Merkkuri Wealth Advisors LLC
- SEC CIK
- 0002040317
- Latest filing
- Jul 27, 2026
The latest 13F from Merkkuri Wealth Advisors LLC covers Q2 2026 (filed Jul 27, 2026): 81 long positions worth $161.2M. The top 10 holdings make up 48.3% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 15.1%. Livermore has 9 filings on Form 13F from this institution, going back to Q2 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 3
- Est. +$4.26M
- Added
- 35
- Est. +$15.3M
- Reduced
- 41
- Est. −$13.8M
- Sold out
- 319
- Est. −$10.6M
Top 5 holdings
Share of this quarter's portfolio value
- State Street SPDR Portfolio S&P 500 ETF78464A85415.1%$24.4M
- iShares Core S&P U.S. Growth ETF4642876715.0%$8.05M
- Fidelity Merrimack STR Tr3161883094.2%$6.77M
- iShares Core S&P Mid-Cap ETF4642875074.1%$6.59M
- Schwab US Dividend Equity ETF8085247973.9%$6.29M
Share of portfolio
Top 5 holdings and the other 76 positions, by share of portfolio value
- State Street SPDR Portfolio S&P 500 ETF15.1%
- iShares Core S&P U.S. Growth ETF5.0%
- Fidelity Merrimack STR Tr4.2%
- iShares Core S&P Mid-Cap ETF4.1%
- Schwab US Dividend Equity ETF3.9%
- Other 76 positions67.7%
Biggest buys
New and added positions, by estimated amount bought
- State Street SPDR Portfolio S&P 500 ETF78464A854+$4.92MAdded
- Fidelity Merrimack STR Tr316188200+$3.04MNew
- First Tr Exchange Traded FD33734X721+$1.36MAdded
- iShares Tr46434V613+$991.2KAdded
- J P Morgan Exchange Traded F46641Q332+$874.6KAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- State Street SPDR Portfolio S&P 500 ETF78464A854+3.90 pp11.2% → 15.1%
- Fidelity Merrimack STR Tr316188200+1.88 pp0.0% → 1.9%
- iShares Core S&P U.S. Growth ETF464287671+1.06 pp3.9% → 5.0%
- First Tr Exchange Traded FD33734X721+0.84 pp<0.1% → 0.8%
- First Tr Exchange-Traded FD33734X846+0.71 pp1.1% → 1.8%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Janus Detroit STR Tr47103U746−$3.54MReduced
- iShares MSCI USA Quality Factor ETF46432F339−$1.23MSold out
- State Street Energy Select Sector SPDR ETF81369Y506−$984.4KReduced
- iShares Tr464288877−$973.4KReduced
- Fidelity Merrimack STR Tr316188309−$952.3KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Janus Detroit STR Tr47103U746−2.37 pp2.6% → 0.2%
- State Street Energy Select Sector SPDR ETF81369Y506−0.98 pp2.0% → 1.0%
- Fidelity Merrimack STR Tr316188309−0.93 pp5.1% → 4.2%
- iShares MSCI USA Quality Factor ETF46432F339−0.81 pp0.8% → 0.0%
- iShares Tr464288877−0.63 pp0.8% → 0.2%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $161.2M
- +$10.1M (+6.7%) vs. prior quarter
- Positions
- 81
- −316 vs. prior quarter
- Top 10 concentration
- 48.3%
- Top 10 as share of value
- Turnover
- 12.5%
- Q2 2026, one quarter
- Average holding period
- 8.0 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2024), so positions held before then are understated.
13F filings by quarter
9 quarters, going back to Q2 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $161.2M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 27, 2026 | 81 | $161.2M | State Street SPDR Portfolio S&P 500 ETFiShares Core S&P U.S. Growth ETFFidelity Merrimack STR Tr | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 21, 2026 | 397 | $151.1M | State Street SPDR Portfolio S&P 500 ETFFidelity Merrimack STR TrSchwab US Dividend Equity ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 29, 2026 | 80 | $146.9M | State Street SPDR Portfolio S&P 500 ETFFidelity Merrimack STR TriShares Core S&P U.S. Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 29, 2025 | 80 | $137.8M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFiShares Core S&P U.S. Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 4, 2025 | 82 | $131.7M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFiShares Core S&P U.S. Growth ETF | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 22, 2025 | 82 | $116.8M | State Street SPDR Portfolio S&P 500 ETFSchwab US Dividend Equity ETFFidelity Merrimack STR Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 21, 2025 | 84 | $126.4M | Schwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFSPY | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 23, 2024 | 83 | $122.9M | Schwab US Dividend Equity ETFState Street SPDR Portfolio S&P 500 ETFSPY | vs. Q2 2024 | SEC |
| Q2 2024 | Oct 23, 2024 | 79 | $108.4M | Schwab US Dividend Equity ETFSPYInvesco QQQ Trust Series I | – | SEC |