Merkkuri Wealth Advisors Llc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Merkkuri Wealth Advisors Llc disclosed 78 stock positions valued at approximately $163.40M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, ISHARES TR, and FIDELITY MERRIMACK STR TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 78
- Portfolio Value
- $163.40M
Holdings by Sector
Merkkuri Wealth Advisors Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 15.49% | 281,928 | +4,281 | +1.54% | $25,305,885 |
| ISHARES TR | IUSG | Other | 5.16% | 43,507 | +704 | +1.64% | $8,429,554 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.15% | 156,605 | +7,732 | +5.19% | $6,781,016 |
| SCHWAB STRATEGIC TR | SCHD | Other | 3.95% | 198,297 | +30 | +0.02% | $6,450,616 |
| ISHARES TR | IJH | Other | 3.85% | 87,519 | +2,040 | +2.39% | $6,296,975 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.85% | 111,932 | +6,563 | +6.23% | $6,292,838 |
| ISHARES TR | IEFA | Other | 3.40% | 57,290 | +957 | +1.70% | $5,550,240 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 3.13% | 65,281 | +888 | +1.38% | $5,110,833 |
| ISHARES TR | AGG | Other | 2.78% | 47,977 | +2,349 | +5.15% | $4,535,741 |
| INVESCO QQQ TR | QQQ | Other | 2.75% | 6,080 | -211 | -3.35% | $4,497,640 |
| ISHARES TR | ACWX | Other | 2.56% | 55,327 | +26,992 | +95.26% | $4,183,811 |
| ISHARES TR | IVW | Other | 2.07% | 23,773 | +218 | +0.93% | $3,381,952 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 2.03% | 32,162 | -71 | -0.22% | $3,315,592 |
| FIRST TR EXCHNG TRADED FD VI | ILDR | Other | 1.99% | 82,452 | +1,154 | +1.42% | $3,256,854 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 1.93% | 133,880 | +7,220 | +5.70% | $3,158,231 |
| FIDELITY MERRIMACK STR TR | FLTB | Other | 1.92% | 63,977 | +3,372 | +5.56% | $3,133,589 |
| ISHARES TR | IUSB | Other | 1.86% | 69,046 | +14,880 | +27.47% | $3,044,252 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.86% | 43,906 | -615 | -1.38% | $3,040,919 |
| BLACKROCK ETF TRUST | BAI | Other | 1.79% | 62,121 | -3,338 | -5.10% | $2,931,486 |
| ISHARES TR | IYJ | Other | 1.77% | 18,891 | +429 | +2.32% | $2,897,385 |
| STATE STR SPDR SP 500 ETF T | SPY | Other | 1.66% | 3,554 | -729 | -17.02% | $2,710,659 |
| ISHARES TR | IVE | Other | 1.59% | 11,412 | +30 | +0.26% | $2,605,179 |
| MATTHEWS ASIA FDS | MCH | Other | 1.44% | 86,757 | +3,141 | +3.76% | $2,350,271 |
| PIMCO ETF TR | PYLD | Other | 1.41% | 90,979 | +4,811 | +5.58% | $2,309,955 |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | Other | 1.41% | 45,218 | +1,994 | +4.61% | $2,305,893 |
| BLACKROCK ETF TRUST | CORO | Other | 1.27% | 57,301 | +3,077 | +5.67% | $2,082,889 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.14% | 30,251 | +399 | +1.34% | $1,860,413 |
| WORLD GOLD TR | GLDM | Other | 1.06% | 20,982 | +820 | +4.07% | $1,724,273 |
| ISHARES TR | IYH | Other | 1.02% | 23,373 | +247 | +1.07% | $1,672,590 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.02% | 7,992 | -3,130 | -28.14% | $1,662,550 |
Showing 30 of 78 holdings in the latest reporting period.