Arkolith/Funds/Merit Financial Group, LLC

Merit Financial Group, LLC

CIK 1621225
Holdings as of Jun 30, 2026·disclosed Jul 20, 2026·~20-day 13F lag·13F-HR/AAmended
Active Filer

Merit Financial Group, LLC holds a diversified book of 2318 stocks worth $16.1B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). This quarter they opened Ishrs Sys Alt Act ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard Growth ETF at 3% of the equity book. They also disclosed $275.5M in put options (a bearish bet) and $10.2M in call options (bullish), shown separately below and excluded from the equity book.

Opened
372
bought for the first time
Added to
1195
already held, bought more
Trimmed
758
sold some, still holds it
Sold out
109
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
20%
Top 20 holdings
32%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

33% mapped to company sectors

ETF / fund or unclassified
67%
Information Technology
13%
Financials
5%
Industrials
4%
Consumer Discretionary
3%
Health Care
3%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Merit Financial Group, LLC

Manager / fundShared namesTheir $ in those
ASSETMARK, INC80 / 80$25.0B
ENVESTNET ASSET MANAGEMENT INC78 / 80$139.5B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$24.8B
OSAIC HOLDINGS, INC.78 / 80$22.4B
MML INVESTORS SERVICES, LLC78 / 80$18.8B
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC78 / 80$18.8B
NewEdge Advisors, LLC78 / 80$13.1B
Kestra Advisory Services, LLC78 / 80$10.6B

Ranked by how many of Merit Financial Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

