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 51–100 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 97K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 243K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 235K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 283K | $1M+ | SH |
| IBDS | ISHARES TR | 303K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 51K | $1M+ | SH |
| TLTP | AMPLIFY ETF TR | 322K | $1M+ | SH |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | 199K | $1M+ | SH |
| IWL | ISHARES TR | 41K | $1M+ | SH |
| IBDR | ISHARES TR | 289K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 290K | $1M+ | SH |
| DGRO | ISHARES TR | 100K | $1M+ | SH |
| ILCB | ISHARES TR | 73K | $1M+ | SH |
| BKDV | BNY MELLON ETF TRUST II | 239K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 69K | $1M+ | SH |
| MUB | ISHARES TR | 63K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 284K | $1M+ | SH |
| SJNK | SPDR SERIES TRUST | 258K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 82K | $1M+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 231K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 210K | $1M+ | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 184K | $1M+ | SH |
| AMZN | AMAZON COM INC | 27K | $1M+ | SH |
| VWOB | VANGUARD WHITEHALL FDS | 93K | $1M+ | SH |
| VOX | VANGUARD WORLD FD | 31K | $1M+ | SH |
| EQWL | INVESCO EXCHANGE TRADED FD T | 51K | $1M+ | SH |
| SYSB | ISHARES TR | 67K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 125K | $1M+ | SH |
| QALT | SEI EXCHANGE TRADED FUNDS | 234K | $1M+ | SH |
| AGGY | WISDOMTREE TR | 132K | $1M+ | SH |
| FLRN | SPDR SERIES TRUST | 188K | $1M+ | SH |
| XSOE | WISDOMTREE TR | 146K | $1M+ | SH |
| ILCG | ISHARES TR | 55K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 47K | $1M+ | SH |
| IBDT | ISHARES TR | 220K | $1M+ | SH |
| LQD | ISHARES TR | 49K | $1M+ | SH |
| MEAR | ISHARES U S ETF TR | 108K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 17K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 115K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 16K | $1M+ | SH |
| VFMO | VANGUARD WELLINGTON FD | 27K | $1M+ | SH |
| META | META PLATFORMS INC | 8K | $1M+ | SH |
| HDV | ISHARES TR | 41K | $1M+ | SH |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | 149K | $1M+ | SH |
| IYY | ISHARES TR | 28K | $1M+ | SH |
| TLH | ISHARES TR | 45K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 57K | $1M+ | SH |
| AGG | ISHARES TR | 45K | $1M+ | SH |
| SUB | ISHARES TR | 42K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |