Merkkuri Wealth Advisors LLC
Sector Allocation
- Other93.1%$150.1M
- Financials4.0%$6.4M
- Technology1.8%$2.9M
- Consumer Discretionary0.9%$1.5M
- Consumer Staples0.1%$226,862
AUM History
13fpro.ai/research/fund/merkkuri-wealth-advisors-llc-2040317
Conviction and streaks
Concentrating · top 10 = 48.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$24.4M
- ISHARES$8.1M
- FIDELITY$6.8M
- ISHARES$6.6M
- SCHWAB$6.3M
- J$6.0M
- ISHARES$5.4M
- FIRST$5.2M
QQQ
$4.6M- ISHARES$4.5M
- BLACKROCK$3.5M
- ISHARES$3.2M
SPY
$3.2M- FIRST$3.2M
- ISHARES$3.1M
- FIDELITY$3.0M
- BLACKROCK$3.0M
- FIRST$3.0M
- FIRST$2.9M
- ISHARES$2.6M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/merkkuri-wealth-advisors-llc-2040317
Merkkuri Wealth Advisors LLC 13F holdings — Q2 2026
$161.2M portfolio (+6.7% QoQ) · 81 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P500ETF
$24.4M
15.1% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE SP US GWT
$8.1M
5.0% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
FIDELITY MERRIMACK STR TR - TOTAL BD ETF
$6.8M
4.2% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE SP MCP ETF
$6.6M
4.1% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SCHWAB STRATEGIC TR - US DIVIDEND EQ
$6.3M
3.9% of stocks
+0.7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
$6.0M
3.7% of stocks
+17%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE MSCI EAFE
$5.4M
3.4% of stocks
+12%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
$5.2M
3.2% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— $4.6M
2.9% of stocks
-7%This quarter+4.4%Since filed7+ qtrsHeld- 10
ISHARES TR - CORE US AGGBD ET
$4.5M
2.8% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $24.4M | 15.1% | +25% | — | — | — | — | |
| 2 | ISHARES TR - CORE SP US GWT | $8.1M | 5.0% | +12% | — | — | — | — | |
| 3 | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $6.8M | 4.2% | -12% | — | — | — | — | |
| 4 | ISHARES TR - CORE SP MCP ETF | $6.6M | 4.1% | +10% | — | — | — | — | |
| 5 | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $6.3M | 3.9% | +0.7% | — | — | — | — | |
| 6 | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $6.0M | 3.7% | +17% | — | — | — | — | |
| 7 | ISHARES TR - CORE MSCI EAFE | $5.4M | 3.4% | +12% | — | — | — | — | |
| 8 | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $5.2M | 3.2% | +7% | — | — | — | — | |
| 9 | $4.6M | 2.9% | -7% | +4.4% | 7+ qtrsTrimmed 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | ISHARES TR - CORE US AGGBD ET | $4.5M | 2.8% | -12% | — | — | — | — |
All holdings — Merkkuri Wealth Advisors LLC (Q2 2026)
81 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $3.5M | 2.1% | 65K | -6% | — | — | 13F |
| 12 | — | ISHARES TR - SP 500 GRWT ETFetf/fund | — | $3.2M | 2.0% | 24K | +8% | — | — | 13F |
| 13 | SPDR S&P 500 ETF TRUSTetf/fund | — | $3.2M | 2.0% | 4,283 | -7% | 7+ qtrsTrimmed 6 qtrs in a row | — | 13F | |
| 14 | — | FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD | — | $3.2M | 2.0% | 81K | +18% | — | — | 13F |
| 15 | — | ISHARES TR - US INDUSTRIALSetf/fund | — | $3.1M | 1.9% | 18K | +28% | — | — | 13F |
| 16 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETFetf/fund | — | $3.0M | 1.9% | 61K | New | — | — | 13F |
| 17 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $3.0M | 1.9% | 45K | +5% | — | — | 13F |
| 18 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETFetf/fund | — | $3.0M | 1.9% | 127K | -15% | — | — | 13F |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFetf/fund | — | $2.9M | 1.8% | 32K | +23% | — | — | 13F |
| 20 | — | ISHARES TR - SP 500 VAL ETFetf/fund | — | $2.6M | 1.6% | 11K | -11% | — | — | 13F |
| 21 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $2.5M | 1.6% | 54K | +66% | — | — | 13F |
