Merkkuri Wealth Advisors Llc Portfolio Stock Holdings
Merkkuri Wealth Advisors Llc disclosed 399 stock positions valued at approximately $151.1 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, FIDELITY MERRIMACK STR TR, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 399
- Portfolio Value
- $151.1M
Holdings by Sector
Merkkuri Wealth Advisors Llc Portfolio Holdings in Q1 2026
381 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 11.23% | 221,717 | +15,805 | +7.68% | $16,970,221 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 5.13% | 169,808 | -3,696 | -2.13% | $7,746,629 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.00% | 196,967 | -111 | -0.06% | $6,042,938 |
| ISHARES TR | IUSG | Other | 3.94% | 38,342 | +657 | +1.74% | $5,947,196 |
| ISHARES TR | IJH | Other | 3.49% | 78,004 | +186 | +0.24% | $5,267,630 |
| ISHARES TR | AGG | Other | 3.42% | 52,044 | -1,446 | -2.70% | $5,166,454 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 3.37% | 89,883 | +462 | +0.52% | $5,094,557 |
| ISHARES TR | IEFA | Other | 3.02% | 50,348 | +15 | +0.03% | $4,557,980 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.72% | 60,186 | +520 | +0.87% | $4,109,524 |
| INVESCO QQQ TR | QQQ | Other | 2.59% | 6,767 | -443 | -6.14% | $3,905,605 |
| JANUS DETROIT STR TR | JSI | Other | 2.58% | 75,627 | -1,985 | -2.56% | $3,898,596 |
| FIRST TR EXCHANGE TRADED FD | FTHI | Other | 2.27% | 149,549 | -1,767 | -1.17% | $3,432,153 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.99% | 4,612 | -233 | -4.81% | $2,999,310 |
| SELECT SECTOR SPDR TR | XLE | Other | 1.96% | 48,388 | +17 | +0.04% | $2,964,241 |
| ISHARES TR | IVE | Other | 1.78% | 12,743 | -620 | -4.64% | $2,690,709 |
| PIMCO ETF TR | PYLD | Other | 1.71% | 98,787 | -2,023 | -2.01% | $2,588,207 |
| ISHARES TR | IVW | Other | 1.63% | 21,795 | +1,439 | +7.07% | $2,465,281 |
| BLACKROCK ETF TRUST | DYNF | Other | 1.63% | 42,211 | -8,404 | -16.60% | $2,455,832 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.51% | 11,865 | +54 | +0.46% | $2,277,087 |
| ISHARES TR | IYJ | Other | 1.41% | 14,446 | +341 | +2.42% | $2,131,335 |
| FIRST TR EXCHNG TRADED FD VI | ILDR | Other | 1.36% | 68,805 | +1,967 | +2.94% | $2,049,013 |
| ISHARES TR | IAGG | Other | 1.32% | 39,933 | -349 | -0.87% | $1,998,269 |
| MATTHEWS ASIA FDS | MCH | Other | 1.24% | 71,289 | +900 | +1.28% | $1,876,669 |
| FIRST TR EXCH TRD ALPHDX FD | NFTY | Other | 1.21% | 35,391 | +896 | +2.60% | $1,822,513 |
| WORLD GOLD TR | GLDM | Other | 1.09% | 17,799 | -6,233 | -25.94% | $1,649,744 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 1.09% | 26,188 | +1,041 | +4.14% | $1,641,486 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.06% | 69,138 | +2,718 | +4.09% | $1,605,389 |
| ISHARES TR | IUSB | Other | 1.00% | 32,687 | +10 | +0.03% | $1,509,818 |
| ISHARES TR | ACWX | Other | 0.98% | 21,732 | +21,732 | +100.00% | $1,487,990 |
| FIRST TR EXCH TRADED FD III | FPEI | Other | 0.97% | 76,850 | -1,216 | -1.56% | $1,460,155 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.89% | 6,477 | +26 | +0.40% | $1,349,019 |
| ISHARES TR | EFV | Other | 0.84% | 16,985 | -11,572 | -40.52% | $1,262,855 |
| ISHARES TR | QUAL | Other | 0.81% | 6,396 | +164 | +2.63% | $1,226,863 |
| ISHARES TR | IYH | Other | 0.75% | 18,310 | +347 | +1.93% | $1,128,625 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.75% | 13,997 | +1,829 | +15.03% | $1,127,904 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.71% | 9,580 | +370 | +4.02% | $1,074,003 |
| ISHARES TR | IVV | Other | 0.69% | 1,592 | -30 | -1.85% | $1,039,785 |
| VANGUARD WORLD FD | VGT | Other | 0.66% | 1,431 | +2 | +0.14% | $998,113 |
| ISHARES TR | MBB | Other | 0.63% | 9,944 | +120 | +1.22% | $944,175 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.59% | 8,012 | +22 | +0.28% | $885,090 |
| ISHARES TR | GOVT | Other | 0.56% | 36,971 | +36,971 | +100.00% | $847,004 |
| ISHARES TR | IWY | Other | 0.56% | 3,384 | +2 | +0.06% | $842,161 |
| EXXON MOBIL CORP | XOM | Energy | 0.55% | 4,859 | +5 | +0.10% | $824,359 |
| GLOBAL X FDS | SHLD | Other | 0.54% | 11,441 | +3,919 | +52.10% | $810,450 |
| APPLE INC | AAPL | Technology | 0.46% | 2,759 | +1 | +0.04% | $700,144 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 2,027 | -2 | -0.10% | $581,547 |
| ISHARES TR | DGRO | Other | 0.37% | 8,055 | -22 | -0.27% | $565,309 |
| MICROSOFT CORP | MSFT | Technology | 0.36% | 1,483 | +70 | +4.95% | $549,129 |
