Merkkuri Wealth Advisors LLC holds a focused book of 81 reported positions worth $161.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Fidelity Ltd TRM BND ETF and trimmed Fidelity Total Bond ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 15% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Merkkuri Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Merkkuri Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~27 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
4% mapped to company sectors
+8 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Merkkuri Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 8 / 80 | $1.0B |
| GR Financial Group, LLC | 13 / 80 | $608.4M |
| Moment Partners, LLC | 18 / 80 | $449.4M |
| Planning Project LLC | 9 / 80 | $405.3M |
| Fortune 45 LLC | 9 / 80 | $189.0M |
| Emerald Advisors, LLC | 17 / 80 | $638.9M |
| Carbahal Olsen Financial Services Group, LLC | 9 / 80 | $114.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Merkkuri Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $24.4M | 277.6K | 15.1% | ▲+25% Added · +56K sh | |
| 2 | Ishares TR CORE SP US GWT | $8.1M | 42.8K | 5.0% | ▲+12% Added · +4K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $6.8M | 148.9K | 4.2% | ▼−12% Reduced · −21K sh | |
| 4 | Ishares TR CORE SP MCP ETF | $6.6M | 85.5K | 4.1% | ▲+9.6% Added · +7K sh | |
| 5 | Schwab Strategic TR US DIVIDEND EQ | $6.3M | 198.3K | 3.9% | ▲+0.7% Added · +1K sh | |
| 6 | J P Morgan Exchange Traded F EQUITY PREMIUM | $6.0M | 105.4K | 3.7% | ▲+17% Added · +15K sh | |
| 7 | Ishares TR CORE MSCI EAFE | $5.4M | 56.3K | 3.4% | ▲+12% Added · +6K sh | |
| 8 | First TR Exchange Traded FD RISNG DIVD ACHIV | $5.2M | 64.4K | 3.2% | ▲+7.0% Added · +4K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $4.6M | 6.3K | 2.9% | ▼−7.0% Reduced · −476 sh | |
| 10 | Ishares TR CORE US AGGBD ET | $4.5M | 45.6K | 2.8% | ▼−12% Reduced · −6K sh | |
| 11 | BlackRock ETF Trust ISHA I IN TE ETF | $3.5M | 65.5K | 2.1% | ▼−5.9% Reduced · −4K sh | |
| 12 | Ishares TR SP 500 GRWT ETF | $3.2M | 23.6K | 2.0% | ▲+8.1% Added · +2K sh | |
| 13 | State STR SPDR SP 500 ETF T TR UNIT | $3.2M | 4.3K | 2.0% | ▼−7.1% Reduced · −329 sh | |
| 14 | First TR Exchng Traded FD VI INNOVATION LEAD | $3.2M | 81.3K | 2.0% | ▲+18% Added · +12K sh | |
| 15 | Ishares TR US INDUSTRIALS | $3.1M | 18.5K | 1.9% | ▲+28% Added · +4K sh | |
| 16 | Fidelity Merrimack STR TR LTD TRM BD ETF | $3.0M | 60.6K | 1.9% | ▲New New position | |
| 17 | BlackRock ETF Trust ISHARES US EQUIT | $3.0M | 44.5K | 1.9% | ▲+5.5% Added · +2K sh | |
| 18 | First TR Exchange Traded FD BUYWRIT INCM ETF | $3.0M | 126.7K | 1.9% | ▼−15% Reduced · −23K sh | |
| 19 | First TR Exchange-Traded FD NASDAQ CYB ETF | $2.9M | 32.2K | 1.8% | ▲+23% Added · +6K sh | |
| 20 | Ishares TR SP 500 VAL ETF | $2.6M | 11.4K | 1.6% | ▼−11% Reduced · −1K sh | |
| 21 | Ishares TR CORE UNIVRSL USD | $2.5M | 54.2K | 1.6% | ▲+66% Added · +21K sh | |
| 22 | Matthews Asia FDS CHINA ACTIVE ETF | $2.4M | 83.6K | 1.5% | ▲+17% Added · +12K sh | |
| 23 | Invesco Exchange Traded FD T SP500 EQL WGT | $2.4M | 11.1K | 1.5% | ▼−6.3% Reduced · −743 sh | |
