Institutional Fund
Merkkuri Wealth Advisors LLC
Hicksville, NYCIK 20403175 filings on record
Portfolio Value
$151.07M
Q1 2026
Holdings
384
Reported positions
New Buys
304
Opened this quarter
QoQ Change
+2.8%
from $146.94M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.2%
- Fidelity Merrimack Str Tr5.1%
- Schwab Strategic Tr4.0%
- Ishares Tr3.9%
- Ishares Tr3.5%
- Ishares Tr3.4%
- Other68.8%
Portfolio Holdings
384 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 221.7K | $16.97M | 11.2% | +15.8K | Added |
| 2 | Fidelity Merrimack Str Tr | 169.8K | $7.75M | 5.1% | −3.7K | Reduced |
| 3 | Schwab Strategic Tr | 197.0K | $6.04M | 4.0% | −111 | Reduced |
| 4 | Ishares Tr | 38.3K | $5.95M | 3.9% | +657 | Added |
| 5 | Ishares Tr | 78.0K | $5.27M | 3.5% | +186 | Added |
| 6 | Ishares Tr | 52.0K | $5.17M | 3.4% | −1.4K | Reduced |
| 7 | J P Morgan Exchange Traded F | 89.9K | $5.09M | 3.4% | +462 | Added |
| 8 | Ishares Tr | 50.3K | $4.56M | 3.0% | +15 | Added |
| 9 | First Tr Exchange Traded Fd | 60.2K | $4.11M | 2.7% | +520 | Added |
| 10 | Invesco Qqq Tr | 6.8K | $3.91M | 2.6% | −443 | Reduced |
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