Merit Financial Group, LLC

Q1 2026 13F Holdings

Location
Alpharetta, GA
Holdings as of
3/31/2026
Value
$13.5B
Value excl. options
$13.4B
Num holdings
2,115
Date filed
4/15/2026
Form type
13F-HR
Prev filing
1/26/2026
Next filing
7/20/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type