DOSSIER · 13F-HR · Q1 2026

Merkkuri Wealth Advisors LLC

$151M in tracked AUM across 399 positions as of Q1 2026.

MW
CIK 0002040317 · last filed Mar 31, 2026
Total AUM
$151M
as of Q1 2026
Holdings
399
positions
Whale Score
47
47
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Merkkuri Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$17M222K11.2%
02
FBND
FIDELITY MERRIMACK STR TR
$8M170K5.1%
03
SCHD
SCHWAB STRATEGIC TR
$6M197K4.0%
04
IUSG
ISHARES TR
$6M38K3.9%
05
IJH
ISHARES TR
$5M78K3.5%
06
AGG
ISHARES TR
$5M52K3.4%
07
JEPI
J P MORGAN EXCHANGE TRADED F
$5M90K3.4%
08
IEFA
ISHARES TR
$5M50K3.0%
09
RDVY
FIRST TR EXCHANGE TRADED FD
$4M60K2.7%
10
QQQ
INVESCO QQQ TR
$4M7K2.6%

Filing history

2026Q1Mar 31
$151M 2.8%
399 positionsView →
2025Q4Dec 31
$147M 6.6%
80 positionsView →
2025Q3Sep 30
$138M 4.6%
80 positionsView →
2025Q2Jun 30
$132M 12.8%
82 positionsLocked
2025Q1Mar 31
$117M 7.6%
82 positionsLocked
2024Q4Dec 31
$126M 0.2%
84 positionsLocked
2024Q3Sep 30
$127M 16.6%
83 positionsLocked
2024Q2Jun 30
$109M
79 positionsLocked