Merit Financial Group, LLC - Portfolio overview

Merit Financial Group, LLC has 2224 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 6.75%
2. IUSG - ISHARES TR, 5.71%
3. IUSV - ISHARES TR, 5.38%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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