DOSSIER · 13F-HR · Q2 2026

Merkkuri Wealth Advisors LLC

$161M in tracked AUM across 81 positions as of Q2 2026.

MW
CIK 0002040317 · last filed Jun 30, 2026
Total AUM
$161M
as of Q2 2026
Holdings
81
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Merkkuri Wealth Advisors LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$24M278K15.1%
02
IUSG
ISHARES TR
$8M43K5.0%
03
FBND
FIDELITY MERRIMACK STR TR
$7M149K4.2%
04
IJH
ISHARES TR
$7M85K4.1%
05
SCHD
SCHWAB STRATEGIC TR
$6M198K3.9%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$6M105K3.7%
07
IEFA
ISHARES TR
$5M56K3.4%
08
RDVY
FIRST TR EXCHANGE TRADED FD
$5M64K3.2%
09
QQQ
INVESCO QQQ TR
$5M6K2.9%
10
AGG
ISHARES TR
$5M46K2.8%

Filing history

2026Q2Jun 30
$161M 6.7%
81 positionsView →
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