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Merkkuri Wealth Advisors

Latest statistics and disclosures from Merkkuri Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, SCHD, IUSG, FBND, IJH, and represent 31.89% of Merkkuri Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPLG, XLG, BAI, SHLD, IBIT, DYNF, AVEM, FBND, GLDM, AGG.
Started 3 new stock positions in SHLD, IBIT, AVEM.
Reduced shares in these 10 stocks: IYW, DGRO, EFV, EFG, IVV, AVUV, SPY, QQQ, MSTR, QUAL.
Sold out of its positions in FSIG, IYW, MSTR, OXLC, SJB.
Merkkuri Wealth Advisors was a net seller of stock by $-1.2M.
Merkkuri Wealth Advisors has $138M in assets under management (AUM), dropping by 4.62%.
Central Index Key (CIK): 0002040317

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Positions held by Merkkuri Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	12.5	$17M	+9%	219k	78.34	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	6.7	$9.2M	-4%	336k	27.30	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	5.0	$6.9M		42k	164.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.0	$5.5M	+8%	119k	46.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$5.2M		80k	65.26	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.7	$5.1M	+6%	90k	57.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$4.7M	-11%	7.8k	600.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.3	$4.5M	+4%	52k	87.31	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.8	$3.9M	-13%	5.9k	666.20	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$3.7M	+9%	37k	100.25	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$3.2M	+21%	54k	59.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.1	$2.9M	-15%	15k	189.69	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.0	$2.7M	+10%	52k	52.27	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	1.9	$2.6M	+9%	109k	23.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.8	$2.5M	+2%	21k	120.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.8	$2.5M	-17%	13k	194.50	View chart
Matthews Asia Fds China Active Etf (MCH)	1.7	$2.4M	+2%	79k	30.28	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.7	$2.3M	+108%	40k	57.52	View chart
Ishares Tr Eafe Value Etf (EFV)	1.5	$2.1M	-30%	31k	67.83	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$2.1M	+2%	10k	206.51	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	1.5	$2.1M	+8%	64k	32.39	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	1.4	$1.9M	+5%	34k	56.92	View chart
Ishares Tr Us Industrials (IYJ)	1.4	$1.9M	+8%	13k	145.87	View chart
Ishares Tr Us Hlthcare Etf (IYH)	1.4	$1.9M	+10%	32k	58.72	View chart
Select Sector Spdr Tr Energy (XLE)	1.3	$1.9M	+10%	21k	89.34	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.3	$1.9M	+10%	69k	26.84	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.3	$1.8M	+15%	24k	76.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.3	$1.8M	+25%	23k	76.45	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$1.6M	-16%	24k	65.92	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.0	$1.4M	+8%	28k	51.23	View chart
Amazon (AMZN)	1.0	$1.4M		6.2k	219.58	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$1.2M	+122%	36k	34.16	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.9	$1.2M	+6%	26k	46.63	View chart
Ishares Tr Core Total Usd (IUSB)	0.9	$1.2M	-27%	25k	46.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.2M	-39%	1.7k	669.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.8	$1.1M		30k	37.86	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.8	$1.1M	+6%	48k	23.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.8	$1.1M	+45%	1.4k	746.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.7	$925k	+24%	3.4k	273.66	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.7	$908k	+9%	18k	49.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$831k	-22%	8.4k	99.12	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$829k	-46%	8.3k	99.53	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$823k	-54%	12k	68.08	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$773k		6.4k	121.06	View chart
Apple (AAPL)	0.5	$701k		2.8k	254.67	View chart
Microsoft Corporation (MSFT)	0.5	$692k	+4%	1.3k	517.80	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$592k		8.1k	73.48	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$580k	NEW	8.3k	70.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$568k	NEW	8.7k	65.00	View chart
Ishares Tr Mbs Etf (MBB)	0.4	$549k	+4%	5.8k	95.16	View chart
Exxon Mobil Corporation (XOM)	0.4	$545k		4.8k	112.75	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.4	$495k	-11%	7.4k	67.26	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$480k	-2%	2.0k	243.54	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$479k		5.0k	95.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.3	$478k	NEW	6.4k	75.11	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$473k	-9%	12k	39.61	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$443k	-10%	10k	43.41	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$414k	+4%	676.00	612.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$406k		4.8k	84.10	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$365k	+6%	6.8k	53.24	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$361k		7.6k	47.63	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.3	$355k	+12%	2.9k	120.49	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$335k	-2%	2.3k	145.59	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$328k	-20%	1.2k	281.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$325k	-9%	913.00	355.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$325k		1.3k	243.09	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$314k		16k	19.80	View chart
Ares Capital Corporation (ARCC)	0.2	$309k		15k	20.41	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$300k		2.6k	115.02	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$299k	-31%	5.0k	59.91	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$296k	-75%	2.6k	113.87	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$293k	-32%	5.9k	49.79	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$284k	-22%	2.7k	106.47	View chart
NVIDIA Corporation (NVDA)	0.2	$284k	-2%	1.5k	186.59	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$273k		1.6k	166.14	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$270k	+2%	5.9k	45.84	View chart
Costco Wholesale Corporation (COST)	0.2	$255k	+3%	276.00	925.06	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$249k	-16%	5.9k	42.05	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$246k		14k	18.24	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$204k	-45%	8.1k	25.19	View chart

Past Filings by Merkkuri Wealth Advisors

SEC 13F filings are viewable for Merkkuri Wealth Advisors going back to 2024

Merkkuri Wealth Advisors 2025 Q3 filed Oct. 29, 2025
Merkkuri Wealth Advisors 2025 Q2 filed Aug. 4, 2025
Merkkuri Wealth Advisors 2025 Q1 filed April 22, 2025
Merkkuri Wealth Advisors 2024 Q4 filed Jan. 21, 2025
Merkkuri Wealth Advisors 2024 Q2 filed Oct. 23, 2024
Merkkuri Wealth Advisors 2024 Q3 filed Oct. 23, 2024

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