Merkkuri Wealth Advisors LLC
13F Reported Value
ⓘ$161.2M
Holdings
81
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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SPDR SERIES TRUST - ST STR P500ETF
—Quality
$24.4M277,647 shISHARES TR - CORE SP US GWT
—Quality
$8.1M42,803 shFIDELITY MERRIMACK STR TR - TOTAL BD ETF
—Quality
$6.8M148,873 shISHARES TR - CORE SP MCP ETF
—Quality
$6.6M85,479 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$6.3M198,267 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$6.0M105,369 shISHARES TR - CORE MSCI EAFE
—Quality
$5.4M56,333 shFIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$5.2M64,393 sh- —
Quality
$4.6M6,291 sh ISHARES TR - CORE US AGGBD ET
—Quality
$4.5M45,628 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $24.4M | 277,647 |
| ISHARES TR - CORE SP US GWT | — | $8.1M | 42,803 |
| FIDELITY MERRIMACK STR TR - TOTAL BD ETF | — | $6.8M | 148,873 |
| ISHARES TR - CORE SP MCP ETF | — | $6.6M | 85,479 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $6.3M | 198,267 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $6.0M | 105,369 |
| ISHARES TR - CORE MSCI EAFE | — | $5.4M | 56,333 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $5.2M | 64,393 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $4.6M | 6,291 |
| ISHARES TR - CORE US AGGBD ET | — | $4.5M | 45,628 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Merkkuri Wealth Advisors LLC's 81 positions.
Showing top 10 of 81 holdings.
Sector Allocation
Other
$150.1M
Financials
$6.4M
Technology
$2.9M
Consumer Discretionary
$1.8M
Full Holdings — Merkkuri Wealth Advisors LLC (Q2 2026)
All 81 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 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% | +1% | — |
| 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 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $4.6M | 2.9% | -7% | — |
| 10 | — | ISHARES TR - CORE US AGGBD ET | $4.5M | 2.8% | -12% | — |
| 11 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $3.5M | 2.1% | -6% | — |
| 12 | — | ISHARES TR - SP 500 GRWT ETF | $3.2M | 2.0% | +8% | — |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 2.0% | -7% | — |
| 14 | — | FIRST TR EXCHNG TRADED FD VI - INNOVATION LEAD | $3.2M | 2.0% | +18% | — |
| 15 | — | ISHARES TR - US INDUSTRIALS | $3.1M | 1.9% | +28% | — |
| 16 | — | FIDELITY MERRIMACK STR TR - LTD TRM BD ETF | $3.0M | 1.9% | NEW | — |
| 17 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $3.0M | 1.9% | +5% | — |
| 18 | — | FIRST TR EXCHANGE TRADED FD - BUYWRIT INCM ETF | $3.0M | 1.9% | -15% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $2.9M | 1.8% | +23% | — |
| 20 | — | ISHARES TR - SP 500 VAL ETF | $2.6M | 1.6% | -11% | — |
| 21 | — | ISHARES TR - CORE UNIVRSL USD | $2.5M | 1.6% | +66% | — |
| 22 | — | MATTHEWS ASIA FDS - CHINA ACTIVE ETF | $2.4M | 1.5% | +17% | — |
| 23 |  $IVZ | Invesco Ltd. | $2.4M | 1.5% | -6% | — |
| 24 | — | FIRST TR EXCH TRD ALPHDX FD - INDIA NFTY50 EQW | $2.3M | 1.4% | +22% | — |
| 25 | — | PIMCO ETF TR - MULTISECTOR BD | $2.3M | 1.4% | -13% | — |
| 26 | — | ISHARES TR - MSCI ACWI EX US | $2.2M | 1.3% | +30% | — |
| 27 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $2.0M | 1.2% | +9% | — |
| 28 |  $GLDM | World Gold Trust | $1.6M | 1.0% | +13% | — |
| 29 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $1.6M | 1.0% | -38% | — |
| 30 | — | ISHARES TR - US HLTHCARE ETF | $1.5M | 1.0% | +26% | — |
| 31 |  $AMZN | AMAZON COM INC | $1.5M | 0.9% | -1% | 68.7 |
| 32 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $1.4M | 0.9% | -13% | — |
| 33 | — | FIRST TR EXCHANGE-TRADED FD - BLOO NUC PWR ETF | $1.4M | 0.8% | NEW | — |
