Merkkuri Wealth Advisors LLC

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CIK 2040317

13F portfolio (2026-Q1)

$151M

Positions

397

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

397

Top 5

27.8%

Top 10

42.9%

Effective N

32.8

HHI

0.030

This quarter

317 new · 0 exit →

By sector

Unclassified95.4%

Consumer Discretionary1.3%

Information Technology1.0%

Communication Services0.8%

Energy0.5%

Industrials0.3%

Financials0.3%

Health Care0.2%

Other0.1%

By market cap

Unknown95.5%

Mega (>$200B)3.9%

Large ($10–200B)0.6%

Mid ($2–10B)0.0%

Small ($300M–2B)0.0%

Micro (<$300M)0.0%

By region

Other95.4%

North America4.6%

Asia-Pacific0.0%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	95.43%	270
Specialty Retail	1.13%	6
Software & IT Services	0.73%	5
Oil, Gas & Consumable Fuels	0.55%	2
Technology Hardware & Equipment	0.47%	4
Software	0.38%	5
Semiconductors & Semiconductor Equipment	0.19%	6
Commercial Services & Supplies	0.17%	7
Pharmaceuticals & Biotechnology	0.15%	10
Hotels, Restaurants & Leisure	0.11%	7
Banks	0.09%	7
Automobiles & Components	0.08%	5
Marine	0.06%	1
Aerospace & Defense	0.05%	4
Machinery	0.05%	4
Airlines	0.05%	1
Health Care Providers & Services	0.04%	2
Insurance	0.04%	3
Equity Real Estate Investment Trusts (REITs)	0.04%	10
Diversified Telecommunication Services	0.04%	3
Beverages	0.03%	1
Media & Entertainment	0.02%	2
Entertainment	0.02%	2
Road & Rail	0.02%	1
Chemicals	0.01%	6
Utilities	0.01%	5
Food Products	0.01%	3
Tobacco	0.00%	2
Industrial Conglomerates	0.00%	1
Real Estate Management & Development	0.00%	1
Capital Markets	0.00%	3
Transportation Infrastructure	0.00%	1
Agricultural Products	0.00%	1
Health Care Equipment & Supplies	0.00%	1
Communications Equipment	0.00%	1
Distributors	0.00%	1
Textiles, Apparel & Luxury Goods	0.00%	2
Metals & Mining	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	SPYM	SPDR SERIES TRUST	Unclassified	11.23%
2	FBND	FIDELITY TOTAL BOND ETF	Unclassified	5.13%
3	SCHD	SCHWAB STRATEGIC TR	Unclassified	4.00%
4	IUSG	ISHARES TR	Unclassified	3.94%
5	IJH	ISHARES TR	Unclassified	3.49%
6	AGG	ISHARES TR	Unclassified	3.42%
7	JEPI	JPMorgan Equity Premium Income ETF	Unclassified	3.37%
8	IEFA	ISHARES TR	Unclassified	3.02%
9	RDVY	FIRST TR EXCHANGE TRADED FD	Unclassified	2.72%
10	QQQ	INVESCO QQQ TR	Unclassified	2.59%

128/397 names classified · sector 4.6% of weight · industry 4.6% · mkt cap 4.5%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 8 quarters

Information TechnologyAAPL, NVDA, MSFT, INTC, CRWD · other

Consumer DiscretionaryAMZN, COST, MAR, TSLA, TGT · other

Communication ServicesGOOG, GOOGL, META, TMUS, NFLX · other

EnergyXOM, BP

FinancialsMSTR, V, JPM, BRK.B, MA · other

IndustrialsRCL, DAL, LMT, WM, CAT · other

Health CareLLY, HCA, ABBV, JNJ, DGX · other

Consumer StaplesKO, MO, MKC, CTVA, HSY · other

Real EstateMPT, O, VICI, ARE, CCI · other

MaterialsPG, DOW, CLX, ELF, HUN · other

UtilitiesVG, EPD, NNE, WMB, OKLO

UnclassifiedSPYM, SCHD, FBND, QQQ, SPY · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 4.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 4% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (99 classified)Merkkuri Wealth Advisors LLC centroid (Large Core)

Consumer DiscretionaryInformation TechnologyCommunication ServicesEnergyIndustrialsFinancialsHealth CareConsumer StaplesReal EstateMaterialsUtilities

Style box summary for Merkkuri Wealth Advisors LLC: centroid Large Core. Heaviest cells: Large Growth 3.2%, Large Value 0.7%, Large Core 0.4%.

