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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, SCHD, IUSG, IJH, and represent 27.79% of Merkkuri Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: CORO, ACWX, SPYM, GOVT, BLCR, SHLD, PPA, EFA, SPUS, FSIG.
Started 319 new stock positions in FNCL, PFE, IWO, IEF, TBT, RWX, TGT, CERY, PPA, RC.
Reduced shares in these 10 stocks: XLG, INTC, IEMG, EFV, ARCC, GLDM, DYNF, QQQ, FBND, SPY.
Merkkuri Wealth Advisors was a net buyer of stock by $6.3M.
Merkkuri Wealth Advisors has $151M in assets under management (AUM), dropping by 2.81%.
Central Index Key (CIK): 0002040317

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Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 399 positions in its portfolio as reported in the March 2026 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	+7%	222k	76.54	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.1	$7.7M	-2%	170k	45.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.0	$6.0M		197k	30.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	3.9	$5.9M		38k	155.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$5.3M		78k	67.53	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.4	$5.2M	-2%	52k	99.27	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	3.4	$5.1M		90k	56.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.0	$4.6M		50k	90.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.7	$4.1M		60k	68.28	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.6	$3.9M	-6%	6.8k	577.15	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	2.6	$3.9M	-2%	76k	51.55	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	2.3	$3.4M		150k	22.95	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$3.0M	-4%	4.6k	650.33	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.0	$3.0M		48k	61.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$2.7M	-4%	13k	211.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.7	$2.6M	-2%	99k	26.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$2.5M	+7%	22k	113.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.6	$2.5M	-16%	42k	58.18	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.5	$2.3M	+3%	70k	32.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$2.3M		12k	191.92	View chart
Ishares Tr Us Industrials (IYJ)	1.4	$2.1M	+2%	14k	147.54	View chart
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR)	1.4	$2.0M	+2%	69k	29.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$2.0M		40k	50.04	View chart
Matthews Asia Fds China Active Etf (MCH)	1.2	$1.9M		71k	26.32	View chart
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY)	1.2	$1.8M	+2%	35k	51.50	View chart
World Gold Tr Spdr Gld Minis (GLDM)	1.1	$1.6M	-25%	18k	92.69	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	1.1	$1.6M	+4%	26k	62.68	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$1.6M	+4%	69k	23.22	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.1	$1.6M	NEW	50k	32.15	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$1.5M		33k	46.19	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	1.0	$1.5M	+6%	33k	45.86	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$1.5M	NEW	22k	68.47	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	1.0	$1.5M		77k	19.00	View chart
Amazon (AMZN)	0.9	$1.3M		6.5k	208.28	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$1.3M	-40%	17k	74.35	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.8	$1.2M	+2%	6.4k	191.82	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.7	$1.1M		18k	61.64	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$1.1M	+15%	14k	80.58	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.7	$1.1M	+6%	30k	36.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$1.1M	+4%	9.6k	112.11	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.0M		1.6k	653.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$998k		1.4k	697.49	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$944k		9.9k	94.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$885k		8.0k	110.47	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$847k	NEW	37k	22.91	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.6	$842k		3.4k	248.87	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.5	$830k	NEW	20k	41.06	View chart
