Sponsored

The Analysis of Merkkuri Wealth Advisors LLC's Holdings & P&L

Currently, Merkkuri Wealth Advisors LLC holds 81 types of securities in its portfolio with a total value $161.2M. In the most recent quarter, they have increased their positions in N/A (+55.9K shares, valued at $4.9M), FLTB (+60.6K shares, valued at $3.0M), RCTR (+40.4K shares, valued at $1.4M); decreased their positions in JSI (-69.0K shares, valued at $3.5M), XLE (-18.5K shares, valued at $984.4K), EFV (-12.7K shares, valued at $973.4K); initiated new positions in FLTB (+60.6K shares, valued at $3.0M), N/A (+25.7K shares, valued at $720.1K), N/A (+9.9K shares, valued at $498.5K).

1M P&L

+4.1M+3.49%

3M P&L

+2.1M+1.75%

HY P&L

+2.6M+2.24%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A114.7M

96.2%

2Internet Retail1.5M

1.3%

3Internet Content & Information1.2M

1.0%

Top Industries by Stock Count

1N/A65 stocks

91.5%

2Internet Content & Information2 stocks

2.8%

3Internet Retail1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST277.6K shares25.23%2026-06-302026-07-27

IUSG ISHARES TR42.8K shares11.63%2026-06-302026-07-27

FBND FIDELITY MERRIMACK STR TR148.9K shares-12.33%2026-06-302026-07-27

IJH ISHARES TR85.5K shares9.58%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR198.3K shares0.66%2026-06-302026-07-27

