Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of June 30, 2025

Portfolio Holdings for Merkkuri Wealth Advisors

Merkkuri Wealth Advisors holds 82 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 11.0 $15M 200k 72.69
Schwab Strategic Tr Us Dividend Eq (SCHD) 7.1 $9.3M 352k 26.50
Ishares Tr Core S&p Us Gwt (IUSG) 4.7 $6.2M 41k 150.40
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 3.8 $5.0M 110k 45.75
Ishares Tr Core S&p Mcp Etf (IJH) 3.7 $4.9M 79k 62.02
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.7 $4.9M 8.8k 551.61
J P Morgan Exchange Traded F Equity Premium (JEPI) 3.6 $4.8M 84k 56.85
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.2 $4.2M 6.8k 617.86
Ishares Tr Core Msci Eafe (IEFA) 3.1 $4.1M 50k 83.48
Ishares Tr Core Us Aggbd Et (AGG) 2.5 $3.3M 33k 99.20
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.5 $3.2M 18k 181.74
Ishares Tr Eafe Value Etf (EFV) 2.1 $2.8M 45k 63.48
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.1 $2.8M 15k 182.82
Janus Detroit Str Tr Henderson Securi (JSI) 1.9 $2.5M 47k 52.62
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.8 $2.4M 44k 54.46
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 1.7 $2.3M 99k 22.85
Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $2.2M 20k 110.10
First Tr Exch Trd Alphdx India Nfty50 Eqw (NFTY) 1.5 $1.9M 32k 59.97
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $1.9M 9.8k 195.43
Matthews Asia Fds China Active Etf (MCH) 1.4 $1.9M 78k 24.50
Ishares Tr Core S&p500 Etf (IVV) 1.3 $1.8M 2.8k 620.97
First Tr Exchng Traded Fd Vi Innovation Lead (ILDR) 1.3 $1.7M 59k 29.43
Ishares Core Msci Emkt (IEMG) 1.3 $1.7M 29k 60.03
Ishares Tr Us Industrials (IYJ) 1.3 $1.7M 12k 142.31
Ishares Tr Core Div Grwth (DGRO) 1.3 $1.7M 26k 63.94
Pimco Etf Tr Multisector Bd (PYLD) 1.3 $1.7M 63k 26.54
Ishares Tr Us Hlthcare Etf (IYH) 1.2 $1.6M 29k 56.48
Ishares Tr Core Total Usd (IUSB) 1.2 $1.6M 35k 46.23
Select Sector Spdr Tr Energy (XLE) 1.2 $1.6M 19k 84.81
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.2 $1.5M 20k 75.58
American Centy Etf Tr Us Sml Cp Valu (AVUV) 1.1 $1.4M 16k 91.10
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.4M 8.1k 173.27
Amazon (AMZN) 1.0 $1.4M 6.3k 219.38
Ishares Tr Core Intl Aggr (IAGG) 1.0 $1.3M 26k 51.09
World Gold Tr Spdr Gld Minis (GLDM) 0.9 $1.2M 19k 65.52
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $1.2M 11k 112.00
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.9 $1.1M 25k 46.16
Blackrock Etf Trust Ishares Us Thema (THRO) 0.8 $1.1M 30k 35.58
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $1.1M 45k 23.24
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.8 $1.0M 11k 93.79
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.8 $991k 19k 52.10
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $830k 17k 49.20
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $729k 6.5k 112.47
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.5 $668k 2.7k 246.53
Vanguard World Inf Tech Etf (VGT) 0.5 $643k 969.00 663.61
Microsoft Corporation (MSFT) 0.5 $636k 1.3k 497.37
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $583k 8.0k 72.82
Apple (AAPL) 0.4 $575k 2.8k 205.16
Microstrategy Cl A New (MSTR) 0.4 $556k 1.4k 404.15
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.4 $521k 8.3k 62.74
Ishares Tr Mbs Etf (MBB) 0.4 $520k 5.5k 93.88
Exxon Mobil Corporation (XOM) 0.4 $515k 4.8k 107.79
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $500k 13k 37.96
First Tr Exchange-traded SHS (FDL) 0.4 $479k 11k 41.87
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $462k 16k 28.85
Ishares Tr S&p Mc 400gr Etf (IJK) 0.3 $453k 5.0k 90.98
First Tr Exchange-traded First Tr Enh New (FTSM) 0.3 $434k 7.3k 59.87
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $432k 8.8k 49.26
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $395k 4.8k 82.93
Select Sector Spdr Tr Technology (XLK) 0.3 $373k 1.5k 253.26
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.3 $373k 15k 24.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $367k 646.00 568.23
Ishares Tr National Mun Etf (MUB) 0.3 $359k 3.4k 104.48
Alphabet Cap Stk Cl C (GOOG) 0.3 $358k 2.0k 177.36
First Tr Exchange-traded Limited Duration (FSIG) 0.3 $345k 18k 19.12
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.3 $339k 6.4k 52.84
Ares Capital Corporation (ARCC) 0.3 $332k 15k 21.96
Global X Fds Us Infr Dev Etf (PAVE) 0.3 $330k 7.6k 43.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $318k 2.3k 135.29
Spdr Gold Tr Gold Shs (GLD) 0.2 $306k 1.0k 304.83
Pimco Dynamic Income SHS (PDI) 0.2 $301k 16k 18.97
First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.2 $297k 7.1k 41.81
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.2 $287k 2.6k 109.21
Ishares Tr Expanded Tech (IGV) 0.2 $285k 2.6k 109.51
First Tr Exchange-traded Senior Ln Fd (FTSL) 0.2 $264k 5.8k 45.89
Costco Wholesale Corporation (COST) 0.2 $263k 266.00 988.79
Ishares Tr Rus Top 200 Etf (IWL) 0.2 $251k 1.6k 153.08
NVIDIA Corporation (NVDA) 0.2 $247k 1.6k 157.97
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.2 $237k 13k 17.80
Alphabet Cap Stk Cl A (GOOGL) 0.2 $235k 1.3k 176.23
Proshares Tr Shrt Hgh Yield (SJB) 0.1 $182k 12k 15.60
Oxford Lane Cap Corp (OXLC) 0.0 $64k 15k 4.20