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Merit Financial Group, LLC
Period ended Sep 30, 2026 · Latest filing Nov 6, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $17,906,083,461
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · MRNGSTR GRWT ETF · 922908736 · shares: $462,428,906
- APPLE INC · COM · 037833100 · shares: $445,288,414
- ISHARES TR · CORE S&P US GWT · 464287671 · shares: $423,991,964
- VANGUARD WORLD FD · MRNGSTR MEGA CAP · 921910816 · shares: $384,880,514
- GMO ETF TRUST · US QUALITY ETF · 90139K100 · shares: $373,848,568
- ISHARES TR · CORE S&P US VLU · 464287663 · shares: $340,488,788
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $337,968,690
- NVIDIA CORPORATION · COM · 67066G104 · shares: $320,380,004
- VANGUARD WORLD FD · MRNGSTR VAL ETF · 921910840 · shares: $285,434,829
- MICROSOFT CORP · COM · 594918104 · shares: $282,980,677
Reported holdings
12,256 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 8 shares | $3,178 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 12 shares | $3,177 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 72 shares | $3,175 |
| LAMAR ADVERTISING CO | CL A | 512816109 | — | 22 shares | $3,170 |
| PHOTRONICS INC | COM | 719405102 | — | 103 shares | $3,170 |
| COHERENT CORP | COM | 19247G107 | — | 11 shares | $3,166 |
| J P MORGAN EXCHANGE TRADED F | DIV RTN EM EQT | 46641Q308 | — | 50 shares | $3,165 |
| FIVE9 INC | COM | 338307101 | — | 93 shares | $3,163 |
| WABTEC | COM | 929740108 | — | 11 shares | $3,161 |
| EQUIFAX INC | COM | 294429105 | — | 23 shares | $3,157 |
| GARMIN LTD | SHS | H2906T109 | — | 11 shares | $3,155 |
| VIATRIS INC | COM | 92556V106 | — | 178 shares | $3,154 |
| NETEASE COM INC | SPONSORED ADS | 64110W102 | — | 26 shares | $3,150 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 | — | 47 shares | $3,149 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 43 shares | $3,142 |
| LOWES COS INC | COM | 548661107 | — | 17 shares | $3,133 |
| AFLAC INC | COM | 001055102 | — | 28 shares | $3,130 |
| AMERICAN HOMES 4 RENT | CL A | 02665T306 | — | 103 shares | $3,130 |
| CARVANA CO | CL A | 146869102 | — | 50 shares | $3,127 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 9 shares | $3,126 |
| HUNTSMAN CORP | COM | 447011107 | — | 372 shares | $3,125 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 164 shares | $3,116 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 53 shares | $3,115 |
| SPDR SERIES TRUST | ST STR SP METAL | 78464A755 | — | 30 shares | $3,109 |
| FORGENT POWER SOLUTIONS INC | COM SHS CL A | 34631F102 | — | 83 shares | $3,108 |
| AMCOR PLC | COM NEW | G0250X149 | — | 74 shares | $3,098 |
| FRANCO NEV CORP | COM | 351858105 | — | 13 shares | $3,095 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 29 shares | $3,092 |
| DARDEN RESTAURANTS INC | COM | 237194105 | — | 16 shares | $3,092 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | — | 168 shares | $3,092 |
| OMNICOM GROUP INC | COM | 681919106 | — | 42 shares | $3,092 |
| WAYSTAR HLDG CORP | COM | 946784105 | — | 122 shares | $3,091 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 | — | 33 shares | $3,089 |
| LINDE PLC | SHS | G54950103 | — | 7 shares | $3,087 |
| DIAGEO PLC | SPON ADR NEW | 25243Q205 | — | 36 shares | $3,082 |
| FAIR ISAAC CORP | COM | 303250104 | — | 5 shares | $3,081 |
| TEXAS INSTRS INC | COM | 882508104 | — | 11 shares | $3,081 |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | 314352105 | — | 28 shares | $3,063 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 49 shares | $3,058 |
| NEW YORK TIMES CO MTN BE | CL A | 650111107 | — | 48 shares | $3,058 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 52 shares | $3,056 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 | — | 19 shares | $3,055 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 58 shares | $3,051 |
