Holders — by stockHoldings — by fund
Merkkuri Wealth Advisors LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002040317
$161.2M
disclosed book value
81
positions
15.1%
largest position share
Positions, as of 2026-06-30
top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 277,647 | $24.4M | 15.1% |
| 2 | IUSGISHARES TR | 42,803 | $8.1M | 5% |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 148,873 | $6.8M | 4.2% |
| 4 | IJHISHARES TR | 85,479 | $6.6M | 4.1% |
| 5 | SCHDSCHWAB STRATEGIC TR | 198,267 | $6.3M | 3.9% |
| 6 | JEPIJ P MORGAN EXCHANGE TRADED F | 105,369 | $6.0M | 3.7% |
| 7 | IEFAISHARES TR | 56,333 | $5.4M | 3.4% |
| 8 | RDVYFIRST TR EXCHANGE TRADED FD | 64,393 | $5.2M | 3.2% |
| 9 | QQQINVESCO QQQ TR | 6,291 | $4.6M | 2.9% |
| 10 | AGGISHARES TR | 45,628 | $4.5M | 2.8% |
| 11 | BAIBLACKROCK ETF TRUST | 65,459 | $3.5M | 2.1% |
| 12 | IVWISHARES TR | 23,555 | $3.2M | 2% |
| 13 | SPYSTATE STR SPDR SP 500 ETF T | 4,283 | $3.2M | 2% |
| 14 | ILDRFIRST TR EXCHNG TRADED FD VI | 81,298 | $3.2M | 2% |
| 15 | IYJISHARES TR | 18,462 | $3.1M | 1.9% |
| 16 | FLTBFIDELITY MERRIMACK STR TR | 60,605 | $3.0M | 1.9% |
| 17 | DYNFBLACKROCK ETF TRUST | 44,521 | $3.0M | 1.9% |
| 18 | FTHIFIRST TR EXCHANGE TRADED FD | 126,660 | $3.0M | 1.9% |
| 19 | CIBRFIRST TR EXCHANGE-TRADED FD | 32,233 | $2.9M | 1.8% |
| 20 | IVEISHARES TR | 11,382 | $2.6M | 1.6% |
| 21 | IUSBISHARES TR | 54,166 | $2.5M | 1.6% |
| 22 | MCHMATTHEWS ASIA FDS | 83,616 | $2.4M | 1.5% |
| 23 | RSPINVESCO EXCHANGE TRADED FD T | 11,122 | $2.4M | 1.5% |
| 24 | NFTYFIRST TR EXCH TRD ALPHDX FD | 43,224 | $2.3M | 1.4% |
| 25 | PYLDPIMCO ETF TR | 86,168 | $2.3M | 1.4% |
| 26 | ACWXISHARES TR | 28,335 | $2.2M | 1.3% |
| 27 | COROBLACKROCK ETF TRUST | 54,224 | $2.0M | 1.2% |
| 28 | GLDMWORLD GOLD TR | 20,162 | $1.6M | 1% |
| 29 | XLESELECT SECTOR SPDR TR | 29,852 | $1.6M | 1% |
| 30 | IYHISHARES TR | 23,126 | $1.5M | 1% |
| 31 | AMZNAMAZON COM INC | 6,403 | $1.5M | 0.9% |
| 32 | SCHZSCHWAB STRATEGIC TR | 60,374 | $1.4M | 0.9% |
| 33 | RCTRFIRST TR EXCHANGE-TRADED FD | 40,439 | $1.4M | 0.8% |
| 34 | FPEIFIRST TR EXCH TRADED FD III | 67,046 | $1.3M | 0.8% |
| 35 | VGTVANGUARD WORLD FD | 10,469 | $1.3M | 0.8% |
| 36 | SPMOINVESCO EXCH TRADED FD TR II | 7,652 | $1.2M | 0.8% |
| 37 | IVVISHARES TR | 1,554 | $1.2M | 0.7% |
| 38 | BLCRBLACKROCK ETF TRUST | 23,074 | $1.2M | 0.7% |
| 39 | IAGGISHARES TR | 22,898 | $1.2M | 0.7% |
