Merit Financial Group, LLC

13F filer · CIK 0001621225

Reported Jul 20, 2026

Net buyer this quarter

13F portfolio value$16.4BU.S. long equity reported on 13F

Positions1,605271 new · 76 closed

Net flow last quarter+$530MBuys minus sells

Top 10 positions weight11.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 20, 20261,605 positions
AAPLApple Inc.	$353M	2.15%	0.01%	+23.8%	Q4 2017
QLTYQuality Distribution Inc	$352M	2.15%	30.07%	+5.9%	Q4 2024
NVDANvidia Corp	$261M	1.59%	0.01%	+13.6%	Q4 2017
MSFTMicrosoft Corp	$194M	1.19%	0.01%	+20.6%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$181M	1.11%	Not reported	+5.0%	Q4 2018
AMZNAmazon Com Inc	$145M	0.89%	0.01%	+21.3%	Q4 2017
GOOGLAlphabet Inc.	$121M	0.74%	0.00%	+0.3%	Q4 2019
AVGOBroadcom Inc.	$116M	0.71%	0.01%	+8.4%	Q4 2021
GOOGAlphabet Inc.	$98.3M	0.60%	Not reported	+32.8%	Q4 2017
UPSUnited Parcel Service Inc	$91.2M	0.56%	0.12%	+4.1%	Q4 2017
JPMJPMorgan Chase & Co	$80.2M	0.49%	0.01%	+37.8%	Q4 2018
BRK.BBerkshire Hathaway Inc	$71.3M	0.44%	Not reported	+12.0%	Q4 2017
SHLDSears Holdings Corp	$70M	0.43%	1.07%	+39.8%	Q4 2024
THROTheron Resource Group	$67.3M	0.41%	19.76%	-24.4%	Q2 2025
MUMicron Technology Inc	$63.3M	0.39%	0.00%	+13.3%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$62.8M	0.38%	Not reported	+5.9%	Q3 2019
XOMExxonMobil Holdings Corp	$56.9M	0.35%	0.01%	+8.0%	Q4 2017
CGCPCardiogenesis Corp	$56M	0.34%	Not reported	+1.1%	Q3 2022
LLYELI LILLY & Co	$55M	0.34%	0.00%	+5.3%	Q1 2022
METAMeta Platforms, Inc.	$54.4M	0.33%	Not reported	+1.0%	Q4 2017
JNJJohnson & Johnson	$53.2M	0.33%	0.01%	-1.8%	Q4 2017