| 22 | — | MATTHEWS ASIA FDS - CHINA ACTIVE ETFetf/fund | — | $2.4M | 1.5% | 84K | +17% | — | — | 13F |
| 23 | Invesco Ltd. | Financials | $2.4M | 1.5% | 11K | -6% | 7+ qtrsTrimmed 3 qtrs in a row | — | 13F | |
| 24 | — | FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW | — | $2.3M | 1.4% | 43K | +22% | — | — | 13F |
| 25 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $2.3M | 1.4% | 86K | -13% | — | — | 13F |
| 26 | — | ISHARES TR - MSCI ACWI EX US | — | $2.2M | 1.3% | 28K | +30% | |||
| 27 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $2.0M | 1.2% | 54K | +9% | |||
| 28 | $GLDM | World Gold Trust | Financials | $1.6M | 1.0% | 20K | +13% | |||
| 29 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.6M | 1.0% | 30K | -38% | |||
| 30 | — | ISHARES TR - US HLTHCARE ETF | — | $1.5M | 1.0% | 23K | +26% | |||
| 31 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.5M | 0.9% | 6,403 | -1% | |||
| 32 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $1.4M | 0.9% | 60K | -13% | |||
| 33 | — | FIRST TR EXCHANGE-TRADED FD - BLOO NUC PWR ETF | — | $1.4M | 0.8% | 40K | New | |||
| 34 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | — | $1.3M | 0.8% | 67K | -13% | |||
| 35 | — | VANGUARD WORLD FD - INF TECH ETF | — | $1.3M | 0.8% | 10K | +632% | |||
| 36 | $IVZ | Invesco Ltd. | Financials | $1.2M | 0.8% | 7,652 | -20% | |||
| 37 | — | ISHARES TR - CORE SP500 ETF | — | $1.2M | 0.7% | 1,554 | -2% | |||
| 38 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $1.2M | 0.7% | 23K | +14% | |||
| 39 | — | ISHARES TR - CORE INTL AGGR | — | $1.2M | 0.7% | 23K | -43% | |||
| 40 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $1.0M | 0.7% | 8,366 | +4% | |||
| 41 | — | GLOBAL X FDS - DEFENSE TECH ETF | — | $968K | 0.6% | 16K | +42% | |||
| 42 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $938K | 0.6% | 21K | -37% | |||
| 43 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $883K | 0.6% | 20K | -32% | |||
| 44 | — | ISHARES TR - RUS TP200 GR ETF | — | $871K | 0.5% | 2,996 | -11% | |||
| 45 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $868K | 0.5% | 8,999 | -36% | |||
| 46 | $AAPL | Apple Inc. | Technology | $786K | 0.5% | 2,718 | -1% | |||
| 47 | — | ISHARES TR - MBS ETF | — | $751K | 0.5% | 7,942 | -20% | |||
| 48 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $720K | 0.5% | 26K | New | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $700K | 0.4% | 1,981 | -2% | |||
| 50 | — | ISHARES TR - US TREAS BD ETF | — | $689K | 0.4% | 30K | -18% | |||
| 51 | $MSFT | MICROSOFT CORP | Technology | $602K | 0.4% | 1,614 | +9% | |||
| 52 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | — | $528K | 0.3% | 5,081 | -10% | |||
| 53 | $GOOGL | Alphabet Inc. | Technology | $506K | 0.3% | 1,417 | +2% | |||
| 54 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $499K | 0.3% | 9,913 | New | |||
| 55 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $491K | 0.3% | 10K | -2% | |||
| 56 | — | VANGUARD INDEX FDS - SP 500 ETF SHS | — | $483K | 0.3% | 704 | +0.7% | |||
| 57 | — | ISHARES TR - CORE DIV GRWTH | — | $464K | 0.3% | 6,122 | -24% | |||
| 58 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $443K | 0.3% | 676 | +14% | |||
| 59 | — | ISHARES TR - HDG MSCI EAFE | — | $430K | 0.3% | 9,166 | -25% | |||
| 60 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $422K | 0.3% | 3,301 | +12% | |||
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $419K | 0.3% | 2,198 | +0.1% | |||
| 62 | — | VANGUARD SCOTTSDALE FDS - INT TERM CORP | — | $413K | 0.3% | 4,999 | +1% | |||
| 63 | $IVZ | Invesco Ltd. | Financials | $368K | 0.2% | 4,916 | -8% | |||
| 64 | — | ISHARES TR - ESG AWR MSCI USA | — | $368K | 0.2% | 2,246 | -0.6% | |||
| 65 | $IBIT | iShares Bitcoin Trust ETF | Financials | $356K | 0.2% | 11K | +2% | |||
