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Doug Baxley

Merit Financial Group, Llc

Assets Managed
$13.461B
Holdings
2111
Last Quarter
2026 - Q1
Filed Date
1mo 21d ago
Growth Rate
7.97%(2Q avg: 11.25%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Merit Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2111 positions.

Assets under management

The assets under management (AUM) of Merit Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 13.461B in assets, with a quarterly growth rate of 7.97% and a 2-quarter average growth rate of 11.25%. The portfolio is managed by Doug Baxley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 0.78%
2.68%
$360.012M
824,223 shares@ $436.79 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 20.16%
2.26%
$303.121M
1.954M shares@ $155.11 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 6.45%
2.15%
$288.627M
7.978M shares@ $36.19 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 7.48%
2.12%
$285.166M
2.789M shares@ $102.25 avg price
AAPL
Apple Inc
Recent Activity
Increased 9.94%
1.86%
$250.356M↓ Put
1.009M shares@ $248.01 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 11.33%
1.56%
$209.861M
321,276 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 18.14%
1.49%
$199.832M
1.146M shares@ $174.4 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Decreased -14.27%
1.49%
$199.297M
542,393 shares@ $367.45 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 2.95%
1.46%
$195.747M
997,691 shares@ $196.2 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 14.75%
1.45%
$195.072M
3.353M shares@ $58.18 avg price

1-10 of 2111