Merkkuri Wealth Advisors LLC

HICKSVILLE, NY · CIK 2040317 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyHicksville, NY

$161.2m reported value +6.7% vs Q1 2026

81positions

48.3%in top 10

3 new 35 added 41 reduced 321 sold out vs Q1 2026

Also in the report of:

AE Wealth Management LLC – $1.5m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	277,647	$24.4m15.14%	15.14%	Added +55.9k	+55,930 25.2%
2	ISHARES TR CORE S&P US GWT IUSG	IUSG	42,803	$8.1m4.99%	4.99%	Added +4.5k	+4,461 11.6%
3	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	148,873	$6.8m4.20%	4.20%	Reduced -20.9k	-20,935 -12.3%
4	ISHARES TR CORE S&P MCP ETF IJH	IJH	85,479	$6.6m4.09%	4.09%	Added +7.5k	+7,475 9.6%
5	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	198,267	$6.3m3.90%	3.90%	Added +1.3k	+1,300 0.7%
6	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	105,369	$6.0m3.69%	3.69%	Added +15.5k	+15,486 17.2%
7	ISHARES TR CORE MSCI EAFE IEFA	IEFA	56,333	$5.4m3.38%	3.38%	Added +6.0k	+5,985 11.9%
8	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	64,393	$5.2m3.24%	3.24%	Added +4.2k	+4,207 7.0%
9	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	6,291	$4.6m2.87%	2.87%	Reduced -476	-476 -7.0%
10	ISHARES TR CORE US AGGBD ET AGG	AGG	45,628	$4.5m2.80%	2.80%	Reduced -6.4k	-6,416 -12.3%
11	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	65,459	$3.5m2.14%	2.14%	Reduced -4.1k	-4,085 -5.9%
12	ISHARES TR S&P 500 GRWT ETF IVW	IVW	23,555	$3.2m2.01%	2.01%	Added +1.8k	+1,760 8.1%
13	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,283	$3.2m1.98%	1.98%	Reduced -329	-329 -7.1%
14	FIRST TR EXCHNG TRADED FD VI INNOVATION LEAD ILDR	ILDR	81,298	$3.2m1.98%	1.98%	Added +12.5k	+12,493 18.2%
15	ISHARES TR US INDUSTRIALS IYJ	IYJ	18,462	$3.1m1.91%	1.91%	Added +4.0k	+4,016 27.8%
16	FIDELITY MERRIMACK STR TR LTD TRM BD ETF FLTB	FLTB	60,605	$3.0m1.88%	1.88%	New
17	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	44,521	$3.0m1.88%	1.88%	Added +2.3k	+2,310 5.5%
18	FIRST TR EXCHANGE TRADED FD BUYWRIT INCM ETF FTHI	FTHI	126,660	$3.0m1.87%	1.87%	Reduced -22.9k	-22,889 -15.3%
19	FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF CIBR	CIBR	32,233	$2.9m1.80%	1.80%	Added +6.0k	+6,045 23.1%
20	ISHARES TR S&P 500 VAL ETF IVE	IVE	11,382	$2.6m1.60%	1.60%	Reduced -1.4k	-1,361 -10.7%
21	ISHARES TR CORE TOTAL USD IUSB	IUSB	54,166	$2.5m1.55%	1.55%	Added +21.5k	+21,479 65.7%
22	MATTHEWS ASIA FDS CHINA ACTIVE ETF MCH	MCH	83,616	$2.4m1.50%	1.50%	Added +12.3k	+12,327 17.3%
23	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	11,122	$2.4m1.47%	1.47%	Reduced -743	-743 -6.3%
24	FIRST TR EXCH TRD ALPHDX FD INDIA NFTY50 EQW NFTY	NFTY	43,224	$2.3m1.44%	1.44%	Added +7.8k	+7,833 22.1%
25	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	86,168	$2.3m1.42%	1.42%	Reduced -12.6k	-12,619 -12.8%
26	ISHARES TR MSCI ACWI EX US ACWX	ACWX	28,335	$2.2m1.34%	1.34%	Added +6.6k	+6,603 30.4%
27	BLACKROCK ETF TRUST ISHA IN CTRY ETF CORO	CORO	54,224	$2.0m1.23%	1.23%	Added +4.6k	+4,603 9.3%
28	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	20,162	$1.6m0.99%	0.99%	Added +2.4k	+2,363 13.3%
29	SELECT SECTOR SPDR TR ENERGY XLE	XLE	29,852	$1.6m0.98%	0.98%	Reduced -18.5k	-18,536 -38.3%