Exxon Mobil Corporation (XOM)	0.5	$824k		4.9k	169.66	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$810k	+52%	11k	70.84	View chart
Apple (AAPL)	0.5	$700k		2.8k	253.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$582k		2.0k	286.90	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$565k		8.1k	70.18	View chart
Microsoft Corporation (MSFT)	0.4	$549k	+4%	1.5k	370.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$544k		5.6k	96.70	View chart
First Tr Exchange-traded SHS (FDL)	0.3	$521k		10k	50.80	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$516k		12k	42.50	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$506k	-22%	9.7k	51.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$418k		699.00	597.44	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$409k		4.9k	82.75	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$404k		11k	38.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$401k		1.4k	287.48	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$399k		4.0k	100.62	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$393k	+14%	3.7k	106.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$392k		5.4k	73.14	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$390k		906.00	430.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$324k		3.0k	109.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$320k		2.3k	141.44	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$304k		5.1k	59.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$292k		2.2k	132.92	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$287k		5.8k	49.81	View chart
Ares Capital Corporation (ARCC)	0.2	$272k	-69%	15k	18.02	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$271k		16k	17.11	View chart
NVIDIA Corporation (NVDA)	0.2	$267k		1.5k	174.38	View chart
Costco Wholesale Corporation (COST)	0.2	$260k		260.00	998.18	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$254k		5.0k	50.81	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$247k		6.1k	40.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.2	$227k		592.00	383.39	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$218k		1.4k	160.46	View chart
Ishares Tr Expanded Tech (IGV)	0.1	$209k		2.6k	80.06	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$205k		8.3k	24.77	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$191k	NEW	1.2k	165.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$189k	NEW	1.9k	97.13	View chart
Tidal Trust I SP FDS S&P 500 (SPUS)	0.1	$187k	NEW	3.9k	48.16	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$180k	-88%	2.6k	69.76	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$180k		6.2k	29.13	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$177k	NEW	9.3k	18.94	View chart
Fidelity Covington Trust Enhanced Large (FELG)	0.1	$168k	NEW	4.5k	37.49	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$164k	NEW	447.00	367.60	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.1	$159k	NEW	2.3k	70.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$153k	NEW	350.00	436.21	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$149k	NEW	1.3k	111.34	View chart
Proshares Tr Shrt Hgh Yield (SJB)	0.1	$147k	NEW	9.5k	15.50	View chart
Eli Lilly & Co. (LLY)	0.1	$143k	NEW	155.00	921.02	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$140k	NEW	2.8k	49.93	View chart
Visa Com Cl A (V)	0.1	$135k	NEW	445.00	302.51	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$134k	NEW	3.3k	40.54	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$127k	NEW	7.4k	17.32	View chart
Meta Platforms Cl A (META)	0.1	$119k	NEW	207.00	572.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$107k	NEW	250.00	425.87	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$101k	NEW	3.5k	28.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$99k	NEW	415.00	237.65	View chart
Ishares Tr Intl Div Grwth (IGRO)	0.1	$94k	NEW	1.1k	83.78	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$92k	NEW	5.2k	17.75	View chart
JPMorgan Chase & Co. (JPM)	0.1	$91k	NEW	310.00	293.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$88k	NEW	411.00	215.16	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$87k	NEW	809.00	107.57	View chart
