AI Portfolio Summary
In 2026 Q1, Merkkuri Wealth Advisors LLC maintained a portfolio of 397 distinct positions. The most significant new addition to the portfolio was BLACKROCK ETF TRUST, which now represents 1.06% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 7.7%. The fund also reduced its exposure to ISHARES TR by 40.5%.
Total Positions
397
Quarter
2026 Q1
Top Holding
SPLG (11.2%)
Top 10 Concentration
42.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 397
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPLG
SPDR SERIES TRU...
|
ETF | 11.23% | 11.24% |
#1
Prev: #1
|
8.0 | 15,805 | 7.7% |
P
S
|
221,717 | $16,970,221 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FBND
FIDELITY MERRIM...
|
ETF | 5.13% | 5.44% |
#2
Prev: #2
|
4.1 | -3,696 | -2.1% |
P
S
|
169,808 | $7,746,629 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 4.00% | 3.68% |
#3
1
Prev: #4
|
3.1 | -111 | -0.1% |
P
S
|
196,967 | $6,042,938 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IUSG
ISHARES TR
|
Warrant | 3.94% | 4.31% |
#4
1
Prev: #3
|
2.6 | 657 | 1.7% |
P
S
|
38,342 | $5,947,196 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJH
ISHARES TR
|
ETF | 3.49% | 3.50% |
#5
1
Prev: #6
|
2.4 | 186 | 0.2% |
P
S
|
78,004 | $5,267,630 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES TR
|
ETF | 3.42% | 3.64% |
#6
1
Prev: #5
|
1.9 | -1,446 | -2.7% |
P
S
|
52,044 | $5,166,454 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JEPI
J P MORGAN EXCH...
|
ETF | 3.37% | 3.48% |
#7
Prev: #7
|
1.8 | 462 | 0.5% |
P
S
|
89,883 | $5,094,557 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IEFA
ISHARES TR
|
ETF | 3.02% | 3.06% |
#8
Prev: #8
|
1.7 | 15 | 0.0% |
P
S
|
50,348 | $4,557,980 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RDVY
FIRST TR EXCHAN...
|
ETF | 2.72% | 2.82% |
#9
1
Prev: #10
|
1.6 | 520 | 0.9% |
P
S
|
60,186 | $4,109,524 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 2.59% | 3.01% |
#10
1
Prev: #9
|
1.5 | -443 | -6.1% |
P
S
|
6,767 | $3,905,605 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
JSI
JANUS DETROIT S...
|
Unknown | 2.58% | 2.75% |
#11
Prev: #11
|
1.5 | -1,985 | -2.6% |
P
S
|
75,627 | $3,898,596 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FTHI
FIRST TR EXCHAN...
|
ETF | 2.27% | 2.43% |
#12
Prev: #12
|
1.4 | -1,767 | -1.2% |
P
S
|
149,549 | $3,432,153 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.99% | 2.25% |
#13
Prev: #13
|
1.3 | -233 | -4.8% |
P
S
|
4,612 | $2,999,310 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 1.96% | 1.47% |
#14
8
Prev: #22
|
1.3 | 17 | 0.0% |
P
S
|
48,388 | $2,964,241 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVE
ISHARES TR
|
ETF | 1.78% | 1.93% |
#15
Prev: #15
|
1.2 | -620 | -4.6% |
P
S
|
12,743 | $2,690,709 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PYLD
PIMCO ETF TR
|
ETF | 1.71% | 1.83% |
#16
Prev: #16
|
1.2 | -2,023 | -2.0% |
P
S
|
98,787 | $2,588,207 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVW
ISHARES TR
|
Warrant | 1.63% | 1.71% |
#17
Prev: #17
|
2.7 | 1,439 | 7.1% |
P
S
|
21,795 | $2,465,281 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DYNF
BLACKROCK ETF T...
|
ETF | 1.63% | 2.09% |
#18
4
Prev: #14
|
1.2 | -8,404 | -16.6% |
P
S
|
42,211 | $2,455,832 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 1.52% | 1.52% |
#19
1
Prev: #20
|
1.1 | 2,336 | 3.5% |
P
S
|
69,544 | $2,291,472 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.51% | 1.54% |
#20
2
Prev: #18
|
1.1 | 54 | 0.5% |
P
S
|
11,865 | $2,277,087 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IYJ
ISHARES TR
|
ETF | 1.41% | 1.42% |
#21
2
Prev: #23
|
1.1 | 341 | 2.4% |
P
S
|
14,446 | $2,131,335 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ILDR
FIRST TR EXCHNG...
|
ETF | 1.36% | 1.50% |
#22
1
Prev: #21
|
1.0 | 1,967 | 2.9% |
P
S
|
68,805 | $2,049,013 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.32% | 1.37% |
#23
3
Prev: #26
|
1.0 | -349 | -0.9% |
P
S
|
39,933 | $1,998,269 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MCH
MATTHEWS ASIA F...
