Merkkuri Wealth Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Merkkuri Wealth Advisors LLC reported 81 stock positions worth $161.2 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 15.1% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 5.0%) and Fidelity Total Bond ETF (FBND, 4.2%). Compared with Q1 2026, it opened 3 new positions, sold out of 305, added to 35 and reduced 41. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +25%) and the biggest sale JH Securitized Income ETF (JSI, shares −91%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $161.2M (Q2 2026)
- SEC Filing
- 0002040317-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 81 stocks · $161.2M
| SPYM Ste STR SPDR PT S&P 500 ETF | 15.14% | 277,647 | $24.4M | Add +25.2% |
| IUSG iShares Core S&P U.S. Growth | 4.99% | 42,803 | $8.1M | Add +11.6% |
| FBND Fidelity Total Bond ETF | 4.20% | 148,873 | $6.8M | Reduce -12.3% |
| IJH iShares Core S&P Midcap ETF | 4.09% | 85,479 | $6.6M | Add +9.6% |
| SCHD Schwab US DVD Equity ETF | 3.90% | 198,267 | $6.3M | Add +0.7% |
| JEPI JPMorgan Equity Premium Inco | 3.69% | 105,369 | $6.0M | Add +17.2% |
| IEFA iShares Core MSCI Eafe ETF | 3.38% | 56,333 | $5.4M | Add +11.9% |
| RDVY First Trust Rising Dividend | 3.24% | 64,393 | $5.2M | Add +7.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.87% | 6,291 | $4.6M | Reduce -7.0% |
| AGG iShares Core U.S. Aggregate | 2.80% | 45,628 | $4.5M | Reduce -12.3% |
| BAI Ishrs AI in and Tech Act ETF | 2.14% | 65,459 | $3.5M | Reduce -5.9% |
| IVW iShares S&P 500 Growth ETF | 2.01% | 23,555 | $3.2M | Add +8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 4,283 | $3.2M | Reduce -7.1% |
| ILDR First Trust Innovation Leade | 1.98% | 81,298 | $3.2M | Add +18.2% |
| IYJ iShares U.S. Industrials ETF | 1.91% | 18,462 | $3.1M | Add +27.8% |
| FLTB Fidelity Ltd. TRM BND ETF | 1.88% | 60,605 | $3.0M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.88% | 44,521 | $3.0M | Add +5.5% |
| FTHI Fthi/First Trust Exchange-TR | 1.87% | 126,660 | $3.0M | Reduce -15.3% |
| CIBR First Trust Nasdaq Cybersecu | 1.80% | 32,233 | $2.9M | Add +23.1% |
| IVE iShares S&P 500 Value ETF | 1.60% | 11,382 | $2.6M | Reduce -10.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.55% | 54,166 | $2.5M | Add +65.7% |
| MCH Matthews China Active ETF | 1.50% | 83,616 | $2.4M | Add +17.3% |
| RSP Invesco S&P 500 Equal Weight | 1.47% | 11,122 | $2.4M | Reduce -6.3% |
| NFTY First Trust India Nifty 50 E | 1.44% | 43,224 | $2.3M | Add +22.1% |
| PYLD PIMCO Multisector Bond Actv | 1.42% | 86,168 | $2.3M | Reduce -12.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.34% | 28,335 | $2.2M | Add +30.4% |
| CORO Ish Intl CTRY Rot Act ETF | 1.23% | 54,224 | $2.0M | Add +9.3% |
| GLDM SPDR Gold Minishares Trust | 0.99% | 20,162 | $1.6M | Add +13.3% |
| XLE SS Energy Select Sector | 0.98% | 29,852 | $1.6M | Reduce -38.3% |
| IYH iShares U.S. Healthcare ETF | 0.96% | 23,126 | $1.5M | Add +26.3% |
| AMZN Amazon.com Inc. | 0.95% | 6,403 | $1.5M | Reduce -1.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.87% | 60,374 | $1.4M | Reduce -12.7% |
| RCTR FT Bloombergnuclearpower ETF | 0.84% | 40,439 | $1.4M | Add +58507.3% |
| FPEI First Trust Institutional PR | 0.80% | 67,046 | $1.3M | Reduce -12.8% |
| VGT Vanguard Info Tech ETF | 0.78% | 10,469 | $1.3M | Reduce -8.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.77% | 7,652 | $1.2M | Reduce -20.1% |
| IVV iShares Core S&P 500 ETF | 0.72% | 1,554 | $1.2M | Reduce -2.4% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.72% | 23,074 | $1.2M | Add +14.1% |