| NCINO INC | COM | 63947X101 | — | 168 shares | $3,046 |
| WELLS FARGO & CO | COM | 949746101 | — | 38 shares | $3,042 |
| CARMAX INC | COM | 143130102 | — | 55 shares | $3,031 |
| QUEST DIAGNOSTICS INC | COM | 74834L100 | — | 13 shares | $3,030 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 18 shares | $3,021 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 38 shares | $3,016 |
| HALEON PLC | SPON ADS | 405552100 | — | 335 shares | $3,015 |
| LEGALZOOM COM INC | COM | 52466B103 | — | 537 shares | $3,013 |
| ARROWHEAD PHARMACEUTICALS IN | COM | 04280A100 | — | 46 shares | $3,011 |
| XERIS BIOPHARMA HOLDINGS INC | COM | 98422E103 | — | 315 shares | $3,011 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 9 shares | $3,008 |
| THE TRADE DESK INC | COM CL A | 88339J105 | — | 247 shares | $3,006 |
| APPLIED MATLS INC | COM | 038222105 | — | 6 shares | $3,003 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 94 shares | $3,003 |
| FLOWERS FOODS INC | COM | 343498101 | — | 541 shares | $3,003 |
| OGE ENERGY CORP | COM | 670837103 | — | 66 shares | $2,998 |
| DOLBY LABORATORIES INC | COM CL A | 25659T107 | — | 51 shares | $2,997 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 34 shares | $2,997 |
| JETBLUE AIRWAYS CORP | COM | 477143101 | — | 708 shares | $2,995 |
| PRUDENTIAL PLC | ADR | 74435K204 | — | 121 shares | $2,994 |
| MASTEC INC | COM | 576323109 | — | 14 shares | $2,991 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 42 shares | $2,985 |
| FRANKLIN TEMPLETON INC | COM | 354613101 | — | 93 shares | $2,984 |
| AMETEK INC | COM | 031100100 | — | 12 shares | $2,973 |
| KEURIG DR PEPPER INC | COM | 49271V100 | — | 98 shares | $2,973 |
| MAIN STR CAP CORP | COM | 56035L104 | — | 54 shares | $2,973 |
| RTX CORPORATION | COM | 75513E101 | — | 16 shares | $2,970 |
| TORM PLC | SHS CL A | G89479102 | — | 78 shares | $2,968 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 45 shares | $2,966 |
| MATERION CORP | COM | 576690101 | — | 11 shares | $2,965 |
| PACCAR INC | COM | 693718108 | — | 27 shares | $2,965 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 34 shares | $2,962 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 20 shares | $2,959 |
| DONALDSON INC | COM | 257651109 | — | 34 shares | $2,959 |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | — | 131 shares | $2,957 |
| WESBANCO INC | COM | 950810101 | — | 79 shares | $2,956 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 | — | 14 shares | $2,955 |
| IMPERIAL OIL LTD | COM NEW | 453038408 | — | 24 shares | $2,953 |
| VONTIER CORPORATION | COM | 928881101 | — | 94 shares | $2,952 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 16 shares | $2,950 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 46 shares | $2,939 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 51 shares | $2,937 |
| SAMSARA INC | COM CL A | 79589L106 | — | 77 shares | $2,936 |
| INTERDIGITAL INC | COM | 45867G101 | — | 9 shares | $2,935 |
| MEDICAL PROPERTIES TRUST INC | COM | 58463J304 | — | 848 shares | $2,934 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 46 shares | $2,933 |
| BULLISH | ORD SHS | G16910120 | — | 84 shares | $2,931 |
| OKTA INC | CL A | 679295105 | — | 14 shares | $2,928 |
| VESTIS CORPORATION | COM SHS | 29430C102 | — | 219 shares | $2,926 |
| WINTRUST FINL CORP | COM | 97650W108 | — | 21 shares | $2,922 |
| RIO TINTO PLC | SPONSORED ADR | 767204100 | — | 31 shares | $2,919 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 | — | 18 shares | $2,917 |
| KENVUE INC | COM | 49177J102 | — | 165 shares | $2,914 |
| HUNT J B TRANS SVCS INC | COM | 445658107 | — | 13 shares | $2,913 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 8 shares | $2,912 |
| DONALDSON INC | COM | 257651109 | — | 33 shares | $2,909 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 11 shares | $2,906 |