SEC Form 13F

Merkkuri Wealth Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$161,182,190
Positions81

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SPDR SERIES TRUSTSPYMST STR P500ETF$24,399,633277,647
ISHARES TRIUSGCORE SP US GWT$8,050,76842,803
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$6,772,231148,873
ISHARES TRIJHCORE SP MCP ETF$6,591,25785,479
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$6,287,058198,267
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$5,951,229105,369
ISHARES TRIEFACORE MSCI EAFE$5,440,62656,333
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$5,219,70664,393
INVESCO QQQ TRQQQUNIT SER 1$4,633,0186,291
ISHARES TRAGGCORE US AGGBD ET$4,516,28845,628

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page