Merkkuri Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Hicksville, NY
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
81
Total value ($000)
$161,182
Net value change ($000)
+10,116 (6.7%)
New positions
3
Sold out positions
320
Turnover %
9.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 7,430 43.8%
FLTB 3,038 NEW
IUSG 2,104 35.4%
RCTR 1,359 67950.0%
IJH 1,323 25.1%
CIBR 1,255 76.5%
BAI 1,160 50.6%
ILDR 1,142 55.7%
RDVY 1,110 27.0%
IUSB 990 65.6%
Top Reduces (Value $000, Stocks/ETFs)
JSI -3,562 -91.4%
XLE -1,379 -46.5%
QUAL -1,227 -100.0%
FBND -975 -12.6%
EFV -936 -74.1%
IAGG -839 -42.0%
XOM -824 -100.0%
AGG -650 -12.6%
XTEN -552 -37.0%
BINC -506 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type