account_balance
Investment manager · 13F filer · SEC CIK 2040317
Merkkuri Wealth Advisors LLC
Reported value$163Mas of Sep 30, 2026
Positions78 3 new, 6 sold out
Top 10 weight48.5%SPYM alone is 15%
FiledNov 334 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
15.5%
IUSGiShares Tr
5.2%
FBNDFidelity Merrimack STR Tr
4.2%Added +5%
SCHDSchwab Strategic Tr
3.9%
IJHiShares Tr
3.9%Added +2%
JEPIJ P Morgan Exchange Traded F
3.9%Added +6%
IEFAiShares Tr
3.4%
RDVYFirst Tr Exchange Traded Fd
3.1%
AGGiShares Tr
2.8%+5%
QQQInvesco QQQ Tr
2.8%−3%
ACWXiShares Tr
2.6%Added +95%
IVWiShares Tr
2.1%
SPYMSPDR Series Trust
15.5%
IUSGiShares Tr
5.2%
FBNDFidelity Merrimack STR Tr
4.2%+5%
SCHDSchwab Strategic Tr
3.9%
IJHiShares Tr
3.9%+2%
JEPIJ P Morgan Exchange Traded F
3.9%
IEFAiShares Tr
3.4%
RDVYFirst Tr Exchange Traded Fd
3.1%
AGGiShares Tr
2.8%
QQQ2.8%
ACWX
IVW
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 15.5% Held
IUSG iShares Tr 5.2% Held
FBND Fidelity Merrimack STR Tr 4.2% Added +5%
SCHD Schwab Strategic Tr 3.9% Held
IJH iShares Tr 3.9% Added +2%
JEPI J P Morgan Exchange Traded F 3.9% Added +6%
IEFA iShares Tr 3.4% Held
RDVY First Tr Exchange Traded Fd 3.1% Held
AGG iShares Tr 2.8% Added +5%
QQQ Invesco QQQ Tr 2.8% Trimmed −3%
ACWX iShares Tr 2.6% Added +95%
IVW iShares Tr 2.1% Held
What changed
Biggest moves since Jun 30, 2026
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