CIK 1621225
Merit Financial Group, LLC
Institutional 13F holdings & portfolio
Holdings
1,943
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.2M | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 1.7M | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 2.4M | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 2.0M | $1M+ | SH |
| CGSD | CAPITAL GRP FIXED INCM ETF T | 1.9M | $1M+ | SH |
| CGMM | CAPITAL GROUP EQUITY ETF TR | 1.4M | $1M+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 1.1M | $1M+ | SH |
| BIL | SPDR SERIES TRUST | 323K | $1M+ | SH |
| CGUI | CAPITAL GRP FIXED INCM ETF T | 1.1M | $1M+ | SH |
| OEF | ISHARES TR | 80K | $1M+ | SH |
| QQQI | NEOS ETF TRUST | 506K | $1M+ | SH |
| IBTH | ISHARES TR | 1.2M | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 749K | $1M+ | SH |
| PTLC | PACER FDS TR | 439K | $1M+ | SH |
| SPIB | SPDR SERIES TRUST | 712K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 333K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 803K | $1M+ | SH |
| IUSB | ISHARES TR | 505K | $1M+ | SH |
| SPYI | NEOS ETF TRUST | 425K | $1M+ | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 175K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 725K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 159K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 411K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 636K | $1M+ | SH |
| QDVO | AMPLIFY ETF TR | 623K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 673K | $1M+ | SH |
| OMAH | TIDAL TRUST III | 935K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 87K | $1M+ | SH |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | 509K | $1M+ | SH |
| SGOL | ETFS GOLD TR | 376K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 41K | $1M+ | SH |
| JPIE | J P MORGAN EXCHANGE TRADED F | 312K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 282K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 29K | $1M+ | SH |
| IUS | INVESCO EXCH TRD SLF IDX FD | 240K | $1M+ | SH |
| USFR | WISDOMTREE TR | 268K | $1M+ | SH |
| DBEF | DBX ETF TR | 255K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 24K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 15 | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 106K | $1M+ | SH |
| IDEV | ISHARES TR | 131K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 213K | $1M+ | SH |
| SPTS | SPDR SERIES TRUST | 366K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 112K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 181K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 149K | $1M+ | SH |
| XAR | SPDR SERIES TRUST | 42K | $1M+ | SH |
| IQDG | WISDOMTREE TR | 213K | $1M+ | SH |
| CGIB | CAPITAL GRP FIXED INCM ETF T | 348K | $1M+ | SH |
| SRLN | SSGA ACTIVE ETF TR | 214K | $1M+ | SH |