Top 50 Merit Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 2.68% | 824.2K | $360.0M | +0.77%(+6.33K) | $46.03(+83.15%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.25% | 1.95M | $303.1M | +20.15%(+327.78K) | $139.09(+29.23%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 2.15% | 7.98M | $288.6M | +6.44%(+482.95K) | $32.97(+21.14%) | 2026-03-31 | |
| IUSV | ISHARES TR | 2.12% | 2.79M | $285.2M | +7.48%(+194.00K) | $91.03(+19.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.86% | 985.2K | $250.0M | +9.10%(+82.19K) | $198.33(+43.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.56% | 321.3K | $209.9M | +11.33%(+32.69K) | $524.88(+38.50%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.49% | 1.15M | $199.8M | +18.14%(+175.91K) | $126.72(+55.06%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 1.48% | 542.4K | $199.3M | -14.28%(-90.35K) | $65.83(+29.37%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.46% | 997.7K | $195.7M | +2.95%(+28.59K) | $170.10(+21.41%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 1.45% | 3.35M | $195.1M | +14.74%(+430.81K) | $53.55(+20.51%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.16% | +37.35% |
| Top 20 Holdings Unweighted | +12.53% | +42.48% |
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