First Tr Exchange-traded Energy Alphadx (FXN)	0.1	$87k	NEW	3.9k	22.46	View chart
Marriott Intl Cl A (MAR)	0.1	$85k	NEW	259.00	327.42	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$84k	NEW	1.9k	44.80	View chart
Royal Caribbean Cruises (RCL)	0.1	$83k	NEW	302.00	275.46	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$75k	NEW	1.1k	67.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$70k	NEW	1.4k	50.34	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$70k	NEW	2.7k	25.64	View chart
Delta Air Lines Com New (DAL)	0.0	$69k	NEW	1.0k	66.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$64k	NEW	353.00	181.24	View chart
Tesla Motors (TSLA)	0.0	$64k	NEW	171.00	371.25	View chart
First Tr Exchange-traded Utilities Alph (FXU)	0.0	$62k	NEW	1.3k	49.60	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$62k	NEW	193.00	319.98	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$62k	NEW	1.2k	52.57	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$61k	NEW	1.0k	59.05	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$60k	NEW	275.00	219.14	View chart
First Tr Exchange-traded Ut Com Shs Etf (QABA)	0.0	$59k	NEW	1.0k	58.25	View chart
Lockheed Martin Corporation (LMT)	0.0	$58k	NEW	96.00	601.99	View chart
Waste Management (WM)	0.0	$57k	NEW	248.00	229.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$56k	NEW	707.00	79.29	View chart
Caterpillar (CAT)	0.0	$56k	NEW	79.00	707.09	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$53k	NEW	992.00	53.34	View chart
First Tr Exchange-traded Ssi Strg Etf (FCVT)	0.0	$53k	NEW	1.2k	44.16	View chart
Coca-Cola Company (KO)	0.0	$50k	NEW	653.00	76.04	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.0	$49k	NEW	899.00	54.77	View chart
Target Corporation (TGT)	0.0	$48k	NEW	392.00	121.22	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$47k	NEW	723.00	64.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$46k	NEW	96.00	481.18	View chart
First Tr Exchange-traded Intl Equity Opp (FPXI)	0.0	$46k	NEW	743.00	61.73	View chart
Spdr Series Trust State Street Spd (XME)	0.0	$44k	NEW	409.00	107.94	View chart
Metropcs Communications (TMUS)	0.0	$44k	NEW	210.00	210.03	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$44k	NEW	1.4k	31.67	View chart
McDonald's Corporation (MCD)	0.0	$43k	NEW	138.00	310.62	View chart
Hca Holdings (HCA)	0.0	$43k	NEW	90.00	473.24	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$42k	NEW	287.00	146.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$42k	NEW	451.00	92.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.0	$41k	NEW	1.2k	33.78	View chart
Nio Spon Ads (NIO)	0.0	$41k	NEW	6.8k	6.03	View chart
Mastercard Incorporated Cl A (MA)	0.0	$41k	NEW	81.00	500.95	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.0	$40k	NEW	1.4k	28.74	View chart
Ishares Msci Taiwan Etf (EWT)	0.0	$39k	NEW	552.00	70.96	View chart
Pacer Fds Tr Globl Cash Etf (GCOW)	0.0	$39k	NEW	846.00	46.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$38k	NEW	265.00	142.59	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$38k	NEW	456.00	82.64	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$37k	NEW	369.00	100.74	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$37k	NEW	382.00	95.43	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.0	$35k	NEW	804.00	43.61	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$35k	NEW	293.00	119.40	View chart
Abbvie (ABBV)	0.0	$34k	NEW	158.00	217.96	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.0	$34k	NEW	379.00	88.95	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.0	$34k	NEW	206.00	163.57	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$34k	NEW	445.00	75.19	View chart
UnitedHealth (UNH)	0.0	$33k	NEW	123.00	269.95	View chart
Netflix (NFLX)	0.0	$31k	NEW	319.00	96.03	View chart
Walt Disney Company (DIS)	0.0	$29k	NEW	305.00	96.49	View chart
Wal-Mart Stores (WMT)	0.0	$29k	NEW	233.00	124.27	View chart
Chubb (CB)	0.0	$29k	NEW	88.00	326.40	View chart
Union Pacific Corporation (UNP)	0.0	$29k	NEW	118.00	242.81	View chart
Home Depot (HD)	0.0	$28k	NEW	86.00	330.70	View chart
Chipotle Mexican Grill (CMG)	0.0	$28k	NEW	875.00	32.00	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$28k	NEW	484.00	56.80	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$26k	NEW	296.00	88.16	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$26k	NEW	190.00	136.00	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$26k	NEW	446.00	57.17	View chart
