# Merkkuri Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2040317. Source: https://holderbook.com/funds/2040317-merkkuri-wealth-advisors-llc/

- Reported value: $161.2M
- Positions: 81
- Weight of the ten largest: 48.3%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $24.4M | 277,647 | 15.1% | 9 |
| ISHARES TR | [IUSG](https://holderbook.com/stocks/IUSG/) | $8.1M | 42,803 | 5.0% | 9 |
| FIDELITY MERRIMACK STR TR | [FBND](https://holderbook.com/stocks/FBND/) | $6.8M | 148,873 | 4.2% | 9 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $6.6M | 85,479 | 4.1% | 9 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $6.3M | 198,267 | 3.9% | 9 |
| J P MORGAN EXCHANGE TRADED F | [JEPI](https://holderbook.com/stocks/JEPI/) | $6.0M | 105,369 | 3.7% | 9 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $5.4M | 56,333 | 3.4% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [RDVY](https://holderbook.com/stocks/RDVY/) | $5.2M | 64,393 | 3.2% | 9 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.6M | 6,291 | 2.9% | 9 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $4.5M | 45,628 | 2.8% | 9 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $3.5M | 65,459 | 2.1% | 5 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $3.2M | 23,555 | 2.0% | 9 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.2M | 4,283 | 2.0% | 9 |
| FIRST TR EXCHNG TRADED FD VI | [ILDR](https://holderbook.com/stocks/ILDR/) | $3.2M | 81,298 | 2.0% | 5 |
| ISHARES TR | [IYJ](https://holderbook.com/stocks/IYJ/) | $3.1M | 18,462 | 1.9% | 9 |
| FIDELITY MERRIMACK STR TR | [FLTB](https://holderbook.com/stocks/FLTB/) | $3.0M | 60,605 | 1.9% | 1 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $3.0M | 44,521 | 1.9% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [FTHI](https://holderbook.com/stocks/FTHI/) | $3.0M | 126,660 | 1.9% | 9 |
| FIRST TR EXCHANGE TRADED FD | [CIBR](https://holderbook.com/stocks/CIBR/) | $2.9M | 32,233 | 1.8% | 9 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $2.6M | 11,382 | 1.6% | 9 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $2.5M | 54,166 | 1.6% | 9 |
| MATTHEWS ASIA FDS | [MCH](https://holderbook.com/stocks/MCH/) | $2.4M | 83,616 | 1.5% | 6 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $2.4M | 11,122 | 1.5% | 9 |
| FIRST TR EXCH TRD ALPHDX FD | [NFTY](https://holderbook.com/stocks/NFTY/) | $2.3M | 43,224 | 1.4% | 9 |
| PIMCO ETF TR | [PYLD](https://holderbook.com/stocks/PYLD/) | $2.3M | 86,168 | 1.4% | 5 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $2.2M | 28,335 | 1.3% | 2 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $2.0M | 54,224 | 1.2% | 2 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $1.6M | 20,162 | 1.0% | 9 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.6M | 29,852 | 1.0% | 9 |
| ISHARES TR | [IYH](https://holderbook.com/stocks/IYH/) | $1.5M | 23,126 | 1.0% | 9 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.5M | 6,403 | 0.9% | 9 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $1.4M | 60,374 | 0.9% | 9 |
| FIRST TR EXCHANGE TRADED FD | [RCTR](https://holderbook.com/stocks/RCTR/) | $1.4M | 40,439 | 0.8% | 2 |
| FIRST TR EXCH TRADED FD III | [FPEI](https://holderbook.com/stocks/FPEI/) | $1.3M | 67,046 | 0.8% | 3 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.3M | 10,469 | 0.8% | 9 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $1.2M | 7,652 | 0.8% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $1.2M | 1,554 | 0.7% | 9 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $1.2M | 23,074 | 0.7% | 2 |
| ISHARES TR | [IAGG](https://holderbook.com/stocks/IAGG/) | $1.2M | 22,898 | 0.7% | 9 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $1.0M | 8,366 | 0.6% | 9 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $967.6K | 16,205 | 0.6% | 4 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $938.4K | 20,587 | 0.6% | 6 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $882.5K | 20,472 | 0.5% | 5 |
