Merkkuri Wealth Advisors LLC
400 holdingsFiling period: 2026-03-31Current AUM: $166.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 221.7K | $17.0M | $19.5M | 11.73% | +15.8K | 2026-03-31 |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 169.8K | $7.7M | $7.6M | 4.57% | -3,696 | 2026-03-31 |
| 3 | SCHD | SCHWAB STRATEGIC TR | 197.0K | $6.0M | $6.6M | 3.97% | -111 | 2026-03-31 |
| 4 | IUSG | ISHARES TR | 38.3K | $5.9M | $7.1M | 4.27% | +657 | 2026-03-31 |
| 5 | IJH | ISHARES TR | 78.0K | $5.3M | $5.9M | 3.53% | +186 | 2026-03-31 |
| 6 | AGG | ISHARES TR | 52.0K | $5.2M | $5.1M | 3.05% | -1,446 | 2026-03-31 |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | 89.9K | $5.1M | $5.2M | 3.11% | +462 | 2026-03-31 |
| 8 | IEFA | ISHARES TR | 50.3K | $4.6M | $4.9M | 2.98% | +15 | 2026-03-31 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 60.2K | $4.1M | $4.9M | 2.94% | +520 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 6.8K | $3.9M | $4.7M | 2.80% | -443 | 2026-03-31 |
| 11 | JSI | JANUS DETROIT STR TR | 75.6K | $3.9M | $3.9M | 2.32% | -1,985 | 2026-03-31 |
| 12 | FTHI | FIRST TR EXCHANGE TRADED FD | 149.5K | $3.4M | $3.5M | 2.13% | -1,767 | 2026-03-31 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | 4.6K | $3.0M | $3.4M | 2.07% | -233 | 2026-03-31 |
| 14 | XLE | SELECT SECTOR SPDR TR | 48.4K | $3.0M | $2.9M | 1.73% | +17 | 2026-03-31 |
| 15 | IVE | ISHARES TR | 12.7K | $2.7M | $3.0M | 1.78% | -620 | 2026-03-31 |
| 16 | PYLD | PIMCO ETF TR | 98.8K | $2.6M | $2.6M | 1.56% | -2,023 | 2026-03-31 |
| 17 | IVW | ISHARES TR | 21.8K | $2.5M | $2.9M | 1.77% | +1.4K | 2026-03-31 |
| 18 | DYNF | BLACKROCK ETF TRUST | 42.2K | $2.5M | $2.8M | 1.71% | -8,404 | 2026-03-31 |
| 19 | BAI | BLACKROCK ETF TRUST | 69.5K | $2.3M | $2.9M | 1.73% | +2.3K | 2026-03-31 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | 11.9K | $2.3M | $2.6M | 1.54% | +54 | 2026-03-31 |
| 21 | IYJ | ISHARES TR | 14.4K | $2.1M | $2.4M | 1.43% | +341 | 2026-03-31 |
| 22 | ILDR | FIRST TR EXCHNG TRADED FD VI | 68.8K | $2.0M | $2.5M | 1.51% | +2.0K | 2026-03-31 |
| 23 | IAGG | ISHARES TR | 39.9K | $2.0M | $2.0M | 1.20% | -349 | 2026-03-31 |
| 24 | MCH | MATTHEWS ASIA FDS | 71.3K | $1.9M | $2.0M | 1.20% | +900 | 2026-03-31 |
| 25 | NFTY | FIRST TR EXCH TRD ALPHDX FD | 35.4K | $1.8M | $1.9M | 1.16% | +896 | 2026-03-31 |
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