Classified: 4.5% of book weight (99/397 names) · unclassified 95.5%: SPYM, FBND, SCHD, IUSG, IJH, AGG, JEPI, IEFA, RDVY, QQQ +288 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 397 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	SPYMSPDR SERIES TRUST	221,717	$17M	11.2%	ADD 8%
2	FBNDFIDELITY TOTAL BOND ETF	169,808	$8M	5.1%	TRIM −2%
3	SCHDSCHWAB STRATEGIC TR	196,967	$6M	4.0%	HOLD
4	IUSGISHARES TR	38,342	$6M	3.9%	HOLD
5	IJHISHARES TR	78,004	$5M	3.5%	HOLD
6	AGGISHARES TR	52,044	$5M	3.4%	TRIM −3%
7	JEPIJPMorgan Equity Premium Income ETF	89,883	$5M	3.4%	HOLD
8	IEFAISHARES TR	50,348	$5M	3.0%	HOLD
9	RDVYFIRST TR EXCHANGE TRADED FD	60,186	$4M	2.7%	HOLD
10	QQQINVESCO QQQ TR	6,767	$4M	2.6%	TRIM −6%
11	JSIJANUS DETROIT STR TR	75,627	$4M	2.6%	TRIM −3%
12	FTHIFIRST TR EXCHANGE TRADED FD	149,549	$3M	2.3%	HOLD
13	SPYSTATE STR SPDR S&P 500 ETF T	4,612	$3M	2.0%	TRIM −5%
14	XLESELECT SECTOR SPDR TR	48,388	$3M	2.0%	HOLD
15	IVEISHARES TR	12,743	$3M	1.8%	TRIM −5%
16	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	98,787	$3M	1.7%	TRIM −2%
17	IVWISHARES TR	21,795	$2M	1.6%	ADD 7%
18	DYNFBLACKROCK ETF TRUST	42,211	$2M	1.6%	TRIM −17%
19	BAIBLACKROCK ETF TRUST	69,544	$2M	1.5%	ADD 3%
20	RSPINVESCO EXCHANGE TRADED FD T	11,865	$2M	1.5%	HOLD
21	IYJISHARES TR	14,446	$2M	1.4%	ADD 2%
22	ILDRFIRST TR EXCHNG TRADED FD VI	68,805	$2M	1.4%	ADD 3%
23	IAGGISHARES TR	39,933	$2M	1.3%	HOLD
24	MCHMATTHEWS ASIA FDS	71,289	$2M	1.2%	HOLD
25	NFTYFIRST TR EXCH TRD ALPHDX FD	35,391	$2M	1.2%	ADD 3%
26	GLDMWORLD GOLD TR	17,799	$2M	1.1%	TRIM −26%
27	CIBRFIRST TR EXCHANGE-TRADED FD	26,188	$2M	1.1%	ADD 4%
28	SCHZSCHWAB STRATEGIC TR	69,138	$2M	1.1%	ADD 4%
29	COROBLACKROCK ETF TRUST	49,621	$2M	1.1%	NEW
30	IUSBISHARES TR	32,687	$2M	1.0%	HOLD
31	XTENBONDBLOXX ETF TRUST	32,485	$1M	1.0%	ADD 7%
32	ACWXISHARES TR	21,732	$1M	1.0%	NEW
33	FPEIFIRST TR EXCH TRADED FD III	76,850	$1M	1.0%	HOLD
34	AMZNAMAZON COM INC	6,477	$1M	0.9%	HOLD
35	EFVISHARES TR	16,985	$1M	0.8%	TRIM −41%
36	QUALISHARES TR	6,396	$1M	0.8%	ADD 3%
37	IYHISHARES TR	18,310	$1M	0.7%	HOLD
38	AVEMAMERICAN CENTY ETF TR	13,997	$1M	0.7%	ADD 15%
39	THROBLACKROCK ETF TRUST	30,152	$1M	0.7%	ADD 6%
40	SPMOInvesco ETF Trust II - S&P500 Momentum ETF	9,580	$1M	0.7%	ADD 4%
41	IVVISHARES TR	1,592	$1M	0.7%	HOLD
42	VGTVANGUARD WORLD FD	1,431	$998,113	0.7%	HOLD
43	MBBISHARES TR	9,944	$944,175	0.6%	HOLD
44	AVUVAMERICAN CENTY ETF TR	8,012	$885,090	0.6%	HOLD
45	GOVTISHARES TR	36,971	$847,004	0.6%	NEW
46	IWYISHARES TR	3,384	$842,161	0.6%	HOLD
47	BLCRBLACKROCK ETF TRUST	20,221	$830,259	0.5%	NEW
