Top Institutional Investors

Merkkuri Wealth Advisors LLC — 13F Holdings & Portfolio

CIK 2040317 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Merkkuri Wealth Advisors LLC manages $161.2M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (15.14%), IUSG (4.99%), FBND (4.20%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 321, added to 42, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
960 SOUTH BROADWAY
HICKSVILLE, NY 11801
Phone
(516) 268-3446
Filing Manager
Merkkuri Wealth Advisors LLC
HICKSVILLE, NY
Signatory
Sylvia McGaughey
Consultant
Loading holdings…
AUM

$161.2M

Long-equity book

Holdings

81

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+3 / −321 / ↑42 / ↓27

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$7.4M +43.8%
  • ISHARES TR$2.1M +35.4%
  • FIRST TR EXCHANGE-TRADED FD$1.4M +56211.5%
  • ISHARES TR$1.3M +25.1%
  • FIRST TR EXCHANGE-TRADED FD$1.3M +76.4%
Show all 42 →

Top Trims

  • JANUS DETROIT STR TR-$3.6M -91.3%
  • SELECT SECTOR SPDR TR-$1.4M -46.5%
  • FIDELITY MERRIMACK STR TR-$974.4K -12.6%
  • ISHARES TR-$936.0K -74.1%
  • ISHARES TR-$839.6K -42.0%
Show all 27 →

New Positions

  • FIDELITY MERRIMACK STR TR$3.0M
  • BLACKROCK ETF TRUST$720.1K
  • BLACKROCK ETF TRUST II$498.5K
Show all 3 →

Exited Positions

  • ISHARES TR$1.2M
  • EXXON MOBIL CORP$824.4K
  • BLACKROCK ETF TRUST II$505.7K
  • FIRST TR EXCHANGE-TRADED FD$247.2K
  • ISHARES TR$217.7K
Show all 321 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SPDR SERIES TRUST SPYM 78464A854 $24.4M 15.14% 277,647 SH
2 ISHARES TR IUSG 464287671 $8.1M 4.99% 42,803 SH
3 FIDELITY MERRIMACK STR TR FBND 316188309 $6.8M 4.20% 148,873 SH
4 ISHARES TR IJH 464287507 $6.6M 4.09% 85,479 SH
5 SCHWAB STRATEGIC TR SCHD 808524797 $6.3M 3.90% 198,267 SH
6 J P MORGAN EXCHANGE TRADED F JEPI 46641Q332 $6.0M 3.69% 105,369 SH
7 ISHARES TR IEFA 46432F842 $5.4M 3.38% 56,333 SH
8 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $5.2M 3.24% 64,393 SH
9 INVESCO QQQ TR QQQ 46090E103 $4.6M 2.87% 6,291 SH
10 ISHARES TR AGG 464287226 $4.5M 2.80% 45,628 SH
11 BLACKROCK ETF TRUST BAI 09290C780 $3.5M 2.14% 65,459 SH
12 ISHARES TR IVW 464287309 $3.2M 2.01% 23,555 SH
13 STATE STR SPDR SP 500 ETF T SPY 78462F103 $3.2M 1.98% 4,283 SH
14 FIRST TR EXCHNG TRADED FD VI ILDR 33740F565 $3.2M 1.98% 81,298 SH
15 ISHARES TR IYJ 464287754 $3.1M 1.91% 18,462 SH
16 FIDELITY MERRIMACK STR TR FLTB 316188200 $3.0M 1.88% 60,605 SH
17 BLACKROCK ETF TRUST DYNF 09290C103 $3.0M 1.88% 44,521 SH
18 FIRST TR EXCHANGE TRADED FD FTHI 33738R308 $3.0M 1.87% 126,660 SH
19 FIRST TR EXCHANGE-TRADED FD CIBR 33734X846 $2.9M 1.80% 32,233 SH
20 ISHARES TR IVE 464287408 $2.6M 1.60% 11,382 SH
21 ISHARES TR IUSB 46434V613 $2.5M 1.55% 54,166 SH
22 MATTHEWS ASIA FDS MCH 577125834 $2.4M 1.50% 83,616 SH
23 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $2.4M 1.47% 11,122 SH
24 FIRST TR EXCH TRD ALPHDX FD NFTY 33737J802 $2.3M 1.44% 43,224 SH
25 PIMCO ETF TR PYLD 72201R585 $2.3M 1.42% 86,168 SH
26 ISHARES TR ACWX 464288240 $2.2M 1.34% 28,335 SH
27 BLACKROCK ETF TRUST CORO 09290C764 $2.0M 1.23% 54,224 SH
28 WORLD GOLD TR GLDM 98149E303 $1.6M 0.99% 20,162 SH
29 SELECT SECTOR SPDR TR XLE 81369Y506 $1.6M 0.98% 29,852 SH
30 ISHARES TR IYH 464287762 $1.5M 0.96% 23,126 SH
31 AMAZON COM INC AMZN 023135106 $1.5M 0.95% 6,403 SH
32 SCHWAB STRATEGIC TR SCHZ 808524839 $1.4M 0.87% 60,374 SH
33 FIRST TR EXCHANGE-TRADED FD RCTR 33734X721 $1.4M 0.84% 40,439 SH
34 FIRST TR EXCH TRADED FD III FPEI 33739P855 $1.3M 0.80% 67,046 SH
35 VANGUARD WORLD FD VGT 92204A702 $1.3M 0.78% 10,469 SH
36 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $1.2M 0.77% 7,652 SH
37 ISHARES TR IVV 464287200 $1.2M 0.72% 1,554 SH
38 BLACKROCK ETF TRUST BLCR 09290C855 $1.2M 0.72% 23,074 SH
39 ISHARES TR IAGG 46435G672 $1.2M 0.72% 22,898 SH
40 AMERICAN CENTY ETF TR AVUV 025072877 $1.0M 0.65% 8,366 SH
41 GLOBAL X FDS SHLD 37960A529 $967.6K 0.60% 16,205 SH
42 BONDBLOXX ETF TRUST XTEN 09789C812 $938.4K 0.58% 20,587 SH
43 BLACKROCK ETF TRUST THRO 09290C806 $882.5K 0.55% 20,472 SH
44 ISHARES TR IWY 464289438 $870.6K 0.54% 2,996 SH
45 AMERICAN CENTY ETF TR AVEM 025072604 $868.3K 0.54% 8,999 SH
46 APPLE INC AAPL 037833100 $786.4K 0.49% 2,718 SH
47 ISHARES TR MBB 464288588 $750.7K 0.47% 7,942 SH
48 BLACKROCK ETF TRUST IALT 09290C665 $720.1K 0.45% 25,671 SH
49 ALPHABET INC GOOG 02079K107 $699.9K 0.43% 1,981 SH
50 ISHARES TR GOVT 46429B267 $688.6K 0.43% 30,230 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $161.2M 81 0002040317-26-000003
2026-03-31 2026-04-21 $151.1M 399 0002040317-26-000002
2025-12-31 2026-01-29 $146.9M 80 0002040317-26-000001