SEC Form 13F · Q2 2026

Merit Financial Group, LLC

Institutional Holdings Report (Amended)

13F-HR/AGA
$16.4B
Portfolio Value
10,700
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
Merit Financial Group, LLC
CIK
1621225
Accession No.
0001621225-26-000007
Location
ALPHARETTA, GA
Form Type
13F-HR/A (Amendment)
Portfolio Value
$16.4B
Holdings Reported
10,700
Reporting Period
Q2 2026
Filed
July 20, 2026

About this Filing

Merit Financial Group, LLC is an institutional investment manager based in ALPHARETTA, GA reporting approximately $16.4B in 13(f) securities across 10,700 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR/A filing on EDGAR.