| 40 | AVUVAMERICAN CENTY ETF TR | 8,366 | $1.0M | 0.6% |
| 41 | SHLDGLOBAL X FDS | 16,205 | $967,614 | 0.6% |
| 42 | XTENBONDBLOXX ETF TRUST | 20,587 | $938,361 | 0.6% |
| 43 | THROBLACKROCK ETF TRUST | 20,472 | $882,545 | 0.5% |
| 44 | IWYISHARES TR | 2,996 | $870,554 | 0.5% |
| 45 | AVEMAMERICAN CENTY ETF TR | 8,999 | $868,329 | 0.5% |
| 46 | AAPLAPPLE INC | 2,718 | $786,366 | 0.5% |
| 47 | MBBISHARES TR | 7,942 | $750,670 | 0.5% |
| 48 | IALTBLACKROCK ETF TRUST | 25,671 | $720,072 | 0.4% |
| 49 | GOOGALPHABET INC | 1,981 | $699,923 | 0.4% |
| 50 | GOVTISHARES TR | 30,230 | $688,636 | 0.4% |
| 51 | MSFTMICROSOFT CORP | 1,614 | $601,982 | 0.4% |
| 52 | MOATVANECK ETF TRUST | 5,081 | $528,184 | 0.3% |
| 53 | GOOGLALPHABET INC | 1,417 | $506,435 | 0.3% |
| 54 | GGOVBLACKROCK ETF TRUST II | 9,913 | $498,525 | 0.3% |
| 55 | FDLFIRST TR EXCHANGE-TRADED FD | 10,095 | $491,217 | 0.3% |
| 56 | VOOVANGUARD INDEX FDS | 704 | $483,347 | 0.3% |
| 57 | DGROISHARES TR | 6,122 | $463,990 | 0.3% |
| 58 | SMHVANECK ETF TRUST | 676 | $443,376 | 0.3% |
| 59 | HEFAISHARES TR | 9,166 | $430,096 | 0.3% |
| 60 | VONGVANGUARD SCOTTSDALE FDS | 3,301 | $421,893 | 0.3% |
| 61 | XLKSELECT SECTOR SPDR TR | 2,198 | $418,759 | 0.3% |
| 62 | VCITVANGUARD SCOTTSDALE FDS | 4,999 | $413,142 | 0.3% |
| 63 | SPLVINVESCO EXCH TRADED FD TR II | 4,916 | $368,206 | 0.2% |
| 64 | ESGUISHARES TR | 2,246 | $367,526 | 0.2% |
| 65 | IBITISHARES BITCOIN TRUST ETF | 10,705 | $356,353 | 0.2% |
| 66 | MUBISHARES TR | 3,273 | $352,261 | 0.2% |
| 67 | NVDANVIDIA CORPORATION | 1,739 | $347,909 | 0.2% |
| 68 | JSIJANUS DETROIT STR TR | 6,590 | $337,494 | 0.2% |
| 69 | IJKISHARES TR | 2,831 | $332,687 | 0.2% |
| 70 | EFVISHARES TR | 4,270 | $326,886 | 0.2% |
| 71 | GLDSPDR GOLD TR | 788 | $290,461 | 0.2% |
| 72 | ARCCARES CAPITAL CORP | 15,117 | $280,118 | 0.2% |
| 73 | PDIPIMCO DYNAMIC INCOME FD | 15,839 | $264,518 | 0.2% |
| 74 | IGVISHARES TR | 2,607 | $236,167 | 0.1% |
| 75 | LMBSFIRST TR EXCHANGE-TRADED FD | 4,655 | $231,710 | 0.1% |
| 76 | COSTCOSTCO WHOLESALE CORPORATION | 243 | $226,862 | 0.1% |
| 77 | SPUSTIDAL TRUST I | 3,896 | $224,000 | 0.1% |
| 78 | PAVEGLOBAL X FDS | 3,625 | $213,581 | 0.1% |
| 79 | PPAINVESCO EXCHANGE TRADED FD T | 1,153 | $203,622 | 0.1% |
| 80 | SCHGSCHWAB STRATEGIC TR | 5,962 | $201,753 | 0.1% |
| 81 | FTSMFIRST TR EXCHANGE-TRADED FD | 3,367 | $201,101 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.