Merkkuri Wealth Advisors LLC

Est. AUM

$151.1M

13F long equity, this entity only

Positions

399

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$17.0M	221717	11.23%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$7.7M	169808	5.13%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	196967	4.00%	SOLE
4	ISHARES TR	CORE S&P US GWT	$5.9M	38342	3.94%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$5.3M	78004	3.49%	SOLE
6	ISHARES TR	CORE US AGGBD ET	$5.2M	52044	3.42%	SOLE
7	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.1M	89883	3.37%	SOLE
8	ISHARES TR	CORE MSCI EAFE	$4.6M	50348	3.02%	SOLE
9	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$4.1M	60186	2.72%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$3.9M	6767	2.59%	SOLE
11	JANUS DETROIT STR TR	HENDERSON SECURI	$3.9M	75627	2.58%	SOLE
12	FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$3.4M	149549	2.27%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4612	1.99%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET ENE	$3.0M	48388	1.96%	SOLE
15	ISHARES TR	S&P 500 VAL ETF	$2.7M	12743	1.78%	SOLE
16	PIMCO ETF TR	MULTISECTOR BD	$2.6M	98787	1.71%	SOLE
17	ISHARES TR	S&P 500 GRWT ETF	$2.5M	21795	1.63%	SOLE
18	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.5M	42211	1.63%	SOLE
19	BLACKROCK ETF TRUST	ISHARES A I INNO	$2.3M	69544	1.52%	SOLE
20	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.3M	11865	1.51%	SOLE
21	ISHARES TR	US INDUSTRIALS	$2.1M	14446	1.41%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$2.0M	68805	1.36%	SOLE
23	ISHARES TR	CORE INTL AGGR	$2.0M	39933	1.32%	SOLE
24	MATTHEWS ASIA FDS	CHINA ACTIVE ETF	$1.9M	71289	1.24%	SOLE
25	FIRST TR EXCH TRD ALPHDX FD	INDIA NFTY50 EQW	$1.8M	35391	1.21%	SOLE
26	WORLD GOLD TR	SPDR GLD MINIS	$1.6M	17799	1.09%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	NASDAQ CYB ETF	$1.6M	26188	1.09%	SOLE
28	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.6M	69138	1.06%	SOLE
29	BLACKROCK ETF TRUST	ISHARES INTL CTR	$1.6M	49621	1.06%	SOLE
30	ISHARES TR	CORE UNIVRSL USD	$1.5M	32687	1.00%	SOLE
31	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$1.5M	32485	0.99%	SOLE
32	ISHARES TR	MSCI ACWI EX US	$1.5M	21732	0.98%	SOLE
33	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$1.5M	76850	0.97%	SOLE
34	AMAZON COM INC	COM	$1.3M	6477	0.89%	SOLE
35	ISHARES TR	EAFE VALUE ETF	$1.3M	16985	0.84%	SOLE
36	ISHARES TR	MSCI USA QLT FCT	$1.2M	6396	0.81%	SOLE
37	ISHARES TR	US HLTHCARE ETF	$1.1M	18310	0.75%	SOLE
38	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	13997	0.75%	SOLE
39	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.1M	30152	0.72%	SOLE
40	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.1M	9580	0.71%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$1.0M	1592	0.69%	SOLE
42	VANGUARD WORLD FD	INF TECH ETF	$998K	1431	0.66%	SOLE
43	ISHARES TR	MBS ETF	$944K	9944	0.62%	SOLE
44	AMERICAN CENTY ETF TR	US SML CP VALU	$885K	8012	0.59%	SOLE
45	ISHARES TR	US TREAS BD ETF	$847K	36971	0.56%	SOLE
46	ISHARES TR	RUS TP200 GR ETF	$842K	3384	0.56%	SOLE
47	BLACKROCK ETF TRUST	ISHARES LARGE CA	$830K	20221	0.55%	SOLE
48	EXXON MOBIL CORP	COM	$824K	4859	0.55%	SOLE
49	GLOBAL X FDS	DEFENSE TECH ETF	$810K	11441	0.54%	SOLE
50	APPLE INC	COM	$700K	2759	0.46%	SOLE

1–50 of 399

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.