Merit Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
2,115
Total value ($000)
$13,460,602
Net value change ($000)
+992,625 (8.0%)
New positions
265
Sold out positions
97
Turnover %
2.5%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 160,166 NEW
GOVT 62,008 106.0%
IUSG 29,975 11.0%
QQQ 26,260 24.1%
XOM 23,579 56.4%
DFAC 22,789 109.2%
SEIM 21,873 504.6%
SHLD 20,966 54.5%
IUSV 19,084 7.2%
NVDA 18,943 10.5%
Top Reduces (Value $000, Stocks/ETFs)
MGK -61,880 -23.7%
USIG -50,215 -73.3%
IEMG -42,729 -24.6%
VUG -39,006 -9.8%
FPEI -26,547 -73.9%
MSFT -17,881 -10.1%
VTI -13,735 -13.4%
VOO -12,597 -7.1%
META -12,187 -18.2%
SLDE -10,724 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 11,280 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type