| IAGG iShares Intl Aggregate Bond | 0.72% | 22,898 | $1.2M | Reduce -42.7% |
| AVUV Avantis US Small Cap Value | 0.65% | 8,366 | $1.0M | Add +4.4% |
| SHLD Global X Defense Tech ETF | 0.60% | 16,205 | $968K | Add +41.6% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.58% | 20,587 | $938K | Reduce -36.6% |
| THRO iShares U.S. Thematic Rotati | 0.55% | 20,472 | $883K | Reduce -32.1% |
| IWY iShares Russell Top 200 Grow | 0.54% | 2,996 | $871K | Reduce -11.5% |
| AVEM Avantis Emerging Markets Eq | 0.54% | 8,999 | $868K | Reduce -35.7% |
| AAPL Apple Inc. | 0.49% | 2,718 | $786K | Reduce -1.5% |
| MBB iShares MBS ETF | 0.47% | 7,942 | $751K | Reduce -20.1% |
| IALT Ishrs SYS Alt Act ETF | 0.45% | 25,671 | $720K | New |
| GOOG Alphabet Inc. Class C | 0.43% | 1,981 | $700K | Reduce -2.3% |
| GOVT iShares US Treasury Bond ETF | 0.43% | 30,230 | $689K | Reduce -18.2% |
| MSFT Microsoft Corp. | 0.37% | 1,614 | $602K | Add +8.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.33% | 5,081 | $528K | Reduce -9.8% |
| GOOGL Alphabet Inc. Class A | 0.31% | 1,417 | $506K | Add +1.6% |
| GGOV iShares Global GB Usd Ha ETF | 0.31% | 9,913 | $499K | New |
| FDL First Trust Morn DVD Lead Inc. | 0.30% | 10,095 | $491K | Reduce -1.6% |
| VOO Vanguard S&P 500 ETF | 0.30% | 704 | $483K | Add +0.7% |
| DGRO iShares Core Dividend Growth | 0.29% | 6,122 | $464K | Reduce -24.0% |
| SMH Vaneck Semiconductor ETF | 0.28% | 676 | $443K | Add +14.2% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.27% | 9,166 | $430K | Reduce -24.6% |
| VONG Vanguard Russell 1000 Growth | 0.26% | 3,301 | $422K | Add +11.8% |
| XLK SS Technology Select Sector | 0.26% | 2,198 | $419K | Add +0.1% |
| VCIT Vanguard Int-Term Corporate | 0.26% | 4,999 | $413K | Add +1.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.23% | 4,916 | $368K | Reduce -8.3% |
| ESGU iShares ESG Aware MSCI USA | 0.23% | 2,246 | $368K | Reduce -0.6% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 10,705 | $356K | Add +1.9% |
| MUB iShares National Muni Bond E | 0.22% | 3,273 | $352K | Reduce -11.5% |
| NVDA Nvidia Corp. | 0.22% | 1,739 | $348K | Add +13.6% |
| JSI JH Securitized Income ETF | 0.21% | 6,590 | $337K | Reduce -91.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.21% | 2,831 | $333K | Reduce -28.6% |
| EFV iShares MSCI Eafe Value ETF | 0.20% | 4,270 | $327K | Reduce -74.9% |
| GLD SPDR Gold Shares | 0.18% | 788 | $290K | Reduce -13.0% |
| ARCC Ares Capital Corp. | 0.17% | 15,117 | $280K | No change |
| PDI PIMCO Dynamic Income Fund | 0.16% | 15,839 | $265K | No change |
| IGV iShares Expanded Tech-Softwa | 0.15% | 2,607 | $236K | Add +0.0% |
| LMBS First Trust Low Duration Opp | 0.14% | 4,655 | $232K | Reduce -19.1% |
| COST Costco Wholesale Corp. | 0.14% | 243 | $227K | Reduce -6.5% |
| SPUS SP Funds S&P Sharia Indu Exc | 0.14% | 3,896 | $224K | Add +0.1% |
| PAVE Global X US Infrastructure | 0.13% | 3,625 | $214K | Reduce -27.5% |
| PPA Invesco Aerospace & Defense | 0.13% | 1,153 | $204K | Add +0.1% |
| SCHG Schwab US Large-Cap Growth | 0.13% | 5,962 | $202K | Reduce -3.3% |
| FTSM First Trust Enh Short Mat FD | 0.12% | 3,367 | $201K | Reduce -33.8% |
Portfolio Sells Q1 2026 → Q2 2026
| JSI JH Securitized Income ETF | Reduce -91.3% | 0.21% | −2.37 |
| XLE SS Energy Select Sector | Reduce -38.3% | 0.98% | −0.98 |
| FBND Fidelity Total Bond ETF | Reduce -12.3% | 4.20% | −0.93 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.81 |
