Merkkuri Wealth Advisors LLC holds a focused book of 81 stocks worth $161.2M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2024 would be +21% (+11.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2040317/holdings"
Use Arkolith to show Merkkuri Wealth Advisors LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Merkkuri Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Merkkuri Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Kestra Advisory Services, LLC | 80 / 80 | $7.8B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $18.0B |
| MORGAN STANLEY | 77 / 80 | $413.2B |
| COMMONWEALTH EQUITY SERVICES, LLC | 77 / 80 | $19.3B |
| ENVESTNET ASSET MANAGEMENT INC | 76 / 80 | $121.0B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 76 / 80 | $15.2B |
| Steward Partners Investment Advisory, LLC | 76 / 80 | $6.2B |
| AE Wealth Management LLC | 76 / 80 | $4.7B |
Ranked by how many of Merkkuri Wealth Advisors LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 81 | $161.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 399 | $151.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 80 | $146.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 29, 2025 | 80 | $137.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 82 | $131.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 82 | $116.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 84 | $126.4M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 23, 2024 | 83 | $126.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.