JEPI J P MORGAN EXCHANGE TRADED F105.4K shares17.23%2026-06-302026-07-27

ISHARES TR ISHARES TR56.3K shares11.89%2026-06-302026-07-27

RDVY FIRST TR EXCHANGE TRADED FD64.4K shares6.99%2026-06-302026-07-27

Sponsored

QQQ INVESCO QQQ TR6.3K shares-7.03%2026-06-302026-07-27

ISHARES TR ISHARES TR45.6K shares-12.33%2026-06-302026-07-27

BAI BLACKROCK ETF TRUST65.5K shares-5.87%2026-06-302026-07-27

IVW ISHARES TR23.6K shares8.08%2026-06-302026-07-27

STATE STR SPDR SP 500 ETF T STATE STR SPDR SP 500 ETF T4.3K shares-7.13%2026-06-302026-07-27

ILDR FIRST TR EXCHNG TRADED FD VI81.3K shares18.16%2026-06-302026-07-27

IYJ ISHARES TR18.5K shares27.80%2026-06-302026-07-27

FLTB FIDELITY MERRIMACK STR TR60.6K sharesnew addition2026-06-302026-07-27

Sponsored

DYNF BLACKROCK ETF TRUST44.5K shares5.47%2026-06-302026-07-27

FTHI FIRST TR EXCHANGE TRADED FD126.7K shares-15.31%2026-06-302026-07-27

CIBR FIRST TR EXCHANGE-TRADED FD32.2K shares23.08%2026-06-302026-07-27

IVE ISHARES TR11.4K shares-10.68%2026-06-302026-07-27

IUSB ISHARES TR54.2K shares65.71%2026-06-302026-07-27

MCH MATTHEWS ASIA FDS83.6K shares17.29%2026-06-302026-07-27

RSP INVESCO EXCHANGE TRADED FD T11.1K shares-6.26%2026-06-302026-07-27

NFTY FIRST TR EXCH TRD ALPHDX FD43.2K shares22.13%2026-06-302026-07-27

Sponsored

PYLD PIMCO ETF TR86.2K shares-12.77%2026-06-302026-07-27

ACWX ISHARES TR28.3K shares30.38%2026-06-302026-07-27

CORO BLACKROCK ETF TRUST54.2K shares9.28%2026-06-302026-07-27

WORLD GOLD TR WORLD GOLD TR20.2K shares13.28%2026-06-302026-07-27

XLE SELECT SECTOR SPDR TR29.9K shares-38.31%2026-06-302026-07-27

IYH ISHARES TR23.1K shares26.30%2026-06-302026-07-27

AMZN AMAZON COM INC6.4K shares-1.14%2026-06-302026-07-27

SCHZ SCHWAB STRATEGIC TR60.4K shares-12.68%2026-06-302026-07-27

Sponsored

RCTR FIRST TR EXCHANGE-TRADED FD40.4K shares58507.25%2026-06-302026-07-27

FPEI FIRST TR EXCH TRADED FD III67.0K shares-12.76%2026-06-302026-07-27

VGT VANGUARD WORLD FD10.5K shares631.59%2026-06-302026-07-27

SPMO INVESCO EXCH TRADED FD TR II7.7K shares-20.13%2026-06-302026-07-27

ISHARES TR ISHARES TR1.6K shares-2.39%2026-06-302026-07-27

BLCR BLACKROCK ETF TRUST23.1K shares14.11%2026-06-302026-07-27

IAGG ISHARES TR22.9K shares-42.66%2026-06-302026-07-27

AVUV AMERICAN CENTY ETF TR8.4K shares4.42%2026-06-302026-07-27

Sponsored

SHLD GLOBAL X FDS16.2K shares41.64%2026-06-302026-07-27

XTEN BONDBLOXX ETF TRUST20.6K shares-36.63%2026-06-302026-07-27

THRO BLACKROCK ETF TRUST20.5K shares-32.10%2026-06-302026-07-27

IWY ISHARES TR3.0K shares-11.47%2026-06-302026-07-27

AVEM AMERICAN CENTY ETF TR9.0K shares-35.71%2026-06-302026-07-27

AAPL APPLE INC2.7K shares-1.49%2026-06-302026-07-27

MBB ISHARES TR7.9K shares-20.13%2026-06-302026-07-27

BLACKROCK ETF TRUST BLACKROCK ETF TRUST25.7K sharesnew addition2026-06-302026-07-27

Sponsored

GOOG ALPHABET INC2.0K shares-2.27%2026-06-302026-07-27

GOVT ISHARES TR30.2K shares-18.23%2026-06-302026-07-27

MSFT MICROSOFT CORP1.6K shares8.83%2026-06-302026-07-27

MOAT VANECK ETF TRUST5.1K shares-9.75%2026-06-302026-07-27

GOOGL ALPHABET INC1.4K shares1.58%2026-06-302026-07-27

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II9.9K sharesnew addition2026-06-302026-07-27

FDL FIRST TR EXCHANGE-TRADED FD10.1K shares-1.59%2026-06-302026-07-27

VOO VANGUARD INDEX FDS704 shares0.72%2026-06-302026-07-27

Sponsored

DGRO ISHARES TR6.1K shares-24.00%2026-06-302026-07-27

SMH VANECK ETF TRUST676 shares14.19%2026-06-302026-07-27

HEFA ISHARES TR9.2K shares-24.57%2026-06-302026-07-27

VONG VANGUARD SCOTTSDALE FDS3.3K shares11.78%2026-06-302026-07-27

XLK SELECT SECTOR SPDR TR2.2K shares0.14%2026-06-302026-07-27

VCIT VANGUARD SCOTTSDALE FDS5.0K shares1.24%2026-06-302026-07-27

SPLV INVESCO EXCH TRADED FD TR II4.9K shares-8.30%2026-06-302026-07-27

ESGU ISHARES TR2.2K shares-0.58%2026-06-302026-07-27

Sponsored

IBIT ISHARES BITCOIN TRUST ETF10.7K shares1.86%2026-06-302026-07-27

MUB ISHARES TR3.3K shares-11.49%2026-06-302026-07-27

NVDA NVIDIA CORPORATION1.7K shares13.59%2026-06-302026-07-27

JSI JANUS DETROIT STR TR6.6K shares-91.29%2026-06-302026-07-27

IJK ISHARES TR2.8K shares-28.58%2026-06-302026-07-27

EFV ISHARES TR4.3K shares-74.86%2026-06-302026-07-27

GLD SPDR GOLD TR788 shares-13.02%2026-06-302026-07-27

ARES CAPITAL CORP ARES CAPITAL CORP15.1K shares0.00%2026-06-302026-07-27

Sponsored

PDI PIMCO DYNAMIC INCOME FD15.8K shares0.00%2026-06-302026-07-27

IGV ISHARES TR2.6K shares0.04%2026-06-302026-07-27

LMBS FIRST TR EXCHANGE-TRADED FD4.7K shares-19.14%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION243 shares-6.54%2026-06-302026-07-27

SPUS TIDAL TRUST I3.9K shares0.10%2026-06-302026-07-27

PAVE GLOBAL X FDS3.6K shares-27.49%2026-06-302026-07-27

PPA INVESCO EXCHANGE TRADED FD T1.2K shares0.09%2026-06-302026-07-27

SCHG SCHWAB STRATEGIC TR6.0K shares-3.25%2026-06-302026-07-27

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD3.4K shares-33.84%2026-06-302026-07-27

