Q2 2026 13F · SEC CIK 2040317

Merkkuri Wealth Advisors LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.2M
Reported positions: 81
Holdings vs S&P 500, 3 yrs: —
Assets under management: $204.1M

Merkkuri Wealth Advisors LLC is a wealth manager that reported 81 positions worth $161.2M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Spdr Series Trust (SPLG, 15.1%), iShares ETFs/USA (IUSG, 5.0%), Fidelity Merrimack Str Tr (FBND, 4.2%).

Merkkuri Wealth Advisors LLC holdings largest 50 of 81 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Merkkuri Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	15.1%	11.2%	277,647	+25.2%	$24.4M
IUSGiShares ETFs/USA	5.0%	3.9%	42,803	+11.6%	$8.1M
FBNDFidelity Merrimack Str Tr	4.2%	5.1%	148,873	-12.3%	$6.8M
IJHIshares Tr	4.1%	3.5%	85,479	+9.6%	$6.6M
SCHDSchwab Strategic Tr	3.9%	4.0%	198,267	+0.7%	$6.3M
JEPIJpmorgan Equity Premium Income ETF	3.7%	3.4%	105,369	+17.2%	$6.0M
IEFAIshares Core Msci Eafe ETF	3.4%	3.0%	56,333	+11.9%	$5.4M
RDVYFirst Trust Rising Dividend Achievers Et	3.2%	2.7%	64,393	+7.0%	$5.2M
QQQInvesco Qqq Tr	2.9%	2.6%	6,291	-7.0%	$4.6M
AGGIshares Tr	2.8%	3.4%	45,628	-12.3%	$4.5M
BAIIshares A.i. Innovation and Tech Active	2.1%	1.5%	65,459	-5.9%	$3.5M
IVWIshares	2.0%	1.6%	23,555	+8.1%	$3.2M
SPYSpdr S&p 500 ETF Tr	2.0%	2.0%	4,283	-7.1%	$3.2M
ILDRFirst Tr Exchng Traded Fd Vi	2.0%	1.4%	81,298	+18.2%	$3.2M
IYJIshares U.s. Industrials ETF	1.9%	1.4%	18,462	+27.8%	$3.1M
FLTBFidelity Merrimack Str Tr	1.9%	—	60,605	—	$3.0M
DYNFIshares U.s. Equity Factor Rotation Acti	1.9%	1.6%	44,521	+5.5%	$3.0M
FTHIFirst Tr Buy Write ETF Income	1.9%	2.3%	126,660	-15.3%	$3.0M
CIBRFirst Tr Exchange-Traded Fd	1.8%	1.1%	32,233	+23.1%	$2.9M
IVEIshares S&p 500 Value ETF	1.6%	1.8%	11,382	-10.7%	$2.6M
IUSBIshares Core Universal Usd Bond ETF	1.6%	1.0%	54,166	+65.7%	$2.5M
MCHMatthews Asia Fds	1.5%	1.2%	83,616	+17.3%	$2.4M
RSPInvesco S&p 500 Equal Weight ETF	1.5%	1.5%	11,122	-6.3%	$2.4M
NFTYFirst Tr Alphadex Fd ETF II India Nifty	1.4%	1.2%	43,224	+22.1%	$2.3M
PYLDPimco Multisector Bond Active Exchange-T	1.4%	1.7%	86,168	-12.8%	$2.3M
ACWXIshares Tr	1.3%	1.0%	28,335	+30.4%	$2.2M
COROBlackrock ETF Trust	1.2%	1.1%	54,224	+9.3%	$2.0M
GLDMWorld Gold Tr	1.0%	1.1%	20,162	+13.3%	$1.6M
XLEState Street Energy Select Sector Spdr E	1.0%	2.0%	29,852	-38.3%	$1.6M
IYHIshares Tr	1.0%	0.7%	23,126	+26.3%	$1.5M
AMZNAmazon Com Inc Com	0.9%	0.9%	6,403	-1.1%	$1.5M
SCHZSchwab Strategic Tr	0.9%	1.1%	60,374	-12.7%	$1.4M
RCTRFirst Tr Exchange-Traded Fd	0.8%	—	40,439	—	$1.4M
FPEIFirst Tr Exch Traded Fd III	0.8%	1.0%	67,046	-12.8%	$1.3M
VGTVanguard Info Tech	0.8%	0.7%	10,469	+631.6%	$1.3M
SPMOInvesco Exch Traded Fd Tr II	0.8%	0.7%	7,652	-20.1%	$1.2M
IVVIshares Core S&p 500 ETF	0.7%	0.7%	1,554	-2.4%	$1.2M
BLCRBlackrock ETF Trust	0.7%	0.6%	23,074	+14.1%	$1.2M
IAGGiShares International Aggregate Bond Fun	0.7%	1.3%	22,898	-42.7%	$1.2M
AVUVAvantis US Small Cap Value ETF	0.6%	0.6%	8,366	+4.4%	$1.0M
SHLDGlobal X Fds	0.6%	0.5%	16,205	+41.6%	$968K
XTENBondbloxx ETF Trust	0.6%	1.0%	20,587	-36.6%	$938K
BTHMBlackrock ETF Trust	0.5%	0.7%	20,472	-32.1%	$883K
IWYIshares Russell Top 200 Growth ETF	0.5%	0.6%	2,996	-11.5%	$871K
AVEMAmerican Centy ETF Tr	0.5%	0.7%	8,999	-35.7%	$868K
AAPLApple Inc	0.5%	0.5%	2,718	-1.5%	$786K
MBBIshares Tr	0.5%	0.6%	7,942	-20.1%	$751K
IALTBlackrock ETF Trust	0.4%	—	25,671	—	$720K
GOOGAlphabet Inc	0.4%	—	1,981	—	$700K
GOVTIshares Tr	0.4%	0.6%	30,230	-18.2%	$689K

