StockDriftsStockDriftsTop 50 Merkkuri Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 15.14% | 277.6K | $24.4M | +25.23%(+55.93K) | $70.26(+29.58%) | 2026-06-30 | |
| IUSG | ISHARES TR | 4.99% | 42.8K | $8.1M | +11.63%(+4.46K) | $131.71(+47.10%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.2% | 148.9K | $6.8M | -12.33%(-20.93K) | $45.59(-1.47%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.09% | 85.5K | $6.6M | +9.58%(+7.47K) | $61.43(+26.83%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.9% | 198.3K | $6.3M | +0.66%(+1.30K) | $26.52(+29.26%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.69% | 105.4K | $6.0M | +17.23%(+15.49K) | $57.14(+1.14%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.38% | 56.3K | $5.4M | +11.89%(+5.99K) | $74.80(+35.08%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.24% | 64.4K | $5.2M | +6.99%(+4.21K) | $67.24(+24.22%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 2.87% | 6.3K | $4.6M | -7.03%(-476) | $461.61(+56.15%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.8% | 45.6K | $4.5M | -12.33%(-6.42K) | $98.70(-1.30%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.12% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.86% |
Merkkuri Wealth Advisors LLC reports $161.18M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (15.1%), IUSG (5.0%) and FBND (4.2%). The top 20 holdings account for 67.35% of reported assets. Its disclosed equity book has returned +26.12% cumulatively over 8 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Merkkuri Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2040317). View Merkkuri Wealth Advisors LLC’s 13F filings on SEC