Merkkuri Wealth Advisors Llc Portfolio Stock Holdings
Merkkuri Wealth Advisors Llc disclosed 81 stock positions valued at approximately $161.2 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and FIDELITY MERRIMACK STR TR. The filing reflects positions held as of June 30, 2026 and was filed on July 27, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 81
- Portfolio Value
- $161.2M
Holdings by Sector
Merkkuri Wealth Advisors Llc Portfolio Holdings in Q2 2026
73 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 15.14% | 277,647 | +55,930 | +25.23% | $24,399,633 |
| ISHARES TR | IUSG | Other | 4.99% | 42,803 | +4,461 | +11.63% | $8,050,768 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.20% | 148,873 | -20,935 | -12.33% | $6,772,231 |
| ISHARES TR | IJH | Other | 4.09% | 85,479 | +7,475 | +9.58% | $6,591,257 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.90% | 198,267 | +1,300 | +0.66% | $6,287,058 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.69% | 105,369 | +15,486 | +17.23% | $5,951,229 |
| ISHARES TR | IEFA | Other | 3.38% | 56,333 | +5,985 | +11.89% | $5,440,626 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.24% | 64,393 | +4,207 | +6.99% | $5,219,706 |
| INVESCO QQQ TR | QQQ | Other | 2.87% | 6,291 | -476 | -7.03% | $4,633,018 |
| ISHARES TR | AGG | Other | 2.80% | 45,628 | -6,416 | -12.33% | $4,516,288 |
| ISHARES TR | IVW | Other | 2.01% | 23,555 | +1,760 | +8.08% | $3,239,493 |
| STATE STR SPDR SP 500 ETF T | SPY | Other | 1.98% | 4,283 | -329 | -7.13% | $3,198,477 |
| FIRST TR EXCHNG TRADED FD VI | ILDR | Other | 1.98% | 81,298 | +12,493 | +18.16% | $3,190,540 |
| ISHARES TR | IYJ | Other | 1.91% | 18,462 | +4,016 | +27.80% | $3,076,750 |
| FIDELITY MERRIMACK STR TR | FLTB | Other | 1.88% | 60,605 | +60,605 | +100.00% | $3,038,123 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.88% | 44,521 | +2,310 | +5.47% | $3,027,891 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 1.87% | 126,660 | -22,889 | -15.31% | $3,020,834 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.80% | 32,233 | +6,045 | +23.08% | $2,896,110 |
| ISHARES TR | IVE | Other | 1.60% | 11,382 | -1,361 | -10.68% | $2,584,418 |
| ISHARES TR | IUSB | Other | 1.55% | 54,166 | +21,479 | +65.71% | $2,499,741 |
| MATTHEWS ASIA FDS | MCH | Other | 1.50% | 83,616 | +12,327 | +17.29% | $2,412,820 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.47% | 11,122 | -743 | -6.26% | $2,366,504 |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | Other | 1.44% | 43,224 | +7,833 | +22.13% | $2,325,236 |
| PIMCO ETF TR | PYLD | Other | 1.42% | 86,168 | -12,619 | -12.77% | $2,285,173 |
| ISHARES TR | ACWX | Other | 1.34% | 28,335 | +6,603 | +30.38% | $2,156,558 |
| WORLD GOLD TR | GLDM | Other | 0.99% | 20,162 | +2,363 | +13.28% | $1,601,242 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.98% | 29,852 | -18,536 | -38.31% | $1,585,444 |
| ISHARES TR | IYH | Other | 0.96% | 23,126 | +4,816 | +26.30% | $1,549,678 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.95% | 6,403 | -74 | -1.14% | $1,526,093 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.87% | 60,374 | -8,764 | -12.68% | $1,396,445 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 0.80% | 67,046 | -9,804 | -12.76% | $1,293,323 |
| VANGUARD WORLD FD | VGT | Other | 0.78% | 10,469 | +9,038 | +631.59% | $1,251,217 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.77% | 7,652 | -1,928 | -20.13% | $1,236,073 |
| ISHARES TR | IVV | Other | 0.72% | 1,554 | -38 | -2.39% | $1,163,745 |
| ISHARES TR | IAGG | Other | 0.72% | 22,898 | -17,035 | -42.66% | $1,158,631 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.65% | 8,366 | +354 | +4.42% | $1,043,734 |
| GLOBAL X FDS | SHLD | Other | 0.60% | 16,205 | +4,764 | +41.64% | $967,614 |
| ISHARES TR | IWY | Other | 0.54% | 2,996 | -388 | -11.47% | $870,554 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.54% | 8,999 | -4,998 | -35.71% | $868,329 |
| APPLE INC | AAPL | Technology | 0.49% | 2,718 | -41 | -1.49% | $786,366 |
| ISHARES TR | MBB | Other | 0.47% | 7,942 | -2,002 | -20.13% | $750,670 |
| ALPHABET INC | GOOG | Communication Services | 0.43% | 1,981 | -46 | -2.27% | $699,923 |
| ISHARES TR | GOVT | Other | 0.43% | 30,230 | -6,741 | -18.23% | $688,636 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 1,614 | +131 | +8.83% | $601,982 |
| VANECK ETF TRUST | MOAT | Other | 0.33% | 5,081 | -549 | -9.75% | $528,184 |
| ALPHABET INC | GOOGL | Communication Services | 0.31% | 1,417 | +22 | +1.58% | $506,435 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.30% | 10,095 | -163 | -1.59% | $491,217 |
| VANGUARD INDEX FDS | VOO | Other | 0.30% | 704 | +5 | +0.72% | $483,347 |
| ISHARES TR | DGRO | Other | 0.29% | 6,122 | -1,933 | -24.00% | $463,990 |
| VANECK ETF TRUST | SMH | Other | 0.28% | 676 | +84 | +14.19% | $443,376 |
| ISHARES TR | HEFA | Other | 0.27% | 9,166 | -2,986 | -24.57% | $430,096 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.26% | 3,301 | +348 | +11.78% | $421,893 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.26% | 2,198 | +3 | +0.14% | $418,759 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.26% | 4,999 | +61 | +1.24% | $413,142 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.23% | 4,916 | -445 | -8.30% | $368,206 |
| ISHARES TR | ESGU | Other | 0.23% | 2,246 | -13 | -0.58% | $367,526 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.22% | 10,705 | +195 | +1.86% | $356,353 |
| ISHARES TR | MUB | Other | 0.22% | 3,273 | -425 | -11.49% | $352,261 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 1,739 | +208 | +13.59% | $347,909 |
| JANUS DETROIT STR TR | JSI | Other | 0.21% | 6,590 | -69,037 | -91.29% | $337,494 |
| ISHARES TR | IJK | Other | 0.21% | 2,831 | -1,133 | -28.58% | $332,687 |
| ISHARES TR | EFV | Other | 0.20% | 4,270 | -12,715 | -74.86% | $326,886 |
| SPDR GOLD TR | GLD | Other | 0.18% | 788 | -118 | -13.02% | $290,461 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.17% | 15,117 | - | - | $280,118 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.16% | 15,839 | - | - | $264,518 |
| ISHARES TR | IGV | Other | 0.15% | 2,607 | +1 | +0.04% | $236,167 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.14% | 4,655 | -1,102 | -19.14% | $231,710 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.14% | 243 | -17 | -6.54% | $226,862 |
| TIDAL TRUST I | SPUS | Other | 0.14% | 3,896 | +4 | +0.10% | $224,000 |
| GLOBAL X FDS | PAVE | Other | 0.13% | 3,625 | -1,374 | -27.49% | $213,581 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.13% | 1,153 | +1 | +0.09% | $203,622 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.13% | 5,962 | -200 | -3.25% | $201,753 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.12% | 3,367 | -1,722 | -33.84% | $201,101 |