Merkkuri Wealth Advisors
Merkkuri Wealth Advisors reported 81 stocks worth $161M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPYM (15.1%), IUSG (5.0%) and FBND (4.2%). Compared with Q1 2026, the fund opened new positions in FLTB, IALT and GGOV, added to SPYM, IUSG and IJH, trimmed FBND, QQQ and AGG and sold out of QUAL, XOM and BINC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $24.4M | 15.1% | 278K | +56K (+25%) | 8 of 8 | |
| 2 |  IUSG Ishares TR | $8.1M | 5.0% | 43K | +4,461 (+12%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $6.8M | 4.2% | 149K | −21K (−12%) | 8 of 8 | |
| 4 |  IJH Ishares TR | $6.6M | 4.1% | 85K | +7,475 (+10%) | 8 of 8 | |
| 5 |  SCHD Schwab US Dividend Equity ETF | $6.3M | 3.9% | 198K | +1,300 (+1%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $6M | 3.7% | 105K | +15K (+17%) | 8 of 8 | |
| 7 |  IEFA Ishares TR | $5.4M | 3.4% | 56K | +5,985 (+12%) | 8 of 8 | |
| 8 |  RDVY First TR Exchange Traded FD | $5.2M | 3.2% | 64K | +4,207 (+7%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $4.6M | 2.9% | 6,291 | −476 (−7%) | 8 of 8 | |
| 10 |  AGG Ishares TR | $4.5M | 2.8% | 46K | −6,416 (−12%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 QUAL Ishares TR | $1.2M | 6,396 |
 XOM Exxon Mobil Corp | $824K | 4,859 |
 BINC Blackrock ETF Trust II | $506K | 9,737 |
 HYLS First TR Exchange-Traded FD | $247K | 6,092 |
 IWL Ishares Russell Top 200 ETF | $218K | 1,357 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Merkkuri Wealth Advisors 13F FAQ
What does Merkkuri Wealth Advisors own?
Merkkuri Wealth Advisors reported 81 stocks worth $161M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SPYM (15.1%), IUSG (5.0%) and FBND (4.2%). The table above lists every position in the filing (the top 10 without an account).
What did Merkkuri Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 34 added to, 40 trimmed and 306 sold out. New positions include FLTB, IALT and GGOV. It sold all of QUAL, XOM and BINC.
When will Merkkuri Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Merkkuri Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $161M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.