§ 13F · FUND PROFILE
Merkkuri Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $138M (13F)Positions · 80Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 222K | $17M | 11.2% | +8% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 170K | $8M | 5.1% | −2% |
| 3 | SCHD | SCHWAB STRATEGIC TR | 197K | $6M | 4.0% | ±0% |
| 4 | IUSG | ISHARES TR | 38K | $6M | 3.9% | +2% |
| 5 | IJH | ISHARES TR | 78K | $5M | 3.5% | ±0% |
| 6 | AGG | ISHARES TR | 52K | $5M | 3.4% | −3% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 90K | $5M | 3.4% | +1% |
| 8 | IEFA | ISHARES TR | 50K | $5M | 3.0% | ±0% |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 60K | $4M | 2.7% | +1% |
| 10 | QQQ | INVESCO QQQ TR | 7K | $4M | 2.6% | −6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MERKKURI SIGNAL
AC read
Merkkuri Wealth Advisors LLC is a Other fund managing $138 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed