Merkkuri Wealth Advisors LLC
81 holdingsFiling period: 2026-06-30Current AUM: $160.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 277.6K | $24.4M | $24.7M | 15.36% | +55.9K | 2026-06-30 |
| 2 | IUSG | ISHARES TR | 42.8K | $8.1M | $8.0M | 4.99% | +4.5K | 2026-06-30 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 148.9K | $6.8M | $6.6M | 4.09% | -20,935 | 2026-06-30 |
| 4 | IJH | ISHARES TR | 85.5K | $6.6M | $6.3M | 3.89% | +7.5K | 2026-06-30 |
| 5 | SCHD | SCHWAB STRATEGIC TR | 198.3K | $6.3M | $6.8M | 4.23% | +1.3K | 2026-06-30 |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 105.4K | $6.0M | $5.9M | 3.68% | +15.5K | 2026-06-30 |
| 7 | IEFA | ISHARES TR | 56.3K | $5.4M | $5.5M | 3.45% | +6.0K | 2026-06-30 |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 64.4K | $5.2M | $5.1M | 3.19% | +4.2K | 2026-06-30 |
| 9 | QQQ | INVESCO QQQ TR | 6.3K | $4.6M | $4.4M | 2.76% | -476 | 2026-06-30 |
| 10 | AGG | ISHARES TR | 45.6K | $4.5M | $4.4M | 2.72% | -6,416 | 2026-06-30 |
| 11 | BAI | BLACKROCK ETF TRUST | 65.5K | $3.5M | $2.8M | 1.73% | -4,085 | 2026-06-30 |
| 12 | IVW | ISHARES TR | 23.6K | $3.2M | $3.2M | 2.01% | +1.8K | 2026-06-30 |
| 13 | SPY | STATE STR SPDR SP 500 ETF T | 4.3K | $3.2M | $3.2M | 2.02% | -329 | 2026-06-30 |
| 14 | ILDR | FIRST TR EXCHNG TRADED FD VI | 81.3K | $3.2M | $3.1M | 1.91% | +12.5K | 2026-06-30 |
| 15 | IYJ | ISHARES TR | 18.5K | $3.1M | $2.9M | 1.79% | +4.0K | 2026-06-30 |
| 16 | FLTB | FIDELITY MERRIMACK STR TR | 60.6K | $3.0M | $3.0M | 1.86% | -- | 2026-06-30 |
| 17 | DYNF | BLACKROCK ETF TRUST | 44.5K | $3.0M | $3.1M | 1.90% | +2.3K | 2026-06-30 |
| 18 | FTHI | FIRST TR EXCHANGE TRADED FD | 126.7K | $3.0M | $3.0M | 1.86% | -22,889 | 2026-06-30 |
| 19 | CIBR | FIRST TR EXCHANGE-TRADED FD | 32.2K | $2.9M | $3.3M | 2.03% | +6.0K | 2026-06-30 |
| 20 | IVE | ISHARES TR | 11.4K | $2.6M | $2.7M | 1.65% | -1,361 | 2026-06-30 |
| 21 | IUSB | ISHARES TR | 54.2K | $2.5M | $2.4M | 1.51% | +21.5K | 2026-06-30 |
| 22 | MCH | MATTHEWS ASIA FDS | 83.6K | $2.4M | $2.3M | 1.43% | +12.3K | 2026-06-30 |
| 23 | RSP | INVESCO EXCHANGE TRADED FD T | 11.1K | $2.4M | $2.4M | 1.48% | -743 | 2026-06-30 |
| 24 | NFTY | FIRST TR EXCH TRD ALPHDX FD | 43.2K | $2.3M | $2.2M | 1.39% | +7.8K | 2026-06-30 |
| 25 | PYLD | PIMCO ETF TR | 86.2K | $2.3M | $2.2M | 1.38% | -12,619 | 2026-06-30 |
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