|
ETF | 1.24% | 1.35% |
#24
4
Prev: #28
|
1.0 | 900 | 1.3% |
P
S
|
71,289 | $1,876,669 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
NFTY
FIRST TR EXCH T...
|
ETF | 1.21% | 1.37% |
#25
2
Prev: #27
|
1.0 | 896 | 2.6% |
P
S
|
35,391 | $1,822,513 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLDM
WORLD GOLD TR
|
ETF | 1.09% | 1.40% |
#26
2
Prev: #24
|
0.4 | -6,233 | -25.9% |
P
S
|
17,799 | $1,649,744 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CIBR
FIRST TR EXCHAN...
|
ETF | 1.09% | 1.22% |
#27
2
Prev: #29
|
0.9 | 1,041 | 4.1% |
P
S
|
26,188 | $1,641,486 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHZ
SCHWAB STRATEGI...
|
ETF | 1.06% | 1.06% |
#28
2
Prev: #30
|
0.9 | 2,718 | 4.1% |
P
S
|
69,138 | $1,605,389 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
CORO
BLACKROCK ETF T...
|
Bond/Debt | 1.06% | — |
#29
Prev: #—
|
3.9 | 49,621 | no change |
NEW
|
49,621 | $1,595,464 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IUSB
ISHARES TR
|
ETF | 1.00% | 1.03% |
#30
2
Prev: #32
|
0.9 | 10 | 0.0% |
P
S
|
32,687 | $1,509,818 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XTEN
BONDBLOXX ETF T...
|
ETF | 0.99% | 0.96% |
#31
4
Prev: #35
|
2.4 | 2,013 | 6.6% |
P
S
|
32,485 | $1,489,757 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ACWX
ISHARES TR
|
ETF | 0.98% | — |
#32
Prev: #—
|
3.9 | 21,732 | no change |
NEW
|
21,732 | $1,487,990 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
FPEI
FIRST TR EXCH T...
|
Preferred | 0.97% | 1.03% |
#33
Prev: #33
|
0.9 | -1,216 | -1.6% |
P
S
|
76,850 | $1,460,155 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.89% | 1.01% |
#34
Prev: #34
|
0.9 | 26 | 0.4% |
P
S
|
6,477 | $1,349,019 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EFV
ISHARES TR
|
ETF | 0.84% | 1.39% |
#35
10
Prev: #25
|
0.3 | -11,572 | -40.5% |
P
S
|
16,985 | $1,262,855 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QUAL
ISHARES TR
|
ETF | 0.81% | 0.84% |
#36
1
Prev: #37
|
0.8 | 164 | 2.6% |
P
S
|
6,396 | $1,226,863 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IYH
ISHARES TR
|
ETF | 0.75% | 0.80% |
#37
1
Prev: #38
|
0.8 | 347 | 1.9% |
P
S
|
18,310 | $1,128,625 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 0.75% | 0.64% |
#38
6
Prev: #44
|
2.3 | 1,829 | 15.0% |
P
S
|
13,997 | $1,127,904 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 0.72% | 0.75% |
#39
2
Prev: #41
|
2.3 | 1,744 | 6.1% |
P
S
|
30,152 | $1,092,090 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPMO
INVESCO EXCH TR...
|
Bond/Debt | 0.71% | 0.75% |
#40
Prev: #40
|
0.8 | 370 | 4.0% |
P
S
|
9,580 | $1,074,003 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES TR
|
ETF | 0.69% | 0.76% |
#41
2
Prev: #39
|
0.8 | -30 | -1.8% |
P
S
|
1,592 | $1,039,785 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.66% | 0.73% |
#42
Prev: #42
|
0.8 | 2 | 0.1% |
P
S
|
1,431 | $998,113 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
MBB
ISHARES TR
|
ETF | 0.63% | 0.64% |
#43
3
Prev: #46
|
0.8 | 120 | 1.2% |
P
S
|
9,944 | $944,175 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.59% | 0.55% |
#44
3
Prev: #47
|
0.7 | 22 | 0.3% |
P
S
|
8,012 | $885,090 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GOVT
ISHARES TR
|
ETF | 0.56% | — |
#45
Prev: #—
|
3.7 | 36,971 | no change |
NEW
|
36,971 | $847,004 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IWY
ISHARES TR
|
ETF | 0.56% | 0.64% |
#46
1
Prev: #45
|
0.7 | 2 | 0.1% |
P
S
|
3,384 | $842,161 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 0.55% | — |
#47
Prev: #—
|
3.7 | 20,221 | no change |
NEW
|
20,221 | $830,259 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.55% | 0.40% |
#48
4
Prev: #52
|
0.7 | 5 | 0.1% |
P
S
|
4,859 | $824,359 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 0.54% | 0.33% |
#49
8
Prev: #57
|
3.2 | 3,919 | 52.1% |
P
S
|
11,441 | $810,450 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AAPL
APPLE INC
|
Technology | 0.46% | 0.51% |
#50
2
Prev: #48
|
0.7 | 1 | 0.0% |
P
S
|
2,759 | $700,144 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-50 of 397 holdings