48	XOMEXXON MOBIL CORP	4,859	$824,359	0.5%	HOLD
49	SHLDGLOBAL X FDS	11,441	$810,450	0.5%	ADD 52%
50	AAPLAPPLE INC	2,759	$700,144	0.5%	HOLD
51	GOOGALPHABET INC	2,027	$581,547	0.4%	HOLD
52	DGROISHARES CORE DIVIDEND GROWTH ETF	8,055	$565,309	0.4%	HOLD
53	MSFTMICROSOFT CORP	1,483	$549,129	0.4%	ADD 5%
54	MOATVANECK ETF TRUST	5,630	$544,403	0.4%	HOLD
55	FDLFirst Trust Morningstar Div Leaders ETF	10,258	$521,120	0.3%	HOLD
56	HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF	12,152	$516,419	0.3%	HOLD
57	BINCBLACKROCK ETF TRUST II	9,737	$505,655	0.3%	TRIM −23%
58	VOOVANGUARD INDEX FDS	699	$417,609	0.3%	HOLD
59	VCITVANGUARD SCOTTSDALE FDS	4,938	$408,613	0.3%	HOLD
60	IBITISHARES BITCOIN TRUST ETF	10,510	$403,775	0.3%	HOLD
61	GOOGLALPHABET INC	1,395	$401,031	0.3%	HOLD
62	IJKISHARES TR	3,964	$398,869	0.3%	HOLD
63	MUBISHARES TR	3,698	$392,540	0.3%	ADD 14%
64	SPLVINVESCO EXCH TRADED FD TR II	5,361	$392,101	0.3%	HOLD
65	GLDSPDR GOLD TR	906	$389,843	0.3%	HOLD
66	VONGVANGUARD SCOTTSDALE FDS	2,953	$323,889	0.2%	HOLD
67	ESGUISHARES TR	2,259	$319,523	0.2%	HOLD
68	FTSMFIRST TR EXCHANGE-TRADED FD	5,089	$304,239	0.2%	HOLD
69	XLKSELECT SECTOR SPDR TR	2,195	$291,752	0.2%	HOLD
70	LMBSFIRST TR EXCHANGE-TRADED FD	5,757	$286,771	0.2%	HOLD
71	ARCCARES CAPITAL CORP	15,117	$272,408	0.2%	TRIM −70%
72	PDIPIMCO DYNAMIC INCOME FD	15,839	$271,012	0.2%	HOLD
73	NVDANVIDIA CORPORATION	1,531	$266,981	0.2%	HOLD
74	COSTCOSTCO WHSL CORP NEW	260	$259,528	0.2%	HOLD
75	PAVEGLOBAL X FDS	4,999	$254,019	0.2%	HOLD
76	HYLSFIRST TR EXCHANGE-TRADED FD	6,092	$247,169	0.2%	HOLD
77	SMHVANECK ETF TRUST	592	$226,969	0.2%	HOLD
78	IWLIShares - Russell 200 Index ETF	1,357	$217,743	0.1%	HOLD
79	IGVISHARES TR	2,606	$208,628	0.1%	HOLD
80	UCONFIRST TR EXCHNG TRADED FD VI	8,270	$204,859	0.1%	HOLD
81	PPAINVESCO EXCHANGE TRADED FD T	1,152	$190,850	0.1%	NEW
82	EFAISHARES TR	1,944	$188,818	0.1%	NEW
83	SPUSTIDAL TRUST I	3,892	$187,449	0.1%	NEW
84	IEMGISHARES INC	2,581	$180,043	0.1%	TRIM −89%
85	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	6,162	$179,489	0.1%	HOLD
86	FSIGFIRST TR EXCHANGE-TRADED FD	9,339	$176,883	0.1%	NEW
87	FELGFidelity Covington TR Enhanced LC Grow ETF	4,470	$167,576	0.1%	NEW
88	MGKVanguard Mega Cap Growth ETF	447	$164,318	0.1%	NEW
89	FNCLFIDELITY COVINGTON TRUST	2,267	$159,130	0.1%	NEW
90	VUGVANGUARD INDEX FDS	350	$152,672	0.1%	NEW
91	EFGISHARES TR	1,336	$148,755	0.1%	NEW
92	SJBPROSHARES TR	9,499	$147,194	0.1%	NEW
93	LLYELI LILLY & CO	155	$142,758	0.1%	NEW
94	LMUBISHARES TR	2,800	$139,804	0.1%	NEW
95	VVISA INC	445	$134,615	0.1%	NEW
