Merkkuri Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 27, 2026, Merkkuri Wealth Advisors Llc disclosed 73 stock positions valued at approximately $161.18M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and FIDELITY MERRIMACK STR TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 73
- Portfolio Value
- $161.18M
Holdings by Sector
Merkkuri Wealth Advisors Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 73 holdings in the latest reporting period.