SPDR SERIES TRUST

25.23%

Shares277.6K

Event2026-06-30

Filed2026-07-27

IUSG

ISHARES TR

11.63%

Shares42.8K

Event2026-06-30

Filed2026-07-27

FBND

FIDELITY MERRIMACK STR TR

-12.33%

Shares148.9K

Event2026-06-30

Filed2026-07-27

IJH

ISHARES TR

9.58%

Shares85.5K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

0.66%

Shares198.3K

Event2026-06-30

Filed2026-07-27

JEPI

J P MORGAN EXCHANGE TRADED F

17.23%

Shares105.4K

Event2026-06-30

Filed2026-07-27

ISHARES TR

11.89%

Shares56.3K

Event2026-06-30

Filed2026-07-27

RDVY

FIRST TR EXCHANGE TRADED FD

6.99%

Shares64.4K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-7.03%

Shares6.3K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-12.33%

Shares45.6K

Event2026-06-30

Filed2026-07-27

BAI

BLACKROCK ETF TRUST

-5.87%

Shares65.5K

Event2026-06-30

Filed2026-07-27

IVW

ISHARES TR

8.08%

Shares23.6K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR SP 500 ETF T

-7.13%

Shares4.3K

Event2026-06-30

Filed2026-07-27

ILDR

FIRST TR EXCHNG TRADED FD VI

18.16%

Shares81.3K

Event2026-06-30

Filed2026-07-27

IYJ

ISHARES TR

27.80%

Shares18.5K

Event2026-06-30

Filed2026-07-27

FLTB

FIDELITY MERRIMACK STR TR

New

Shares60.6K

Event2026-06-30

Filed2026-07-27

DYNF

BLACKROCK ETF TRUST

5.47%

Shares44.5K

Event2026-06-30

Filed2026-07-27

FTHI

FIRST TR EXCHANGE TRADED FD

-15.31%

Shares126.7K

Event2026-06-30

Filed2026-07-27

CIBR

FIRST TR EXCHANGE-TRADED FD

23.08%

Shares32.2K

Event2026-06-30

Filed2026-07-27

IVE

ISHARES TR

-10.68%

Shares11.4K

Event2026-06-30

Filed2026-07-27

IUSB

ISHARES TR

65.71%

Shares54.2K

Event2026-06-30

Filed2026-07-27

MCH

MATTHEWS ASIA FDS

17.29%

Shares83.6K

Event2026-06-30

Filed2026-07-27

RSP

INVESCO EXCHANGE TRADED FD T

-6.26%

Shares11.1K

Event2026-06-30

Filed2026-07-27

NFTY

FIRST TR EXCH TRD ALPHDX FD

22.13%

Shares43.2K

Event2026-06-30

Filed2026-07-27

PYLD

PIMCO ETF TR

-12.77%

Shares86.2K

Event2026-06-30

Filed2026-07-27

ACWX

ISHARES TR

30.38%

Shares28.3K

Event2026-06-30

Filed2026-07-27

CORO

BLACKROCK ETF TRUST

9.28%

Shares54.2K

Event2026-06-30

Filed2026-07-27

WORLD GOLD TR

13.28%

Shares20.2K

Event2026-06-30

Filed2026-07-27

XLE

SELECT SECTOR SPDR TR

-38.31%

Shares29.9K

Event2026-06-30

Filed2026-07-27

IYH

ISHARES TR

26.30%

Shares23.1K

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

-1.14%

Shares6.4K

Event2026-06-30

Filed2026-07-27

SCHZ

SCHWAB STRATEGIC TR

-12.68%

Shares60.4K

Event2026-06-30

Filed2026-07-27

RCTR

FIRST TR EXCHANGE-TRADED FD

58507.25%

Shares40.4K

Event2026-06-30

Filed2026-07-27

FPEI

FIRST TR EXCH TRADED FD III

-12.76%

Shares67.0K

Event2026-06-30

Filed2026-07-27

VGT

VANGUARD WORLD FD

631.59%

Shares10.5K

Event2026-06-30

Filed2026-07-27

SPMO

INVESCO EXCH TRADED FD TR II

-20.13%

Shares7.7K

Event2026-06-30

Filed2026-07-27

ISHARES TR

-2.39%

Shares1.6K

Event2026-06-30

Filed2026-07-27

BLCR

BLACKROCK ETF TRUST

14.11%

Shares23.1K

Event2026-06-30

Filed2026-07-27

IAGG

ISHARES TR

-42.66%

Shares22.9K

Event2026-06-30

Filed2026-07-27

AVUV

AMERICAN CENTY ETF TR

4.42%

Shares8.4K

Event2026-06-30

Filed2026-07-27

SHLD

GLOBAL X FDS

