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Merkkuri Wealth Advisors - Q2 2026 13F Filings

ME

Merkkuri Wealth Advisors LLC

CIK: 0002040317
Address: New York Hicksville 960 South Broadway
$161.18 M
Portfolio Value
81
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. SPLG Spdr Portfolio S&P 500 Etf
+$4.92 M
2. FLTB Fidelity Limited Term Bond Etf
+$3.04 M
3. RCTR First Trust Bloomberg Nuclear Power Etf
+$1.36 M
4. VGT Vanguard Information Technology Etf
+$1.08 M
5. IUSB Ishares Core Total Usd Bond Market Etf
+$991,247.96

Top Sells

Q2 2026
1. JSI Janus Henderson Securitized Income Etf
−$3.54 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$1.23 M
3. XLE Energy Select Sector Spdr Fund
−$984,449.62
4. EFV Ishares Msci Eafe Value Etf
−$973,385.36
5. FBND Fidelity Total Bond Etf
−$952,332.9

Asset Allocation

Stocks/ETFs
+6.70%
$161.18 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Merkkuri Wealth Advisors Q2 2026 Filing Summary

Merkkuri Wealth Advisors LLC filed its 13F report for Q2 2026 on July 27, 2026. The portfolio totaled 161.18 M reflecting a +6.70% change from the prior quarter, spanning 81 assets. The top 10 holdings comprised 48.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 319 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Merkkuri Wealth Advisors’s Q2 2026 Filing

Merkkuri Wealth Advisors submitted their Form 13F-HR for the Q2 2026 period on 07/27/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Merkkuri Wealth Advisors reported a managed portfolio value of 161.18 M, consisting of 81 individual positions.

This page displays the raw filing documents. To see which stocks Merkkuri Wealth Advisors bought or sold during Q2 2026, please visit Merkkuri Wealth Advisors's Portfolio Analysis page.