Merit Financial Group, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$12.5B
Holdings
1,943
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,943 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IVEISHARES TR | 103,211 | $21.9M | 0.18% | |
| 102 | BFCBANK FIRST CORP | 177,497 | $21.6M | 0.17% | |
| 103 | ABBVABBVIE INC | 93,295 | $21.3M | 0.17% | |
| 104 | IGEBISHARES TR | 464,633 | $21.2M | 0.17% | |
| 105 | MAMASTERCARD INCORPORATED | 36,860 | $21.0M | 0.17% | |
| 106 | CVXCHEVRON CORP NEW | 137,637 | $21.0M | 0.17% | |
| 107 | DFACDIMENSIONAL ETF TRUST | 527,299 | $20.9M | 0.17% | |
| 108 | IWFISHARES TR | 44,105 | $20.9M | 0.17% | |
| 109 | SPDWSPDR INDEX SHS FDS | 463,573 | $20.6M | 0.17% | |
| 110 | RTXRTX CORPORATION | 112,240 | $20.6M | 0.17% | |
| 111 | CSCOCISCO SYS INC | 262,146 | $20.2M | 0.16% | |
| 112 | RWLINVESCO EXCH TRADED FD TR II | 175,248 | $20.1M | 0.16% | |
| 113 | PEPPEPSICO INC | 136,635 | $19.6M | 0.16% | |
| 114 | SCHXSCHWAB STRATEGIC TR | 725,392 | $19.5M | 0.16% | |
| 115 | VONGVANGUARD SCOTTSDALE FDS | 159,448 | $19.4M | 0.16% | |
| 116 | IYWISHARES TR | 96,665 | $19.3M | 0.15% | |
| 117 | DIVOAMPLIFY ETF TR | 411,316 | $18.3M | 0.15% | |
| 118 | GSGOLDMAN SACHS GROUP INC | 20,715 | $18.2M | 0.15% | |
| 119 | SCHASCHWAB STRATEGIC TR | 636,337 | $18.1M | 0.15% | |
| 120 | QDVOAMPLIFY ETF TR | 622,854 | $18.1M | 0.14% | |
| 121 | RDVIFIRST TR EXCHANGE-TRADED FD | 673,128 | $17.7M | 0.14% | |
| 122 | AGGISHARES TR | 176,777 | $17.7M | 0.14% | |
| 123 | OMAHTIDAL TRUST III | 934,855 | $17.5M | 0.14% | |
| 124 | FTLSFIRST TR EXCH TRADED FD III | 245,051 | $17.4M | 0.14% | |
| 125 | XLKSELECT SECTOR SPDR TR | 120,390 | $17.3M | 0.14% | |
| 126 | ORCLORACLE CORP | 88,171 | $17.2M | 0.14% | |
| 127 | SUBISHARES TR | 158,478 | $16.9M | 0.14% | |
| 128 | VIGVANGUARD SPECIALIZED FUNDS | 76,610 | $16.8M | 0.14% | |
| 129 | MCKMCKESSON CORP | 20,448 | $16.8M | 0.13% | |
| 130 | MRKMERCK & CO INC | 158,043 | $16.6M | 0.13% | |
| 131 | XLFSELECT SECTOR SPDR TR | 298,513 | $16.3M | 0.13% | |
| 132 | CGNGCAPITAL GROUP NEW GEOGRAPHY | 508,723 | $16.2M | 0.13% | |
| 133 | KOCOCA COLA CO | 231,689 | $16.2M | 0.13% | |
| 134 | FASTFASTENAL CO | 400,925 | $16.1M | 0.13% | |
| 135 | SPSMSPDR SERIES TRUST | 342,643 | $16.1M | 0.13% | |
| 136 | AXPAMERICAN EXPRESS CO | 43,271 | $16.0M | 0.13% | |
| 137 | VGTVANGUARD WORLD FD | 21,059 | $15.9M | 0.13% | |
| 138 | WFCWELLS FARGO CO NEW | 168,473 | $15.7M | 0.13% | |
| 139 | DWDMORGAN STANLEY | 88,424 | $15.7M | 0.13% | |
| 140 | BLKBLACKROCK INC | 14,649 | $15.7M | 0.13% | |
| 141 | VOOVVANGUARD ADMIRAL FDS INC | 75,520 | $15.5M | 0.12% | |
| 142 | ITOTISHARES TR | 103,949 | $15.5M | 0.12% | |
| 143 | SGOLETFS GOLD TR | 376,004 | $15.4M | 0.12% | |
| 144 | NFLXNETFLIX INC | 161,613 | $15.1M | 0.12% | |
| 145 | GQ9SPDR GOLD TR | 37,363 | $14.8M | 0.12% | |
| 146 | SMHVANECK ETF TRUST | 40,834 | $14.7M | 0.12% | |
| 147 | RDVYFIRST TR EXCHANGE TRADED FD | 210,248 | $14.6M | 0.12% | |
| 148 | IBMINTERNATIONAL BUSINESS MACHS | 48,843 | $14.5M | 0.12% | |
| 149 | JPIEJ P MORGAN EXCHANGE TRADED F | 311,542 | $14.4M | 0.12% | |
