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Merkkuri Wealth Advisors LLC

Updated 2 days ago

Managed by Merkkuri Wealth Advisors Llc • Latest filing Q3 2026

Portfolio value
$163.4M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings

Portfolio value history

13F-disclosed portfolio value over 4 quarters

Show data table
PeriodPortfolio value
Q4 2025$146.9M
Q1 2026$151.1M
Q2 2026$161.2M
Q3 2026$163.4M

Top holdings

78 positions as of Q3 2026

View filing
S

SPDR SERIES TRUST

Value
$25.3M
Shares
281.9K
% Port
15.49%
I

ISHARES TR

Value
$8.4M
Shares
43.5K
% Port
5.16%
F

FIDELITY MERRIMACK STR TR

Value
$6.8M
Shares
156.6K
% Port
4.15%
S

SCHWAB STRATEGIC TR

Value
$6.5M
Shares
198.3K
% Port
3.95%
E

ISHARES TR

Value
$6.3M
Shares
87.5K
% Port
3.85%
J

J P MORGAN EXCHANGE TRADED F

Value
$6.3M
Shares
111.9K
% Port
3.85%
E

ISHARES TR

Value
$5.6M
Shares
57.3K
% Port
3.40%
F

FIRST TR EXCHANGE TRADED FD

Value
$5.1M
Shares
65.3K
% Port
3.13%
E

ISHARES TR

Value
$4.5M
Shares
48.0K
% Port
2.78%
Q

INVESCO QQQ TR

Value
$4.5M
Shares
6.1K
% Port
2.75%
E

ISHARES TR

Value
$4.2M
Shares
55.3K
% Port
2.56%
E

ISHARES TR

Value
$3.4M
Shares
23.8K
% Port
2.07%
F

FIRST TR EXCHANGE-TRADED FD

Value
$3.3M
Shares
32.2K
% Port
2.03%
F

FIRST TR EXCHNG TRADED FD VI

Value
$3.3M
Shares
82.5K
% Port
1.99%
F

FIRST TR EXCHANGE TRADED FD

Value
$3.2M
Shares
133.9K
% Port
1.93%
H

FIDELITY MERRIMACK STR TR

Value
$3.1M
Shares
64.0K
% Port
1.92%
E

ISHARES TR

Value
$3M
Shares
69.0K
% Port
1.86%
E

BLACKROCK ETF TRUST

Value
$3M
Shares
43.9K
% Port
1.86%
E

BLACKROCK ETF TRUST

Value
$2.9M
Shares
62.1K
% Port
1.79%
E

ISHARES TR

Value
$2.9M
Shares
18.9K
% Port
1.77%

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