13F filer

Merkkuri Wealth Advisors

As of Jun 30, 2026 Filed Jul 27, 2026 CIK 2040317 SEC filings ↗

13F Value

$161.2M

Positions

Top Position

SPYM15.1%

Top 5

32.3%

Latest filing changes

vs Mar 31, 2026

1 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +25.2%+$4.9M

2 RCTR First Trust Bloomberg Nuclear Power ETF >999%+$1.4M

3 IUSB iShares Core Universal USD Bond ETF +65.7%+$991K

4 JEPI JPMorgan Equity Premium Income ETF +17.2%+$875K

5 IUSG iShares Core S&P U.S. Growth ETF +11.6%+$839K

Holdings81

#
1	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	15.1%	$24.4M	+25.2%	277.6K	11.2%	ETF
2	IUSG iShares Core S&P U.S. Growth ETF	5.0%	$8.1M	+11.6%	42.8K	3.9%	ETF
3	FBND Fidelity Total Bond ETF	4.2%	$6.8M	-12.3%	148.9K	5.1%	ETF
4	IJH iShares Core S&P Mid-Cap ETF	4.1%	$6.6M	+9.6%	85.5K	3.5%	ETF
5	SCHD Schwab U.S. Dividend Equity ETF	3.9%	$6.3M	+0.7%	198.3K	4.0%	ETF
6	JEPI JPMorgan Equity Premium Income ETF	3.7%	$6.0M	+17.2%	105.4K	3.4%	ETF
7	IEFA iShares Core MSCI EAFE ETF	3.4%	$5.4M	+11.9%	56.3K	3.0%	ETF
8	RDVY First Trust Rising Dividend Achievers ETF	3.2%	$5.2M	+7.0%	64.4K	2.7%	ETF
9	QQQ Invesco QQQ Trust, Series 1	2.9%	$4.6M	-7.0%	6.3K	2.6%	ETF
10	AGG iShares Core U.S. Aggregate Bond ETF	2.8%	$4.5M	-12.3%	45.6K	3.4%	ETF
11	BAI iShares A.I. Innovation and Tech Active ETF	2.1%	$3.5M	-5.9%	65.5K	1.5%	ETF
12	IVW iShares S&P 500 Growth ETF	2.0%	$3.2M	+8.1%	23.6K	1.6%	ETF
13	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.0%	$3.2M	-7.1%	4.3K	2.0%	ETF
14	ILDR First Trust Innovation Leaders ETF	2.0%	$3.2M	+18.2%	81.3K	1.4%	ETF
15	IYJ iShares U.S. Industrials ETF	1.9%	$3.1M	+27.8%	18.5K	1.4%	ETF
16	FLTB Fidelity Limited Term Bond ETF	1.9%	$3.0M	NEW	60.6K	—	ETF
17	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.9%	$3.0M	+5.5%	44.5K	1.6%	ETF
18	FTHI First Trust BuyWrite Income ETF	1.9%	$3.0M	-15.3%	126.7K	2.3%	ETF
19	CIBR First Trust NASDAQ Cybersecurity ETF	1.8%	$2.9M	+23.1%	32.2K	1.1%	ETF
20	IVE iShares S&P 500 Value ETF	1.6%	$2.6M	-10.7%	11.4K	1.8%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing321

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.