Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $17M | 11.2% |
| Fidelity Merrimack Str TRTOTAL BD ETF | TOTAL BD ETF | $7.75M | 5.1% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $6.04M | 4.0% |
| iShares TRCORE S&P US GWT | CORE S&P US GWT | $5.95M | 3.9% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $5.27M | 3.5% |
| iShares TRCORE US AGGBD ET | CORE US AGGBD ET | $5.17M | 3.4% |
| J P Morgan Exchange Traded FEQUITY PREMIUM | EQUITY PREMIUM | $5.09M | 3.4% |
| iShares TRCORE MSCI EAFE | CORE MSCI EAFE | $4.56M | 3.0% |
| First TR Exchange Traded FDRISNG DIVD ACHIV | RISNG DIVD ACHIV | $4.11M | 2.7% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.91M | 2.6% |
| Janus Detroit Str TRHENDERSON SECURI | HENDERSON SECURI | $3.9M | 2.6% |
| First TR Exchange Traded FDBUYWRIT INCM ETF | BUYWRIT INCM ETF | $3.43M | 2.3% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $3M | 2.0% |
| Select Sector SPDR TRSTATE STREET ENE | STATE STREET ENE | $2.96M | 2.0% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $2.69M | 1.8% |
| Pimco ETF TRMULTISECTOR BD | MULTISECTOR BD | $2.59M | 1.7% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $2.47M | 1.6% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $2.46M | 1.6% |
| Blackrock ETF TrustISHARES A I INNO | ISHARES A I INNO | $2.29M | 1.5% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $2.28M | 1.5% |
| iShares TRUS INDUSTRIALS | US INDUSTRIALS | $2.13M | 1.4% |
| First TR Exchng Traded FD VIINNOVATION LEAD | INNOVATION LEAD | $2.05M | 1.4% |
| iShares TRCORE INTL AGGR | CORE INTL AGGR | $2M | 1.3% |
| Matthews Asia FdsCHINA ACTIVE ETF | CHINA ACTIVE ETF | $1.88M | 1.2% |
| First TR Exch Trd Alphdx FDINDIA NFTY50 EQW | INDIA NFTY50 EQW | $1.82M | 1.2% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $1.65M | 1.1% |
| First TR Exchange-traded FDNASDAQ CYB ETF | NASDAQ CYB ETF | $1.64M | 1.1% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $1.61M | 1.1% |
| Blackrock ETF TrustISHARES INTL CTR | ISHARES INTL CTR | $1.6M | 1.1% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $1.51M | 1.0% |
| Bondbloxx ETF TrustBLOOMBERG TEN YR | BLOOMBERG TEN YR | $1.49M | 1.0% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $1.49M | 1.0% |
| First TR Exch Traded FD IiiINSTL PFD SECS | INSTL PFD SECS | $1.46M | 1.0% |
| Amazon Com Inc.COM | COM | $1.35M | 0.9% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $1.26M | 0.8% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $1.23M | 0.8% |
| iShares TRUS HLTHCARE ETF | US HLTHCARE ETF | $1.13M | 0.7% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $1.13M | 0.7% |
| Blackrock ETF TrustISHARES US THEMA | ISHARES US THEMA | $1.09M | 0.7% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $1.07M | 0.7% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $1.04M | 0.7% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $998K | 0.7% |
| iShares TRMBS ETF | MBS ETF | $944K | 0.6% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $885K | 0.6% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $847K | 0.6% |
| iShares TRRUS TP200 GR ETF | RUS TP200 GR ETF | $842K | 0.6% |
| Blackrock ETF TrustISHARES LARGE CA | ISHARES LARGE CA | $830K | 0.5% |
| Exxon Mobil Corp.COM | COM | $824K | 0.5% |
| Global X FdsDEFENSE TECH ETF | DEFENSE TECH ETF | $810K | 0.5% |
| Apple Inc.COM | COM | $700K | 0.5% |
SPDR Series TrustSTATE STREET SPD$17M
- Class
- STATE STREET SPD
- Share
- 11.2%
Fidelity Merrimack Str TRTOTAL BD ETF$7.75M
- Class
- TOTAL BD ETF
- Share
- 5.1%
Schwab Strategic TRUS DIVIDEND EQ$6.04M
- Class
- US DIVIDEND EQ
- Share
- 4.0%
iShares TRCORE S&P US GWT$5.95M
- Class
- CORE S&P US GWT
- Share
- 3.9%
iShares TRCORE S&P MCP ETF$5.27M
- Class
- CORE S&P MCP ETF
- Share
- 3.5%
iShares TRCORE US AGGBD ET$5.17M
- Class
- CORE US AGGBD ET
- Share
- 3.4%
J P Morgan Exchange Traded FEQUITY PREMIUM$5.09M
- Class
- EQUITY PREMIUM
- Share
- 3.4%
iShares TRCORE MSCI EAFE$4.56M
- Class
- CORE MSCI EAFE
- Share
- 3.0%
First TR Exchange Traded FDRISNG DIVD ACHIV$4.11M
- Class
- RISNG DIVD ACHIV
- Share
- 2.7%
