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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 and exited 321; 42 existing positions rose in reported value and 27 fell.

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.

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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

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
SPYM15.1% · +25%IUSG5.0% · +12%FBND4.2% · -12%IJH4.1% · +10%SCHD3.9% · +1%JEPI3.7% · +17%IEFA3.4% · +12%RDVY3.2% · +7%QQQ2.9% · -7%AGG2.8% · -12%BAI2.1% · -6%IVW2.0% · +8%SPY2.0% · -7%ILDR2.0% · +18%IYJ1.9% · +28%FLTB1.9% · newDYNF1.9% · +6%FTHI1.9% · -15%CIBR1.8% · +23%IVE1.6% · -11%IUSB1.6% · +66%MCH1.5% · +17%RSP1.5% · -6%NFTY1.4% · +22%PYLD1.4% · -13%ACWX1.3% · +30%CORO1.2% · +9%GLDM1.0% · +13%XLE1.0% · -38%IYH1.0% · +26%AMZN0.9% · -1%SCHZ0.9% · -13%RCTR0.8% · +58507%FPEI0.8% · -13%VGT0.8% · +632%SPMO0.8% · -20%IVV0.7% · -2%BLCR0.7% · +14%IAGG0.7% · -43%AVUV0.6% · +4%SHLD0.6% · +42%XTEN0.6% · -37%THRO0.5% · -32%IWY0.5% · -12%AVEM0.5% · -36%AAPL0.5% · -2%MBB0.5% · -20%IALT0.4% · newGOOG0.4% · -2%GOVT0.4% · -18%MSFT0.4% · +9%MOAT0.3% · -10%GOOGL0.3% · +2%GGOV0.3% · newFDL0.3% · -2%VOO0.3% · +1%DGRO0.3% · -24%SMH0.3% · +14%HEFA0.3% · -25%VONG0.3% · +12%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 48.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 18, 2026.

Assets Under Management
$204.1M
Discretionary
$201.8M
Employees
7
Accounts
601
Address
333 JERICHO TURNPIKE
SUITE 211
JERICHO, NY 11753
Phone
(516) 268-3446
Website
Name Title / Status Ownership Type
SHAH, PARESH, B ControlOWNER
since Jan 2024
75% or moreIndividual
HEROUX, CHRISTINE, MARIECHIEF COMPLIANCE OFFICER
since Feb 2024
Less than 5%Individual
Ownership & leadership changes · 1 filing with changes since Feb 21, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 5, 2024 filing
  • ChangedHEROUX, CHRISTINE, MARIE · no longer a control person
Feb 21, 2024 filing (earliest on record)
  • ListedHEROUX, CHRISTINE, MARIE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSHAH, PARESH, B · OWNER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 42 →

Top Trims

Show all 27 →

New Positions

Show all 3 →

Exited Positions

Show all 321 →

Merkkuri Wealth Advisors LLC Holdings (2026-06-30)

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
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