Merkkuri Wealth Advisors LLC: 13F holdings
CIK 20403172026Q2
| Positions | 81 |
|---|---|
| Reported value | $161.2m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPYM SPDR SERIES TRUST | 277,647 | $24.4m | 15.1% |
| IUSG ISHARES TR | 42,803 | $8.1m | 5.0% |
| FBND FIDELITY MERRIMACK STR TR | 148,873 | $6.8m | 4.2% |
| IJH ISHARES TR | 85,479 | $6.6m | 4.1% |
| SCHD SCHWAB STRATEGIC TR | 198,267 | $6.3m | 3.9% |
| JEPI J P MORGAN EXCHANGE TRADED F | 105,369 | $6.0m | 3.7% |
| IEFA ISHARES TR | 56,333 | $5.4m | 3.4% |
| RDVY FIRST TR EXCHANGE TRADED FD | 64,393 | $5.2m | 3.2% |
| QQQ INVESCO QQQ TR | 6,291 | $4.6m | 2.9% |
| AGG ISHARES TR | 45,628 | $4.5m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2040317")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.