Merit Financial Group, LLC

Q1 2026 13F-HR Detailed Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Value ($000)
$13,460,601,946
Num holdings
7,348
Date filed
4/15/2026
Form type
13F-HR
Prev filing
Next filing
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None Price Filed
4/15/2026
 Price As-Of
3/31/2026
 Price Now
4/24/2026

Other Managers

Num Name File Number
1 Orion Custom Indexing
2 Zacks Investment Management
3 AQR Capital Management
4 Natixis UMA
5 Parametric
6 SpiderRock Advisors
7 Advisors Capital Management)
9 City National Rochdale
10 Nuveen
12 Fiera Capital Inc.
13 Vanguard
14 Atlanta Capital Management
17 RJA Asset Management, LLC