Merkkuri Wealth Advisors LLC ETF holdings
Hicksville, NY
Reported $155.9M in 72 ETFs in its Form 13F for June 30, 2026.
ETF value
$155.9M
ETFs held
72
Change from prior quarter
+8.6%
With price moves
ETFs as a share of its 13F
96.7%
of $161.2M
Top 10 of 72 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $24.4M | 277,647 | +55,930 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $8.1M | 42,803 | +4,461 shares |
| FBND | Fidelity Total Bond ETF | $6.8M | 148,873 | −20,935 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $6.6M | 85,479 | +7,475 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $6.3M | 198,267 | +1,300 shares |
| JEPI | JPMorgan Equity Premium Income ETF | $6.0M | 105,369 | +15,486 shares |
| IEFA | iShares Core MSCI EAFE ETF | $5.4M | 56,333 | +5,985 shares |
| RDVY | First Trust Rising Dividend Achievers ETF | $5.2M | 64,393 | +4,207 shares |
| QQQ | Invesco QQQ Trust | $4.6M | 6,291 | −476 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.5M | 45,628 | −6,416 shares |
62 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002040317. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Merkkuri Wealth Advisors LLC own?
Merkkuri Wealth Advisors LLC reported 72 ETF positions worth $155.9M in its Form 13F for June 30, 2026. The largest was SPYM, at $24.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.