| VANECK ETF TRUST | MOAT | Other | 0.36% | 5,630 | - | - | $544,403 |
| FIRST TR EXCHANGE-TRADED FD | FDL | Other | 0.34% | 10,258 | -80 | -0.77% | $521,120 |
| ISHARES TR | HEFA | Other | 0.34% | 12,152 | - | - | $516,419 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.33% | 9,737 | -2,885 | -22.86% | $505,655 |
| VANGUARD INDEX FDS | VOO | Other | 0.28% | 699 | +8 | +1.16% | $417,609 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.27% | 4,938 | +37 | +0.75% | $408,613 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.27% | 10,510 | +65 | +0.62% | $403,775 |
| ALPHABET INC | GOOGL | Communication Services | 0.27% | 1,395 | +1 | +0.07% | $401,031 |
| ISHARES TR | IJK | Other | 0.26% | 3,964 | +4 | +0.10% | $398,869 |
| ISHARES TR | MUB | Other | 0.26% | 3,698 | +462 | +14.28% | $392,540 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 0.26% | 5,361 | +29 | +0.54% | $392,101 |
| SPDR GOLD TR | GLD | Other | 0.26% | 906 | -2 | -0.22% | $389,843 |
| VANGUARD SCOTTSDALE FDS | VONG | Other | 0.21% | 2,953 | +4 | +0.14% | $323,889 |
| ISHARES TR | ESGU | Other | 0.21% | 2,259 | -38 | -1.65% | $319,523 |
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 0.20% | 5,089 | +27 | +0.53% | $304,239 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.19% | 2,195 | +2 | +0.09% | $291,752 |
| FIRST TR EXCHANGE-TRADED FD | LMBS | Other | 0.19% | 5,757 | +38 | +0.66% | $286,771 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.18% | 15,117 | -34,556 | -69.57% | $272,408 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.18% | 15,839 | - | - | $271,012 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 1,531 | +6 | +0.39% | $266,981 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.17% | 260 | +2 | +0.78% | $259,528 |
| GLOBAL X FDS | PAVE | Other | 0.17% | 4,999 | +23 | +0.46% | $254,019 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.16% | 6,092 | +95 | +1.58% | $247,169 |
| VANECK ETF TRUST | SMH | Other | 0.15% | 592 | - | - | $226,969 |
| ISHARES TR | IWL | Other | 0.14% | 1,357 | +3 | +0.22% | $217,743 |
| ISHARES TR | IGV | Other | 0.14% | 2,606 | - | - | $208,628 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.14% | 8,270 | +88 | +1.08% | $204,859 |
| INVESCO EXCHANGE TRADED FD T | PPA | Other | 0.13% | 1,152 | +1,152 | +100.00% | $190,850 |
| ISHARES TR | EFA | Other | 0.12% | 1,944 | +1,944 | +100.00% | $188,818 |
| TIDAL TRUST I | SPUS | Other | 0.12% | 3,892 | +3,892 | +100.00% | $187,449 |
| ISHARES INC | IEMG | Other | 0.12% | 2,581 | -20,162 | -88.65% | $180,043 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.12% | 6,162 | +8 | +0.13% | $179,489 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 0.12% | 9,339 | +9,339 | +100.00% | $176,883 |
| FIDELITY COVINGTON TRUST | FELG | Other | 0.11% | 4,470 | +4,470 | +100.00% | $167,576 |
| VANGUARD WORLD FD | MGK | Other | 0.11% | 447 | +447 | +100.00% | $164,318 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.11% | 2,267 | +2,267 | +100.00% | $159,130 |
| VANGUARD INDEX FDS | VUG | Other | 0.10% | 350 | +350 | +100.00% | $152,672 |
| ISHARES TR | EFG | Other | 0.10% | 1,336 | +1,336 | +100.00% | $148,755 |
| PROSHARES TR | SJB | Other | 0.10% | 9,499 | +9,499 | +100.00% | $147,194 |
| ELI LILLY & CO | LLY | Healthcare | 0.09% | 155 | +155 | +100.00% | $142,758 |
| VISA INC | V | Financial Services | 0.09% | 445 | +445 | +100.00% | $134,615 |
| LEGG MASON ETF INVT | LVHI | Other | 0.09% | 3,309 | +3,309 | +100.00% | $134,154 |
| INVESCO ACTVELY MNGD ETC FD | PDBC | Other | 0.08% | 7,357 | +7,357 | +100.00% | $127,421 |
| META PLATFORMS INC | META | Communication Services | 0.08% | 207 | +207 | +100.00% | $118,508 |
| ISHARES TR | IWF | Other | 0.07% | 250 | +250 | +100.00% | $106,467 |
| FIRST TR EXCHANGE TRAD FD VI | FTGC | Other | 0.07% | 3,503 | +3,503 | +100.00% | $100,580 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.07% | 415 | +415 | +100.00% | $98,626 |
| ISHARES TR | IGRO | Other | 0.06% | 1,124 | +1,124 | +100.00% | $94,165 |
| FIRST TR EXCH TRADED FD III | FPE | Other | 0.06% | 5,170 | +5,170 | +100.00% | $91,765 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 310 | +310 | +100.00% | $91,080 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 411 | +411 | +100.00% | $88,429 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 0.06% | 809 | +809 | +100.00% | $87,023 |