41.64%

Shares16.2K

Event2026-06-30

Filed2026-07-27

XTEN

BONDBLOXX ETF TRUST

-36.63%

Shares20.6K

Event2026-06-30

Filed2026-07-27

THRO

BLACKROCK ETF TRUST

-32.10%

Shares20.5K

Event2026-06-30

Filed2026-07-27

IWY

ISHARES TR

-11.47%

Shares3.0K

Event2026-06-30

Filed2026-07-27

AVEM

AMERICAN CENTY ETF TR

-35.71%

Shares9.0K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

-1.49%

Shares2.7K

Event2026-06-30

Filed2026-07-27

MBB

ISHARES TR

-20.13%

Shares7.9K

Event2026-06-30

Filed2026-07-27

BLACKROCK ETF TRUST

New

Shares25.7K

Event2026-06-30

Filed2026-07-27

GOOG

ALPHABET INC

-2.27%

Shares2.0K

Event2026-06-30

Filed2026-07-27

GOVT

ISHARES TR

-18.23%

Shares30.2K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

8.83%

Shares1.6K

Event2026-06-30

Filed2026-07-27

MOAT

VANECK ETF TRUST

-9.75%

Shares5.1K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

1.58%

Shares1.4K

Event2026-06-30

Filed2026-07-27

BLACKROCK ETF TRUST II

New

Shares9.9K

Event2026-06-30

Filed2026-07-27

FDL

FIRST TR EXCHANGE-TRADED FD

-1.59%

Shares10.1K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

0.72%

Shares704

Event2026-06-30

Filed2026-07-27

DGRO

ISHARES TR

-24.00%

Shares6.1K

Event2026-06-30

Filed2026-07-27

SMH

VANECK ETF TRUST

14.19%

Shares676

Event2026-06-30

Filed2026-07-27

HEFA

ISHARES TR

-24.57%

Shares9.2K

Event2026-06-30

Filed2026-07-27

VONG

VANGUARD SCOTTSDALE FDS

11.78%

Shares3.3K

Event2026-06-30

Filed2026-07-27

XLK

SELECT SECTOR SPDR TR

0.14%

Shares2.2K

Event2026-06-30

Filed2026-07-27

VCIT

VANGUARD SCOTTSDALE FDS

1.24%

Shares5.0K

Event2026-06-30

Filed2026-07-27

SPLV

INVESCO EXCH TRADED FD TR II

-8.30%

Shares4.9K

Event2026-06-30

Filed2026-07-27

ESGU

ISHARES TR

-0.58%

Shares2.2K

Event2026-06-30

Filed2026-07-27

IBIT

ISHARES BITCOIN TRUST ETF

1.86%

Shares10.7K

Event2026-06-30

Filed2026-07-27

MUB

ISHARES TR

-11.49%

Shares3.3K

Event2026-06-30

Filed2026-07-27

NVDA

NVIDIA CORPORATION

13.59%

Shares1.7K

Event2026-06-30

Filed2026-07-27

JSI

JANUS DETROIT STR TR

-91.29%

Shares6.6K

Event2026-06-30

Filed2026-07-27

IJK

ISHARES TR

-28.58%

Shares2.8K

Event2026-06-30

Filed2026-07-27

EFV

ISHARES TR

-74.86%

Shares4.3K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

-13.02%

Shares788

Event2026-06-30

Filed2026-07-27

ARES CAPITAL CORP

0.00%

Shares15.1K

Event2026-06-30

Filed2026-07-27

PDI

PIMCO DYNAMIC INCOME FD

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-27

IGV

ISHARES TR

0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-27

LMBS

FIRST TR EXCHANGE-TRADED FD

-19.14%

Shares4.7K

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

-6.54%

Shares243

Event2026-06-30

Filed2026-07-27

SPUS

TIDAL TRUST I

0.10%

Shares3.9K

Event2026-06-30

Filed2026-07-27

PAVE

GLOBAL X FDS

-27.49%

Shares3.6K

Event2026-06-30

Filed2026-07-27

PPA

INVESCO EXCHANGE TRADED FD T

0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-27

SCHG

SCHWAB STRATEGIC TR

-3.25%

Shares6.0K

Event2026-06-30

Filed2026-07-27

FTSM

FIRST TR EXCHANGE-TRADED FD

-33.84%

Shares3.4K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available