30	ISHARES TR US HLTHCARE ETF IYH	IYH	23,126	$1.5m0.96%	0.96%	Added +4.8k	+4,816 26.3%
31	AMAZON COM INC COM AMZN	AMZN	6,403	$1.5m0.95%	0.95%	Reduced -74	-74 -1.1%
32	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	60,374	$1.4m0.87%	0.87%	Reduced -8.8k	-8,764 -12.7%
33	FIRST TR EXCHANGE-TRADED FD BLOOMBERG NUCLEA RCTR	RCTR	40,439	$1.4m0.84%	0.84%	Added +40.4k	+40,370 58507.2%
34	FIRST TR EXCH TRADED FD III INSTL PFD SECS FPEI	FPEI	67,046	$1.3m0.80%	0.80%	Reduced -9.8k	-9,804 -12.8%
35	VANGUARD WORLD FD INF TECH ETF VGT	VGT	10,469	$1.3m0.78%	0.78%	Reduced -979	-979 -8.6%
36	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	7,652	$1.2m0.77%	0.77%	Reduced -1.9k	-1,928 -20.1%
37	ISHARES TR CORE S&P500 ETF IVV	IVV	1,554	$1.2m0.72%	0.72%	Reduced -38	-38 -2.4%
38	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	23,074	$1.2m0.72%	0.72%	Added +2.9k	+2,853 14.1%
39	ISHARES TR CORE INTL AGGR IAGG	IAGG	22,898	$1.2m0.72%	0.72%	Reduced -17.0k	-17,035 -42.7%
40	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	8,366	$1.0m0.65%	0.65%	Added +354	+354 4.4%
41	GLOBAL X FDS DEFENSE TECH ETF SHLD	SHLD	16,205	$967.6k0.60%	0.60%	Added +4.8k	+4,764 41.6%
42	BONDBLOXX ETF TRUST BLOOMBERG TEN YR XTEN	XTEN	20,587	$938.4k0.58%	0.58%	Reduced -11.9k	-11,898 -36.6%
43	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	20,472	$882.5k0.55%	0.55%	Reduced -9.7k	-9,680 -32.1%
44	ISHARES TR RUS TP200 GR ETF IWY	IWY	2,996	$870.6k0.54%	0.54%	Reduced -388	-388 -11.5%
45	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	8,999	$868.3k0.54%	0.54%	Reduced -5.0k	-4,998 -35.7%
46	APPLE INC COM AAPL	AAPL	2,718	$786.4k0.49%	0.49%	Reduced -41	-41 -1.5%
47	ISHARES TR MBS ETF MBB	MBB	7,942	$750.7k0.47%	0.47%	Reduced -2.0k	-2,002 -20.1%
48	BLACKROCK ETF TRUST ISHA SYST AL ETF IALT	IALT	25,671	$720.1k0.45%	0.45%	New
49	ALPHABET INC CAP STK CL C GOOG	GOOG	1,981	$699.9k0.43%	0.43%	Reduced -46	-46 -2.3%
50	ISHARES TR US TREAS BD ETF GOVT	GOVT	30,230	$688.6k0.43%	0.43%	Reduced -6.7k	-6,741 -18.2%
51	MICROSOFT CORP COM MSFT	MSFT	1,614	$602.0k0.37%	0.37%	Added +131	+131 8.8%
52	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	5,081	$528.2k0.33%	0.33%	Reduced -549	-549 -9.8%
53	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,417	$506.4k0.31%	0.31%	Added +22	+22 1.6%
54	BLACKROCK ETF TRUST II ISHA GLO USD ETF GGOV	GGOV	9,913	$498.5k0.31%	0.31%	New
55	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	10,095	$491.2k0.30%	0.30%	Reduced -163	-163 -1.6%
56	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	704	$483.3k0.30%	0.30%	Added +5	+5 0.7%
57	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,122	$464.0k0.29%	0.29%	Reduced -1.9k	-1,933 -24.0%
58	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	676	$443.4k0.28%	0.28%	Added +84	+84 14.2%
59	ISHARES TR HDG MSCI EAFE HEFA	HEFA	9,166	$430.1k0.27%	0.27%	Reduced -3.0k	-2,986 -24.6%
60	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	3,301	$421.9k0.26%	0.26%	Added +348	+348 11.8%
61	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	2,198	$418.8k0.26%	0.26%	Added +3	+3 0.1%
62	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	4,999	$413.1k0.26%	0.26%	Added +61	+61 1.2%
