Merkkuri Wealth Advisors

Merkkuri Wealth Advisors as of Dec. 31, 2025

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