| 34 | — | FIRST TR EXCH TRADED FD III - INSTL PFD SECS | $1.3M | 0.8% | -13% | — |
| 35 | — | VANGUARD WORLD FD - INF TECH ETF | $1.3M | 0.8% | +632% | — |
| 36 | $IVZ | Invesco Ltd. | $1.2M | 0.8% | -20% | — |
| 37 | — | ISHARES TR - CORE SP500 ETF | $1.2M | 0.7% | -2% | — |
| 38 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $1.2M | 0.7% | +14% | — |
| 39 | — | ISHARES TR - CORE INTL AGGR | $1.2M | 0.7% | -43% | — |
| 40 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $1.0M | 0.7% | +4% | — |
| 41 | — | GLOBAL X FDS - DEFENSE TECH ETF | $967,614 | 0.6% | +42% | — |
| 42 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $938,361 | 0.6% | -37% | — |
| 43 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $882,545 | 0.6% | -32% | — |
| 44 | — | ISHARES TR - RUS TP200 GR ETF | $870,554 | 0.5% | -11% | — |
| 45 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $868,329 | 0.5% | -36% | — |
| 46 |  $AAPL | Apple Inc. | $786,366 | 0.5% | -1% | 76.4 |
| 47 | — | ISHARES TR - MBS ETF | $750,670 | 0.5% | -20% | — |
| 48 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $720,072 | 0.5% | NEW | — |
| 49 |  $GOOGL | Alphabet Inc. | $699,923 | 0.4% | -2% | 78.2 |
| 50 | — | ISHARES TR - US TREAS BD ETF | $688,636 | 0.4% | -18% | — |
| 51 |  $MSFT | MICROSOFT CORP | $601,982 | 0.4% | +9% | 79.8 |
| 52 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $528,184 | 0.3% | -10% | — |
| 53 |  $GOOG | Alphabet Inc. | $506,435 | 0.3% | +2% | 78.2 |
| 54 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $498,525 | 0.3% | NEW | — |
| 55 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $491,217 | 0.3% | -2% | — |
| 56 | — | VANGUARD INDEX FDS - SP 500 ETF SHS | $483,347 | 0.3% | +1% | — |
| 57 | — | ISHARES TR - CORE DIV GRWTH | $463,990 | 0.3% | -24% | — |
| 58 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $443,376 | 0.3% | +14% | — |
| 59 | — | ISHARES TR - HDG MSCI EAFE | $430,096 | 0.3% | -25% | — |
| 60 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $421,893 | 0.3% | +12% | — |
| 61 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $418,759 | 0.3% | +0% | — |
| 62 | — | VANGUARD SCOTTSDALE FDS - INT TERM CORP | $413,142 | 0.3% | +1% | — |
| 63 | $IVZ | Invesco Ltd. | $368,206 | 0.2% | -8% | — |
| 64 | — | ISHARES TR - ESG AWR MSCI USA | $367,526 | 0.2% | -1% | — |
| 65 |  $IBIT | iShares Bitcoin Trust ETF | $356,353 | 0.2% | +2% | — |
| 66 | — | ISHARES TR - NATIONAL MUN ETF | $352,261 | 0.2% | -11% | — |
| 67 |  $NVDA | NVIDIA CORP | $347,909 | 0.2% | +14% | 85.9 |
| 68 | — | JANUS DETROIT STR TR - HEND SECU IN ETF | $337,494 | 0.2% | -91% | — |
| 69 | — | ISHARES TR - SP MC 400GR ETF | $332,687 | 0.2% | -29% | — |
| 70 | — | ISHARES TR - EAFE VALUE ETF | $326,886 | 0.2% | -75% | — |
| 71 |  $GLD | SPDR GOLD TRUST | $290,461 | 0.2% | -13% | — |
| 72 |  $ARCC | ARES CAPITAL CORP | $280,118 | 0.2% | +0% | — |
| 73 |  $PDI | PIMCO Dynamic Income Fund | $264,518 | 0.2% | +0% | — |
| 74 | — | ISHARES TR - EXPANDED TECH | $236,167 | 0.1% | +0% | — |
| 75 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $231,710 | 0.1% | -19% | — |
| 76 |  $COST | COSTCO WHOLESALE CORP /NEW | $226,862 | 0.1% | -7% | 66.2 |
| 77 | — | TIDAL TRUST I - SP FDS SP 500 | $224,000 | 0.1% | +0% | — |
| 78 | — | GLOBAL X FDS - US INFR DEV ETF | $213,581 | 0.1% | -27% | — |
| 79 | $IVZ | Invesco Ltd. | $203,622 | 0.1% | +0% | — |
| 80 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $201,753 | 0.1% | -3% | — |
| 81 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $201,101 | 0.1% | -34% | — |
New Positions (3)
Exited Positions (316)
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