| 66 | — | ISHARES TR - NATIONAL MUN ETF | — | $352K | 0.2% | 3,273 | -11% | |||
| 67 | $NVDA | NVIDIA CORP | Technology | $348K | 0.2% | 1,739 | +14% | |||
| 68 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | — | $337K | 0.2% | 6,590 | -91% | |||
| 69 | — | ISHARES TR - SP MC 400GR ETF | — | $333K | 0.2% | 2,831 | -29% | |||
| 70 | — | ISHARES TR - EAFE VALUE ETF | — | $327K | 0.2% | 4,270 | -75% | |||
| 71 | $GLD | SPDR GOLD TRUST | Financials | $290K | 0.2% | 788 | -13% | |||
| 72 | $ARCC | ARES CAPITAL CORP | Other | $280K | 0.2% | 15K | — | |||
| 73 | $PDI | PIMCO Dynamic Income Fund | Other | $265K | 0.2% | 16K | — | |||
| 74 | — | ISHARES TR - EXPANDED TECH | — | $236K | 0.1% | 2,607 | +0.0% | |||
| 75 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | — | $232K | 0.1% | 4,655 | -19% | |||
| 76 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $227K | 0.1% | 243 | -7% | |||
| 77 | — | TIDAL TRUST I - SP FDS SP 500 | — | $224K | 0.1% | 3,896 | +0.1% | |||
| 78 | — | GLOBAL X FDS - US INFR DEV ETF | — | $214K | 0.1% | 3,625 | -27% | |||
| 79 | $IVZ | Invesco Ltd. | Financials | $204K | 0.1% | 1,153 | +0.1% | |||
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $202K | 0.1% | 5,962 | -3% | |||
| 81 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | — | $201K | 0.1% | 3,367 | -34% |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 36 added to, 40 trimmed, 316 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
- FIDELITY MERRIMACK STR TR - LTD TRM BD ETF$3.0M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$720K
first bought this quarter
- BLACKROCK ETF TRUST II - ISHA GLO USD ETF$499K
first bought this quarter
Added to (36)
- SPDR SERIES TRUST - ST STR P500ETF+25%
now $24.4M
- VANGUARD WORLD FD - INF TECH ETF+632%
now $1.3M
- ISHARES TR - CORE UNIVRSL USD+66%
now $2.5M
- J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM+17%
now $6.0M
- ISHARES TR - CORE SP US GWT+12%
now $8.1M
- ISHARES TR - US INDUSTRIALS+28%
now $3.1M
+30 more in the Excel export
Trimmed (40)
- JANUS DETROIT STR TR - HEND SECU IN ETF-91%
now $337K
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-38%
now $1.6M
- ISHARES TR - EAFE VALUE ETF-75%
now $327K
- FIDELITY MERRIMACK STR TR - TOTAL BD ETF-12%
now $6.8M
- ISHARES TR - CORE INTL AGGR-43%
now $1.2M
- ISHARES TR - CORE US AGGBD ET-12%
now $4.5M
+34 more in the Excel export
Sold out (316)
- ISHARES TRwas $1.2M
$XOM.R34088EXXON MOBIL CORPwas $824K
held 6+ qtrs
- BLACKROCK ETF TRUST IIwas $506K
- FIRST TR EXCHANGE-TRADED FDwas $247K
- ISHARES TRwas $218K
- FIRST TR EXCHNG TRADED FD VIwas $205K
+310 more in the Excel export
Holdings by quarter
Every 13F Merkkuri Wealth Advisors LLC has filed, 8 earlier quarters. Pick one to see what it held then.
Is it too late to follow Merkkuri Wealth Advisors?
Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Merkkuri Wealth Advisors's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 8 of the 20 are scored)
Top 10 since filing
+2.6%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 37% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
100%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 7 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Merkkuri Wealth Advisors LLC disclosed 81 positions worth $161.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 3 new positions and exited 316. The portfolio is most concentrated in Other (93.1% of disclosed assets). All figures are sourced directly from Merkkuri Wealth Advisors LLC’s Form 13F-HR filing with the SEC under CIK 2040317.
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AI-Powered Hedge Fund Analysis: Merkkuri Wealth Advisors LLC
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Every holding in Merkkuri Wealth Advisors LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.