CATCaterpillar Inc	$52.2M	0.32%	0.01%	+5.9%	Q2 2022
WMTWalmart Inc.	$51.2M	0.31%	0.01%	+15.0%	Q4 2019
TSLATesla, Inc.	$50.8M	0.31%	0.00%	+10.5%	Q4 2018
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$46.6M	0.28%	Not reported	+1.4%	Q2 2022
AMATApplied Materials Inc	$45.7M	0.28%	0.01%	+61.0%	Q1 2022
PGPROCTER & GAMBLE Co	$44.5M	0.27%	0.01%	+6.6%	Q4 2017
COSTCostco Wholesale Corp	$42M	0.26%	0.01%	+6.8%	Q4 2019
AMDAdvanced Micro Devices Inc	$40M	0.24%	0.00%	+3.9%	Q4 2020
HDHome Depot, Inc.	$35.6M	0.22%	0.01%	+24.1%	Q4 2017
IAUIshares Gold Trust	$33.8M	0.21%	0.05%	-24.8%	Q2 2021
VVisa Inc.	$33M	0.20%	0.01%	+5.0%	Q2 2019
LRCXLam Research Corp	$32.6M	0.20%	0.01%	-32.9%	Q2 2022
CSCOCisco Systems, Inc.	$32.4M	0.20%	0.01%	+15.1%	Q4 2017
GEGeneral Electric Co	$32.2M	0.20%	0.01%	+1.8%	Q1 2022
CVXChevron Corp	$30.7M	0.19%	0.01%	+20.3%	Q4 2017
KOCoca Cola Co	$28.7M	0.18%	0.01%	+2.4%	Q3 2019
ABBVAbbVie Inc.	$27.3M	0.17%	0.01%	+3.6%	Q4 2019
SMHMarket Vectors ETF Trust	$27.1M	0.17%	Not reported	-0.7%	Q2 2022
MRKMerck & Co., Inc.	$26.9M	0.16%	0.01%	+6.3%	Q3 2019
ANETArista Networks, Inc.	$26.9M	0.16%	0.01%	-8.5%	Q2 2023
INTCIntel Corp	$26.8M	0.16%	0.00%	-12.0%	Q2 2019
KLACKla Corp	$26.4M	0.16%	0.01%	-0.9%	Q4 2022
BFCBank First Corp	$25.8M	0.16%	1.57%	-1.5%	Q4 2022
MOAltria Group, Inc.	$25.1M	0.15%	0.02%	+3.8%	Q4 2017
RTXRTX Corp	$23.5M	0.14%	0.01%	+2.2%	Q2 2020
PMPhilip Morris International Inc.	$23.4M	0.14%	0.01%	-3.4%	Q4 2019
GSGoldman Sachs Group Inc	$22.3M	0.14%	0.01%	+2.0%	Q2 2019
BMYBristol Myers Squibb Co	$22.3M	0.14%	0.02%	+5.0%	Q4 2019
MSMorgan Stanley	$22.2M	0.14%	0.01%	+6.2%	Q1 2022