96	LVHILEGG MASON ETF INVT	3,309	$134,154	0.1%	NEW
97	PDBCINVESCO ACTVELY MNGD ETC FD	7,357	$127,421	0.1%	NEW
98	METAMETA PLATFORMS INC	207	$118,508	0.1%	NEW
99	IWFISHARES TR	250	$106,467	0.1%	NEW
100	FTGCFIRST TR EXCHANGE TRAD FD VI	3,503	$100,580	0.1%	NEW
101	QQQMINVESCO EXCH TRADED FD TR II	415	$98,626	0.1%	NEW
102	IGROiShares Int'l Dividend Growth ETF	1,124	$94,165	0.1%	NEW
103	FPEFirst Trust Preferred Secs & Inc ETF	5,170	$91,765	0.1%	NEW
104	JPMJPMORGAN CHASE & CO	310	$91,080	0.1%	NEW
105	VIGVANGUARD SPECIALIZED FUNDS	411	$88,429	0.1%	NEW
106	SPGPInvesco S&P 500 GARP - ETF	809	$87,023	0.1%	NEW
107	FXNFIRST TR EXCHANGE TRADED FD	3,852	$86,510	0.1%	NEW
108	MARMARRIOTT INTL INC NEW	259	$84,801	0.1%	NEW
109	FTSLFIRST TR EXCHANGE-TRADED FD	1,878	$84,133	0.1%	NEW
110	RCLROYAL CARIBBEAN GROUP	302	$83,188	0.1%	NEW
111	ARKKARK ETF TR	1,116	$75,419	0.0%	NEW
112	USFRWISDOMTREE TR	1,396	$70,281	0.0%	NEW
113	SCHXSCHWAB U.S. LARGE-CAP ETF	2,714	$69,579	0.0%	NEW
114	DALDELTA AIR LINES INC	1,032	$68,615	0.0%	NEW
115	IYWISHARES TR	353	$63,978	0.0%	NEW
116	TSLATESLA INC	171	$63,484	0.0%	NEW
117	FXUFIRST TR EXCHANGE TRADED FD	1,256	$62,300	0.0%	NEW
118	VTIVANGUARD INDEX FDS	193	$61,757	0.0%	NEW
119	IGSBISHARES TR	1,174	$61,719	0.0%	NEW
120	FBTCFIDELITY WISE ORIGIN BITCOIN	1,032	$60,939	0.0%	NEW
121	ITAIShares U.S. Aerospace & Defense ETF	275	$60,264	0.0%	NEW
122	QABAFIRST TR EXCHANGE-TRADED FD	1,016	$59,180	0.0%	NEW
123	LMTLOCKHEED MARTIN CORP	96	$57,791	0.0%	NEW
124	WMWASTE MGMT INC DEL	248	$56,918	0.0%	NEW
125	VCSHVANGUARD SCOTTSDALE FDS	707	$56,058	0.0%	NEW
126	CATCATERPILLAR INC	79	$55,860	0.0%	NEW
127	IHIISHARES TR	992	$52,911	0.0%	NEW
128	FCVTFIRST TR EXCHANGE-TRADED FD	1,188	$52,465	0.0%	NEW
129	KOCOCA COLA CO	653	$49,655	0.0%	NEW
130	ISCGISHARES TR	899	$49,241	0.0%	NEW
131	TGTTARGET CORP	392	$47,518	0.0%	NEW
132	EEMVISHARES INC	723	$46,774	0.0%	NEW
133	BRK.BBERKSHIRE HATHAWAY INC DEL	96	$46,193	0.0%	NEW
134	FPXIFIRST TR EXCHANGE TRADED FD	743	$45,865	0.0%	NEW
135	XMESPDR SERIES TRUST	409	$44,148	0.0%	NEW
136	TMUST-MOBILE US INC	210	$44,106	0.0%	NEW
137	SCHYSCHWAB STRATEGIC TR	1,380	$43,706	0.0%	NEW
138	MCDMCDONALDS CORP	138	$42,865	0.0%	NEW
139	HCAHCA HEALTHCARE INC	90	$42,592	0.0%	NEW
140	XLVSELECT SECTOR SPDR TR	287	$42,069	0.0%	NEW
141	USMVISHARES TR	451	$41,794	0.0%	NEW
142	BUFRFIRST TR EXCHNG TRADED FD VI	1,225	$41,381	0.0%	NEW
143	NIONIO INC	6,754	$40,729	0.0%	NEW
144	MAMASTERCARD INCORPORATED	81	$40,577	0.0%	NEW
145	FEMBFIRST TR EXCH TRADED FD III	1,375	$39,522	0.0%	NEW
146	EWTISHARES INC MSCI TAIWAN ETF	552	$39,168	0.0%	NEW
