Merit Financial Group, LLC: 13F holdings

CIK 16212252026Q2

Positions2,318
Reported value$16.4bn
Filed2026-07-20

Change since last quarter

Positions2,318 (+207 vs prior quarter)
Reported value$16.4bn (+21.7%)

Top 10 holdings

SecuritySharesValueWeight
VUG VANGUARD INDEX FDS4,950,558$426.4m2.6%
IUSG ISHARES TR2,092,449$393.6m2.4%
AAPL APPLE INC1,219,742$352.9m2.2%
QLTY GMO ETF TRUST8,449,244$351.7m2.1%
QQQE ISHARES TR2,976,786$327.9m2.0%
MGK VANGUARD WORLD FD3,641,887$320.2m2.0%
DYNF BLACKROCK ETF TRUST4,521,035$307.5m1.9%
MGV VANGUARD WORLD FD1,652,554$270.1m1.6%
IVV ISHARES TR353,499$264.7m1.6%
NVDA NVIDIA CORPORATION1,301,989$260.5m1.6%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1621225")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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