What Merkkuri Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$161.2M	81
Q1 2026	$151.1M	397
Q4 2025	$146.9M	80
Q3 2025	$137.8M	80
Q2 2025	$131.7M	82
Q1 2025	$116.8M	82
Q4 2024	$126.4M	84
Q3 2024	$126.7M	83
Q2 2024	$108.7M	79

Questions about Merkkuri Wealth Advisors LLC's portfolio

What stocks does Merkkuri Wealth Advisors LLC own?

Merkkuri Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 81 positions worth $161.2M. The largest are Spdr Series Trust (SPLG) at 15.1%, iShares ETFs/USA (IUSG) at 5.0%, Fidelity Merrimack Str Tr (FBND) at 4.2%, Ishares Tr (IJH) at 4.1% and Schwab Strategic Tr (SCHD) at 3.9%.

What did Merkkuri Wealth Advisors LLC buy last quarter?

In Q2 2026, Merkkuri Wealth Advisors LLC added Vanguard Info Tech (VGT) (+631.6% shares), Ishares Core Universal Usd Bond ETF (IUSB) (+65.7% shares) and Global X Fds (SHLD) (+41.6% shares), compared with its Q1 2026 filing.

What did Merkkuri Wealth Advisors LLC sell last quarter?

In Q2 2026, Merkkuri Wealth Advisors LLC cut from its top 50 Janus Henderson Securitized Income ETF (JSI), cut from its top 50 Ishares Tr (EFV), cut from its top 50 Ishares Msci USA Quality Factor ETF (QUAL), cut from its top 50 Exxon Mobil Corp (XOM), iShares International Aggregate Bond Fun (IAGG) (-42.7% shares), State Street Energy Select Sector Spdr E (XLE) (-38.3% shares) and Bondbloxx ETF Trust (XTEN) (-36.6% shares), compared with its Q1 2026 filing.

When is Merkkuri Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Merkkuri Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Merkkuri Wealth Advisors LLC manage?

Merkkuri Wealth Advisors LLC reported $204.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $161.2M.