147	GCOWPacer Global Cash Cows Dividend ETF	846	$39,096	0.0%	NEW
148	ITOTISHARES TR	265	$37,787	0.0%	NEW
149	SHYISHARES TR	456	$37,683	0.0%	NEW
150	TLHISHARES TR	369	$37,172	0.0%	NEW
151	IEFISHARES TR	382	$36,456	0.0%	NEW
152	FIXDFIRST TR EXCHNG TRADED FD VI	804	$35,064	0.0%	NEW
153	ACWVISHARES INC	293	$34,985	0.0%	NEW
154	ABBVABBVIE INC	158	$34,437	0.0%	NEW
155	SYSBISHARES TR	379	$33,713	0.0%	NEW
156	GRIDFIRST TR EXCHANGE TRADED FD	206	$33,695	0.0%	NEW
157	SPHQINVESCO EXCHANGE TRADED FD T	445	$33,460	0.0%	NEW
158	UNHUNITEDHEALTH GROUP INC	123	$33,204	0.0%	NEW
159	NFLXNETFLIX INC	319	$30,635	0.0%	NEW
160	DISDISNEY WALT CO	305	$29,430	0.0%	NEW
161	WMTWALMART INC	233	$28,954	0.0%	NEW
162	CBCHUBB LIMITED	88	$28,723	0.0%	NEW
163	UNPUNION PAC CORP	118	$28,652	0.0%	NEW
164	HDHOME DEPOT INC	86	$28,440	0.0%	NEW
165	CMGCHIPOTLE MEXICAN GRILL INC	875	$28,004	0.0%	NEW
166	EEMISHARES TR	484	$27,490	0.0%	NEW
167	IAUISHARES GOLD TR	296	$26,095	0.0%	NEW
168	HDVISHARES TR	190	$25,840	0.0%	NEW
169	IFRAISHARES U.S. INFRASTRUCTURE ETF	446	$25,500	0.0%	NEW
170	SPTESP FUNDS S&P GLOBAL TECHNOLOGY ETF	719	$24,924	0.0%	NEW
171	JNJJOHNSON & JOHNSON	99	$24,113	0.0%	NEW
172	LITGLOBAL X FDS	315	$23,406	0.0%	NEW
173	JAAAJANUS DETROIT STR TR	459	$23,136	0.0%	NEW
174	ARKFARK ETF TR	603	$22,911	0.0%	NEW
175	XLSRSSGA ACTIVE TR	397	$22,910	0.0%	NEW
176	VTEBVANGUARD MUN BD FDS	438	$21,870	0.0%	NEW
177	NOCNORTHROP GRUMMAN CORP	32	$21,832	0.0%	NEW
178	SPDWSPDR INDEX SHS FDS	475	$21,704	0.0%	NEW
179	TLTISHARES TR	249	$21,619	0.0%	NEW
180	DGXQUEST DIAGNOSTICS INC	108	$21,115	0.0%	NEW
181	ICVTISHARES TR CONV BD ETF	199	$20,222	0.0%	NEW
182	AKREPROFESIONALLY MANAGED PORTFO	375	$19,819	0.0%	NEW
183	ASMLASML HOLDING N V	15	$19,812	0.0%	NEW
184	TBTPROSHARES TR	560	$19,690	0.0%	NEW
185	ALBEMARLE CORP	250	$17,963	0.0%	NEW
186	IYEISHARES TR	274	$17,723	0.0%	NEW
187	VBRVANGUARD INDEX FDS	79	$17,158	0.0%	NEW
188	VNQVANGUARD INDEX FDS	192	$17,006	0.0%	NEW
189	EMQQEXCHANGE TRADED CONCEPTS TRU	511	$16,905	0.0%	NEW
190	CRWDCROWDSTRIKE HLDGS INC	43	$16,903	0.0%	NEW
191	MPTMEDICAL PPTYS TRUST INC	3,623	$16,774	0.0%	NEW
192	MTUMISHARES TR	69	$16,512	0.0%	NEW
193	BUFZFIRST TR EXCHNG TRADED FD VI	617	$16,207	0.0%	NEW
194	PCEFINVESCO EXCH TRADED FD TR II	844	$15,884	0.0%	NEW
195	AXPAMERICAN EXPRESS CO	52	$15,712	0.0%	NEW
196	OEFISHARES TR	49	$15,486	0.0%	NEW
197	IGOVISHARES TR	373	$15,320	0.0%	NEW
198	VDCVANGUARD WORLD FD	68	$15,240	0.0%	NEW
199	COWZPACER FDS TR	243	$15,199	0.0%	NEW
200	SPEMSPDR INDEX SHS FDS	322	$15,119	0.0%	NEW

