1y return+16.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $127 against $137 in the S&P 500.2
Merkkuri Wealth Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $24.4M | 15.1% | +25.2% |
| IUSGIshares Tr | $8.1M | 5.0% | +11.6% |
| FBNDFidelity Merrimack Str Tr | $6.8M | 4.2% | −12.3% |
| IJHIshares Tr | $6.6M | 4.1% | +9.6% |
| SCHDSchwab Strategic Tr | $6.3M | 3.9% | |
| JEPIJ P Morgan Exchange Traded F | $6.0M | 3.7% | +17.2% |
| IEFAIshares Tr | $5.4M | 3.4% | +11.9% |
| RDVYFirst Tr Exchange Traded Fd | $5.2M | 3.2% | +7.0% |
| QQQInvesco Qqq Tr | $4.6M | 2.9% | −7.0% |
| AGGIshares Tr | $4.5M | 2.8% | −12.3% |
| BAIBlackrock Etf Trust | $3.5M | 2.1% | −5.9% |
| IVWIshares Tr | $3.2M | 2.0% | +8.1% |
| SPYState Str Spdr Sp 500 Etf T | $3.2M | 2.0% | −7.1% |
| ILDRFirst Tr Exchng Traded Fd Vi | $3.2M | 2.0% | +18.2% |
| IYJIshares Tr | $3.1M | 1.9% | +27.8% |
| FLTBFidelity Merrimack Str Tr | $3.0M | 1.9% | New |
| DYNFBlackrock Etf Trust | $3.0M | 1.9% | +5.5% |
| FTHIFirst Tr Exchange Traded Fd | $3.0M | 1.9% | −15.3% |
| CIBRFirst Tr Exchange-traded Fd | $2.9M | 1.8% | +23.1% |
| IVEIshares Tr | $2.6M | 1.6% | −10.7% |
| IUSBIshares Tr | $2.5M | 1.6% | +65.7% |
| MCHMatthews Asia Fds | $2.4M | 1.5% | +17.3% |
| RSPInvesco Exchange Traded Fd T | $2.4M | 1.5% | −6.3% |
| NFTYFirst Tr Exch Trd Alphdx Fd | $2.3M | 1.4% | +22.1% |
| PYLDPimco Etf Tr | $2.3M | 1.4% | −12.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| BAIBlackrock Etf Trust | June 30, 2025 | +82.7% | $3.5M |
| GLDMWorld Gold Tr | June 30, 2024 | +72.3% | $1.6M |
| SPMOInvesco Exch Traded Fd Tr II | December 31, 2024 | +70.0% | $1.2M |
| VGTVanguard World Fd | June 30, 2024 | +65.8% | $1.3M |
| CIBRFirst Tr Exchange-traded Fd | June 30, 2024 | +59.3% | $2.9M |
| QQQInvesco Qqq Tr | June 30, 2024 | +53.7% | $4.6M |
| IVWIshares Tr | June 30, 2024 | +48.6% | $3.2M |
| RDVYFirst Tr Exchange Traded Fd | June 30, 2024 | +48.1% | $5.2M |
| IUSGIshares Tr | June 30, 2024 | +47.5% | $8.1M |
| DYNFBlackrock Etf Trust | June 30, 2024 | +44.9% | $3.0M |
Sold off last quarter
- QUALIshares Tr was $1.2M
- Exxon Mobil CorpCUSIP 30231G102 was $824K
- BINCBlackrock Etf Trust II was $506K
- HYLSFirst Tr Exchange-traded Fd was $247K
- IWLIshares Tr was $218K
- UCONFirst Tr Exchng Traded Fd Vi was $205K
- EFAIshares Tr was $189K
- IEMGIshares Inc was $180K
- FSIGFirst Tr Exchange-traded Fd was $177K
- FELGFidelity Covington Trust was $168K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +6.6% | +10.5% |
| March 31, 2025 | −1.9% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Merkkuri Wealth Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2040317&type=13F-HR&dateb=&owner=include&count=40CIK 2040317
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2040317/000204031726000003/Filed July 27, 2026 · accession 0002040317-26-000003