Q1 2026Reported Apr 15, 20261,408 positions
QLTYQuality Distribution Inc	$289M	2.14%	28.39%	Not reported	Q4 2024
AAPLApple Inc.	$250M	1.86%	0.01%	Not reported	Q4 2017
NVDANvidia Corp	$200M	1.48%	0.00%	Not reported	Q4 2017
MSFTMicrosoft Corp	$160M	1.19%	0.01%	Not reported	Q4 2017
QQQInvesco QQQ Trust, Series 1	$135M	1.00%	Not reported	Not reported	Q4 2018
AMZNAmazon Com Inc	$105M	0.78%	0.00%	Not reported	Q4 2017
GOOGLAlphabet Inc.	$97.4M	0.72%	0.00%	Not reported	Q4 2019
AVGOBroadcom Inc.	$87.8M	0.65%	0.01%	Not reported	Q4 2021
UPSUnited Parcel Service Inc	$80.2M	0.60%	0.11%	Not reported	Q4 2017
THROTheron Resource Group	$74.8M	0.56%	26.15%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$65.4M	0.49%	0.01%	Not reported	Q4 2017
BRK.BBerkshire Hathaway Inc	$61M	0.45%	Not reported	Not reported	Q4 2017
GOOGAlphabet Inc.	$60.1M	0.45%	Not reported	Not reported	Q4 2017
SHLDSears Holdings Corp	$59.4M	0.44%	0.77%	Not reported	Q4 2024
CGCPCardiogenesis Corp	$55.6M	0.41%	Not reported	Not reported	Q3 2022
METAMeta Platforms, Inc.	$54.7M	0.41%	Not reported	Not reported	Q4 2017
IAUIshares Gold Trust	$52.5M	0.39%	0.07%	Not reported	Q2 2021
JPMJPMorgan Chase & Co	$52.3M	0.39%	0.01%	Not reported	Q4 2018
JNJJohnson & Johnson	$52.2M	0.39%	0.01%	Not reported	Q4 2017
SPYSPDR S&P 500 ETF Trust	$51.6M	0.38%	Not reported	Not reported	Q3 2019
WMTWalmart Inc.	$48.8M	0.36%	0.00%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$43.1M	0.32%	Not reported	Not reported	Q2 2022
COSTCostco Wholesale Corp	$41.9M	0.31%	0.01%	Not reported	Q4 2019
PGPROCTER & GAMBLE Co	$41.1M	0.31%	0.01%	Not reported	Q4 2017
TSLATesla, Inc.	$40.6M	0.30%	0.00%	Not reported	Q4 2018
LLYELI LILLY & Co	$40.1M	0.30%	0.00%	Not reported	Q1 2022
CATCaterpillar Inc	$32.8M	0.24%	0.01%	Not reported	Q2 2022
CVXChevron Corp	$31.8M	0.24%	0.01%	Not reported	Q4 2017
VVisa Inc.	$27.6M	0.21%	0.00%	Not reported	Q2 2019
HDHome Depot, Inc.	$26.7M	0.20%	0.01%	Not reported	Q4 2017
KOCoca Cola Co	$26.3M	0.20%	0.01%	Not reported	Q3 2019
FASTFastenal Co	$26.1M	0.19%	0.05%	Not reported	Q3 2022
PLTRPalantir Technologies Inc.	$24.3M	0.18%	0.01%	Not reported	Q3 2021
GEGeneral Electric Co	$24M	0.18%	0.01%	Not reported	Q1 2022
LRCXLam Research Corp	$24M	0.18%	0.01%	Not reported	Q2 2022
BFCBank First Corp	$23.9M	0.18%	1.57%	Not reported	Q4 2022
MRKMerck & Co., Inc.	$23.7M	0.18%	0.01%	Not reported	Q3 2019
RTXRTX Corp	$23.4M	0.17%	0.01%	Not reported	Q2 2020
ABBVAbbVie Inc.	$22.8M	0.17%	0.01%	Not reported	Q4 2019
BMYBristol Myers Squibb Co	$22.4M	0.17%	0.02%	Not reported	Q4 2019
PEPPepsico Inc	$22.3M	0.17%	0.01%	Not reported	Q4 2017
MOAltria Group, Inc.	$22.1M	0.16%	0.02%	Not reported	Q4 2017
PMPhilip Morris International Inc.	$22.1M	0.16%	0.01%	Not reported	Q4 2019
ANETArista Networks, Inc.	$21.2M	0.16%	0.01%	Not reported	Q2 2023
MCKMckesson Corp	$19M	0.14%	0.02%	Not reported	Q4 2020
NFLXNetflix Inc	$19M	0.14%	0.00%	Not reported	Q4 2018
CSCOCisco Systems, Inc.	$18.6M	0.14%	0.01%	Not reported	Q4 2017
GSGoldman Sachs Group Inc	$18.3M	0.14%	0.01%	Not reported	Q2 2019
MAMastercard Inc	$17.3M	0.13%	0.00%	Not reported	Q4 2018
MSMorgan Stanley	$16.5M	0.12%	0.01%	Not reported	Q1 2022

