Merit Financial Group, LLC 13F Holdings
CIK 0001621225 · ALPHARETTA, GA
As of Sep 30, 2025, Merit Financial Group, LLC reported 8,180 positions worth
CIK 0001621225 · ALPHARETTA, GA
As of Sep 30, 2025, Merit Financial Group, LLC reported 8,180 positions worth
4.2B in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND | VUG | — | 1,613,891 | $774.0M | 5.45% |
| 2023 ETF SERIES TRUST II | QLTY | — | 14,033,636 | $507.9M | 3.57% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 4,681,632 | $467.9M | 3.29% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 2,819,040 | $463.8M | 3.26% |
| VANGUARD WORLD FUND | MGK | — | 1,073,378 | $431.9M | 3.04% |
| APPLE INC | AAPL | Technology | 1,428,220 | $363.7M | 2.56% |
| VANGUARD 500 INDEX FUND | VOO | — | 584,309 | $357.8M | 2.52% |
| ISHARES CORE S&P 500 ETF | IVV | — | 522,186 | $349.5M | 2.46% |
| VANGUARD VALUE INDEX FUND | VTV | — | 1,779,029 | $331.8M | 2.33% |
| MICROSOFT CORP | MSFT | Technology | 604,435 | $313.1M | 2.20% |
| STATE STREET(R) SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF | SPTI | — | 10,758,658 | $310.9M | 2.19% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 4,561,580 | $309.4M | 2.18% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 4,972,479 | $294.4M | 2.07% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 1,391,243 | $270.6M | 1.90% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 790,159 | $259.3M | 1.82% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 3,845,639 | $253.5M | 1.78% |
| AMERICAN CENTY ETF TR | AVNM | — | 3,563,850 | $251.6M | 1.77% |
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF | USTB | — | 4,861,494 | $247.9M | 1.74% |
| NVIDIA CORP | NVDA | Technology | 1,327,911 | $247.8M | 1.74% |
| VICTORY PORTFOLIOS II | — | — | 10,943,772 | $241.3M | 1.70% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 1,654,929 | $227.9M | 1.60% |
| ISHARES MBS ETF | MBB | — | 2,367,630 | $225.3M | 1.59% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 367,550 | $220.7M | 1.55% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 3,999,899 | $213.0M | 1.50% |
| SPDR(R) MSCI ACWI EX-US ETF | CWI | — | 5,589,816 | 95.2M | 1.37% |