| ISHARES TR | [IWY](https://holderbook.com/stocks/IWY/) | $870.6K | 2,996 | 0.5% | 9 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $868.3K | 8,999 | 0.5% | 4 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $786.4K | 2,718 | 0.5% | 9 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $750.7K | 7,942 | 0.5% | 9 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $720.1K | 25,671 | 0.4% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $699.9K | 1,981 | 0.4% | 9 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $688.6K | 30,230 | 0.4% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $602.0K | 1,614 | 0.4% | 9 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $528.2K | 5,081 | 0.3% | 9 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $506.4K | 1,417 | 0.3% | 9 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $498.5K | 9,913 | 0.3% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FDL](https://holderbook.com/stocks/FDL/) | $491.2K | 10,095 | 0.3% | 9 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $483.3K | 704 | 0.3% | 9 |
| ISHARES TR | [DGRO](https://holderbook.com/stocks/DGRO/) | $464.0K | 6,122 | 0.3% | 9 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $443.4K | 676 | 0.3% | 3 |
| ISHARES TR | [HEFA](https://holderbook.com/stocks/HEFA/) | $430.1K | 9,166 | 0.3% | 9 |
| VANGUARD SCOTTSDALE FDS | [VONG](https://holderbook.com/stocks/VONG/) | $421.9K | 3,301 | 0.3% | 9 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $418.8K | 2,198 | 0.3% | 9 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $413.1K | 4,999 | 0.3% | 9 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $368.2K | 4,916 | 0.2% | 9 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $367.5K | 2,246 | 0.2% | 9 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $356.4K | 10,705 | 0.2% | 4 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $352.3K | 3,273 | 0.2% | 9 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $347.9K | 1,739 | 0.2% | 9 |
| JANUS DETROIT STR TR | [JSI](https://holderbook.com/stocks/JSI/) | $337.5K | 6,590 | 0.2% | 6 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $332.7K | 2,831 | 0.2% | 9 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $326.9K | 4,270 | 0.2% | 9 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $290.5K | 788 | 0.2% | 9 |
| ARES CAPITAL CORP | [ARCC](https://holderbook.com/stocks/ARCC/) | $280.1K | 15,117 | 0.2% | 8 |
| PIMCO DYNAMIC INCOME FD | [PDI](https://holderbook.com/stocks/PDI/) | $264.5K | 15,839 | 0.2% | 9 |
| ISHARES TR | [IGV](https://holderbook.com/stocks/IGV/) | $236.2K | 2,607 | 0.1% | 9 |
| FIRST TR EXCHANGE-TRADED FD | [LMBS](https://holderbook.com/stocks/LMBS/) | $231.7K | 4,655 | 0.1% | 9 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $226.9K | 243 | 0.1% | 8 |
| TIDAL TRUST I | [SPUS](https://holderbook.com/stocks/SPUS/) | $224.0K | 3,896 | 0.1% | 2 |
| GLOBAL X FDS | [PAVE](https://holderbook.com/stocks/PAVE/) | $213.6K | 3,625 | 0.1% | 9 |
| INVESCO EXCHANGE TRADED FD T | [PPA](https://holderbook.com/stocks/PPA/) | $203.6K | 1,153 | 0.1% | 2 |
| SCHWAB STRATEGIC TR | [SCHG](https://holderbook.com/stocks/SCHG/) | $201.8K | 5,962 | 0.1% | 3 |
| FIRST TR EXCHANGE-TRADED FD | [FTSM](https://holderbook.com/stocks/FTSM/) | $201.1K | 3,367 | 0.1% | 9 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.4% | +14.8% | -4.4% | 100% |
| Q1 2026 | -1.5% | -4.6% | +3.2% | 100% |
| Q4 2025 | +1.4% | +2.4% | -1.0% | 100% |
| Q3 2025 | +5.8% | +7.8% | -2.1% | 100% |
| Q2 2025 | +6.9% | +10.5% | -3.6% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.6% | 100% |
| Q4 2024 | -1.2% | +2.1% | -3.3% | 100% |
| Q3 2024 | +5.2% | +5.4% | -0.3% | 100% |

## Quarter by quarter

| Quarter | 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 |