§ 13F · FUND PROFILE
Merkkuri Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $131.7T (13F)Positions · 82Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 206K | $16.5T | 11.2% | −6% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 174K | $8.0T | 5.4% | +45% |
| 3 | IUSG | ISHARES TR | 38K | $6.3T | 4.3% | −10% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 197K | $5.4T | 3.7% | −41% |
| 5 | AGG | ISHARES TR | 53K | $5.3T | 3.6% | +46% |
| 6 | IJH | ISHARES TR | 78K | $5.1T | 3.5% | −2% |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 89K | $5.1T | 3.5% | −1% |
| 8 | IEFA | ISHARES TR | 50K | $4.5T | 3.1% | −3% |
| 9 | QQQ | INVESCO QQQ TR | 7K | $4.4T | 3.0% | −8% |
| 10 | RDVY | FIRST TR EXCHANGE TRADED FD | 60K | $4.1T | 2.8% | +710% |
§ 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 $131744.7 trillion in assets. The fund runs a portfolio of 82 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed