Merkkuri Wealth Advisors
HICKSVILLE, NYfiles as Merkkuri Wealth Advisors LLC
$161m in 81 US stocks at the end of 30 June 2026. The top 10 are 48.3% of the money. It changed about 16.4% of the portfolio this quarter.
Value
$161m
Stocks
81
Top 10 share
48.3%
Turnover
16.4%
What changed this quarter
New
Bought for the first time this quarter.
- Fidelity Merrimack STR TRFLTB1.9% of the fund
- Blackrock ETF TrustIALT0.4% of the fund
- Blackrock ETF Trust IIGGOV0.3% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPYM15.1% of the fund+25%
- Ishares TRIUSG5.0% of the fund+12%
- Ishares TRIJH4.1% of the fund+10%
- J P Morgan Exchange Traded FJEPI3.7% of the fund+17%
- Ishares TRIEFA3.4% of the fund+12%
- First TR Exchange Traded FDRDVY3.2% of the fund+7%
- Ishares TRIVW2.0% of the fund+8%
- First TR Exchng Traded FD VIILDR2.0% of the fund+18%
- Ishares TRIYJ1.9% of the fund+28%
- Blackrock ETF TrustDYNF1.9% of the fund+5%
- First TR Exchange-Traded FDCIBR1.8% of the fund+23%
- Ishares TRIUSB1.6% of the fund+66%
- Matthews Asia FDSMCH1.5% of the fund+17%
- First TR Exch TRD Alphdx FDNFTY1.4% of the fund+22%
- Ishares TRACWX1.3% of the fund+30%
- Blackrock ETF TrustCORO1.2% of the fund+9%
- World Gold TRGLDM1.0% of the fund+13%
- Ishares TRIYH1.0% of the fund+26%
- First TR Exchange-Traded FDRCTR0.8% of the fund+58507%
- Blackrock ETF TrustBLCR0.7% of the fund+14%
- American Centy ETF TRAVUV0.6% of the fund+4%
- Global X FDSSHLD0.6% of the fund+42%
- MicrosoftMSFT0.4% of the fund+9%
- Vaneck ETF TrustSMH0.3% of the fund+14%
- Vanguard Scottsdale FDSVONG0.3% of the fund+12%
Cut
Sold some of their stake.
- Fidelity Merrimack STR TRFBND4.2% of the fund-12%
- Invesco QQQ TRQQQ2.9% of the fund-7%
- Ishares TRAGG2.8% of the fund-12%
- Blackrock ETF TrustBAI2.1% of the fund-6%
- State STR Spdr S&P 500 ETF TSPY2.0% of the fund-7%
- First TR Exchange Traded FDFTHI1.9% of the fund-15%
- Ishares TRIVE1.6% of the fund-11%
- Invesco Exchange Traded FD TRSP1.5% of the fund-6%
- Pimco ETF TRPYLD1.4% of the fund-13%
- Select Sector Spdr TRXLE1.0% of the fund-38%
- Schwab Strategic TRSCHZ0.9% of the fund-13%
- First TR Exch Traded FD IIIFPEI0.8% of the fund-13%
- Vanguard World FDVGT0.8% of the fund-9%
- Invesco Exch Traded FD TR IISPMO0.8% of the fund-20%
- Ishares TRIVV0.7% of the fund-2%
- Ishares TRIAGG0.7% of the fund-43%
- Bondbloxx ETF TrustXTEN0.6% of the fund-37%
- Blackrock ETF TrustTHRO0.5% of the fund-32%
- Ishares TRIWY0.5% of the fund-11%
- American Centy ETF TRAVEM0.5% of the fund-36%
- Ishares TRMBB0.5% of the fund-20%
- AlphabetGOOG0.4% of the fund-2%
- Ishares TRGOVT0.4% of the fund-18%
- Vaneck ETF TrustMOAT0.3% of the fund-10%
- Ishares TRDGRO0.3% of the fund-24%
Sold out
Sold their entire stake.
- Ishares TRQUAL-100%
- ExxonMobil HoldingsXOM-100%
- Blackrock ETF Trust IIBINC-100%
- First TR Exchange-Traded FDHYLS-100%
- Ishares TRIWL-100%
- First TR Exchng Traded FD VIUCON-100%
- Ishares TREFA-100%
- IsharesIEMG-100%
- First TR Exchange-Traded FDFSIG-100%
- Fidelity Covington TrustFELG-100%
- Vanguard World FDMGK-100%
- Fidelity Covington TrustFNCL-100%
- Vanguard Index FDSVUG-100%
- Ishares TREFG-100%
- Proshares TRSJB-100%
- Eli LillyLLY-100%
- Ishares TRLMUB-100%
- VisaV-100%
- Legg Mason ETF InvtLVHI-100%
- Invesco Actvely Mngd ETC FDPDBC-100%
- Meta PlatformsMETA-100%
- Ishares TRIWF-100%
- First TR Exchange Trad FD VIFTGC-100%
- Invesco Exch Traded FD TR IIQQQM-100%
- Ishares TRIGRO-100%
Holdings
- Spdr Series TrustSPYM
- Share
- 15.1%
- Value
- $24m
- Shares
- 277,647
+25%
- Ishares TRIUSG
- Share
- 5.0%
- Value
- $8m
- Shares
- 42,803
+12%
- Fidelity Merrimack STR TRFBND
- Share
- 4.2%
- Value
- $7m
- Shares
- 148,873
-12%
- Ishares TRIJH
- Share
- 4.1%
- Value
- $7m
- Shares
- 85,479
+10%
- Schwab Strategic TRSCHD
- Share
- 3.9%
- Value
- $6m
- Shares
- 198,267
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 3.7%
- Value
- $6m
- Shares
- 105,369
+17%
- Ishares TRIEFA
- Share
- 3.4%
- Value
- $5m
- Shares
- 56,333
+12%
- First TR Exchange Traded FDRDVY
- Share
- 3.2%
- Value
- $5m
- Shares
- 64,393
+7%
- Invesco QQQ TRQQQ
- Share
- 2.9%
- Value
- $5m
- Shares
- 6,291
-7%
- Ishares TRAGG
- Share
- 2.8%
- Value
- $5m
- Shares
- 45,628
-12%
- Blackrock ETF TrustBAI
- Share
- 2.1%
- Value
- $3m
- Shares
- 65,459
-6%
- Ishares TRIVW
- Share
- 2.0%
- Value
- $3m
- Shares
- 23,555
+8%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 2.0%
- Value
- $3m
- Shares
- 4,283
-7%
- First TR Exchng Traded FD VIILDR
- Share
- 2.0%
- Value
- $3m
- Shares
- 81,298
+18%
- Ishares TRIYJ
- Share
- 1.9%
- Value
- $3m
- Shares
- 18,462
+28%
- Fidelity Merrimack STR TRFLTB
- Share
- 1.9%
- Value
- $3m
- Shares
- 60,605
New
- Blackrock ETF TrustDYNF
- Share
- 1.9%
- Value
- $3m
- Shares
- 44,521
+5%
- First TR Exchange Traded FDFTHI
- Share
- 1.9%
- Value
- $3m
- Shares
- 126,660
-15%
- First TR Exchange-Traded FDCIBR
- Share
- 1.8%
- Value
- $3m
- Shares
- 32,233
+23%
- Ishares TRIVE
- Share
- 1.6%
- Value
- $3m
- Shares
- 11,382
-11%
- Ishares TRIUSB
- Share
- 1.6%
- Value
- $2m
- Shares
- 54,166
+66%
- Matthews Asia FDSMCH
- Share
- 1.5%
- Value
- $2m
- Shares
- 83,616
+17%
- Invesco Exchange Traded FD TRSP
- Share
- 1.5%
- Value
- $2m
- Shares
- 11,122
-6%
- First TR Exch TRD Alphdx FDNFTY
- Share
- 1.4%
- Value
- $2m
- Shares
- 43,224
+22%
- Pimco ETF TRPYLD
- Share
- 1.4%
- Value
- $2m
- Shares
- 86,168
-13%
- Ishares TRACWX
- Share
- 1.3%
- Value
- $2m
- Shares
- 28,335
+30%
- Blackrock ETF TrustCORO
- Share
- 1.2%
- Value
- $2m
- Shares
- 54,224
+9%
- World Gold TRGLDM
- Share
- 1.0%
- Value
- $2m
- Shares
- 20,162
+13%
- Select Sector Spdr TRXLE
- Share
- 1.0%
- Value
- $2m
- Shares
- 29,852
-38%
- Ishares TRIYH
- Share
- 1.0%
- Value
- $2m
- Shares
- 23,126
+26%
- Schwab Strategic TRSCHZ
- Share
- 0.9%
- Value
- $1m
- Shares
- 60,374
-13%
- First TR Exchange-Traded FDRCTR
- Share
- 0.8%
- Value
- $1m
- Shares
- 40,439
+58507%
- First TR Exch Traded FD IIIFPEI
- Share
- 0.8%
- Value
- $1m
- Shares
- 67,046
-13%
- Vanguard World FDVGT
- Share
- 0.8%
- Value
- $1m
- Shares
- 10,469
-9%
- Invesco Exch Traded FD TR IISPMO
- Share
- 0.8%
- Value
- $1m
- Shares
- 7,652
-20%
- Ishares TRIVV
- Share
- 0.7%
- Value
- $1m
- Shares
- 1,554
-2%
- Blackrock ETF TrustBLCR
- Share
- 0.7%
- Value
- $1m
- Shares
- 23,074
+14%
- Ishares TRIAGG
- Share
- 0.7%
- Value
- $1m
- Shares
- 22,898
-43%
- American Centy ETF TRAVUV
- Share
- 0.6%
- Value
- $1m
- Shares
- 8,366
+4%
- Global X FDSSHLD
- Share
- 0.6%
- Value
- $967,614
- Shares
- 16,205
+42%
- Bondbloxx ETF TrustXTEN
- Share
- 0.6%
- Value
- $938,361
- Shares
- 20,587
-37%
- Blackrock ETF TrustTHRO
- Share
- 0.5%
- Value
- $882,545
- Shares
- 20,472
-32%
- Ishares TRIWY
- Share
- 0.5%
- Value
- $870,554
- Shares
- 2,996
-11%
- American Centy ETF TRAVEM
- Share
- 0.5%
- Value
- $868,329
- Shares
- 8,999
-36%
- Ishares TRMBB
- Share
- 0.5%
- Value
- $750,670
- Shares
- 7,942
-20%
- Blackrock ETF TrustIALT
- Share
- 0.4%
- Value
- $720,072
- Shares
- 25,671
New
- Ishares TRGOVT
- Share
- 0.4%
- Value
- $688,636
- Shares
- 30,230
-18%
- Vaneck ETF TrustMOAT
- Share
- 0.3%
- Value
- $528,184
- Shares
- 5,081
-10%
- Blackrock ETF Trust IIGGOV
- Share
- 0.3%
- Value
- $498,525
- Shares
- 9,913
New
- First TR Exchange-Traded FDFDL
- Share
- 0.3%
- Value
- $491,217
- Shares
- 10,095
Held
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $483,347
- Shares
- 704
Held
- Ishares TRDGRO
- Share
- 0.3%
- Value
- $463,990
- Shares
- 6,122
-24%
- Vaneck ETF TrustSMH
- Share
- 0.3%
- Value
- $443,376
- Shares
- 676
+14%
- Ishares TRHEFA
- Share
- 0.3%
- Value
- $430,096
- Shares
- 9,166
-25%
- Vanguard Scottsdale FDSVONG
- Share
- 0.3%
- Value
- $421,893
- Shares
- 3,301
+12%
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $418,759
- Shares
- 2,198
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 0.3%
- Value
- $413,142
- Shares
- 4,999
Held
- Invesco Exch Traded FD TR IISPLV
- Share
- 0.2%
- Value
- $368,206
- Shares
- 4,916
-8%
- Ishares TRESGU
- Share
- 0.2%
- Value
- $367,526
- Shares
- 2,246
Held
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.2%
- Value
- $356,353
- Shares
- 10,705
Held
- Ishares TRMUB
- Share
- 0.2%
- Value
- $352,261
- Shares
- 3,273
-11%
- Janus Detroit STR TRJSI
- Share
- 0.2%
- Value
- $337,494
- Shares
- 6,590
-91%
- Ishares TRIJK
- Share
- 0.2%
- Value
- $332,687
- Shares
- 2,831
-29%
- Ishares TREFV
- Share
- 0.2%
- Value
- $326,886
- Shares
- 4,270
-75%
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $290,461
- Shares
- 788
-13%
- PIMCO Dynamic Income FundPDI
- Share
- 0.2%
- Value
- $264,518
- Shares
- 15,839
Held
- Ishares TRIGV
- Share
- 0.1%
- Value
- $236,167
- Shares
- 2,607
Held
- First TR Exchange-Traded FDLMBS
- Share
- 0.1%
- Value
- $231,710
- Shares
- 4,655
-19%
- Tidal Trust ISPUS
- Share
- 0.1%
- Value
- $224,000
- Shares
- 3,896
Held
- Global X FDSPAVE
- Share
- 0.1%
- Value
- $213,581
- Shares
- 3,625
-27%
- Invesco Exchange Traded FD TPPA
- Share
- 0.1%
- Value
- $203,622
- Shares
- 1,153
Held
- Schwab Strategic TRSCHG
- Share
- 0.1%
- Value
- $201,753
- Shares
- 5,962
-3%
- First TR Exchange-Traded FDFTSM
- Share
- 0.1%
- Value
- $201,101
- Shares
- 3,367
-34%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Spdr Series TrustSPYM | 15.1% | $24m | 277,647 | +25% |
| Ishares TRIUSG | 5.0% | $8m | 42,803 | +12% |
| Fidelity Merrimack STR TRFBND | 4.2% | $7m | 148,873 | -12% |
| Ishares TRIJH | 4.1% | $7m | 85,479 | +10% |
| Schwab Strategic TRSCHD | 3.9% | $6m | 198,267 | Held |
| J P Morgan Exchange Traded FJEPI | 3.7% | $6m | 105,369 | +17% |
| Ishares TRIEFA | 3.4% | $5m | 56,333 | +12% |
| First TR Exchange Traded FDRDVY | 3.2% | $5m | 64,393 | +7% |
| Invesco QQQ TRQQQ | 2.9% | $5m | 6,291 | -7% |
| Ishares TRAGG | 2.8% | $5m | 45,628 | -12% |
| Blackrock ETF TrustBAI | 2.1% | $3m | 65,459 | -6% |
| Ishares TRIVW | 2.0% | $3m | 23,555 | +8% |
| State STR Spdr S&P 500 ETF TSPY | 2.0% | $3m | 4,283 | -7% |
| First TR Exchng Traded FD VIILDR | 2.0% | $3m | 81,298 | +18% |
| Ishares TRIYJ | 1.9% | $3m | 18,462 | +28% |
| Fidelity Merrimack STR TRFLTB | 1.9% | $3m | 60,605 | New |
| Blackrock ETF TrustDYNF | 1.9% | $3m | 44,521 | +5% |
| First TR Exchange Traded FDFTHI | 1.9% | $3m | 126,660 | -15% |
| First TR Exchange-Traded FDCIBR | 1.8% | $3m | 32,233 | +23% |
| Ishares TRIVE | 1.6% | $3m | 11,382 | -11% |
| Ishares TRIUSB | 1.6% | $2m | 54,166 | +66% |
| Matthews Asia FDSMCH | 1.5% | $2m | 83,616 | +17% |
| Invesco Exchange Traded FD TRSP | 1.5% | $2m | 11,122 | -6% |
| First TR Exch TRD Alphdx FDNFTY | 1.4% | $2m | 43,224 | +22% |
| Pimco ETF TRPYLD | 1.4% | $2m | 86,168 | -13% |
| Ishares TRACWX | 1.3% | $2m | 28,335 | +30% |
| Blackrock ETF TrustCORO | 1.2% | $2m | 54,224 | +9% |
| World Gold TRGLDM | 1.0% | $2m | 20,162 | +13% |
| Select Sector Spdr TRXLE | 1.0% | $2m | 29,852 | -38% |
| Ishares TRIYH | 1.0% | $2m | 23,126 | +26% |
| Amazon.comAMZN | 0.9% | $2m | 6,403 | Held |
| Schwab Strategic TRSCHZ | 0.9% | $1m | 60,374 | -13% |
| First TR Exchange-Traded FDRCTR | 0.8% | $1m | 40,439 | +58507% |
| First TR Exch Traded FD IIIFPEI | 0.8% | $1m | 67,046 | -13% |
| Vanguard World FDVGT | 0.8% | $1m | 10,469 | -9% |
| Invesco Exch Traded FD TR IISPMO | 0.8% | $1m | 7,652 | -20% |
| Ishares TRIVV | 0.7% | $1m | 1,554 | -2% |
| Blackrock ETF TrustBLCR | 0.7% | $1m | 23,074 | +14% |
| Ishares TRIAGG | 0.7% | $1m | 22,898 | -43% |
| American Centy ETF TRAVUV | 0.6% | $1m | 8,366 | +4% |
| Global X FDSSHLD | 0.6% | $967,614 | 16,205 | +42% |
| Bondbloxx ETF TrustXTEN | 0.6% | $938,361 | 20,587 | -37% |
| Blackrock ETF TrustTHRO | 0.5% | $882,545 | 20,472 | -32% |
| Ishares TRIWY | 0.5% | $870,554 | 2,996 | -11% |
| American Centy ETF TRAVEM | 0.5% | $868,329 | 8,999 | -36% |
| AppleAAPL | 0.5% | $786,366 | 2,718 | Held |
| Ishares TRMBB | 0.5% | $750,670 | 7,942 | -20% |
| Blackrock ETF TrustIALT | 0.4% | $720,072 | 25,671 | New |
| AlphabetGOOG | 0.4% | $699,923 | 1,981 | -2% |
| Ishares TRGOVT | 0.4% | $688,636 | 30,230 | -18% |
| MicrosoftMSFT | 0.4% | $601,982 | 1,614 | +9% |
| Vaneck ETF TrustMOAT | 0.3% | $528,184 | 5,081 | -10% |
| AlphabetGOOGL | 0.3% | $506,435 | 1,417 | Held |
| Blackrock ETF Trust IIGGOV | 0.3% | $498,525 | 9,913 | New |
| First TR Exchange-Traded FDFDL | 0.3% | $491,217 | 10,095 | Held |
| Vanguard Index FDSVOO | 0.3% | $483,347 | 704 | Held |
| Ishares TRDGRO | 0.3% | $463,990 | 6,122 | -24% |
| Vaneck ETF TrustSMH | 0.3% | $443,376 | 676 | +14% |
| Ishares TRHEFA | 0.3% | $430,096 | 9,166 | -25% |
| Vanguard Scottsdale FDSVONG | 0.3% | $421,893 | 3,301 | +12% |
| Select Sector Spdr TRXLK | 0.3% | $418,759 | 2,198 | Held |
| Vanguard Scottsdale FDSVCIT | 0.3% | $413,142 | 4,999 | Held |
| Invesco Exch Traded FD TR IISPLV | 0.2% | $368,206 | 4,916 | -8% |
| Ishares TRESGU | 0.2% | $367,526 | 2,246 | Held |
| Ishares Bitcoin Trust ETFIBIT | 0.2% | $356,353 | 10,705 | Held |
| Ishares TRMUB | 0.2% | $352,261 | 3,273 | -11% |
| NvidiaNVDA | 0.2% | $347,909 | 1,739 | +14% |
| Janus Detroit STR TRJSI | 0.2% | $337,494 | 6,590 | -91% |
| Ishares TRIJK | 0.2% | $332,687 | 2,831 | -29% |
| Ishares TREFV | 0.2% | $326,886 | 4,270 | -75% |
| Spdr Gold TRGLD | 0.2% | $290,461 | 788 | -13% |
| Ares CapitalARCC | 0.2% | $280,118 | 15,117 | Held |
| PIMCO Dynamic Income FundPDI | 0.2% | $264,518 | 15,839 | Held |
| Ishares TRIGV | 0.1% | $236,167 | 2,607 | Held |
| First TR Exchange-Traded FDLMBS | 0.1% | $231,710 | 4,655 | -19% |
| Costco WholesaleCOST | 0.1% | $226,862 | 243 | -7% |
| Tidal Trust ISPUS | 0.1% | $224,000 | 3,896 | Held |
| Global X FDSPAVE | 0.1% | $213,581 | 3,625 | -27% |
| Invesco Exchange Traded FD TPPA | 0.1% | $203,622 | 1,153 | Held |
| Schwab Strategic TRSCHG | 0.1% | $201,753 | 5,962 | -3% |
| First TR Exchange-Traded FDFTSM | 0.1% | $201,101 | 3,367 | -34% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 22.3% since 30 June 2025.
Where the money is
Technology1.1%
Retail & consumer0.9%
Media & telecom0.7%
Everyday goods0.1%
Other97.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.