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Doug Baxley

Merit Financial Group, Llc

Assets Managed
$16.381B
Holdings
2318
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
21.7%(2Q avg: 14.83%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Merit Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 2318 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 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 16.381B in assets, with a quarterly growth rate of 21.7% and a 2-quarter average growth rate of 14.83%. The portfolio is managed by Doug Baxley, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 500.64%
2.61%
$426.441M
4.951M shares@ $86.14 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 7.08%
2.41%
$393.569M
2.092M shares@ $188.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 23.14%
2.2%
$359.687M↓ Put
1.243M shares@ $289.36 avg price
QLTY
Gmo U.s. Quality Etf
Recent Activity
Increased 5.92%
2.15%
$351.658M
8.449M shares@ $41.62 avg price
IUSV
Ishares Core S&p U.s. Value
Recent Activity
Increased 6.74%
2.01%
$327.893M
2.977M shares@ $110.15 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 571.45%
1.96%
$320.158M
3.642M shares@ $87.92 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 34.84%
1.88%
$307.476M
4.521M shares@ $68.02 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 4.95%
1.84%
$300.61M
402,546 shares@ $746.78 avg price
MGV
Vanguard Mega Cap Value Etf
Recent Activity
Increased 23.62%
1.65%
$270.11M
1.653M shares@ $163.46 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 10.03%
1.62%
$264.732M
353,499 shares@ $748.89 avg price

1-10 of 2318