Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Merkkuri Wealth Advisors LLC (CIK 2040317) reported $151.1M across 381 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($17.0M, 11.23%), FBND ($7.7M, 5.13%), SCHD ($6.0M, 4.00%), IUSG ($5.9M, 3.94%), IJH ($5.3M, 3.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $17.0M | 11.23% | 221,717 | Added |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $7.7M | 5.13% | 169,808 | Trimmed |
| 3 | SCHD | SCHWAB STRATEGIC TR | $6.0M | 4.00% | 196,967 | Trimmed |
| 4 | IUSG | ISHARES TR | $5.9M | 3.94% | 38,342 | Added |
| 5 | IJH | ISHARES TR | $5.3M | 3.49% | 78,004 | Added |
| 6 | AGG | ISHARES TR | $5.2M | 3.42% | 52,044 | Trimmed |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.1M | 3.37% | 89,883 | Added |
| 8 | IEFA | ISHARES TR | $4.6M | 3.02% | 50,348 | Added |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | $4.1M | 2.72% | 60,186 | Added |
| 10 | QQQ | INVESCO QQQ TR | $3.9M | 2.59% | 6,767 | Trimmed |
| 11 | JSI | JANUS DETROIT STR TR | $3.9M | 2.58% | 75,627 | Trimmed |
| 12 | FTHI | FIRST TR EXCHANGE TRADED FD | $3.4M | 2.27% | 149,549 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 1.99% | 4,612 | Trimmed |
| 14 | XLE | SELECT SECTOR SPDR TR | $3.0M | 1.96% | 48,388 | Added |
| 15 | IVE | ISHARES TR | $2.7M | 1.78% | 12,743 | Trimmed |
| 16 | PYLD | PIMCO ETF TR | $2.6M | 1.71% | 98,787 | Trimmed |
| 17 | IVW | ISHARES TR | $2.5M | 1.63% | 21,795 | Added |
| 18 | DYNF | BLACKROCK ETF TRUST | $2.5M | 1.63% | 42,211 | Trimmed |
| 19 | BAI | BLACKROCK ETF TRUST | $2.3M | 1.52% | 69,544 | Added |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.51% | 11,865 | Added |
| 21 | IYJ | ISHARES TR | $2.1M | 1.41% | 14,446 | Added |
| 22 | ILDR | FIRST TR EXCHNG TRADED FD VI | $2.0M | 1.36% | 68,805 | Added |
| 23 | IAGG | ISHARES TR | $2.0M | 1.32% | 39,933 | Trimmed |
| 24 | MCH | MATTHEWS ASIA FDS | $1.9M | 1.24% | 71,289 | Added |
| 25 | NFTY | FIRST TR EXCH TRD ALPHDX FD | $1.8M | 1.21% | 35,391 | Added |
Source: SEC Form 13F filings · as of 2026-03-31