Merit Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Alpharetta, GA
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
2,360
Total value ($000)
$16,381,120
Net value change ($000)
+2,920,518 (21.7%)
New positions
316
Sold out positions
108
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MGK 120,861 60.6%
DYNF 112,404 57.6%
AAPL 102,916 41.2%
IUSG 90,448 29.8%
MGV 76,327 39.4%
VUG 66,429 18.5%
QLTY 63,031 21.8%
NVDA 60,683 30.4%
IVV 54,871 26.1%
CORO 50,020 31.2%
Top Reduces (Value $000, Stocks/ETFs)
EFV -59,543 -33.8%
QUAL -58,271 -60.5%
IAGG -40,715 -89.9%
IAU -18,696 -35.6%
JNK -18,042 -97.7%
HON -15,020 -100.0%
CRM -11,381 -70.4%
IBTH -10,703 -40.2%
USIG -9,726 -53.3%
EXEL -9,039 -66.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 285,772 (1.7% 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