Sp Funds Trust S&p Global Techn (SPTE)	0.0	$25k	NEW	719.00	34.66	View chart
Johnson & Johnson (JNJ)	0.0	$24k	NEW	99.00	243.57	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$23k	NEW	315.00	74.30	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$23k	NEW	459.00	50.41	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$23k	NEW	603.00	37.99	View chart
Ssga Active Tr State Street Us (XLSR)	0.0	$23k	NEW	397.00	57.71	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$22k	NEW	438.00	49.93	View chart
Northrop Grumman Corporation (NOC)	0.0	$22k	NEW	32.00	682.25	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.0	$22k	NEW	475.00	45.69	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$22k	NEW	249.00	86.82	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$21k	NEW	108.00	195.51	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$20k	NEW	199.00	101.62	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.0	$20k	NEW	375.00	52.85	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$20k	NEW	15.00	1320.80	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.0	$20k	NEW	560.00	35.16	View chart
Albemarle Corp 7.25% Dep Shs A (ALB.PA)	0.0	$18k	NEW	250.00	71.85	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.0	$18k	NEW	274.00	64.68	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$17k	NEW	79.00	217.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$17k	NEW	192.00	88.57	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.0	$17k	NEW	511.00	33.08	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$17k	NEW	43.00	393.09	View chart
Medical Properties Trust (MPT)	0.0	$17k	NEW	3.6k	4.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$17k	NEW	69.00	239.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.0	$16k	NEW	617.00	26.27	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$16k	NEW	844.00	18.82	View chart
American Express Company (AXP)	0.0	$16k	NEW	52.00	302.15	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$16k	NEW	49.00	316.04	View chart
Ishares Tr Intl Trea Bd Etf (IGOV)	0.0	$15k	NEW	373.00	41.07	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$15k	NEW	68.00	224.12	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$15k	NEW	243.00	62.55	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$15k	NEW	322.00	46.95	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$15k	NEW	311.00	48.01	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$14k	NEW	257.00	55.47	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$13k	NEW	173.00	77.23	View chart
Verizon Communications (VZ)	0.0	$13k	NEW	265.00	50.24	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.0	$13k	NEW	511.00	25.52	View chart
Spdr Series Trust State Street Spd (BIL)	0.0	$13k	NEW	142.00	91.39	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$13k	NEW	481.00	26.43	View chart
Renaissance Cap Greenwich Ipo Etf (IPO)	0.0	$13k	NEW	302.00	41.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$12k	NEW	154.00	78.22	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.0	$12k	NEW	257.00	46.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$12k	NEW	95.00	124.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$11k	NEW	151.00	74.91	View chart
Paccar (PCAR)	0.0	$11k	NEW	98.00	115.05	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$11k	NEW	57.00	197.07	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.0	$11k	NEW	102.00	109.42	View chart
First Tr Exchange-traded Lng Dur Oprtun (LGOV)	0.0	$11k	NEW	512.00	21.56	View chart
Abbott Laboratories (ABT)	0.0	$11k	NEW	107.00	103.09	View chart
Realty Income (O)	0.0	$11k	NEW	179.00	61.24	View chart
Bank of America Corporation (BAC)	0.0	$11k	NEW	222.00	48.73	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.0	$10k	NEW	199.00	50.85	View chart
Ssga Active Tr State Street Fix (FISR)	0.0	$9.4k	NEW	367.00	25.74	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$9.4k	NEW	26.00	360.35	View chart
Pacer Fds Tr Us Small Cap Cas (CALF)	0.0	$9.2k	NEW	206.00	44.82	View chart
Texas Instruments Incorporated (TXN)	0.0	$8.9k	NEW	46.00	193.76	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.0	$8.9k	NEW	280.00	31.63	View chart
