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 151–200 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ISTB | ISHARES TR | 51K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 23K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 5K | $1M+ | SH |
| EWX | SPDR INDEX SHS FDS | 36K | $1M+ | SH |
| CMF | ISHARES TR | 41K | $1M+ | SH |
| BALT | INNOVATOR ETFS TRUST | 69K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 68K | $1M+ | SH |
| MPLX | MPLX LP | 43K | $1M+ | SH |
| FDHY | FIDELITY COVINGTON TRUST | 47K | $1M+ | SH |
| EEM | ISHARES TR | 42K | $1M+ | SH |
| ETY | EATON VANCE TAX-MANAGED DIVE | 148K | $1M+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 47K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 44K | $1M+ | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 34K | $1M+ | SH |
| MFDX | PIMCO EQUITY SER | 58K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| PMAY | INNOVATOR ETFS TRUST | 56K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| HGER | HARBOR ETF TRUST | 88K | $1M+ | SH |
| PRF | INVESCO EXCHANGE TRADED FD T | 47K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 160K | $1M+ | SH |
| PNOV | INNOVATOR ETFS TRUST | 52K | $1M+ | SH |
| DDFN | INNOVATOR ETFS TRUST | 113K | $1M+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 29K | $1M+ | SH |
| KCE | SPDR SERIES TRUST | 14K | $1M+ | SH |
| JSML | JANUS DETROIT STR TR | 29K | $1M+ | SH |
| SEIQ | SEI EXCHANGE TRADED FUNDS | 55K | $1M+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 53K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 40K | $1M+ | SH |
| DES | WISDOMTREE TR | 60K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| IHDG | WISDOMTREE TR | 40K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 59K | $1M+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 32K | $1M+ | SH |
| FIXT | TCW ETF TRUST | 50K | $1M+ | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 9K | $1M+ | SH |
| XSMO | INVESCO EXCHANGE TRADED FD T | 27K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 7K | $1M+ | SH |
| IYZ | ISHARES TR | 55K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 43K | $1M+ | SH |
| NULV | NUSHARES ETF TR | 40K | $1M+ | SH |
| ADT | ADT INC DEL | 223K | $1M+ | SH |
| PJAN | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 12K | $1M+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 44K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 6K | $1M+ | SH |
| IVV | ISHARES TR | 2K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 25K | $1M+ | SH |