DOSSIER · 13F-HR · Q3 2026

Merkkuri Wealth Advisors LLC

$163M in tracked AUM across 78 positions as of Q3 2026.

MW
CIK 0002040317 · last filed Sep 30, 2026
Total AUM
$163M
as of Q3 2026
Holdings
78
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Merkkuri Wealth Advisors LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$25M282K15.5%
02
IUSG
ISHARES TR
$8M44K5.2%
03
FBND
FIDELITY MERRIMACK STR TR
$7M157K4.2%
04
SCHD
SCHWAB STRATEGIC TR
$6M198K3.9%
05
IJH
ISHARES TR
$6M88K3.9%
06
JEPI
J P MORGAN EXCHANGE TRADED F
$6M112K3.9%
07
IEFA
ISHARES TR
$6M57K3.4%
08
RDVY
FIRST TR EXCHANGE TRADED FD
$5M65K3.1%
09
AGG
ISHARES TR
$5M48K2.8%
10
QQQ
INVESCO QQQ TR
$4M6K2.8%

Filing history

2026Q3Sep 30
$163M▲ 1.4%
78 positionsView →
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 positionsLocked
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