Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of June 30, 2026

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