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Merkkuri Wealth Advisors

Latest statistics and disclosures from Merkkuri Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYM, IUSG, FBND, IJH, SCHD, and represent 32.32% of Merkkuri Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM, FLTB, RCTR, VGT, IUSB, JEPI, IUSG, IALT, IYJ, IEFA.
Started 3 new stock positions in GGOV, IALT, FLTB.
Reduced shares in these 10 stocks: JSI, QUAL, XLE, EFV, FBND, IAGG, , AGG, FTHI, XTEN.
Sold out of its positions in ARKK, ARKG, ARKW, ARKF, ABT, ABBV, AMD, ALB.PA, ARE, BABA.
Merkkuri Wealth Advisors was a net seller of stock by $-3.7M.
Merkkuri Wealth Advisors has $161M in assets under management (AUM), dropping by 6.70%.
Central Index Key (CIK): 0002040317

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Positions held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 81 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	15.1	$24M	+25%	278k	87.88	View chart
Ishares Tr Core Sp Us Gwt (IUSG)	5.0	$8.1M	+11%	43k	188.09	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.2	$6.8M	-12%	149k	45.49	View chart
Ishares Tr Core Sp Mcp Etf (IJH)	4.1	$6.6M	+9%	86k	77.11	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.9	$6.3M		198k	31.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$6.0M	+17%	105k	56.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.4	$5.4M	+11%	56k	96.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	3.2	$5.2M	+6%	64k	81.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$4.6M	-7%	6.3k	736.45	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.8	$4.5M	-12%	46k	98.98	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	2.1	$3.5M	-5%	66k	52.72	View chart
Ishares Tr Sp 500 Grwt Etf (IVW)	2.0	$3.2M	+8%	24k	137.53	View chart
State Str Spdr Sp 500 Etf T Tr Unit (SPY)	2.0	$3.2M	-7%	4.3k	746.78	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	2.0	$3.2M	+18%	81k	39.24	View chart
Ishares Tr Us Industrials (IYJ)	1.9	$3.1M	+27%	19k	166.65	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	1.9	$3.0M	NEW	61k	50.13	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.9	$3.0M	+5%	45k	68.01	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.9	$3.0M	-15%	127k	23.85	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.8	$2.9M	+23%	32k	89.85	View chart
Ishares Tr Sp 500 Val Etf (IVE)	1.6	$2.6M	-10%	11k	227.06	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$2.5M	+65%	54k	46.15	View chart
Matthews Asia Fds China Active Etf (MCH)	1.5	$2.4M	+17%	84k	28.86	View chart
Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP)	1.5	$2.4M	-6%	11k	212.78	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	1.4	$2.3M	+22%	43k	53.80	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$2.3M	-12%	86k	26.52	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.3	$2.2M	+30%	28k	76.11	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.2	$2.0M	+9%	54k	36.60	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.0	$1.6M	+13%	20k	79.42	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.0	$1.6M	-38%	30k	53.11	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.0	$1.5M	+26%	23k	67.01	View chart
Amazon (AMZN)	0.9	$1.5M		6.4k	238.34	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.9	$1.4M	-12%	60k	23.13	View chart
First Tr Exchange-traded Bloo Nuc Pwr Etf (RCTR)	0.8	$1.4M	+58507%	40k	33.66	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.8	$1.3M	-12%	67k	19.29	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.3M	+631%	11k	119.52	View chart
Invesco Exch Traded Fd Tr Ii Sp 500 Momntm (SPMO)	0.8	$1.2M	-20%	7.7k	161.54	View chart
Ishares Tr Core Sp500 Etf (IVV)	0.7	$1.2M	-2%	1.6k	748.87	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.7	$1.2M	+14%	23k	50.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.7	$1.2M	-42%	23k	50.60	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$1.0M	+4%	8.4k	124.76	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$968k	+41%	16k	59.71	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$938k	-36%	21k	45.58	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.5	$883k	-32%	21k	43.11	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.5	$871k	-11%	3.0k	290.57	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$868k	-35%	9.0k	96.49	View chart
Apple (AAPL)	0.5	$786k		2.7k	289.32	View chart
Ishares Tr Mbs Etf (MBB)	0.5	$751k	-20%	7.9k	94.52	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$720k	NEW	26k	28.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$700k	-2%	2.0k	353.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.4	$689k	-18%	30k	22.78	View chart
Microsoft Corporation (MSFT)	0.4	$602k	+8%	1.6k	372.98	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.3	$528k	-9%	5.1k	103.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$506k		1.4k	357.40	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$499k	NEW	9.9k	50.29	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$491k		10k	48.66	View chart
Vanguard Index Fds Sp 500 Etf Shs (VOO)	0.3	$483k		704.00	686.57	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$464k	-23%	6.1k	75.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$443k	+14%	676.00	655.88	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$430k	-24%	9.2k	46.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$422k	+11%	3.3k	127.81	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$419k		2.2k	190.52	View chart
Vanguard Scottsdale Fds Int Term Corp (VCIT)	0.3	$413k		5.0k	82.64	View chart
Invesco Exch Traded Fd Tr Ii Sp500 Low Vol (SPLV)	0.2	$368k	-8%	4.9k	74.90	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$368k		2.2k	163.64	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$356k		11k	33.29	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$352k	-11%	3.3k	107.63	View chart
NVIDIA Corporation (NVDA)	0.2	$348k	+13%	1.7k	200.06	View chart
Janus Detroit Str Tr Hend Secu In Etf (JSI)	0.2	$338k	-91%	6.6k	51.21	View chart
Ishares Tr Sp Mc 400gr Etf (IJK)	0.2	$333k	-28%	2.8k	117.52	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$327k	-74%	4.3k	76.55	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$291k	-13%	788.00	368.61	View chart
Ares Capital Corporation (ARCC)	0.2	$280k		15k	18.53	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$265k		16k	16.70	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$236k		2.6k	90.59	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$232k	-19%	4.7k	49.78	View chart
Costco Wholesale Corporation (COST)	0.1	$227k	-6%	243.00	933.59	View chart
Tidal Trust I SP FDS SP 500 (SPUS)	0.1	$224k		3.9k	57.49	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$214k	-27%	3.6k	58.92	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$204k		1.2k	176.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$202k	-3%	6.0k	33.84	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$201k	-33%	3.4k	59.73	View chart

Past Filings by Merkkuri Wealth Advisors

SEC 13F filings are viewable for Merkkuri Wealth Advisors going back to 2024

Merkkuri Wealth Advisors 2026 Q2 filed July 27, 2026
Merkkuri Wealth Advisors 2026 Q1 filed April 21, 2026
Merkkuri Wealth Advisors 2025 Q4 filed Jan. 29, 2026
Merkkuri Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Merkkuri Wealth Advisors 2025 Q2 filed Aug. 4, 2025
Merkkuri Wealth Advisors 2025 Q1 filed April 22, 2025
Merkkuri Wealth Advisors 2024 Q4 filed Jan. 21, 2025
Merkkuri Wealth Advisors 2024 Q2 filed Oct. 23, 2024
Merkkuri Wealth Advisors 2024 Q3 filed Oct. 23, 2024

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