Institutional
Merkkuri Wealth Advisors LLC
CIK 0002040317
$161.2M
Reported AUM
81
Positions
Q2 2026
Period
2026-07-27
Filed
Editorial summary
Summary for Merkkuri Wealth Advisors LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $87.90 | 0.68% | 21.52% | 77.54% | $24.4M | 15.14% | — | HELD |
| 2 | IUSG | ISHARES TR | $184.83 | 1.37% | 21.76% | 76.67% | $8.1M | 4.99% | — | HELD |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $44.72 | -0.27% | 2.08% | 1.63% | $6.8M | 4.20% | — | HELD |
| 4 | IJH | ISHARES TR | $75.27 | -0.11% | 22.81% | 47.02% | $6.6M | 4.09% | — | HELD |
| 5 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | 31.54% | 54.47% | $6.3M | 3.90% | — | HELD |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $57.43 | 0.33% | 11.16% | 40.47% | $6.0M | 3.69% | — | HELD |
| 7 | IEFA | ISHARES TR | $98.25 | -0.64% | 24.58% | 50.81% | $5.4M | 3.38% | — | HELD |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $81.09 | 0.36% | 30.74% | 78.03% | $5.2M | 3.24% | — | HELD |
| 9 | QQQ | INVESCO QQQ TR | $687.99 | 0.65% | 24.81% | 86.58% | $4.6M | 2.87% | — | HELD |
| 10 | AGG | ISHARES TR | $97.37 | -0.26% | 1.83% | -1.77% | $4.5M | 2.80% | — | HELD |
| 11 | BAI | BLACKROCK ETF TRUST | $41.34 | 0.63% | 38.36% | 58.97% | $3.5M | 2.14% | — | HELD |
| 12 | IVW | ISHARES TR | $135.25 | 1.44% | 21.55% | 77.84% | $3.2M | 2.01% | — | HELD |
| 13 | SPY | STATE STR SPDR SP 500 ETF T | $747.03 | 0.72% | 21.49% | 77.00% | $3.2M | 1.98% | — | HELD |
| 14 | ILDR | FIRST TR EXCHNG TRADED FD VI | $36.40 | 1.11% | 22.56% | 58.61% | $3.2M | 1.98% | — | HELD |
| 15 | IYJ | ISHARES TR | $163.92 | 0.42% | 15.96% | 49.98% | $3.1M | 1.91% | — | HELD |
| 16 | FLTB | FIDELITY MERRIMACK STR TR | $49.84 | -0.14% | 3.14% | 11.68% | $3.0M | 1.88% | — | HELD |
| 17 | DYNF | BLACKROCK ETF TRUST | $67.45 | 0.79% | 23.65% | 95.40% | $3.0M | 1.88% | — | HELD |
| 18 | FTHI | FIRST TR EXCHANGE TRADED FD | $23.64 | 0.08% | 13.20% | 65.20% | $3.0M | 1.87% | — | HELD |
| 19 | CIBR | FIRST TR EXCHANGE-TRADED FD | $91.83 | 2.01% | 29.07% | 82.19% | $2.9M | 1.80% | — | HELD |
| 20 | IVE | ISHARES TR | $231.71 | -0.19% | 21.16% | 68.48% | $2.6M | 1.60% | — | HELD |
| 21 | IUSB | ISHARES TR | $45.45 | -0.22% | 2.27% | 0.01% | $2.5M | 1.55% | — | HELD |
| 22 | MCH | MATTHEWS ASIA FDS | $28.02 | 0.90% | 12.31% | 23.79% | $2.4M | 1.50% | — | HELD |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $215.01 | -0.17% | 20.39% | 49.50% | $2.4M | 1.47% | — | HELD |
| 24 | NFTY | FIRST TR EXCH TRD ALPHDX FD | $54.56 | -0.09% | -2.47% | 24.55% | $2.3M | 1.44% | — | HELD |