63	INVESCO EXCH TRADED FD TR II S&P500 LOW VOL SPLV	SPLV	4,916	$368.2k0.23%	0.23%	Reduced -445	-445 -8.3%
64	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	2,246	$367.5k0.23%	0.23%	Reduced -13	-13 -0.6%
65	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	10,705	$356.4k0.22%	0.22%	Added +195	+195 1.9%
66	ISHARES TR NATIONAL MUN ETF MUB	MUB	3,273	$352.3k0.22%	0.22%	Reduced -425	-425 -11.5%
67	NVIDIA CORPORATION COM NVDA	NVDA	1,739	$347.9k0.22%	0.22%	Added +208	+208 13.6%
68	JANUS DETROIT STR TR HENDERSON SECURI JSI	JSI	6,590	$337.5k0.21%	0.21%	Reduced -69.0k	-69,037 -91.3%
69	ISHARES TR S&P MC 400GR ETF IJK	IJK	2,831	$332.7k0.21%	0.21%	Reduced -1.1k	-1,133 -28.6%
70	ISHARES TR EAFE VALUE ETF EFV	EFV	4,270	$326.9k0.20%	0.20%	Reduced -12.7k	-12,715 -74.9%
71	SPDR GOLD TR GOLD SHS GLD	GLD	788	$290.5k0.18%	0.18%	Reduced -118	-118 -13.0%
72	ARES CAPITAL CORP COM ARCC	ARCC	15,117	$280.1k0.17%	0.17%	Unchanged
73	PIMCO DYNAMIC INCOME FD SHS PDI	PDI	15,839	$264.5k0.16%	0.16%	Unchanged
74	ISHARES TR EXPANDED TECH IGV	IGV	2,607	$236.2k0.15%	0.15%	Added +1	+1 0.0%
75	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	4,655	$231.7k0.14%	0.14%	Reduced -1.1k	-1,102 -19.1%
76	COSTCO WHSL CORP NEW COM COST	COST	243	$226.9k0.14%	0.14%	Reduced -17	-17 -6.5%
77	TIDAL TRUST I SP FDS S&P 500 SPUS	SPUS	3,896	$224.0k0.14%	0.14%	Added +4	+4 0.1%
78	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	3,625	$213.6k0.13%	0.13%	Reduced -1.4k	-1,374 -27.5%
79	INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN PPA	PPA	1,153	$203.6k0.13%	0.13%	Added +1	+1 0.1%
80	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	5,962	$201.8k0.13%	0.13%	Reduced -200	-200 -3.2%
81	FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW FTSM	FTSM	3,367	$201.1k0.12%	0.12%	Reduced -1.7k	-1,722 -33.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR QUAL	QUAL	6,396	$1.2m6.4k shares
EXXON MOBIL CORP XOM	XOM	4,859	$824.4k4.9k shares
BLACKROCK ETF TRUST II BINC	BINC	9,737	$505.7k9.7k shares
FIRST TR EXCHANGE-TRADED FD HYLS	HYLS	6,092	$247.2k6.1k shares
ISHARES TR IWL	IWL	1,357	$217.7k1.4k shares
FIRST TR EXCHNG TRADED FD VI UCON	UCON	8,270	$204.9k8.3k shares
ISHARES TR EFA	EFA	1,944	$188.8k1.9k shares
ISHARES INC IEMG	IEMG	2,581	$180.0k2.6k shares
FIRST TR EXCHANGE-TRADED FD FSIG	FSIG	9,339	$176.9k9.3k shares
FIDELITY COVINGTON TRUST FELG	FELG	4,470	$167.6k4.5k shares
VANGUARD WORLD FD MGK	MGK	2,235	$164.3k2.2k shares
FIDELITY COVINGTON TRUST FNCL	FNCL	2,267	$159.1k2.3k shares
VANGUARD INDEX FDS VUG	VUG	2,100	$152.7k2.1k shares
ISHARES TR EFG	EFG	1,336	$148.8k1.3k shares
PROSHARES TR SJB	SJB	9,499	$147.2k9.5k shares
ELI LILLY & CO LLY	LLY	155	$142.8k155 shares
ISHARES TR LMUB	LMUB	2,800	$139.8k2.8k shares
VISA INC V	V	445	$134.6k445 shares
LEGG MASON ETF INVT LVHI	LVHI	3,309	$134.2k3.3k shares
INVESCO ACTVELY MNGD ETC FD PDBC	PDBC	7,357	$127.4k7.4k shares
META PLATFORMS INC META	META	207	$118.5k207 shares
ISHARES TR IWF	IWF	1,000	$106.5k1.0k shares
FIRST TR EXCHANGE TRAD FD VI FTGC	FTGC	3,503	$100.6k3.5k shares
INVESCO EXCH TRADED FD TR II QQQM	QQQM	415	$98.6k415 shares
ISHARES TR IGRO	IGRO	1,124	$94.2k1.1k shares