Merit Financial Group, LLC

Merit Financial Group, LLC reported 10,700 holdings worth US$16.4B as of Jun 30, 2026 (Form 13F/A)

As of Jun 30, 2026 · Filed Jul 20, 2026

Merit Financial Group, LLC reported 10,700 holdings worth US$16.4B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 20, 2026 (Form 13F/A).

Holdings
10,700
Value as reported
US$16.4B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc1.22MUS$353M2.2%
Nvidia Corporation1.3MUS$261M1.6%
Alphabet Inc (google) Class C615KUS$220M1.3%
Microsoft Corp.521KUS$194M1.2%
Amazon.com, Inc.610KUS$145M0.89%
Broadcom Inc.307KUS$116M0.71%
United Parcel Service, Inc.849KUS$91.2M0.56%
Berkshire Hathaway Inc.174KUS$87.1M0.53%
Jp Morgan Chase & Co.245KUS$80.2M0.49%
Micron Technology, Inc.54,879US$63.3M0.39%
Exxon Mobil Corporation416KUS$56.9M0.35%
Eli Lilly And Company45,883US$55M0.34%
Meta Platforms, Inc.96,543US$54.4M0.33%
Johnson & Johnson210KUS$53.2M0.33%
Caterpillar, Inc.48,985US$52.2M0.32%
Walmart Inc.452KUS$51.2M0.31%
Tesla, Inc.121KUS$50.8M0.31%
Applied Materials, Inc.63,218US$45.7M0.28%
Procter & Gamble Company (the)303KUS$44.5M0.27%
Costco Wholesale Corporation44,872US$42M0.26%
Advanced Micro Devices Inc68,850US$40M0.24%
Home Depot, Inc. (the)101KUS$35.6M0.22%
Visa Inc.96,047US$33M0.20%
Lam Research Corporation75,266US$32.6M0.20%
Cisco Systems, Inc.276KUS$32.4M0.20%
Ge Aerospace86,154US$32.2M0.20%
Chevron Corporation185KUS$30.7M0.19%
Coca-cola Company (the)354KUS$28.7M0.18%
Abbvie Inc.109KUS$27.3M0.17%
Merck & Company, Inc.209KUS$26.9M0.16%
Arista Networks, Inc.158KUS$26.9M0.16%
Intel Corporation192KUS$26.8M0.16%
Kla Corporation87,377US$26.4M0.16%
Bank First Corporation174KUS$25.8M0.16%
Altria Group, Inc.348KUS$25.1M0.15%
Rtx Corporation124KUS$23.5M0.14%
Philip Morris International Inc129KUS$23.4M0.14%
Goldman Sachs Group, Inc. (the)22,097US$22.3M0.14%
Bristol-myers Squibb Company387KUS$22.3M0.14%
Morgan Stanley106KUS$22.2M0.14%
Texas Instruments Incorporated74,295US$22.1M0.14%
Ge Vernova Inc.18,386US$21.6M0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.44,535US$21.3M0.13%
Fastenal Company435KUS$20.9M0.13%
Netflix, Inc.283KUS$20.2M0.12%
Shopify Inc.171KUS$19.5M0.12%
Pepsico, Inc.139KUS$18.8M0.11%
Pnc Financial Services Group, Inc. (the)74,463US$18.3M0.11%
Mastercard Incorporated33,960US$17.4M0.11%
Bank Of America Corporation303KUS$17.3M0.11%
Western Digital Corporation26,556US$17M0.10%
Cummins Inc.23,648US$16.9M0.10%
Dell Technologies Inc.39,061US$16.9M0.10%
Oracle Corporation114KUS$16.7M0.10%
Mckesson Corporation21,178US$16M0.10%
American Express Company47,284US$16M0.10%
Palantir Technologies Inc.136KUS$15.9M0.10%
Fortinet, Inc.103KUS$15.8M0.10%
Expedia Group, Inc.61,501US$15.7M0.10%
International Business Machines Corporation55,170US$15.5M0.09%
Citigroup, Inc.108KUS$15.1M0.09%
Lamar Advertising Company96,502US$15.1M0.09%
Corning Incorporated58,401US$14.9M0.09%
Tjx Companies, Inc. (the)92,252US$14M0.09%
Palo Alto Networks, Inc.40,098US$13.7M0.08%
General Dynamics Corporation38,284US$13.6M0.08%
Analog Devices, Inc.34,131US$13.6M0.08%
Comfort Systems Usa, Inc.6,747US$13.4M0.08%
Unitedhealth Group Incorporated31,551US$13.1M0.08%
Union Pacific Corporation47,637US$13M0.08%
At&t Inc.605KUS$12.5M0.08%
Blackrock, Inc.12,854US$12.4M0.08%
The Bank Of New York Mellon Corporation85,470US$12.4M0.08%
Mcdonald's Corporation45,211US$12.2M0.07%
Vertiv Holdings, Llc36,110US$12.1M0.07%
Boeing Company (the)52,417US$11.3M0.07%
Wells Fargo & Company137KUS$11.3M0.07%
Amgen Inc.31,151US$11.3M0.07%
Synopsys, Inc.25,247US$11.3M0.07%
Royal Bank Of Canada54,093US$11.2M0.07%
Thermo Fisher Scientific Inc21,998US$11M0.07%
Illinois Tool Works Inc.40,725US$11M0.07%
Southern Company (the)114KUS$10.9M0.07%
American Electric Power Company, Inc.77,844US$10.6M0.07%
Northrop Grumman Corporation20,811US$10.6M0.06%
Vodafone Group Public Limited Company789KUS$10.4M0.06%
Nextera Energy, Inc.118KUS$10.4M0.06%
Amphenol Corporation58,201US$10.3M0.06%
S&p Global Inc.24,512US$9.98M0.06%
Starbucks Corporation93,867US$9.59M0.06%
Nvr, Inc.1,397US$9.52M0.06%
Lowe's Companies, Inc.43,047US$9.49M0.06%
Prologis, Inc.69,964US$9.48M0.06%
Lockheed Martin Corporation18,438US$9.39M0.06%
Automatic Data Processing, Inc.41,514US$9.3M0.06%
Wec Energy Group, Inc.78,182US$9.13M0.06%
Duke Energy Corporation (holding Company)70,386US$8.91M0.05%
Verizon Communications Inc.210KUS$8.9M0.05%
Conocophillips85,569US$8.9M0.05%
General Motors Company114KUS$8.82M0.05%

Every holding of Merit Financial Group, LLC

Source

View original at SEC

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