| 150 | SPGIS&P GLOBAL INC | 27,324 | $14.3M | 0.11% | |
| 151 | VTEBVANGUARD MUN BD FDS | 282,439 | $14.2M | 0.11% | |
| 152 | GDGENERAL DYNAMICS CORP | 41,673 | $14.0M | 0.11% | |
| 153 | BACBANK AMERICA CORP | 250,668 | $13.8M | 0.11% | |
| 154 | FLOTISHARES TR | 270,291 | $13.7M | 0.11% | |
| 155 | IUSINVESCO EXCH TRD SLF IDX FD | 239,878 | $13.7M | 0.11% | |
| 156 | QQQMINVESCO EXCH TRADED FD TR II | 54,089 | $13.7M | 0.11% | |
| 157 | SPEMSPDR INDEX SHS FDS | 291,883 | $13.7M | 0.11% | |
| 158 | CBCHUBB LIMITED | 43,764 | $13.7M | 0.11% | |
| 159 | USFRWISDOMTREE TR | 268,371 | $13.5M | 0.11% | |
| 160 | USMVISHARES TR | 139,648 | $13.1M | 0.11% | |
| 161 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 42,734 | $13.0M | 0.10% | |
| 162 | BSXBOSTON SCIENTIFIC CORP | 136,017 | $13.0M | 0.10% | |
| 163 | FTNTFORTINET INC | 161,241 | $12.8M | 0.10% | |
| 164 | HOLAJ P MORGAN EXCHANGE TRADED F | 244,689 | $12.8M | 0.10% | |
| 165 | AMDADVANCED MICRO DEVICES INC | 59,246 | $12.6M | 0.10% | Call |
| 166 | ANETARISTA NETWORKS INC | 95,640 | $12.5M | 0.10% | |
| 167 | MCDMCDONALDS CORP | 40,915 | $12.5M | 0.10% | |
| 168 | TXNTEXAS INSTRS INC | 70,827 | $12.3M | 0.10% | |
| 169 | DBEFDBX ETF TR | 255,184 | $12.3M | 0.10% | |
| 170 | ADBEADOBE INC | 35,052 | $12.3M | 0.10% | |
| 171 | MUMICRON TECHNOLOGY INC | 42,983 | $12.3M | 0.10% | |
| 172 | HONHONEYWELL INTL INC | 62,069 | $12.1M | 0.10% | |
| 173 | FVDFIRST TR EXCHANGE-TRADED FD | 262,484 | $12.1M | 0.10% | |
| 174 | VWOVANGUARD INTL EQUITY INDEX F | 223,085 | $12.0M | 0.10% | |
| 175 | TAT&T INC | 480,517 | $11.9M | 0.10% | |
| 176 | SPYVSPDR SERIES TRUST | 209,363 | $11.9M | 0.10% | |
| 177 | XLESELECT SECTOR SPDR TR | 265,482 | $11.9M | 0.10% | |
| 178 | DONSPDR DOW JONES INDL AVERAGE | 24,472 | $11.8M | 0.09% | |
| 179 | TJXTJX COS INC NEW | 75,398 | $11.6M | 0.09% | |
| 180 | IWBISHARES TR | 30,829 | $11.5M | 0.09% | |
| 181 | LRCXLAM RESEARCH CORP | 66,421 | $11.4M | 0.09% | |
| 182 | BRK-BBERKSHIRE HATHAWAY INC DEL | 15 | $11.3M | 0.09% | |
| 183 | TRVCCITIGROUP INC | 96,453 | $11.3M | 0.09% | |
| 184 | QCOMQUALCOMM INC | 65,153 | $11.1M | 0.09% | |
| 185 | ITA*ISHARES TR | 51,654 | $11.1M | 0.09% | |
| 186 | PYPLPAYPAL HLDGS INC | 188,940 | $11.0M | 0.09% | |
| 187 | UNHUNITEDHEALTH GROUP INC | 33,207 | $11.0M | 0.09% | |
| 188 | XMHQINVESCO EXCHANGE TRADED FD T | 105,797 | $10.8M | 0.09% | |
| 189 | IDEVISHARES TR | 130,879 | $10.8M | 0.09% | |
| 190 | JPSTJ P MORGAN EXCHANGE TRADED F | 213,085 | $10.8M | 0.09% | |
| 191 | AVUVAMERICAN CENTY ETF TR | 105,225 | $10.7M | 0.09% | |
| 192 | SLDESLIDE INS HLDGS INC | 550,502 | $10.7M | 0.09% | |
| 193 | SPTSSPDR SERIES TRUST | 366,209 | $10.7M | 0.09% | |
| 194 | PNCPNC FINL SVCS GROUP INC | 50,635 | $10.6M | 0.08% | |
| 195 | ABTABBOTT LABS | 84,095 | $10.5M | 0.08% | |
| 196 | BTTBLACKROCK MUN TARGET TERM TR | 461,074 | $10.5M | 0.08% | |
| 197 | MOALTRIA GROUP INC | 181,205 | $10.4M | 0.08% | |
| 198 | FTCSFIRST TR EXCHANGE-TRADED FD | 112,162 | $10.4M | 0.08% | |
| 199 | JEPIJ P MORGAN EXCHANGE TRADED F | 180,974 | $10.4M | 0.08% | |
| 200 | ETNEATON CORP PLC | 32,399 | $10.3M | 0.08% |