Q3 2025Reported Nov 7, 20251,186 positions
QLTYQuality Distribution Inc	$254M	2.34%	25.00%	+2.9%	Q4 2024
AAPLApple Inc.	$199M	1.83%	0.01%	+6.2%	Q4 2017
MSFTMicrosoft Corp	$173M	1.59%	0.00%	+10.3%	Q4 2017
NVDANvidia Corp	$143M	1.31%	0.00%	+8.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$111M	1.02%	Not reported	+11.4%	Q4 2018
AMZNAmazon Com Inc	$89.9M	0.83%	0.00%	+7.3%	Q4 2017
UPSUnited Parcel Service Inc	$70.1M	0.64%	0.12%	-2.5%	Q4 2017
AVGOBroadcom Inc.	$69.2M	0.64%	0.00%	+1.9%	Q4 2021
GOOGLAlphabet Inc.	$69M	0.63%	0.00%	+8.3%	Q4 2019
METAMeta Platforms, Inc.	$62.2M	0.57%	Not reported	+8.0%	Q4 2017
BRK.BBerkshire Hathaway Inc	$60.1M	0.55%	Not reported	+6.8%	Q4 2017
THROTheron Resource Group	$57.3M	0.53%	19.16%	+43.4%	Q2 2025
CGCPCardiogenesis Corp	$51.3M	0.47%	Not reported	+1078.9%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$51M	0.47%	Not reported	-4.4%	Q3 2019
JPMJPMorgan Chase & Co	$49.8M	0.46%	0.01%	+4.2%	Q4 2018
IAUIshares Gold Trust	$42.1M	0.39%	0.08%	+64.8%	Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$38.3M	0.35%	Not reported	+4.6%	Q2 2022
GOOGAlphabet Inc.	$37.8M	0.35%	Not reported	+2.7%	Q4 2017
TSLATesla, Inc.	$37.3M	0.34%	0.00%	+8.9%	Q4 2018
XOMExxonMobil Holdings Corp	$35.9M	0.33%	0.01%	+16.5%	Q4 2017
JNJJohnson & Johnson	$34.6M	0.32%	0.01%	+3.8%	Q4 2017
PGPROCTER & GAMBLE Co	$34M	0.31%	0.01%	+63.1%	Q4 2017
SHLDSears Holdings Corp	$32.7M	0.30%	0.43%	+486.8%	Q4 2024
WMTWalmart Inc.	$31.8M	0.29%	0.00%	+21.9%	Q4 2019
HDHome Depot, Inc.	$31.5M	0.29%	0.01%	+4.4%	Q4 2017
COSTCostco Wholesale Corp	$30.3M	0.28%	0.01%	+1.6%	Q4 2019
PLTRPalantir Technologies Inc.	$29.3M	0.27%	0.01%	+4.7%	Q3 2021
VVisa Inc.	$27.7M	0.25%	0.00%	-1.9%	Q2 2019
LLYELI LILLY & Co	$26.3M	0.24%	0.00%	+6.3%	Q1 2022
PMPhilip Morris International Inc.	$24.3M	0.22%	0.01%	+5.6%	Q4 2019
ORCLOracle Corp	$23.5M	0.22%	0.00%	+12.9%	Q4 2019
KBDCKayne Anderson BDC, Inc.	$23.2M	0.21%	2.49%	Not reported	Q2 2025
GEGeneral Electric Co	$22M	0.20%	0.01%	+3.9%	Q1 2022
CVXChevron Corp	$21.7M	0.20%	0.01%	+10.7%	Q4 2017
BFCBank First Corp	$21.5M	0.20%	1.80%	-0.3%	Q4 2022
NFLXNetflix Inc	$20.5M	0.19%	0.00%	+5.3%	Q4 2018
FASTFastenal Co	$19.7M	0.18%	0.03%	+0.9%	Q3 2022
ABBVAbbVie Inc.	$19M	0.17%	0.00%	+3.1%	Q4 2019
MAMastercard Inc	$18.4M	0.17%	0.00%	+3.9%	Q4 2018
RTXRTX Corp	$17.6M	0.16%	0.01%	-0.1%	Q2 2020
PEPPepsico Inc	$17.1M	0.16%	0.01%	+6.5%	Q4 2017
BLKBlackRock, Inc.	$16.6M	0.15%	0.01%	+0.9%	Q2 2022
CSCOCisco Systems, Inc.	$16.1M	0.15%	0.01%	+6.6%	Q4 2017
CATCaterpillar Inc	$15.9M	0.15%	0.01%	+9.0%	Q2 2022
GSGoldman Sachs Group Inc	$15.3M	0.14%	0.01%	+0.7%	Q2 2019
SGOLabrdn Gold ETF Trust	$14.2M	0.13%	0.22%	+2.4%	Q3 2024
VEEVVeeva Systems Inc	$14.1M	0.13%	0.03%	+4.9%	Q3 2022
MCKMckesson Corp	$14.1M	0.13%	0.01%	+3.0%	Q4 2020
SMHMarket Vectors ETF Trust	$13.8M	0.13%	Not reported	-0.5%	Q2 2022
BSXBoston Scientific Corp	$13.8M	0.13%	0.01%	+4.6%	Q4 2019

