Merkkuri Wealth Advisors LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Sylvia McGaughey as the consultant managing the firm's assets.
The portfolio consists of 78 individual positions, with the largest holding being the SPDR S&P 500 ETF Trust. This exchange-traded fund accounts for 281,928 shares. The second-largest position is the iShares Core S&P US Growth ETF, which holds 43,507 shares.
The top five holdings by share count are:
- SPDR S&P 500 ETF Trust (281,928 shares)
- iShares Core S&P US Growth ETF (43,507 shares)
- Fidelity Merrimack Strategic Total Bond ETF (156,605 shares)
- Schwab Strategic US Dividend Equity ETF (198,297 shares)
- iShares Core MSCI EAFE ETF (57,290 shares)
The filing also lists several individual company stocks, including Amazon.com Inc. with 6,395 shares, ExxonMobil Holdings Corp. with 5,493 shares, and Apple Inc. with 2,734 shares. Additionally, the portfolio includes various other exchange-traded funds focusing on sectors such as healthcare, technology, and international markets, as well as funds tracking commodities like gold.
