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Home > Institutional Investor > Merkkuri Wealth Advisors Llc > Profile

Instuitional Investor - Merkkuri Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Merkkuri Wealth Advisors Llc
Portfolio Value $143,115,576
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 221,717 $16,970,221 11.23%
2.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 169,808 $7,746,629 5.13%
3.
Schwab Strategic Trust
 FNDF 196,967 $6,042,938 4%
4.
Ishares Trust
 IEF 38,342 $5,947,196 3.94%
5.
Ishares Trust
 IEF 78,004 $5,267,630 3.49%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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