Merkkuri Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$143.1M
Q ending 2026-03-31
Prior quarter
$146.9M
Q ending 2025-12-31
Change
-2.6% QoQ · +22.6% YoY
Positions
399
reported holdings
Largest positions
Top 100 of 399 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $17.0M | 222K |
| Fidelity Merrimack Str Tr | FBND | Shares | $7.7M | 170K |
| Schwab Strategic Tr | SCHD | Shares | $6.0M | 197K |
| Ishares Tr | IUSG | Shares | $5.9M | 38K |
| Ishares Tr | IJH | Shares | $5.3M | 78K |
| Ishares Tr | AGG | Shares | $5.2M | 52K |
| J P Morgan Exchange Traded F | JEPI | Shares | $5.1M | 90K |
| Ishares Tr | IEFA | Shares | $4.6M | 50K |
| First Tr Exchange Traded Fd | RDVY | Shares | $4.1M | 60K |
| Invesco Qqq Tr | QQQ | Shares | $3.9M | 7K |
| Janus Detroit Str Tr | JSI | Shares | $3.9M | 76K |
| First Tr Exchange Traded Fd | FTHI | Shares | $3.4M | 150K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.0M | 5K |
| Select Sector Spdr Tr | XLE | Shares | $3.0M | 48K |
| Ishares Tr | IVE | Shares | $2.7M | 13K |
| Pimco Etf Tr | PYLD | Shares | $2.6M | 99K |
| Ishares Tr | IVW | Shares | $2.5M | 22K |
| Blackrock Etf Trust | DYNF | Shares | $2.5M | 42K |
| Blackrock Etf Trust | BAI | Shares | $2.3M | 70K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.3M | 12K |
| Ishares Tr | IYJ | Shares | $2.1M | 14K |
| First Tr Exchng Traded Fd Vi | ILDR | Shares | $2.0M | 69K |
| Ishares Tr | IAGG | Shares | $2.0M | 40K |
| Matthews Asia Fds | MCH | Shares | $1.9M | 71K |
| First Tr Exch Trd Alphdx Fd | NFTY | Shares | $1.8M | 35K |
| World Gold Tr | GLDM | Shares | $1.6M | 18K |
| First Tr Exchange-Traded Fd | CIBR | Shares | $1.6M | 26K |
| Schwab Strategic Tr | SCHZ | Shares | $1.6M | 69K |
| Blackrock Etf Trust | CORO | Shares | $1.6M | 50K |
| Ishares Tr | IUSB | Shares | $1.5M | 33K |
| Bondbloxx Etf Trust | XTEN | Shares | $1.5M | 32K |
| Ishares Tr | ACWX | Shares | $1.5M | 22K |
| First Tr Exch Traded Fd Iii | FPEI | Shares | $1.5M | 77K |
| Amazon Com Inc | AMZN | Shares | $1.3M | 6K |
| Ishares Tr | EFV | Shares | $1.3M | 17K |
| Ishares Tr | QUAL | Shares | $1.2M | 6K |
| Ishares Tr | IYH | Shares | $1.1M | 18K |
| American Centy Etf Tr | AVEM | Shares | $1.1M | 14K |
| Blackrock Etf Trust | THRO | Shares | $1.1M | 30K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $1.1M | 10K |
| Ishares Tr | IVV | Shares | $1.0M | 2K |
| Vanguard World Fd | VGT | Shares | $998K | 1K |
| Ishares Tr | MBB | Shares | $944K | 10K |
| American Centy Etf Tr | AVUV | Shares | $885K | 8K |
| Ishares Tr | GOVT | Shares | $847K | 37K |
| Ishares Tr | IWY | Shares | $842K | 3K |
| Blackrock Etf Trust | BLCR | Shares | $830K | 20K |
| Exxon Mobil Corp | XOM | Shares | $824K | 5K |
| Global X Fds | SHLD | Shares | $810K | 11K |
| Apple Inc | AAPL | Shares | $700K | 3K |
| Alphabet Inc | GOOG | Shares | $582K | 2K |
| Ishares Tr | DGRO | Shares | $565K | 8K |
| Microsoft Corp | MSFT | Shares | $549K | 1K |
| Vaneck Etf Trust | MOAT | Shares | $544K | 6K |
| First Tr Exchange-Traded Fd | FDL | Shares | $521K | 10K |
| Ishares Tr | HEFA | Shares | $516K | 12K |
| Blackrock Etf Trust Ii | BINC | Shares | $506K | 10K |
| Vanguard Index Fds | VOO | Shares | $418K | 699 |
| Vanguard Scottsdale Fds | VCIT | Shares | $409K | 5K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $404K | 11K |
| Alphabet Inc | GOOGL | Shares | $401K | 1K |
| Ishares Tr | IJK | Shares | $399K | 4K |
| Ishares Tr | MUB | Shares | $393K | 4K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $392K | 5K |
| Spdr Gold Tr | GLD | Shares | $390K | 906 |
| Vanguard Scottsdale Fds | VONG | Shares | $324K | 3K |
| Ishares Tr | ESGU | Shares | $320K | 2K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $304K | 5K |
| Select Sector Spdr Tr | XLK | Shares | $292K | 2K |
| First Tr Exchange-Traded Fd | LMBS | Shares | $287K | 6K |
| Ares Capital Corp | ARCC | Shares | $272K | 15K |
| Pimco Dynamic Income Fd | PDI | Shares | $271K | 16K |
| Nvidia Corporation | NVDA | Shares | $267K | 2K |
| Costco Wholesale Corporation | COST | Shares | $260K | 260 |
| Global X Fds | PAVE | Shares | $254K | 5K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $247K | 6K |
| Vaneck Etf Trust | SMH | Shares | $227K | 592 |
| Ishares Tr | IWL | Shares | $218K | 1K |
| Ishares Tr | IGV | Shares | $209K | 3K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $205K | 8K |
| Invesco Exchange Traded Fd T | PPA | Shares | $191K | 1K |
| Ishares Tr | EFA | Shares | $189K | 2K |
| Tidal Trust I | SPUS | Shares | $187K | 4K |
| Ishares Inc | IEMG | Shares | $180K | 3K |
| Schwab Strategic Tr | SCHG | Shares | $179K | 6K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $177K | 9K |
| Fidelity Covington Trust | FELG | Shares | $168K | 4K |
| Vanguard World Fd | MGK | Shares | $164K | 447 |
| Fidelity Covington Trust | FNCL | Shares | $159K | 2K |
| Vanguard Index Fds | VUG | Shares | $153K | 350 |
| Ishares Tr | EFG | Shares | $149K | 1K |
| Proshares Tr | SJB | Shares | $147K | 9K |
| Eli Lilly & Co | LLY | Shares | $143K | 155 |
| Ishares Tr | LMUB | Shares | $140K | 3K |
| Visa Inc | V | Shares | $135K | 445 |
| Legg Mason Etf Invt | LVHI | Shares | $134K | 3K |
| Invesco Actvely Mngd Etc Fd | PDBC | Shares | $127K | 7K |
| Meta Platforms Inc | META | Shares | $119K | 207 |
| Ishares Tr | IWF | Shares | $106K | 250 |
| First Tr Exchange Trad Fd Vi | FTGC | Shares | $101K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.