Q2 2025Reported Jul 22, 20251,136 positions
QLTYQuality Distribution Inc	$234M	2.61%	24.29%	+43.5%	Q4 2024
SPTSSports Media Inc	$151M	1.69%	Not reported	+64.9%	Q3 2019
AAPLApple Inc.	$151M	1.68%	0.01%	+9.9%	Q4 2017
MSFTMicrosoft Corp	$151M	1.68%	0.00%	+21.0%	Q4 2017
NVDANvidia Corp	$111M	1.24%	0.00%	+8.1%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$91.6M	1.02%	Not reported	+4.0%	Q4 2018
UPSUnited Parcel Service Inc	$86.9M	0.97%	0.12%	-0.3%	Q4 2017
AMZNAmazon Com Inc	$83.8M	0.93%	0.00%	+22.8%	Q4 2017
METAMeta Platforms, Inc.	$57.9M	0.65%	Not reported	+28.6%	Q4 2017
AVGOBroadcom Inc.	$56.7M	0.63%	0.00%	+60.1%	Q4 2021
BRK.BBerkshire Hathaway Inc	$54.4M	0.61%	Not reported	+23.2%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$49.5M	0.55%	Not reported	+4.0%	Q3 2019
GOOGLAlphabet Inc.	$46.2M	0.52%	0.00%	+27.0%	Q4 2019
JPMJPMorgan Chase & Co	$43.9M	0.49%	0.01%	+36.0%	Q4 2018
THROTheron Resource Group	$37.6M	0.42%	13.36%	New	Q2 2025
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$34.6M	0.39%	Not reported	+17.3%	Q2 2022
COSTCostco Wholesale Corp	$31.9M	0.36%	0.01%	+49.2%	Q4 2019
XOMExxonMobil Holdings Corp	$29.4M	0.33%	0.01%	+20.1%	Q4 2017
VVisa Inc.	$29.4M	0.33%	0.00%	+40.3%	Q2 2019
JNJJohnson & Johnson	$27.5M	0.31%	0.01%	+30.8%	Q4 2017
HDHome Depot, Inc.	$27.3M	0.30%	0.01%	+35.2%	Q4 2017
GOOGAlphabet Inc.	$26.8M	0.30%	Not reported	+16.3%	Q4 2017
KBDCKayne Anderson BDC, Inc.	$26.5M	0.30%	2.46%	New	Q2 2025
PMPhilip Morris International Inc.	$25.8M	0.29%	0.01%	+24.2%	Q4 2019
LLYELI LILLY & Co	$25.3M	0.28%	0.00%	+28.2%	Q1 2022
WMTWalmart Inc.	$24.7M	0.28%	0.00%	+58.9%	Q4 2019
TSLATesla, Inc.	$24.5M	0.27%	0.00%	+30.8%	Q4 2018
IAUIshares Gold Trust	$21.9M	0.24%	0.05%	+51.6%	Q2 2021
NFLXNetflix Inc	$21.7M	0.24%	0.00%	+22.1%	Q4 2018
PGPROCTER & GAMBLE Co	$21.6M	0.24%	0.01%	+22.5%	Q4 2017
BFCBank First Corp	$20.9M	0.23%	1.81%	+9.0%	Q4 2022
PLTRPalantir Technologies Inc.	$20.9M	0.23%	0.01%	+11.9%	Q3 2021
GEGeneral Electric Co	$18.1M	0.20%	0.01%	+54.6%	Q1 2022
CVXChevron Corp	$18M	0.20%	0.01%	+30.7%	Q4 2017
MAMastercard Inc	$17.5M	0.19%	0.00%	+22.3%	Q4 2018
FASTFastenal Co	$16.7M	0.19%	0.03%	+33.7%	Q3 2022
FTNTFortinet, Inc.	$16.7M	0.19%	0.02%	-0.7%	Q1 2022
ORCLOracle Corp	$16.2M	0.18%	0.00%	+35.0%	Q4 2019
RTXRTX Corp	$15.4M	0.17%	0.01%	+44.8%	Q2 2020
CSCOCisco Systems, Inc.	$15.4M	0.17%	0.01%	+28.3%	Q4 2017
PEPPepsico Inc	$15.1M	0.17%	0.01%	+46.4%	Q4 2017
BLKBlackRock, Inc.	$14.8M	0.17%	0.01%	+8.2%	Q2 2022
ABBVAbbVie Inc.	$14.8M	0.16%	0.00%	+34.8%	Q4 2019
BSXBoston Scientific Corp	$14.5M	0.16%	0.01%	+12.1%	Q4 2019
KOCoca Cola Co	$14.1M	0.16%	0.00%	+70.7%	Q3 2019
GSGoldman Sachs Group Inc	$13.5M	0.15%	0.01%	+70.7%	Q2 2019
TAt&T Inc.	$13.3M	0.15%	0.01%	+20.1%	Q4 2017
SPGIS&P Global Inc.	$13.3M	0.15%	0.01%	+8.0%	Q2 2022
HONHoneywell International Inc	$13.2M	0.15%	0.02%	+11.3%	Q4 2019
VEEVVeeva Systems Inc	$13M	0.15%	0.03%	+12.5%	Q3 2022

Premium opens every quarter this fund has filed