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Home > Institutional Investor > Merkkuri Wealth Advisors Llc > 13F Holdings

Instuitional Investor - Merkkuri Wealth Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 219,293 $17,179,408 12.46%
2.
Schwab Strategic Trust
 FNDF 336,336 $9,181,965 6.66%
3.
Ishares Trust
 IEF 41,829 $6,882,468 4.99%
4.
Fidelity Merrimack Str Tr - TOTAL BD ETF
 119,301 $5,516,501 4%
5.
Ishares Trust
 IEF 79,530 $5,190,110 3.77%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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