Merkkuri Wealth Advisors LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Merkkuri Wealth Advisors LLC reported 383 stock positions worth $151.0 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.2% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.1%) and Schwab US DVD Equity ETF (SCHD, 4.0%). Compared with Q4 2025, it opened 303 new positions, added to 50 and reduced 25. The biggest buy was a new position in Ish Intl CTRY Rot Act ETF (CORO) and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $151.0M (Q1 2026)
- SEC Filing
- 0002040317-26-000002 ↗ filed Apr 21, 2026
Holdings Value
Holdings 383 stocks · $151.0M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.23% | 221,717 | $17.0M | Add +7.7% |
| FBND Fidelity Total Bond ETF | 5.13% | 169,808 | $7.7M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 4.00% | 196,967 | $6.0M | Reduce -0.1% |
| IUSG iShares Core S&P U.S. Growth | 3.94% | 38,342 | $5.9M | Add +1.7% |
| IJH iShares Core S&P Midcap ETF | 3.49% | 78,004 | $5.3M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 3.42% | 52,044 | $5.2M | Reduce -2.7% |
| JEPI JPMorgan Equity Premium Inco | 3.37% | 89,883 | $5.1M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.02% | 50,348 | $4.6M | Add +0.0% |
| RDVY First Trust Rising Dividend | 2.72% | 60,186 | $4.1M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.59% | 6,767 | $3.9M | Reduce -6.1% |
| JSI JH Securitized Income ETF | 2.58% | 75,627 | $3.9M | Reduce -2.6% |
| FTHI Fthi/First Trust Exchange-TR | 2.27% | 149,549 | $3.4M | Reduce -1.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.99% | 4,612 | $3.0M | Reduce -4.8% |
| XLE SS Energy Select Sector | 1.96% | 48,388 | $3.0M | Add +0.0% |
| IVE iShares S&P 500 Value ETF | 1.78% | 12,743 | $2.7M | Reduce -4.6% |
| PYLD PIMCO Multisector Bond Actv | 1.71% | 98,787 | $2.6M | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 1.63% | 21,795 | $2.5M | Add +7.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.63% | 42,211 | $2.5M | Reduce -16.6% |
| BAI Ishrs AI in and Tech Act ETF | 1.52% | 69,544 | $2.3M | Add +3.5% |
| RSP Invesco S&P 500 Equal Weight | 1.51% | 11,865 | $2.3M | Add +0.5% |
| IYJ iShares U.S. Industrials ETF | 1.41% | 14,446 | $2.1M | Add +2.4% |
| ILDR First Trust Innovation Leade | 1.36% | 68,805 | $2.0M | Add +2.9% |
| IAGG iShares Intl Aggregate Bond | 1.32% | 39,933 | $2.0M | Reduce -0.9% |
| MCH Matthews China Active ETF | 1.24% | 71,289 | $1.9M | Add +1.3% |
| NFTY First Trust India Nifty 50 E | 1.21% | 35,391 | $1.8M | Add +2.6% |
| GLDM SPDR Gold Minishares Trust | 1.09% | 17,799 | $1.6M | Reduce -25.9% |
| CIBR First Trust Nasdaq Cybersecu | 1.09% | 26,188 | $1.6M | Add +4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.06% | 69,138 | $1.6M | Add +4.1% |
| CORO Ish Intl CTRY Rot Act ETF | 1.06% | 49,621 | $1.6M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.00% | 32,687 | $1.5M | Add +0.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.99% | 32,485 | $1.5M | Add +6.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.99% | 21,732 | $1.5M | New |
| FPEI First Trust Institutional PR | 0.97% | 76,850 | $1.5M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 0.89% | 6,477 | $1.3M | Add +0.4% |
| EFV iShares MSCI Eafe Value ETF | 0.84% | 16,985 | $1.3M | Reduce -40.5% |
| QUAL iShares MSCI USA Quality Fac | 0.81% | 6,396 | $1.2M | Add +2.6% |
| IYH iShares U.S. Healthcare ETF | 0.75% | 18,310 | $1.1M | Add +1.9% |
| AVEM Avantis Emerging Markets Eq | 0.75% | 13,997 | $1.1M | Add +15.0% |
| THRO iShares U.S. Thematic Rotati | 0.72% | 30,152 | $1.1M | Add +6.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.71% | 9,580 | $1.1M | Add +4.0% |
