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Manager record

Merit Financial Group, LLC

Alpharetta, GA · CIK 1621225 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$16.38BReported 13F valueQ2 2026 · as filed
10,700Holdings listed
+21.7%vs prior quartervalue change includes market moves
5Quarters on record
Jul 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $9.0B$9.0BQ2 20251,708 holdingsQ3 2025: $10.9B$10.9BQ3 20256,380 holdingsQ4 2025: $12.6B$12.6BQ4 202527,856 holdingsQ1 2026: $13.5B$13.5BQ1 20267,348 holdingsQ2 2026: $16.4B$16.4BQ2 202610,700 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 20 2026 13F-HR/A · period Q2 2026

$16.38B · 10,700 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 17 2026 13F-HR · period Q2 2026

$16.38B · 8,134 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$13.46B · 7,348 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$12.61B · 27,856 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR/A · period Q3 2025

$10.89B · 6,380 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 20 2025 13F-HR · period Q3 2025

$10.89B · 1,800 holdings listed · View original SEC filing ↗
Jul 22 2025 13F-HR · period Q2 2025

$8.97B · 1,708 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 20, 2026 · Change methodology