Proshares Tr Shrt Rl Est Fd (REK)	0.0	$8.6k	NEW	506.00	16.98	View chart
Vici Pptys (VICI)	0.0	$8.3k	NEW	305.00	27.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$8.3k	NEW	56.00	147.38	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$8.1k	-99%	149.00	54.38	View chart
Ally Financial (ALLY)	0.0	$8.0k	NEW	203.00	39.23	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$7.9k	NEW	76.00	103.72	View chart
Ishares Tr Faln Angls Usd (FALN)	0.0	$7.9k	NEW	295.00	26.72	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$7.8k	NEW	234.00	33.20	View chart
Starbucks Corporation (SBUX)	0.0	$7.7k	NEW	86.00	89.85	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$7.6k	NEW	440.00	17.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$7.5k	NEW	30.00	250.67	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.0	$7.4k	NEW	64.00	116.23	View chart
Altria (MO)	0.0	$7.4k	NEW	112.00	66.12	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$7.4k	NEW	161.00	45.99	View chart
3M Company (MMM)	0.0	$7.4k	NEW	51.00	145.08	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$7.3k	NEW	66.00	110.98	View chart
salesforce (CRM)	0.0	$7.3k	NEW	39.00	187.46	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$7.2k	NEW	91.00	78.97	View chart
Advanced Micro Devices (AMD)	0.0	$6.8k	NEW	33.00	206.00	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.0	$6.7k	NEW	191.00	35.32	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$6.7k	NEW	81.00	82.23	View chart
Simplify Exchange Traded Fun Simplify Interst (PFIX)	0.0	$6.6k	NEW	144.00	46.12	View chart
Procter & Gamble Company (PG)	0.0	$6.6k	NEW	45.00	145.69	View chart
Palo Alto Networks (PANW)	0.0	$6.6k	NEW	41.00	159.78	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$6.5k	NEW	135.00	48.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.0	$6.4k	NEW	147.00	43.54	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.0	$6.4k	NEW	126.00	50.67	View chart
Alexandria Real Estate Equities (ARE)	0.0	$6.3k	NEW	137.00	46.34	View chart
Crown Castle Intl (CCI)	0.0	$6.3k	NEW	77.00	81.21	View chart
Venture Global Com Cl A (VG)	0.0	$6.1k	NEW	390.00	15.76	View chart
Merck & Co (MRK)	0.0	$5.9k	NEW	49.00	120.12	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.0	$5.8k	NEW	499.00	11.72	View chart
Cormedix Inc cormedix (CRMD)	0.0	$5.8k	NEW	857.00	6.79	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$5.7k	NEW	515.00	11.05	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.0	$5.6k	NEW	166.00	33.73	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$5.3k	NEW	104.00	50.67	View chart
Intel Corporation (INTC)	0.0	$5.2k	-99%	117.00	44.09	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$5.1k	NEW	31.00	163.55	View chart
Spdr Series Trust State Street Spd (SPMD)	0.0	$5.0k	NEW	84.00	59.00	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.0	$4.9k	NEW	203.00	24.30	View chart
Camden Ppty Tr Sh Ben Int (CPT)	0.0	$4.9k	NEW	50.00	98.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$4.9k	NEW	17.00	287.71	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$4.8k	NEW	158.00	30.41	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$4.8k	NEW	90.00	53.32	View chart
Uber Technologies (UBER)	0.0	$4.8k	NEW	66.00	72.24	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$4.6k	NEW	37.00	124.16	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$4.6k	NEW	113.00	40.59	View chart
Paypal Holdings (PYPL)	0.0	$4.5k	NEW	101.00	45.03	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$4.5k	NEW	41.00	109.85	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.0	$4.3k	NEW	309.00	13.96	View chart
Booking Holdings (BKNG)	0.0	$4.2k	NEW	1.00	4231.00	View chart
Pacer Fds Tr Data And Infrast (SRVR)	0.0	$4.1k	NEW	131.00	31.28	View chart
The Trade Desk Com Cl A (TTD)	0.0	$4.1k	NEW	180.00	22.73	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.0	$4.1k	NEW	124.00	32.72	View chart
Toyota Motor Corp Ads (TM)	0.0	$4.0k	NEW	20.00	201.70	View chart
Spdr Index Shs Fds State Street Spd (GWX)	0.0	$4.0k	NEW	94.00	42.12	View chart
Enterprise Products Partners (EPD)	0.0	$3.9k	NEW	103.00	37.94	View chart
Ishares Tr Glb Cnsm Stp Etf (KXI)	0.0	$3.9k	NEW	58.00	67.33	View chart
