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 $161.2M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($24.4M, 15.14%), IUSG ($8.1M, 4.99%), FBND ($6.8M, 4.20%), IJH ($6.6M, 4.09%), SCHD ($6.3M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $24.4M | 15.14% | 277,647 | Added |
| 2 | IUSG | ISHARES TR | $8.1M | 4.99% | 42,803 | Added |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $6.8M | 4.20% | 148,873 | Trimmed |
| 4 | IJH | ISHARES TR | $6.6M | 4.09% | 85,479 | Added |
| 5 | SCHD | SCHWAB STRATEGIC TR | $6.3M | 3.90% | 198,267 | Added |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.0M | 3.69% | 105,369 | Added |
| 7 | IEFA | ISHARES TR | $5.4M | 3.38% | 56,333 | Added |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | $5.2M | 3.24% | 64,393 | Added |
| 9 | QQQ | INVESCO QQQ TR | $4.6M | 2.87% | 6,291 | Trimmed |
| 10 | AGG | ISHARES TR | $4.5M | 2.80% | 45,628 | Trimmed |
| 11 | BAI | BLACKROCK ETF TRUST | $3.5M | 2.14% | 65,459 | Trimmed |
| 12 | IVW | ISHARES TR | $3.2M | 2.01% | 23,555 | Added |
| 13 | ILDR | FIRST TR EXCHNG TRADED FD VI | $3.2M | 1.98% | 81,298 | Added |
| 14 | SPY | STATE STR SPDR SP 500 ETF T | $3.2M | 1.98% | 4,283 | Trimmed |
| 15 | IYJ | ISHARES TR | $3.1M | 1.91% | 18,462 | Added |
| 16 | FLTB | FIDELITY MERRIMACK STR TR | $3.0M | 1.88% | 60,605 | New |
| 17 | DYNF | BLACKROCK ETF TRUST | $3.0M | 1.88% | 44,521 | Added |
| 18 | FTHI | FIRST TR EXCHANGE TRADED FD | $3.0M | 1.87% | 126,660 | Trimmed |
| 19 | CIBR | FIRST TR EXCHANGE-TRADED FD | $2.9M | 1.80% | 32,233 | Added |
| 20 | IVE | ISHARES TR | $2.6M | 1.60% | 11,382 | Trimmed |
| 21 | IUSB | ISHARES TR | $2.5M | 1.55% | 54,166 | Added |
| 22 | MCH | MATTHEWS ASIA FDS | $2.4M | 1.50% | 83,616 | Added |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | $2.4M | 1.47% | 11,122 | Trimmed |
| 24 | NFTY | FIRST TR EXCH TRD ALPHDX FD | $2.3M | 1.44% | 43,224 | Added |
| 25 | PYLD | PIMCO ETF TR | $2.3M | 1.42% | 86,168 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30