Merit Financial Group, LLC
CIK 1621225
13F filing for Q2 2026・No. 413
- Holdings
- US$16.38B
- Quarter change
- +US$2.92B
- Entries
- 10,700
- Net bought (estimate)
- +US$989.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 319
- Sold out 108
- Cut 767
- Added 1,186
- Corporate actions 2
- Unchanged 46
Largest holdings
2,318 stocks worth US$16.1B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 4,950,558 | US$426.44M | 2.65% |
| ISHARES TRCORE S&P US GWT | Added | 2,092,449 | US$393.57M | 2.45% |
| AAPLAppleCOM | Added | 1,219,742 | US$352.94M | 2.19% |
| GMO ETF TRUSTUS QUALITY ETF | Added | 8,449,244 | US$351.66M | 2.18% |
| ISHARES TRCORE S&P US VLU | Added | 2,976,786 | US$327.89M | 2.04% |
| VANGUARD WORLD FDMEGA GRWTH IND | CutSplit 7:1 | 3,641,887 | US$320.16M | 1.99% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Added | 4,521,035 | US$307.48M | 1.91% |
| VANGUARD WORLD FDMEGA CAP VAL ETF | Added | 1,652,554 | US$270.11M | 1.68% |
| IVVISHARES TRCORE S&P500 ETF | Added | 353,499 | US$264.73M | 1.64% |
| NVDANvidiaCOM | Added | 1,301,989 | US$260.51M | 1.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HR/AFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.