2,318 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Index FDS
GROWTH ETF
$426.4M4.95M
2.6%
+501%
Added · +4.1M sh
2Ishares TR
CORE S&P US GWT
$393.6M2.09M
2.4%
+7.1%
Added · +138K sh
3Apple Inc
COM
$352.9M1.22M
2.2%
+24%
Added · +235K sh
4GMO ETF Trust
US QUALITY ETF
$351.7M8.45M
2.2%
+5.9%
Added · +472K sh
5Ishares TR
CORE S&P US VLU
$327.9M2.98M
2.0%
+6.7%
Added · +188K sh
6Vanguard World FD
MEGA GRWTH IND
$320.2M3.64M
2.0%
+571%
Added · +3.1M sh
7BlackRock ETF Trust
ISHARES US EQUIT
$307.5M4.52M
1.9%
+35%
Added · +1.2M sh
8Vanguard World FD
MEGA CAP VAL ETF
$270.1M1.65M
1.7%
+24%
Added · +316K sh
9Ishares TR
CORE S&P500 ETF
$264.7M353.5K
1.6%
+10%
Added · +32K sh
10Nvidia Corporation
COM
$260.5M1.30M
1.6%
+14%
Added · +156K sh
11Vanguard Index FDS
VALUE ETF
$222.1M1.02M
1.4%
+2.2%
Added · +22K sh
12BlackRock ETF Trust
ISHA IN CTRY ETF
$210.2M5.74M
1.3%
+15%
Added · +761K sh
13Microsoft Corp
COM
$194.3M520.8K
1.2%
+21%
Added · +89K sh
14Vanguard Index FDS
S&P 500 ETF SHS
$187.1M272.4K
1.2%
−0.9%
Reduced · −3K sh
15SPDR Series Trust
ST INTER ETF
$183.1M6.45M
1.1%
+3.9%
Added · +241K sh
16Invesco QQQ TR
UNIT SER 1
$181.1M246.0K
1.1%
+5.0%
Added · +12K sh
17American Centy ETF TR
AVANTIS ALL INT
$177.6M2.16M
1.1%
+6.4%
Added · +129K sh
18SPDR Index SHS FDS
ST STR ACWI ETF
$152.6M3.75M
0.9%
+7.5%
Added · +263K sh
19Victory Portfolios II
SHORT TRM BD ETF
$148.8M2.94M
0.9%
+4.1%
Added · +117K sh
20Ishares TR
US TREAS BD ETF
$147.9M6.49M
0.9%
+23%
Added · +1.2M sh
21Victory Portfolios II
SHS FR CA FL ETF
$147.5M3.22M
0.9%
+14%
Added · +402K sh
22Amazon Com Inc
COM
$145.4M610.0K
0.9%
+21%
Added · +107K sh
23Victory Portfolios II
CORE PLUS BD ETF
$143.7M6.61M
0.9%
+3.5%
Added · +227K sh
24BlackRock ETF Trust II
ISHA FLEX IN ETF
$138.8M2.65M
0.9%
+12%
Added · +278K sh
25Ishares Inc
CORE MSCI EMKT
$135.5M1.64M
0.8%
−13%
Reduced · −242K sh
26Ishares TR
MBS ETF
$135.5M1.43M
0.8%
+5.2%
Added · +70K sh
27Vanguard Index FDS
MID CAP ETF
$134.9M1.67M
0.8%
+367%
Added · +1.3M sh
28Alphabet Inc
CAP STK CL A
$121.4M339.7K
0.8%
+0.3%
Added · +973 sh
29BlackRock ETF Trust
ISHA I IN TE ETF
$118.6M2.25M
0.7%
−11%
Reduced · −268K sh
30Ishares TR
EAFE VALUE ETF
$116.7M1.52M
0.7%
−36%
Reduced · −846K sh
31Broadcom Inc
COM
$116.1M307.5K
0.7%
+8.4%
Added · +24K sh
32Vanguard Index FDS
TOTAL STK MKT
$107.6M290.7K
0.7%
+5.3%
Added · +15K sh
33Capital Group Core Equity Et
SHS CREAT UNIT
$100.9M2.27M
0.6%
−1.7%
Reduced · −39K sh
34Vanguard Index FDS
SMALL CP ETF
$99.8M329.4K
0.6%
+6.1%
Added · +19K sh
35Alphabet Inc
CAP STK CL C
$98.3M278.1K
0.6%
+33%
Added · +69K sh
36Ishares TR
MSCI USA MMENTM
$94.1M274.5K
0.6%
−21%
Reduced · −71K sh
37Vanguard BD Index FDS
TOTAL BND MRKT
$91.7M1.25M
0.6%
+19%
Added · +202K sh
38United Parcel Svcs Inc
CL B
$91.2M848.6K
0.6%
+4.1%
Added · +34K sh
39Capital Group Growth ETF
SHS CREAT UNIT
$91.1M1.93M
0.6%
+1.1%
Added · +20K sh
40Capital Group Dividend Value
SHS CREAT UNIT
$87.0M1.77M
0.5%
−1.5%
Reduced · −28K sh
41Janus Detroit STR TR
HENDRSON AAA CL
$85.6M1.70M
0.5%
+2.3%
Added · +39K sh
42JPMorgan Chase & Co
COM
$80.2M245.0K
0.5%
+38%
Added · +67K sh
43Vanguard Scottsdale FDS
MTG-BKD SECS ETF
$75.8M1.62M
0.5%
+19%
Added · +262K sh
44Berkshire Hathaway Inc Del
CL B NEW
$71.3M142.6K
0.4%
+12%
Added · +15K sh
45Global X FDS
DEFENSE TECH ETF
$70.0M1.17M
0.4%
+40%
Added · +334K sh
46Ishares TR
EAFE GRWTH ETF
$68.6M551.3K
0.4%
+119%
Added · +300K sh
47BlackRock ETF Trust
ISHA US THEM ETF
$67.3M1.56M
0.4%
−24%
Reduced · −504K sh
48Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$66.6M934.2K
0.4%
+0.1%
Added · +638 sh
49SPDR Series Trust
ST STR P500GRW
$63.9M536.8K
0.4%
+1.3%
Added · +7K sh
50Micron Technology Inc
COM
$63.3M54.9K
0.4%
+13%
Added · +6K sh
Showing 50 of 2,318 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$275.5M
Call notional (bullish)$10.2M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishSS SPDR S&P 500 ETF TRUST-USSPY$232.5M311K
PUT · bearishBROADCOM INCAVGO$22.8M60K
PUT · bearishAPPLE INCAAPL$6.7M23K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$5.3M7K
PUT · bearishUNITED PARCEL SERVICE-CL BUPS$4.4M41K
PUT · bearishVANECK SEMICONDUCTOR ETFSMH$2.3M4K
CALL · bullishGAMESTOP CORP-CLASS AGME$2.0M90K
PUT · bearishNVIDIA CORPNVDA$1.3M6K
PUT · bearishPNC FINANCIAL SERVICES GROUPPNC$1.1M5K
PUT · bearishMICROSOFT CORPMSFT$970K3K
PUT · bearishSPDR GOLD SHARESGLD$921K3K
PUT · bearishAMAZON.COM INCAMZN$572K2K
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$529K16K
CALL · bullishISHARES ETHEREUM TRUST ETFETHA$489K41K
PUT · bearishEATON CORP PLCETN$469K1K
PUT · bearishLENNOX INTERNATIONAL INCLII$401K700
CALL · bullishAMAZON.COM INCAMZN$358K2K
PUT · bearishTESLA INCTSLA$336K800
CALL · bullishNVIDIA CORPNVDA$320K2K
CALL · bullishALPHABET INC-CL AGOOGL$250K700
PUT · bearishORACLE CORPORCL$249K2K
PUT · bearishBLACKSTONE INCBX$235K2K
CALL · bullishBROADCOM INCAVGO$189K500
CALL · bullishAMGEN INCAMGN$181K500
PUT · bearishABBVIE INCABBV$126K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above. Showing the largest 25 of 42 option legs.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 20, 202610,700$16.4B13F-HR/A
Q1 2026Mar 31, 2026Apr 15, 20267,348$13.5B13F-HR
Q4 2025Dec 31, 2025Jan 26, 20266,866$12.5B13F-HR
Q3 2025Sep 30, 2025Nov 7, 20256,380$10.9B13F-HR/A
Q2 2025Jun 30, 2025Jul 22, 20251,708$9.0B13F-HR
Q1 2025Mar 31, 2025Apr 9, 20251,411$6.7B13F-HR
Q4 2024Dec 31, 2024Jan 15, 20251,152$5.6B13F-HR
Q3 2024Sep 30, 2024Oct 17, 2024831$4.5B13F-HR
Q2 2024Jun 30, 2024Aug 13, 2024914$4.5B13F-HR
Q1 2024Mar 31, 2024May 6, 2024863$4.2B13F-HR
Q4 2023Dec 31, 2023Feb 6, 2024773$3.3B13F-HR
Q3 2023Sep 30, 2023Nov 7, 2023740$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 1, 2023747$3.1B13F-HR
Q1 2023Mar 31, 2023Apr 24, 2023638$2.8B13F-HR
Q4 2022Dec 31, 2022Jan 13, 2023706$2.8B13F-HR
Q3 2022Sep 30, 2022Oct 31, 2022602$2.3B13F-HR
Q2 2022Jun 30, 2022Aug 8, 2022761$3.2B13F-HR
Q1 2022Mar 31, 2022May 13, 2022385$1.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022275$1.0B13F-HR
Q3 2021Sep 30, 2021Oct 27, 2021264$955.4M13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021263$1.1B13F-HR
Q1 2021Mar 31, 2021May 18, 2021234$955.9M13F-HR
Amended / restated
  • Q2 2026 · filed Jul 17, 202613F-HR · superseded
  • Q3 2025 · filed Oct 20, 202513F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.