| IVV iShares Core S&P 500 ETF | 0.69% | 1,592 | $1.0M | Reduce -1.9% |
| VGT Vanguard Info Tech ETF | 0.66% | 1,431 | $998K | Add +0.1% |
| MBB iShares MBS ETF | 0.63% | 9,944 | $944K | Add +1.2% |
| AVUV Avantis US Small Cap Value | 0.59% | 8,012 | $885K | Add +0.3% |
| GOVT iShares US Treasury Bond ETF | 0.56% | 36,971 | $847K | New |
| IWY iShares Russell Top 200 Grow | 0.56% | 3,384 | $842K | Add +0.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.55% | 20,221 | $830K | New |
| XOM Exxon Mobil Corp. | 0.55% | 4,859 | $824K | Add +0.1% |
| SHLD Global X Defense Tech ETF | 0.54% | 11,441 | $810K | Add +52.1% |
| AAPL Apple Inc. | 0.46% | 2,759 | $700K | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.39% | 2,027 | $582K | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.37% | 8,055 | $565K | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.36% | 1,483 | $549K | Add +5.0% |
| MOAT Vaneck Morningstar Wide Moat | 0.36% | 5,630 | $544K | No change |
| FDL First Trust Morn DVD Lead Inc. | 0.34% | 10,258 | $521K | Reduce -0.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.34% | 12,152 | $516K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.33% | 9,737 | $506K | Reduce -22.9% |
| VOO Vanguard S&P 500 ETF | 0.28% | 699 | $418K | Add +1.2% |
| VCIT Vanguard Int-Term Corporate | 0.27% | 4,938 | $409K | Add +0.8% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 10,510 | $404K | Add +0.6% |
| GOOGL Alphabet Inc. Class A | 0.27% | 1,395 | $401K | Add +0.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 3,964 | $399K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.26% | 3,698 | $393K | Add +14.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.26% | 5,361 | $392K | Add +0.5% |
| GLD SPDR Gold Shares | 0.26% | 906 | $390K | Reduce -0.2% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 2,953 | $324K | Add +0.1% |
| ESGU iShares ESG Aware MSCI USA | 0.21% | 2,259 | $320K | Reduce -1.6% |
| FTSM First Trust Enh Short Mat FD | 0.20% | 5,089 | $304K | Add +0.5% |
| XLK SS Technology Select Sector | 0.19% | 2,195 | $292K | Add +0.1% |
| LMBS First Trust Low Duration Opp | 0.19% | 5,757 | $287K | Add +0.7% |
| ARCC Ares Capital Corp. | 0.18% | 15,117 | $272K | Reduce -69.6% |
| PDI PIMCO Dynamic Income Fund | 0.18% | 15,839 | $271K | No change |
| NVDA Nvidia Corp. | 0.18% | 1,531 | $267K | Add +0.4% |
| COST Costco Wholesale Corp. | 0.17% | 260 | $260K | Add +0.8% |
| PAVE Global X US Infrastructure | 0.17% | 4,999 | $254K | Add +0.5% |
| HYLS FT Tactical High Yield ETF | 0.16% | 6,092 | $247K | Add +1.6% |
| SMH Vaneck Semiconductor ETF | 0.15% | 592 | $227K | No change |
| IWL iShares Russell Top 200 ETF | 0.14% | 1,357 | $218K | Add +0.2% |
| IGV iShares Expanded Tech-Softwa | 0.14% | 2,606 | $209K | No change |
| UCON First Trust Smith Unconstrai | 0.14% | 8,270 | $205K | Add +1.1% |
| PPA Invesco Aerospace & Defense | 0.13% | 1,152 | $191K | New |
| EFA iShares MSCI Eafe ETF | 0.13% | 1,944 | $189K | New |
| SPUS SP Funds S&P Sharia Indu Exc | 0.12% | 3,892 | $187K | New |
| IEMG iShares Core MSCI Emerging | 0.12% | 2,581 | $180K | Reduce -88.7% |
| SCHG Schwab US Large-Cap Growth | 0.12% | 6,162 | $179K | Add +0.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.12% | 9,339 | $177K | New |
| FELG Fidelity Enh LRG Cap GWTH | 0.11% | 4,470 | $168K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.11% | 447 | $164K | New |
| FNCL Fidelity MSCI Financial Indx | 0.11% | 2,267 | $159K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 350 | $153K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 1,336 | $149K | New |
| SJB Proshares Short High Yield | 0.10% | 9,499 | $147K | New |
| LLY Eli Lilly & Co. | 0.09% | 155 | $143K | New |
| LMUB iShares LT National Muni BD | 0.09% | 2,800 | $140K | New |
| V Visa Inc. Class A | 0.09% | 445 | $135K | New |
| LVHI Franklin International Low V | 0.09% | 3,309 | $134K | New |
| PDBC Invesco Optimum Yield Divers | 0.08% | 7,357 | $127K | New |
| META Meta Platforms Inc. Class A | 0.08% | 207 | $119K | New |
| IWF iShares Russell 1000 Growth | 0.07% | 250 | $106K | New |
| FTGC First Trust Global Tactical | 0.07% | 3,503 | $101K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $18K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 250 | $18K | New |
Lines left out (13) · $363 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| TT Trane Technologies PLC | SHS | 0 | $140 |
| AVGO Broadcom Inc. | COM | 0 | $70 |
| IXN iShares Global Tech ETF | GLOBAL TECH ETF | 0 | $43 |
| ARKW ARK Next Generation Technolo | NEXT GNRTN INTER | 0 | $30 |
| RWR SS SPDR Dow Jones REIT ETF | ST STR DOW REIT | 0 | $21 |
| PHYL Pgim Active High Yield Bond | ACTV HY BD ETF | 0 | $15 |
| QCLN First Trust Nasdaq Clean Edg | NAS CLNEDG GREEN | 0 | $10 |
| RWX State Street SPDR Dow Jones | ST DOW INTL ETF | 0 | $8 |
| SPTI SS SPDR P Int Term TSY ETF | ST INTER ETF | 0 | $8 |
| SPEU State Street SPDR Portfolio | ST STR EUROP ETF | 0 | $7 |
| INCO Columbia India Consumer ETF | INDIA CONSMR ETF | 0 | $5 |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF | 0 | $5 |
| IVOL Quadratic Int Rte Vol Infl H | QUADRTC INT RT | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $151.1M.
Portfolio Sells Q4 2025 → Q1 2026
| XLG Invesco S&P 500 Top 50 ETF | Reduce -99.6% | 0.01% | −1.52 |
| IEMG iShares Core MSCI Emerging | Reduce -88.7% | 0.12% | −0.92 |
| INTC Intel Corp. | Reduce -99.7% | 0.00% | −0.86 |
| EFV iShares MSCI Eafe Value ETF | Reduce -40.5% | 0.84% | −0.55 |
| ARCC Ares Capital Corp. | Reduce -69.6% | 0.18% | −0.50 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -16.6% | 1.63% | −0.47 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.1% | 2.59% | −0.43 |
| FBND Fidelity Total Bond ETF | Reduce -2.1% | 5.13% | −0.31 |
| GLDM SPDR Gold Minishares Trust | Reduce -25.9% | 1.09% | −0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 1.99% | −0.26 |
| AGG iShares Core U.S. Aggregate | Reduce -2.7% | 3.42% | −0.22 |
| JSI JH Securitized Income ETF | Reduce -2.6% | 2.58% | −0.17 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -1.2% | 2.27% | −0.16 |
| IVE iShares S&P 500 Value ETF | Reduce -4.6% | 1.78% | −0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -22.9% | 0.33% | −0.12 |
| PYLD PIMCO Multisector Bond Actv | Reduce -2.0% | 1.71% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 0.69% | −0.07 |
| FPEI First Trust Institutional PR | Reduce -1.6% | 0.97% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.39% | −0.05 |
| IAGG iShares Intl Aggregate Bond | Reduce -0.9% | 1.32% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.6% | 0.21% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.3% | 0.37% | −0.01 |
| GLD SPDR Gold Shares | Reduce -0.2% | 0.26% | +0.01 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -0.8% | 0.34% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.1% | 4.00% | +0.32 |
Portfolio Buys Q4 2025 → Q1 2026
| CORO Ish Intl CTRY Rot Act ETF | New | 1.06% | +1.06 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 0.99% | +0.99 |
| GOVT iShares US Treasury Bond ETF | New | 0.56% | +0.56 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.55% | +0.55 |
| XLE SS Energy Select Sector | Add +0.0% | 1.96% | +0.49 |
| SHLD Global X Defense Tech ETF | Add +52.1% | 0.54% | +0.20 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.55% | +0.15 |