Corteva (CTVA)	0.0	$3.7k	NEW	44.00	83.45	View chart
BP Sponsored Adr (BP)	0.0	$3.6k	NEW	78.00	46.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$3.5k	NEW	46.00	77.13	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.0	$3.4k	NEW	17.00	197.41	View chart
Dow (DOW)	0.0	$3.3k	NEW	80.00	41.41	View chart
Pfizer (PFE)	0.0	$3.2k	NEW	115.00	28.07	View chart
Becton, Dickinson and (BDX)	0.0	$3.1k	NEW	20.00	156.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$3.0k	NEW	9.00	338.67	View chart
American Tower Reit (AMT)	0.0	$3.0k	NEW	17.00	174.41	View chart
Spdr Series Trust State Street Spd (SPTL)	0.0	$2.8k	NEW	108.00	26.28	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$2.7k	NEW	58.00	46.64	View chart
First Tr Exchange-traded Consumr Staple (FXG)	0.0	$2.6k	NEW	41.00	63.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$2.6k	NEW	10.00	256.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SNOV)	0.0	$2.5k	NEW	100.00	24.82	View chart
Charles Schwab Corporation (SCHW)	0.0	$2.5k	NEW	26.00	95.19	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$2.5k	NEW	27.00	90.96	View chart
Nano Nuclear Energy (NNE)	0.0	$2.5k	NEW	120.00	20.42	View chart
Spdr Series Trust State Street Spd (SPLB)	0.0	$2.4k	NEW	109.00	22.27	View chart
First Tr Exchange-traded Bloomberg Nuclea (RCTR)	0.0	$2.4k	NEW	69.00	35.03	View chart
Hershey Company (HSY)	0.0	$2.4k	NEW	12.00	200.58	View chart
BlackRock Floating Rate Income Strat. Fn (FRA)	0.0	$2.3k	NEW	213.00	11.03	View chart
Rci Hospitality Hldgs (RICK)	0.0	$2.3k	NEW	101.00	22.73	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	0.0	$2.3k	NEW	56.00	40.48	View chart
State Street Corporation (STT)	0.0	$2.3k	NEW	18.00	125.06	View chart
Spotify Technology S A SHS (SPOT)	0.0	$2.2k	NEW	5.00	448.20	View chart
Phillips Edison & Co Common Stock (PECO)	0.0	$2.2k	NEW	60.00	37.23	View chart
Spdr Series Trust State Street Spd (EMHC)	0.0	$2.2k	NEW	89.00	24.76	View chart
Qualcomm (QCOM)	0.0	$2.2k	NEW	17.00	129.00	View chart
General Mills (GIS)	0.0	$2.2k	NEW	58.00	37.34	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.0	$2.1k	NEW	105.00	20.34	View chart
Deere & Company (DE)	0.0	$2.1k	NEW	4.00	521.50	View chart
Clorox Company (CLX)	0.0	$2.1k	NEW	20.00	103.30	View chart
Fidelity Ethereum SHS (FETH)	0.0	$2.0k	NEW	96.00	20.91	View chart
Draftkings Com Cl A (DKNG)	0.0	$2.0k	NEW	91.00	21.71	View chart
Spdr Series Trust State Street Spd (JNK)	0.0	$1.9k	NEW	20.00	96.30	View chart
Henry Schein (HSIC)	0.0	$1.9k	NEW	26.00	72.92	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.0	$1.9k	NEW	47.00	40.28	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$1.9k	NEW	28.00	67.54	View chart
Barclays Bank Ipath S&p 500 Sh (VXX)	0.0	$1.9k	NEW	53.00	35.40	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$1.8k	NEW	37.00	49.27	View chart
Netskope Cl A (NTSK)	0.0	$1.8k	NEW	213.00	8.48	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.0	$1.8k	NEW	45.00	39.13	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.0	$1.7k	NEW	50.00	33.88	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.7k	NEW	11.00	152.18	View chart
Hamilton Lane Cl A (HLNE)	0.0	$1.7k	NEW	17.00	98.18	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.0	$1.6k	NEW	14.00	116.93	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$1.6k	NEW	22.00	74.05	View chart
Veralto Corp Com Shs (VLTO)	0.0	$1.6k	NEW	18.00	89.28	View chart
Elf Beauty (ELF)	0.0	$1.6k	NEW	26.00	61.46	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$1.5k	NEW	12.00	128.58	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$1.5k	NEW	102.00	14.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.0	$1.5k	NEW	50.00	30.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$1.5k	NEW	28.00	54.21	View chart
Cava Group Ord (CAVA)	0.0	$1.4k	NEW	18.00	80.17	View chart
Vanguard World Financials Etf (VFH)	0.0	$1.4k	NEW	12.00	119.42	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$1.4k	NEW	22.00	64.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$1.4k	NEW	26.00	53.73	View chart
Sweetgreen Com Cl A (SG)	0.0	$1.4k	NEW	263.00	5.19	View chart
Huntsman Corporation (HUN)	0.0	$1.3k	NEW	101.00	13.27	View chart
Raytheon Technologies Corp (RTX)	0.0	$1.3k	NEW	7.00	185.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$1.3k	NEW	4.00	316.00	View chart
