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 301–350 of 1,943
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DCOR | DIMENSIONAL ETF TRUST | 13K | $500K+ | SH |
| ORCL | ORACLE CORP | 5K | $500K+ | SH |
| URA | GLOBAL X FDS | 22K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 15K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| DVY | ISHARES TR | 6K | $500K+ | SH |
| FSK | FS KKR CAP CORP | 61K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 7K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 33K | $500K+ | SH |
| KDEC | INNOVATOR ETFS TRUST | 35K | $500K+ | SH |
| MO | ALTRIA GROUP INC | 15K | $500K+ | SH |
| DFAR | DIMENSIONAL ETF TRUST | 38K | $500K+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 17K | $500K+ | SH |
| SCHK | SCHWAB STRATEGIC TR | 27K | $500K+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 36K | $500K+ | SH |
| MS | MORGAN STANLEY | 5K | $500K+ | SH |
| CME | CME GROUP INC | 3K | $500K+ | SH |
| IAUM | ISHARES GOLD TR | 19K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 55K | $500K+ | SH |
| SKYY | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| IOO | ISHARES TR | 7K | $500K+ | SH |
| SCHR | SCHWAB STRATEGIC TR | 33K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 26K | $500K+ | SH |
| ICLN | ISHARES TR | 50K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 16K | $500K+ | SH |
| VIK | VIKING HOLDINGS LTD | 11K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 917 | $500K+ | SH |
| APP | APPLOVIN CORP | 1K | $500K+ | SH |
| FBT | FIRST TR EXCHANGE-TRADED FD | 4K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 9K | $500K+ | SH |
| NFJ | VIRTUS DIVIDEND INTEREST & P | 62K | $500K+ | SH |
| AOD | ABRDN TOTAL DYNAMIC DIVIDEND | 81K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| PDP | INVESCO EXCHANGE TRADED FD T | 7K | $500K+ | SH |
| GRMN | GARMIN LTD | 4K | $500K+ | SH |
| TNGY | TORTOISE CAPITAL SERIES TRUS | 85K | $500K+ | SH |
| MCD | MCDONALDS CORP | 3K | $500K+ | SH |
| ILCV | ISHARES TR | 8K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 7K | $500K+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 23K | $500K+ | SH |
| OACP | UNIFIED SER TR | 33K | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| FTMS | PUTNAM ETF TRUST | 76K | $500K+ | SH |
| FSMD | FIDELITY COVINGTON TRUST | 17K | $500K+ | SH |
| TLT | ISHARES TR | 9K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 138 | $500K+ | SH |
| C | CITIGROUP INC | 6K | $500K+ | SH |