Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of Sept. 30, 2025

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