§ 13F · FUND PROFILE
Merkkuri Wealth Advisors LLC.
AUM · $161M (13F)Positions · 81Turnover · n/a · Q2Filed · Jul 27, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 278K | $24M | 15.1% | +25% |
| 2 | IUSG | ISHARES TR | 43K | $8M | 5.0% | +12% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 149K | $7M | 4.2% | −12% |
| 4 | IJH | ISHARES TR | 85K | $7M | 4.1% | +10% |
| 5 | SCHD | SCHWAB STRATEGIC TR | 198K | $6M | 3.9% | +1% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 105K | $6M | 3.7% | +17% |
| 7 | IEFA | ISHARES TR | 56K | $5M | 3.4% | +12% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 64K | $5M | 3.2% | +7% |
| 9 | QQQ | INVESCO QQQ TR | 6K | $5M | 2.9% | −7% |
| 10 | AGG | ISHARES TR | 46K | $5M | 2.8% | −12% |
§ 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 $161 million in assets. The fund runs a portfolio of 81 positions.
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