| 25 | PYLD | PIMCO ETF TR | $26.15 | -0.19% | 4.78% | 24.05% | $2.3M | 1.42% | — | HELD |
| 26 | ACWX | ISHARES TR | $75.25 | -0.17% | 28.81% | 51.09% | $2.2M | 1.34% | — | HELD |
| 27 | CORO | BLACKROCK ETF TRUST | $35.66 | -0.70% | 32.14% | 50.55% | $2.0M | 1.23% | — | HELD |
| 28 | GLDM | WORLD GOLD TR | $80.14 | -1.46% | 20.58% | 121.87% | $1.6M | 0.99% | — | HELD |
| 29 | XLE | SELECT SECTOR SPDR TR | $59.55 | 1.00% | 43.49% | 195.18% | $1.6M | 0.98% | — | HELD |
| 30 | IYH | ISHARES TR | $68.34 | -0.70% | 25.47% | 23.83% | $1.5M | 0.96% | — | HELD |
| 31 | AMZN | AMAZON COM INC | $271.58 | 15.32% | — | — | $1.5M | 0.95% | — | HELD |
| 32 | SCHZ | SCHWAB STRATEGIC TR | $22.76 | -0.31% | — | — | $1.4M | 0.87% | — | HELD |
| 33 | RCTR | FIRST TR EXCHANGE-TRADED FD | $32.55 | -0.69% | — | — | $1.4M | 0.84% | — | HELD |
| 34 | FPEI | FIRST TR EXCH TRADED FD III | $19.08 | 0.00% | — | — | $1.3M | 0.80% | — | HELD |
| 35 | VGT | VANGUARD WORLD FD | $113.15 | -0.38% | — | — | $1.3M | 0.78% | — | HELD |
| 36 | SPMO | INVESCO EXCH TRADED FD TR II | $143.83 | 0.29% | — | — | $1.2M | 0.77% | — | HELD |
| 37 | IVV | ISHARES TR | $750.32 | 0.69% | — | — | $1.2M | 0.72% | — | HELD |
| 38 | BLCR | BLACKROCK ETF TRUST | $48.65 | 1.33% | — | — | $1.2M | 0.72% | — | HELD |
| 39 | IAGG | ISHARES TR | $49.75 | -0.16% | — | — | $1.2M | 0.72% | — | HELD |
| 40 | AVUV | AMERICAN CENTY ETF TR | $125.28 | 0.03% | — | — | $1.0M | 0.65% | — | HELD |
| 41 | SHLD | GLOBAL X FDS | $63.25 | 0.76% | — | — | $968K | 0.60% | — | HELD |
| 42 | XTEN | BONDBLOXX ETF TRUST | $44.27 | -0.43% | — | — | $938K | 0.58% | — | HELD |
| 43 | THRO | BLACKROCK ETF TRUST | $42.61 | 0.90% | — | — | $883K | 0.55% | — | HELD |
| 44 | IWY | ISHARES TR | $276.38 | 0.85% | — | — | $871K | 0.54% | — | HELD |
| 45 | AVEM | AMERICAN CENTY ETF TR | $89.51 | 0.10% | — | — | $868K | 0.54% | — | HELD |
| 46 | AAPL | APPLE INC | $308.91 | -7.35% | — | — | $786K | 0.49% | — | HELD |
| 47 | MBB | ISHARES TR | $92.92 | -0.40% | — | — | $751K | 0.47% | — | HELD |
| 48 | IALT | BLACKROCK ETF TRUST | $28.67 | 0.14% | — | — | $720K | 0.45% | — | HELD |
| 49 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $700K | 0.43% | — | HELD |
| 50 | GOVT | ISHARES TR | $22.45 | -0.27% | — | — | $689K | 0.43% | — | HELD |
| 51 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | — | — | $602K | 0.37% | — | HELD |
| 52 | MOAT | VANECK ETF TRUST | $108.08 | 0.22% | — | — | $528K | 0.33% | — | HELD |
| 53 | GOOGL | ALPHABET INC | $356.13 | 6.73% | — | — | $506K | 0.31% | — | HELD |
| 54 | GGOV | BLACKROCK ETF TRUST II | $50.07 | 0.00% | — | — | $499K | 0.31% | — | HELD |
| 55 | FDL | FIRST TR EXCHANGE-TRADED FD | $51.48 | 0.02% | — | — | $491K | 0.30% | — | HELD |
| 56 | VOO | VANGUARD INDEX FDS | $686.65 | 0.71% | — | — | $483K | 0.30% | — | HELD |
| 57 | DGRO | ISHARES TR | $78.01 | -0.28% | — | — | $464K | 0.29% | — | HELD |
| 58 | SMH | VANECK ETF TRUST | $540.53 | 0.30% | — | — | $443K | 0.28% | — | HELD |
| 59 | HEFA | ISHARES TR | $46.45 | -0.75% | — | — | $430K | 0.27% | — | HELD |
| 60 | VONG | VANGUARD SCOTTSDALE FDS | $121.91 | 0.84% | — | — | $422K | 0.26% | — | HELD |
| 61 | XLK | SELECT SECTOR SPDR TR | $175.35 | -0.22% | — | — | $419K | 0.26% | — | HELD |
| 62 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | — | — | $413K | 0.26% | — | HELD |
| 63 | SPLV | INVESCO EXCH TRADED FD TR II | $76.23 | -0.20% | — | — | $368K | 0.23% | — | HELD |
| 64 | ESGU | ISHARES TR | $163.65 | 0.71% | — | — | $368K | 0.23% | — | HELD |
| 65 | IBIT | ISHARES BITCOIN TRUST ETF | $35.64 | -2.89% | — | — | $356K | 0.22% | — | HELD |
| 66 | MUB | ISHARES TR | $105.64 | -0.11% | — | — | $352K | 0.22% | — | HELD |
| 67 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | — | — | $348K | 0.22% | — | HELD |
| 68 | JSI | JANUS DETROIT STR TR | $50.98 | -0.57% | — | — | $337K | 0.21% | — | HELD |
| 69 | IJK | ISHARES TR | $111.88 | -0.07% | — | — | $333K | 0.21% | — | HELD |
| 70 | EFV | ISHARES TR | $80.88 | -0.53% | — | — | $327K | 0.20% | — | HELD |
| 71 | GLD | SPDR GOLD TR | $371.54 | -1.49% | — | — | $290K | 0.18% | — | HELD |
| 72 | ARCC | ARES CAPITAL CORP | $18.76 | -0.37% | — | — | $280K | 0.17% | — | HELD |
| 73 | PDI | PIMCO DYNAMIC INCOME FD | $16.00 | -0.68% | — | — | $265K | 0.16% | — | HELD |
| 74 | IGV | ISHARES TR | $94.58 | 1.36% | — | — | $236K | 0.15% | — | HELD |
| 75 | LMBS | FIRST TR EXCHANGE-TRADED FD | $49.49 | -0.08% | — | — | $232K | 0.14% | — | HELD |
| 76 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $227K | 0.14% | — | HELD |
| 77 | SPUS | TIDAL TRUST I | $56.33 | -0.21% | — | — | $224K | 0.14% | — | HELD |
| 78 | PAVE | GLOBAL X FDS | $56.36 | 0.46% | — | — | $214K | 0.13% | — | HELD |
| 79 | PPA | INVESCO EXCHANGE TRADED FD T | $174.44 | 1.05% | — | — | $204K | 0.13% | — | HELD |
| 80 | SCHG | SCHWAB STRATEGIC TR | $34.17 | 1.12% | — | — | $202K | 0.13% | — | HELD |
| 81 | FTSM | FIRST TR EXCHANGE-TRADED FD | $59.73 | -0.30% | — | — | $201K | 0.12% | — | HELD |
Source: SEC EDGAR · accession 0002040317-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.