Spdr Series Trust State Stret Spdr (TIPX)	0.0	$1.2k	NEW	62.00	19.29	View chart
Sofi Technologies (SOFI)	0.0	$1.2k	NEW	75.00	15.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$1.2k	NEW	24.00	47.92	View chart
Williams Companies (WMB)	0.0	$1.1k	NEW	16.00	71.81	View chart
Spdr Series Trust Bloomberg Emergi (EBND)	0.0	$1.1k	NEW	53.00	20.49	View chart
American Strategic Invest Com Cl A (NYC)	0.0	$962.997300	NEW	113.00	8.52	View chart
Boeing Company (BA)	0.0	$891.000000	NEW	4.00	222.75	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$882.000000	NEW	3.00	294.00	View chart
Mosaic (MOS)	0.0	$832.999200	NEW	33.00	25.24	View chart
Cincinnati Financial Corporation (CINF)	0.0	$789.000000	NEW	5.00	157.80	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$773.000100	NEW	9.00	85.89	View chart
First Tr Exchange-traded A Sml Cap Val Alph (FYT)	0.0	$755.000400	NEW	12.00	62.92	View chart
Lululemon Athletica (LULU)	0.0	$749.000000	NEW	5.00	149.80	View chart
Cion Invt Corp (CION)	0.0	$733.998600	NEW	107.00	6.86	View chart
Oklo Com Cl A (OKLO)	0.0	$724.999500	NEW	15.00	48.33	View chart
Realloys (ALOY)	0.0	$642.998400	NEW	66.00	9.74	View chart
Ford Motor Company (F)	0.0	$633.000500	NEW	55.00	11.51	View chart
Tilray Brands (TLRY)	0.0	$563.003100	NEW	87.00	6.47	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.0	$536.000300	NEW	11.00	48.73	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$529.999400	NEW	14.00	37.86	View chart
Main Street Capital Corporation (MAIN)	0.0	$504.000000	NEW	10.00	50.40	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$464.000000	NEW	5.00	92.80	View chart
Reddit Cl A (RDDT)	0.0	$464.000100	NEW	3.00	154.67	View chart
Bristol Myers Squibb (BMY)	0.0	$446.000100	NEW	7.00	63.71	View chart
Eagle Pt Cr (ECC)	0.0	$440.996400	NEW	117.00	3.77	View chart
Kkr & Co (KKR)	0.0	$282.999900	NEW	3.00	94.33	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$279.000000	NEW	1.00	279.00	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$234.999900	NEW	3.00	78.33	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$190.000000	NEW	1.00	190.00	View chart
Stanley Black & Decker (SWK)	0.0	$171.000000	NEW	2.00	85.50	View chart
Oxford Industries (OXM)	0.0	$168.000000	NEW	4.00	42.00	View chart
Ready Cap Corp Com reit (RC)	0.0	$163.000000	NEW	100.00	1.63	View chart
Ishares Tr Global Finls Etf (IXG)	0.0	$145.000000	NEW	1.00	145.00	View chart
TJX Companies (TJX)	0.0	$135.000000	NEW	1.00	135.00	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$117.000000	NEW	3.00	39.00	View chart
Sundial Growers (SNDL)	0.0	$92.001000	NEW	70.00	1.31	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$86.000000	NEW	1.00	86.00	View chart
First Tr Exchng Traded Fd Vi Securitized Plus (DEED)	0.0	$62.000100	NEW	3.00	20.67	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$29.000000	NEW	1.00	29.00	View chart
Etf Ser Solutions Aam Lw Dur Pfd (PFLD)	0.0	$17.000000	NEW	1.00	17.00	View chart
Spdr Series Trust State Street Spd (RWR)	0.0	$0	NEW	0	0.00	View chart
Spdr Index Shs Fds State Street Spd (RWX)	0.0	$0	NEW	0	0.00	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$0	NEW	0	0.00	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$0	NEW	0	0.00	View chart
Spdr Series Trust State Street Spd (SPTI)	0.0	$0	NEW	0	0.00	View chart
First Tr Exchange-traded Nas Clnedg Green (QCLN)	0.0	$0	NEW	0	0.00	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$0	NEW	0	0.00	View chart
Spdr Index Shs Fds State Street Spd (SPEU)	0.0	$0	NEW	0	0.00	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$0	NEW	0	0.00	View chart
Columbia Etf Tr Ii India Consmr Etf (INCO)	0.0	$0	NEW	0	0.00	View chart
Broadcom (AVGO)	0.0	$0	NEW	0	0.00	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.0	$0	NEW	0	0.00	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.0	$0	NEW	0	0.00	View chart
Trane Technologies SHS (TT)	0.0	$0	NEW	0	0.00	View chart
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)	0.0	$0	NEW	0	0.00	View chart

Past Filings by Merkkuri Wealth Advisors

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

Merkkuri Wealth Advisors 2026 Q1 filed April 21, 2026
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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