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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 SPYM, FBND, IUSG, SCHD, AGG, and represent 28.30% of Merkkuri Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: RDVY, FBND, AGG, FPEI, JSI, INTC, XLE, BAI, FTHI, PYLD.
Started 4 new stock positions in FPEI, INTC, SMH, SCHG.
Reduced shares in these 10 stocks: SCHD, QUAL, SPYM, IYH, VNLA, SPY, IUSG, RSP, QQQ, EFG.
Sold out of its positions in FTSL, FPE, EFG, VNLA.
Merkkuri Wealth Advisors was a net buyer of stock by $8.3M.
Merkkuri Wealth Advisors has $147M in assets under management (AUM), dropping by 6.61%.
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 December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	11.2	$17M	-6%	206k	80.22	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.4	$8.0M	+45%	174k	46.04	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	4.3	$6.3M	-9%	38k	167.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	3.7	$5.4M	-41%	197k	27.43	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.6	$5.3M	+46%	54k	99.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$5.1M	-2%	78k	66.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.5	$5.1M		89k	57.24	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.1	$4.5M	-2%	50k	89.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.0	$4.4M	-7%	7.2k	614.29	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.8	$4.1M	+710%	60k	69.47	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.7	$4.0M	+49%	78k	52.06	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	2.4	$3.6M	+39%	151k	23.62	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$3.3M	-17%	4.8k	681.91	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$3.1M	-5%	51k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$2.8M	+33%	13k	212.07	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.8	$2.7M	+46%	101k	26.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.7	$2.5M	-2%	20k	123.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$2.3M	-21%	12k	191.56	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.5	$2.2M	-4%	38k	59.28	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.5	$2.2M	+88%	67k	33.30	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	1.5	$2.2M	+5%	67k	32.99	View chart
Select Sector Spdr Tr State Street Ene (XLE)	1.5	$2.2M	+133%	48k	44.71	View chart
Ishares Tr Us Industrials (IYJ)	1.4	$2.1M	+8%	14k	148.17	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.4	$2.1M	+3%	24k	85.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$2.0M	-8%	29k	71.41	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$2.0M	+42%	40k	50.01	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	1.4	$2.0M		35k	58.32	View chart
Matthews Asia Fds China Active Etf (MCH)	1.4	$2.0M	-11%	70k	28.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.2	$1.8M	+6%	25k	71.45	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$1.6M	+37%	66k	23.37	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$1.5M	-4%	23k	67.22	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$1.5M	+29%	33k	46.54	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.0	$1.5M	NEW	78k	19.39	View chart
Amazon (AMZN)	1.0	$1.5M	+3%	6.5k	230.83	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.0	$1.4M	+17%	31k	46.22	View chart
Intel Corporation (INTC)	0.9	$1.3M	NEW	34k	36.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.2M	-51%	6.2k	198.61	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.8	$1.2M	-43%	18k	65.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$1.1M	-5%	1.6k	684.89	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.1M	+44%	9.2k	119.31	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$1.1M	-5%	28k	38.56	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.1M		1.4k	753.90	View chart
Ares Capital Corporation (ARCC)	0.7	$1.0M	+228%	50k	20.23	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.6	$937k	+91%	12k	77.02	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$937k		3.4k	276.94	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$936k	+70%	9.8k	95.22	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$815k	-4%	8.0k	101.97	View chart
Apple (AAPL)	0.5	$750k		2.8k	271.87	View chart
Microsoft Corporation (MSFT)	0.5	$683k	+5%	1.4k	483.61	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$666k	+84%	13k	52.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$637k	+3%	2.0k	313.76	View chart
Exxon Mobil Corporation (XOM)	0.4	$584k		4.9k	120.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$583k	-32%	5.6k	103.56	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$561k	-33%	8.1k	69.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$519k	+19%	10k	49.65	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$503k		12k	41.36	View chart
Global X Fds Defense Tech Etf (SHLD)	0.3	$487k	-8%	7.5k	64.79	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$458k		10k	44.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$436k	+4%	1.4k	312.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$433k	+2%	691.00	626.98	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$410k		4.9k	83.75	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$384k	-20%	4.0k	96.88	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$381k	-33%	5.3k	71.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$360k		908.00	396.31	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$359k		2.9k	121.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$347k	+21%	3.2k	107.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$342k		2.3k	148.99	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$316k	+88%	2.2k	143.94	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$303k		5.1k	59.93	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$286k	-2%	5.7k	49.99	View chart
NVIDIA Corporation (NVDA)	0.2	$284k		1.5k	186.48	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$281k		16k	17.71	View chart
Ishares Tr Expanded Tech (IGV)	0.2	$276k		2.6k	105.70	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$251k		6.0k	41.86	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$238k	-34%	5.0k	47.79	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.2	$231k	-17%	1.4k	170.62	View chart
Costco Wholesale Corporation (COST)	0.2	$222k	-6%	258.00	860.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$213k	NEW	592.00	360.12	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$206k		8.2k	25.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$201k	NEW	6.2k	32.62	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 Q4 filed Jan. 29, 2026
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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