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

SPYMSPDR SERIES TRUST

137K

163K

200K

219K

206K

222K

$17M

FBNDFIDELITY TOTAL BOND ETF

115K

105K

110K

119K

174K

170K

$8M

SCHDSCHWAB STRATEGIC TR

375K

341K

352K

336K

197K

$6M

IUSGISHARES TR

33K

34K

41K

42K

38K

$6M

IJHISHARES TR

67K

68K

79K

80K

78K

$5M

AGGISHARES TR

35K

32K

33K

37K

53K

52K

$5M

JEPIJPMorgan Equity Premium Income ETF

72K

73K

84K

90K

89K

90K

$5M

IEFAISHARES TR

57K

41K

50K

52K

50K

$5M

RDVYFIRST TR EXCHANGE TRADED FD

10K

60K

$4M

QQQINVESCO QQQ TR

12K

$4M

JSIJANUS DETROIT STR TR

—

45K

47K

52K

78K

76K

$4M

FTHIFIRST TR EXCHANGE TRADED FD

100K

92K

99K

109K

151K

150K

$3M

SPYSTATE STR SPDR S&P 500 ETF T

11K

$3M

XLESELECT SECTOR SPDR TR

19K

17K

19K

21K

48K

$3M

IVEISHARES TR

10K

13K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Merkkuri Wealth Advisors LLC