| EFV iShares MSCI Eafe Value ETF | Reduce -74.9% | 0.20% | −0.63 |
| AGG iShares Core U.S. Aggregate | Reduce -12.3% | 2.80% | −0.62 |
| IAGG iShares Intl Aggregate Bond | Reduce -42.7% | 0.72% | −0.60 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.55 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -36.6% | 0.58% | −0.40 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -15.3% | 1.87% | −0.40 |
| BINC iShares Flex I A ETF-Usd Inc. | Sold out | 0.00% | −0.33 |
| PYLD PIMCO Multisector Bond Actv | Reduce -12.8% | 1.42% | −0.30 |
| AVEM Avantis Emerging Markets Eq | Reduce -35.7% | 0.54% | −0.21 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -12.7% | 0.87% | −0.20 |
| IVE iShares S&P 500 Value ETF | Reduce -10.7% | 1.60% | −0.18 |
| THRO iShares U.S. Thematic Rotati | Reduce -32.1% | 0.55% | −0.18 |
| FPEI First Trust Institutional PR | Reduce -12.8% | 0.80% | −0.16 |
| HYLS FT Tactical High Yield ETF | Sold out | 0.00% | −0.16 |
| MBB iShares MBS ETF | Reduce -20.1% | 0.47% | −0.16 |
| IWL iShares Russell Top 200 ETF | Sold out | 0.00% | −0.14 |
| UCON First Trust Smith Unconstrai | Sold out | 0.00% | −0.14 |
| GOVT iShares US Treasury Bond ETF | Reduce -18.2% | 0.43% | −0.13 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.13 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.12 |
| FSIG FT Ltd. Duration Inv Grade | Sold out | 0.00% | −0.12 |
| FELG Fidelity Enh LRG Cap GWTH | Sold out | 0.00% | −0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.11 |
| FNCL Fidelity MSCI Financial Indx | Sold out | 0.00% | −0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.10 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.10 |
| SJB Proshares Short High Yield | Sold out | 0.00% | −0.10 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.09 |
| LMUB iShares LT National Muni BD | Sold out | 0.00% | −0.09 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.09 |
| LVHI Franklin International Low V | Sold out | 0.00% | −0.09 |
| DGRO iShares Core Dividend Growth | Reduce -24.0% | 0.29% | −0.09 |
| PDBC Invesco Optimum Yield Divers | Sold out | 0.00% | −0.08 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -13.0% | 0.18% | −0.08 |
| FTSM First Trust Enh Short Mat FD | Reduce -33.8% | 0.12% | −0.08 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -24.6% | 0.27% | −0.08 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.07 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.07 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.07 |
| IGRO iShares Intl Div Growth ETF | Sold out | 0.00% | −0.06 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.06 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -28.6% | 0.21% | −0.06 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +25.2% | 15.14% | +3.90 |
| FLTB Fidelity Ltd. TRM BND ETF | New | 1.88% | +1.88 |
| IUSG iShares Core S&P U.S. Growth | Add +11.6% | 4.99% | +1.06 |
| RCTR FT Bloombergnuclearpower ETF | Add +58507.3% | 0.84% | +0.84 |
| CIBR First Trust Nasdaq Cybersecu | Add +23.1% | 1.80% | +0.71 |
| ILDR First Trust Innovation Leade | Add +18.2% | 1.98% | +0.62 |
| IJH iShares Core S&P Midcap ETF | Add +9.6% | 4.09% | +0.60 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +65.7% | 1.55% | +0.55 |
| RDVY First Trust Rising Dividend | Add +7.0% | 3.24% | +0.52 |
| IYJ iShares U.S. Industrials ETF | Add +27.8% | 1.91% | +0.50 |
| IALT Ishrs SYS Alt Act ETF | New | 0.45% | +0.45 |
| IVW iShares S&P 500 Growth ETF | Add +8.1% | 2.01% | +0.38 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.9% | 3.38% | +0.36 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +30.4% | 1.34% | +0.35 |
| JEPI JPMorgan Equity Premium Inco | Add +17.2% | 3.69% | +0.32 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.31% | +0.31 |
| MCH Matthews China Active ETF | Add +17.3% | 1.50% | +0.25 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.5% | 1.88% | +0.25 |
| NFTY First Trust India Nifty 50 E | Add +22.1% | 1.44% | +0.24 |
| IYH iShares U.S. Healthcare ETF | Add +26.3% | 0.96% | +0.21 |
| CORO Ish Intl CTRY Rot Act ETF | Add +9.3% | 1.23% | +0.17 |
| BLCR iShares LRG CP CR Act ETF-Ui | Add +14.1% | 0.72% | +0.17 |
| SMH Vaneck Semiconductor ETF | Add +14.2% | 0.28% | +0.12 |
| XLK SS Technology Select Sector | Add +0.1% | 0.26% | +0.07 |
| SHLD Global X Defense Tech ETF | Add +41.6% | 0.60% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +4.4% | 0.65% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +1.6% | 0.31% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +11.8% | 0.26% | +0.05 |
| NVDA Nvidia Corp. | Add +13.6% | 0.22% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +0.7% | 0.30% | +0.02 |
| SPUS SP Funds S&P Sharia Indu Exc | Add +0.1% | 0.14% | +0.01 |
| MSFT Microsoft Corp. | Add +8.8% | 0.37% | +0.01 |
| IGV iShares Expanded Tech-Softwa | Add +0.0% | 0.15% | +0.01 |
| PPA Invesco Aerospace & Defense | Add +0.1% | 0.13% | 0.00 |
| VCIT Vanguard Int-Term Corporate | Add +1.2% | 0.26% | −0.01 |
| IBIT iShares Bitcoin Trust ETF | Add +1.9% | 0.22% | −0.05 |
| GLDM SPDR Gold Minishares Trust | Add +13.3% | 0.99% | −0.10 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 3.90% | −0.10 |
Notes & Other Activity Q1 2026 → Q2 2026
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Sold out | 250 | $18Kbefore exit |
| TT Trane Technologies PLC | SHS | Sold out | 0 | $140before exit |
| AVGO Broadcom Inc. | COM | Sold out | 0 | $70before exit |
| IXN iShares Global Tech ETF | GLOBAL TECH ETF | Sold out | 0 | $43before exit |
| ARKW ARK Next Generation Technolo | NEXT GNRTN INTER | Sold out | 0 | $30before exit |
| RWR SS SPDR Dow Jones REIT ETF | ST STR DOW REIT | Sold out | 0 | $21before exit |
| PHYL Pgim Active High Yield Bond | ACTV HY BD ETF | Sold out | 0 | $15before exit |
| QCLN First Trust Nasdaq Clean Edg | NAS CLNEDG GREEN | Sold out | 0 | $10before exit |
| RWX State Street SPDR Dow Jones | ST DOW INTL ETF | Sold out | 0 | $8before exit |
| SPTI SS SPDR P Int Term TSY ETF | ST INTER ETF | Sold out | 0 | $8before exit |
| SPEU State Street SPDR Portfolio | ST STR EUROP ETF | Sold out | 0 | $7before exit |
| INCO Columbia India Consumer ETF | INDIA CONSMR ETF | Sold out | 0 | $5before exit |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF | Sold out | 0 | $5before exit |
| IVOL Quadratic Int Rte Vol Infl H | QUADRTC INT RT | Sold out | 0 | $1before exit |
| IXC iShares Global Energy ETF | GLOBAL ENERG ETF | Sold out | 0 | $0before exit |
| JPLD JPMorgan Ltd. Duration ETF | JPMORGAM LTD DUR | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $161.2M | SPYM, IUSG, FBND, IJH, SCHD |
| Q1 2026 | 383 | $151.0M | SPYM, FBND, SCHD, IUSG, IJH |
| Q4 2025 | 80 | $146.9M | SPYM, FBND, IUSG, SCHD, AGG |
| Q3 2025 | 80 | $137.8M | SPYM, SCHD, IUSG, FBND, IJH |
| Q2 2025 | 82 | $131.7M | SPYM, SCHD, IUSG, FBND, IJH |
| Q1 2025 | 82 | $116.8M | SPYM, SCHD, FBND, SPY, IUSG |
| Q4 2024 | 84 | $126.4M | SCHD, SPYM, SPY, QQQ, FBND |
| Q3 2024 | 83 | $126.7M | SCHD, SPYM, SPY, IEFA, QQQ |
| Q2 2024 | 79 | $108.7M | SCHD, SPY, QQQ, SPYM, IEFA |