K · 2K shares
$304K · 2K shares
$296K · 757 shares
$294K · 1K shares
$283K · 793 shares
$276K · 772 shares
$272K · 2K shares
$267K · 633 shares
$263K · 2K shares
$262K · 2K shares
$250K · 1K shares
$249K · 2K shares
$238K · 2K shares
$238K · 561 shares
$236K · 2K shares
$235K · 810 shares
$235K · 2K shares
$233K · 2K shares
$230K · 617 shares
$227K · 1K shares
$226K · 2K shares
$226K · 1K shares
$226K · 303 shares
$226K · 2K shares
$225K · 2K shares
$218K · 1K shares
$218K · 835 shares
$216K · 886 shares
$212K · 926 shares
$212K · 2K shares
$209K · 2K shares
$206K · 1K shares
$205K · 2K shares
$205K · 410 shares
$203K · 2K shares
$200K · 2K shares
Closed Positions (140)
$19.0B · 198K shares
$16.6B · 337K shares
$13.7B · 282K shares
$8.2B · 384K shares
$7.2B · 187K shares
$7.1B · 251K shares
$5.4B · 63K shares
$2.5B · 96K shares
$2.3B · 44K shares
$2.2B · 48K shares
$1.9B · 55K shares
$1.8B · 19K shares
$1.1B · 19K shares
$1.0B · 41K shares
$960.2M · 54K shares
$927.5M · 58K shares
$925.5M · 11K shares
$891.1M · 31K shares
$831.2M · 13K shares
$767.3M · 29K shares
$709.1M · 8K shares
$684.8M · 10K shares
$647.2M · 8K shares
$450.2M · 5K shares
$446.5M · 5K shares
$444.2M · 19K shares
$422.8M · 5K shares
$404.9M · 7K shares
$403.6M · 21K shares
$388.1M · 8K shares
$386.9M · 18K shares
$355.4M · 6K shares
$347.5M · 15K shares
$344.9M · 43K shares
$317.8M · 14K shares
$306.8M · 6K shares
$293.6M · 26K shares
$293.4M · 6K shares
$292.0M · 11K shares
$290.6M · 14K shares
$290.0M · 7K shares
$276.6M · 7K shares
$274.4M · 4K shares
$273.6M · 4K shares
$272.4M · 7K shares
$271.2M · 7K shares
$267.8M · 3K shares
$267.5M · 22K shares
$266.9M · 5K shares
$263.3M · 20K shares
$258.6M · 4K shares
$257.1M · 8K shares
$255.9M · 11K shares
$254.5M · 9K shares
$253.3M · 9K shares
$252.2M · 5K shares
$248.2M · 4K shares
$246.3M · 4K shares
$245.8M · 3K shares
$241.5M · 5K shares
$240.6M · 7K shares
$239.9M · 44K shares
$236.3M · 6K shares
$233.3M · 4K shares
$232.8M · 3K shares
$231.9M · 6K shares
$222.8M · 4K shares
$220.7M · 13K shares
$218.7M · 4K shares
$212.8M · 9K shares
$212.3M · 8K shares
$210.8M · 8K shares
$210.5M · 7K shares
$209.4M · 3K shares
$208.7M · 8K shares
$208.1M · 5K shares
$207.0M · 7K shares
$202.6M · 3K shares
$201.2M · 3K shares
$200.5M · 11K shares
$199.8M · 1.1M shares
$181.3M · 81K shares
$180.5M · 14K shares
$172.2M · 26K shares
$171.4M · 14K shares
$165.1M · 24K shares
$159.8M · 432K shares
$159.3M · 14K shares
$154.3M · 14K shares
$107.9M · 11K shares
$104.7M · 503K shares
$100.8M · 11K shares
$99.8M · 13K shares
$97.4M · 339K shares
$95.6M · 14K shares
$88.4M · 14K shares
$82.4M · 12K shares
$71.7M · 16K shares
$67.3M · 11K shares
$66.2M · 14K shares
$54.7M · 96K shares
$51.7M · 11K shares
$49.3M · 12K shares
$40.6M · 109K shares
$37.4M · 22K shares
$32.1M · 13K shares
$24.3M · 166K shares
$22.8M · 105K shares
$17.5M · 71K shares
$17.3M · 35K shares
$16.3M · 38K shares
$16.0M · 42K shares
$15.0M · 66K shares
$13.1M · 37K shares
$12.2M · 83K shares
$11.8M · 57K shares
E-POWER INC
$10.6M · 14K shares
$9.8M · 28K shares
$6.4M · 56K shares
$2.2M · 13K shares
DIREXION SHARES ETF TRUST
$1.7M · 24K shares
$1.1M · 6K shares
$1.1M · 7K shares
$539K · 15K shares
$423K · 2K shares
$416K · 2K shares
$369K · 796 shares
$324K · 3K shares
$312K · 2K shares
$292K · 3K shares
$285K · 2K shares
$277K · 845 shares
$256K · 2K shares
$244K · 1K shares
$243K · 2K shares
$235K · 2K shares
$226K · 1K shares
$206K · 1K shares
$204K · 962 shares
$202K · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 968 | $7.1T | 85.7% |
| Unknown | 144 | $344.1B | 4.2% |
| Technology | 304 | $127.5B | 1.5% |
| Consumer Defensive | 66 | $113.7B | 1.4% |
| Healthcare | 173 | $104.2B | 1.3% |
| Industrials | 191 | $85.3B | 1.0% |
| Utilities | 50 | $79.8B | 1.0% |
| Energy | 73 | $78.6B | 0.9% |
| Consumer Cyclical | 142 | $74.3B | 0.9% |
| Communication Services | 57 | $74.1B | 0.9% |
| Real Estate | 79 | $55.9B | 0.7% |
| Basic Materials | 71 | $43.1B | 0.5% |