Invesco Qqq TRUNIT SER 1$3.91M
- Class
- UNIT SER 1
- Share
- 2.6%
Janus Detroit Str TRHENDERSON SECURI$3.9M
- Class
- HENDERSON SECURI
- Share
- 2.6%
First TR Exchange Traded FDBUYWRIT INCM ETF$3.43M
- Class
- BUYWRIT INCM ETF
- Share
- 2.3%
State Str SPDR S&P 500 ETF TTR UNIT$3M
- Class
- TR UNIT
- Share
- 2.0%
Select Sector SPDR TRSTATE STREET ENE$2.96M
- Class
- STATE STREET ENE
- Share
- 2.0%
iShares TRS&P 500 VAL ETF$2.69M
- Class
- S&P 500 VAL ETF
- Share
- 1.8%
Pimco ETF TRMULTISECTOR BD$2.59M
- Class
- MULTISECTOR BD
- Share
- 1.7%
iShares TRS&P 500 GRWT ETF$2.47M
- Class
- S&P 500 GRWT ETF
- Share
- 1.6%
Blackrock ETF TrustISHARES US EQUIT$2.46M
- Class
- ISHARES US EQUIT
- Share
- 1.6%
Blackrock ETF TrustISHARES A I INNO$2.29M
- Class
- ISHARES A I INNO
- Share
- 1.5%
Invesco Exchange Traded FD TS&P500 EQL WGT$2.28M
- Class
- S&P500 EQL WGT
- Share
- 1.5%
iShares TRUS INDUSTRIALS$2.13M
- Class
- US INDUSTRIALS
- Share
- 1.4%
First TR Exchng Traded FD VIINNOVATION LEAD$2.05M
- Class
- INNOVATION LEAD
- Share
- 1.4%
iShares TRCORE INTL AGGR$2M
- Class
- CORE INTL AGGR
- Share
- 1.3%
Matthews Asia FdsCHINA ACTIVE ETF$1.88M
- Class
- CHINA ACTIVE ETF
- Share
- 1.2%
First TR Exch Trd Alphdx FDINDIA NFTY50 EQW$1.82M
- Class
- INDIA NFTY50 EQW
- Share
- 1.2%
World Gold TRSPDR GLD MINIS$1.65M
- Class
- SPDR GLD MINIS
- Share
- 1.1%
First TR Exchange-traded FDNASDAQ CYB ETF$1.64M
- Class
- NASDAQ CYB ETF
- Share
- 1.1%
Schwab Strategic TRUS AGGREGATE B$1.61M
- Class
- US AGGREGATE B
- Share
- 1.1%
Blackrock ETF TrustISHARES INTL CTR$1.6M
- Class
- ISHARES INTL CTR
- Share
- 1.1%
iShares TRCORE UNIVRSL USD$1.51M
- Class
- CORE UNIVRSL USD
- Share
- 1.0%
Bondbloxx ETF TrustBLOOMBERG TEN YR$1.49M
- Class
- BLOOMBERG TEN YR
- Share
- 1.0%
iShares TRMSCI ACWI EX US$1.49M
- Class
- MSCI ACWI EX US
- Share
- 1.0%
First TR Exch Traded FD IiiINSTL PFD SECS$1.46M
- Class
- INSTL PFD SECS
- Share
- 1.0%
Amazon Com Inc.COM$1.35M
- Class
- COM
- Share
- 0.9%
iShares TREAFE VALUE ETF$1.26M
- Class
- EAFE VALUE ETF
- Share
- 0.8%
iShares TRMSCI USA QLT FCT$1.23M
- Class
- MSCI USA QLT FCT
- Share
- 0.8%
iShares TRUS HLTHCARE ETF$1.13M
- Class
- US HLTHCARE ETF
- Share
- 0.7%
American Centy ETF TRAVANTIS EMGMKT$1.13M
- Class
- AVANTIS EMGMKT
- Share
- 0.7%
Blackrock ETF TrustISHARES US THEMA$1.09M
- Class
- ISHARES US THEMA
- Share
- 0.7%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$1.07M
- Class
- S&P 500 MOMNTM
- Share
- 0.7%
iShares TRCORE S&P500 ETF$1.04M
- Class
- CORE S&P500 ETF
- Share
- 0.7%
Vanguard World FDINF TECH ETF$998K
- Class
- INF TECH ETF
- Share
- 0.7%
iShares TRMBS ETF$944K
- Class
- MBS ETF
- Share
- 0.6%
American Centy ETF TRUS SML CP VALU$885K
- Class
- US SML CP VALU
- Share
- 0.6%
iShares TRUS TREAS BD ETF$847K
- Class
- US TREAS BD ETF
- Share
- 0.6%
iShares TRRUS TP200 GR ETF$842K
- Class
- RUS TP200 GR ETF
- Share
- 0.6%
Blackrock ETF TrustISHARES LARGE CA$830K
- Class
- ISHARES LARGE CA
- Share
- 0.5%
Exxon Mobil Corp.COM$824K
- Class
- COM
- Share
- 0.5%
Global X FdsDEFENSE TECH ETF$810K
- Class
- DEFENSE TECH ETF
- Share
- 0.5%
Apple Inc.COM$700K
- Class
- COM
- Share
- 0.5%
The share class is shown on a wider screen.
The 50 largest of 399 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2040317
- File number
- 028-24398
- Options
- 0 call, 0 put
- In the 25 largest
- 68.0%
Common questions
What are Merkkuri Wealth Advisors’ 13F holdings worth?
$151 million across 399 positions for the quarter ended 31 March 2026.
What is Merkkuri Wealth Advisors’ largest 13F holding?
SPDR SERIES TRUST (STATE STREET SPD) was the largest position at $17 million, or 11.2% of reported 13F value, as of 31 March 2026.
How concentrated is Merkkuri Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 42.9% of reported value and the twenty-five largest for 68.0%, across 399 positions as of 31 March 2026.
Does Form 13F show everything Merkkuri Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Merkkuri Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 31 March 2026.
Answered from this filing and the prior quarter's.