Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC reported 81 positions worth $161.2M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SPYM (15.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $24.4M | 15.14% | 277,647 | — | — | |
| ▸ 2 | IUSG | SH | $8.1M | 5.00% | 42,803 | — | — | |
| ▸ 3 | FBND | SH | $6.8M | 4.20% | 148,873 | — | — | |
| ▸ 4 | IJH | SH | $6.6M | 4.09% | 85,479 | — | — | |
| ▸ 5 | SCHD | SH | $6.3M | 3.90% | 198,267 | — | — | |
| ▸ 6 | JEPI | SH | $6.0M | 3.69% | 105,369 | — | — | |
| ▸ 7 | IEFA | SH | $5.4M | 3.38% | 56,333 | — | — | |
| ▸ 8 | RDVY | SH | $5.2M | 3.24% | 64,393 | — | — | |
| ▸ 9 | QQQ | SH | $4.6M | 2.87% | 6,291 | — | — | |
| ▸ 10 | AGG | SH | $4.5M | 2.80% | 45,628 | — | — |
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Frequently Asked Questions
What stocks does Merkkuri Wealth Advisors LLC hold as of Q2 2026?
Merkkuri Wealth Advisors LLC reported 81 positions worth $161.2M in its Q2 2026 13F filing. Largest positions: SPYM (15.1%), IUSG (5.0%), FBND (4.2%), IJH (4.1%) and SCHD (3.9%).
What did Merkkuri Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Merkkuri Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.