How many stocks does Merit Financial Group, LLC own?

As of Q1 2026, Merit Financial Group, LLC holds 2,115 positions in their 13F portfolio.

What is Merit Financial Group, LLC's largest holding?

VUG at 2.7% of portfolio, worth $360M.

What is Merit Financial Group, LLC's total portfolio value?

$13.5B as of Q1 2026, tracked across 2,115 holdings.

Is Merit Financial Group, LLC a hedge fund?

Merit Financial Group, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Merit Financial Group, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Merit Financial Group, LLC's portfolio changed in Q1 2026?

View Merit Financial Group, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Merit Financial Group, LLC's investment strategy?

Merit Financial Group, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

HoldingsIntel

Merit Financial Group, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

MFMerit Financial Group, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

$13.5B

AUM

2,115

Positions

Q1 2026

Filing

Rating · 3.0

Quarterly Portfolio Change

Activity profile

$ moved · Q1'26

New12%Increased63%Decreased23%Exited2%

Composition

Equity vs derivatives

Equity100%Puts0%Calls0%

Holding period

Avg 2.2 years

<1Q9%1-4Q25%1-2Y22%2Y+43%

Q1 2026 Summary

Active quarter - 263 new positions, 96 exits, 1192 increased. Top move: IUSG (INCREASED, conviction 63). Portfolio: $13.5B across 2115 positions.

Portfolio Allocation

Top holdings by portfolio weight

VUG2.67%

IUSG2.25%

QLTY2.14%

IUSV2.12%

AAPL1.86%

IVV1.56%

NVDA1.48%

MGK1.48%

VTV1.45%

DYNF1.45%

Other1.44%

Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK3Q held

SANDISK CORP

Avg $140.45 · $5.5M est. P&L

Est. P&L

+902.24%

AMSC14Q held

AMERICAN SUPERCONDUCTOR CORP

Avg $7.80 · $1.7M est. P&L

Est. P&L

+605.88%

SOXL7Q held

DIREXION SHARES ETF TRUST

Avg $25.17 · $2.5M est. P&L

Est. P&L

+552.33%

Top Losers

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View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings2,115 positions

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Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
VUG ETF VANGUARD INDEX FDS	824,223	$360M	2.7%	—	$291.34	-69.99%	29 qtrssince 2019-Q1	Increased 54
IUSG ETF ISHARES TR	2M	$303.1M	2.3%	—	$140.80	+32.59%	12 qtrssince 2023-Q2	Increased 63
QLTY ETF GMO ETF TRUST	8M	$288.6M	2.1%	—	$33.09	+21.74%	6 qtrssince 2024-Q4	Increased 56
IUSV ETF ISHARES TR	2.8M	$285.2M	2.1%	—	$90.77	+19.12%	10 qtrssince 2023-Q4	Increased 57
AAPL APPLE INC	985,181	$250M	1.9%	—	$196.72	+52.61%	29 qtrssince 2019-Q1	Increased 53
IVV ETF ISHARES TR	321,276	$209.9M	1.6%	—	$515.34	+44.07%	27 qtrssince 2019-Q3	Increased 54
NVDA NVIDIA CORPORATION	1.1M	$199.8M	1.5%	—	$146.66	+56.94%	29 qtrssince 2019-Q1	Increased 56
MGK ETF VANGUARD WORLD FD	542,393	$199.3M	1.5%	—	$332.74	-73.39%	22 qtrssince 2020-Q4	Decreased 0
VTV ETF VANGUARD INDEX FDS	997,691	$195.7M	1.5%	—	$170.35	+21.32%	29 qtrssince 2019-Q1	Increased 50
DYNF ETF BLACKROCK ETF TRUST	3.4M	$195.1M	1.4%	—	$53.72	+23.39%	9 qtrssince 2024-Q1	Increased 55
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