| PPA Invesco Aerospace & Defense | New | 0.13% | +0.13 |
| EFA iShares MSCI Eafe ETF | New | 0.13% | +0.13 |
| SPUS SP Funds S&P Sharia Indu Exc | New | 0.12% | +0.12 |
| FSIG FT Ltd. Duration Inv Grade | New | 0.12% | +0.12 |
| FELG Fidelity Enh LRG Cap GWTH | New | 0.11% | +0.11 |
| AVEM Avantis Emerging Markets Eq | Add +15.0% | 0.75% | +0.11 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.11% | +0.11 |
| FNCL Fidelity MSCI Financial Indx | New | 0.11% | +0.11 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.10% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| SJB Proshares Short High Yield | New | 0.10% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| LMUB iShares LT National Muni BD | New | 0.09% | +0.09 |
| V Visa Inc. Class A | New | 0.09% | +0.09 |
| LVHI Franklin International Low V | New | 0.09% | +0.09 |
| PDBC Invesco Optimum Yield Divers | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | New | 0.08% | +0.08 |
| IWF iShares Russell 1000 Growth | New | 0.07% | +0.07 |
| FTGC First Trust Global Tactical | New | 0.07% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.07% | +0.07 |
| IGRO iShares Intl Div Growth ETF | New | 0.06% | +0.06 |
| FPE FT-Preferred Secur & Inc. ETF | New | 0.06% | +0.06 |
| JPM JPMorgan Chase & Co. | New | 0.06% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.06% | +0.06 |
| SPGP Invesco S&P 500 Garp ETF | New | 0.06% | +0.06 |
| FXN First Trust Energy Alphadex | New | 0.06% | +0.06 |
| MAR Marriott International Class A | New | 0.06% | +0.06 |
| FTSL First Trust Senior Loan ETF | New | 0.06% | +0.06 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.06% | +0.06 |
| ARKK ARK Innovation ETF | New | 0.05% | +0.05 |
| USFR Wisdomtree Floating Rate Tre | New | 0.05% | +0.05 |
| SCHX Schwab US Large-Cap ETF | New | 0.05% | +0.05 |
| DAL Delta Air Lines Inc. | New | 0.05% | +0.05 |
| IYW iShares Ustechnology ETF | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | New | 0.04% | +0.04 |
| FXU First Trust Utilities Alphad | New | 0.04% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.04% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.04% | +0.04 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.04% | +0.04 |
| ITA iShares U.S. Aerospace & Def | New | 0.04% | +0.04 |
| QABA First Trust Nasdaq Aba Cbif | New | 0.04% | +0.04 |
| LMT Lockheed Martin Corp. | New | 0.04% | +0.04 |
| WM Waste Management Inc. | New | 0.04% | +0.04 |
Notes & Other Activity Q4 2025 → Q1 2026
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | New | 250 | $18K |
| TT Trane Technologies PLC | SHS | New | 0 | $140 |
| AVGO Broadcom Inc. | COM | New | 0 | $70 |
| IXN iShares Global Tech ETF | GLOBAL TECH ETF | New | 0 | $43 |
| ARKW ARK Next Generation Technolo | NEXT GNRTN INTER | New | 0 | $30 |
| RWR SS SPDR Dow Jones REIT ETF | ST STR DOW REIT | New | 0 | $21 |
| PHYL Pgim Active High Yield Bond | ACTV HY BD ETF | New | 0 | $15 |
| QCLN First Trust Nasdaq Clean Edg | NAS CLNEDG GREEN | New | 0 | $10 |
| RWX State Street SPDR Dow Jones | ST DOW INTL ETF | New | 0 | $8 |
| SPTI SS SPDR P Int Term TSY ETF | ST INTER ETF | New | 0 | $8 |
| SPEU State Street SPDR Portfolio | ST STR EUROP ETF | New | 0 | $7 |
| INCO Columbia India Consumer ETF | INDIA CONSMR ETF | New | 0 | $5 |
| SPIB SS SPDR P Int C Corp. ETF | ST INTER BD ETF | New | 0 | $5 |
| IVOL Quadratic Int Rte Vol Infl H | QUADRTC INT RT | New | 0 | $1 |
| IXC iShares Global Energy ETF | GLOBAL ENERG ETF | New | 0 | $0 |
| JPLD JPMorgan Ltd. Duration ETF | JPMORGAM LTD DUR | New | 0 | $0 |
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 |