StockDriftsStockDriftsTop 50 Merit Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 2.65% | 4.95M | $426.4M | +0.11%(+5.22K) | $46.07(+93.59%) | 2026-06-30 | |
| IUSG | ISHARES TR | 2.45% | 2.09M | $393.6M | +7.07%(+138.22K) | $141.03(+37.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.19% | 1.22M | $352.9M | +23.81%(+234.56K) | $210.63(+44.98%) | 2026-06-30 | |
| QLTY | GMO ETF TRUST | 2.18% | 8.45M | $351.7M | +5.91%(+471.72K) | $33.28(+29.98%) | 2026-06-30 | |
| IUSV | ISHARES TR | 2.04% | 2.98M | $327.9M | +6.74%(+187.88K) | $91.93(+25.49%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 1.99% | 3.64M | $320.2M | +34.29%(+929.92K) | $68.88(+31.38%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.91% | 4.52M | $307.5M | +34.84%(+1.17M) | $55.79(+25.77%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 1.68% | 1.65M | $270.1M | +23.61%(+315.66K) | $131.07(+28.47%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.64% | 353.5K | $264.7M | +10.03%(+32.22K) | $540.10(+44.22%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.62% | 1.30M | $260.5M | +13.63%(+156.16K) | $133.43(+69.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.87% | +4.63% | +25.39% |
| Top 20 Holdings Unweighted | +14.91% | +51.72% | +6.03% | +34.00% |
Merit Financial Group, LLC reports $16.38B in US-listed equity holdings across 2,318 positions in its most recent 13F filing. Its largest disclosed positions are VUG (2.6%), IUSG (2.5%) and AAPL (2.2%). The top 20 holdings account for 31.57% of reported assets. Its disclosed equity book has returned +48.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merit Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1621225). View Merit Financial Group, LLC’s 13F filings on SEC