| 24 | First TR Exch TRD Alphdx FD INDIA NFTY50 EQW | $2.3M | 43.2K | 1.4% | ▲+22% Added · +8K sh | |
| 25 | Pimco ETF TR MULTISECTOR BD | $2.3M | 86.2K | 1.4% | ▼−13% Reduced · −13K sh | |
| 26 | Ishares TR MSCI ACWI EX US | $2.2M | 28.3K | 1.3% | ▲+30% Added · +7K sh | |
| 27 | BlackRock ETF Trust ISHA IN CTRY ETF | $2.0M | 54.2K | 1.2% | ▲+9.3% Added · +5K sh | |
| 28 | World Gold TR SPDR GLD MINIS | $1.6M | 20.2K | 1.0% | ▲+13% Added · +2K sh | |
| 29 | Select Sector SPDR TR ST STR ENERG ETF | $1.6M | 29.9K | 1.0% | ▼−38% Reduced · −19K sh | |
| 30 | Ishares TR US HLTHCARE ETF | $1.5M | 23.1K | 1.0% | ▲+26% Added · +5K sh | |
| 31 | Amazon Com Inc COM | $1.5M | 6.4K | 0.9% | ▼−1.1% Reduced · −74 sh | |
| 32 | Schwab Strategic TR US AGGREGATE B | $1.4M | 60.4K | 0.9% | ▼−13% Reduced · −9K sh | |
| 33 | First TR Exchange-Traded FD BLOO NUC PWR ETF | $1.4M | 40.4K | 0.8% | ▲586× Added · +40K sh | |
| 34 | First TR Exch Traded FD III INSTL PFD SECS | $1.3M | 67.0K | 0.8% | ▼−13% Reduced · −10K sh | |
| 35 | Vanguard World FD INF TECH ETF | $1.3M | 10.5K | 0.8% | ▲+632% Added · +9K sh | |
| 36 | Invesco Exch Traded FD TR II SP 500 MOMNTM | $1.2M | 7.7K | 0.8% | ▼−20% Reduced · −2K sh | |
| 37 | Ishares TR CORE SP500 ETF | $1.2M | 1.6K | 0.7% | ▼−2.4% Reduced · −38 sh | |
| 38 | BlackRock ETF Trust ISHA LA CORE ETF | $1.2M | 23.1K | 0.7% | ▲+14% Added · +3K sh | |
| 39 | Ishares TR CORE INTL AGGR | $1.2M | 22.9K | 0.7% | ▼−43% Reduced · −17K sh | |
| 40 | American Centy ETF TR US SML CP VALU | $1.0M | 8.4K | 0.6% | ▲+4.4% Added · +354 sh | |
| 41 | Global X FDS DEFENSE TECH ETF | $968K | 16.2K | 0.6% | ▲+42% Added · +5K sh | |
| 42 | Bondbloxx ETF Trust BLOOMBERG TEN YR | $938K | 20.6K | 0.6% | ▼−37% Reduced · −12K sh | |
| 43 | BlackRock ETF Trust ISHA US THEM ETF | $883K | 20.5K | 0.5% | ▼−32% Reduced · −10K sh | |
| 44 | Ishares TR RUS TP200 GR ETF | $871K | 3.0K | 0.5% | ▼−11% Reduced · −388 sh | |
| 45 | American Centy ETF TR AVANTIS EMGMKT | $868K | 9.0K | 0.5% | ▼−36% Reduced · −5K sh | |
| 46 | Apple Inc COM | $786K | 2.7K | 0.5% | ▼−1.5% Reduced · −41 sh | |
| 47 | Ishares TR MBS ETF | $751K | 7.9K | 0.5% | ▼−20% Reduced · −2K sh | |
| 48 | BlackRock ETF Trust ISHA SYST AL ETF | $720K | 25.7K | 0.4% | ▲New New position | |
| 49 | Alphabet Inc CAP STK CL C | $700K | 2.0K | 0.4% | ▼−2.3% Reduced · −46 sh | |
| 50 | Ishares TR US TREAS BD ETF | $689K | 30.2K | 0.4% | ▼−18% Reduced · −7K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Merkkuri Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 81 | $161.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 21d | 399 | $151.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 29d | 80 | $146.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 29d | 80 | $137.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 35d | 82 | $131.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 22d | 82 | $116.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 21d | 84 | $126.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 23d | 83 | $126.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.