Merkkuri Wealth Advisors LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed October 23, 2024), Merkkuri Wealth Advisors LLC reported 79 stock positions worth $108.7 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 8.2% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 5.5%) and Invesco QQQ Trust Series 1 (QQQ, 5.3%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $108.7M (Q2 2024)
- SEC Filing
- 0002040317-24-000001 ↗ filed Oct 23, 2024
Holdings Value
Holdings 79 stocks · $108.7M
| SCHD Schwab US DVD Equity ETF | 8.15% | 113,969 | $8.9M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 5.50% | 10,991 | $6.0M | — |
| QQQ Invesco QQQ Trust Series 1 | 5.30% | 12,025 | $5.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.96% | 84,170 | $5.4M | — |
| IEFA iShares Core MSCI Eafe ETF | 4.82% | 72,078 | $5.2M | — |
| IVV iShares Core S&P 500 ETF | 4.33% | 8,590 | $4.7M | — |
| FBND Fidelity Total Bond ETF | 3.68% | 89,054 | $4.0M | — |
| RSP Invesco S&P 500 Equal Weight | 3.42% | 22,644 | $3.7M | — |
| IUSG iShares Core S&P U.S. Growth | 3.42% | 29,123 | $3.7M | — |
| JEPI JPMorgan Equity Premium Inco | 3.10% | 59,501 | $3.4M | — |
| AGG iShares Core U.S. Aggregate | 2.46% | 27,491 | $2.7M | — |
| IJH iShares Core S&P Midcap ETF | 2.27% | 42,112 | $2.5M | — |
| IEMG iShares Core MSCI Emerging | 1.98% | 40,116 | $2.1M | — |
| NFTY First Trust India Nifty 50 E | 1.60% | 28,864 | $1.7M | — |
| AVUV Avantis US Small Cap Value | 1.58% | 19,173 | $1.7M | — |
| ESGU iShares ESG Aware MSCI USA | 1.57% | 14,298 | $1.7M | — |
| FTHI Fthi/First Trust Exchange-TR | 1.57% | 75,885 | $1.7M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.55% | 37,329 | $1.7M | — |
| DGRO iShares Core Dividend Growth | 1.44% | 27,204 | $1.6M | — |
| XLE SS Energy Select Sector | 1.44% | 17,140 | $1.6M | — |
| IYH iShares U.S. Healthcare ETF | 1.43% | 25,348 | $1.6M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.39% | 14,741 | $1.5M | — |
| VNLA Janus Henderson Short Durati | 1.33% | 29,677 | $1.4M | — |
| AMZN Amazon.com Inc. | 1.27% | 7,164 | $1.4M | — |
| IJK iShares S&P Mid-Cap 400 Grow | 1.27% | 15,673 | $1.4M | — |
| MOAT Vaneck Morningstar Wide Moat | 1.27% | 15,874 | $1.4M | — |
| FDEM Fidelity Emrg MRKT Multifact | 1.26% | 53,460 | $1.4M | — |
| QUAL iShares MSCI USA Quality Fac | 1.24% | 7,898 | $1.3M | — |
| IYJ iShares U.S. Industrials ETF | 1.23% | 11,202 | $1.3M | — |
| IVW iShares S&P 500 Growth ETF | 1.20% | 14,135 | $1.3M | — |
| CIBR First Trust Nasdaq Cybersecu | 1.19% | 22,977 | $1.3M | — |
| IYW iShares Ustechnology ETF | 1.13% | 8,147 | $1.2M | — |
| EFV iShares MSCI Eafe Value ETF | 1.12% | 22,871 | $1.2M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.03% | 23,762 | $1.1M | — |
| AAPL Apple Inc. | 0.90% | 4,640 | $975K | — |
| MSFT Microsoft Corp. | 0.81% | 1,963 | $878K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.75% | 22,860 | $813K | — |
| FTSM First Trust Enh Short Mat FD | 0.68% | 12,327 | $735K | — |
| GOOG Alphabet Inc. Class C | 0.63% | 3,724 | $683K | — |
| RDVY First Trust Rising Dividend | 0.62% | 12,380 | $678K | — |
| GLDM SPDR Gold Minishares Trust | 0.60% | 14,226 | $656K | — |
| IAGG iShares Intl Aggregate Bond | 0.60% | 13,034 | $651K | — |
| MUB iShares National Muni Bond E | 0.57% | 5,800 | $618K | — |
| IWY iShares Russell Top 200 Grow | 0.53% | 2,699 | $579K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.52% | 11,249 | $564K | — |
| IVE iShares S&P 500 Value ETF | 0.51% | 3,070 | $559K | — |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 7,200 | $552K | — |
| XOM Exxon Mobil Corp. | 0.51% | 4,774 | $550K | — |
| FDL First Trust Morn DVD Lead Inc. | 0.50% | 14,422 | $547K | — |
| IWL iShares Russell Top 200 ETF | 0.47% | 3,848 | $516K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.47% | 7,866 | $511K | — |
| MBB iShares MBS ETF | 0.46% | 5,485 | $504K | — |
| LMBS First Trust Low Duration Opp | 0.46% | 10,439 | $502K | — |
| GOOGL Alphabet Inc. Class A | 0.46% | 2,746 | $501K | — |
| VGT Vanguard Info Tech ETF | 0.41% | 773 | $446K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.40% | 7,404 | $438K | — |
| UCON First Trust Smith Unconstrai | 0.39% | 17,182 | $420K | — |
| XLK SS Technology Select Sector | 0.36% | 1,752 | $396K | — |
| FSIG FT Ltd. Duration Inv Grade | 0.36% | 20,711 | $388K | — |
| SCHZ Schwab US Aggregate Bond ETF | 0.34% | 8,187 | $373K | — |
| PAVE Global X US Infrastructure | 0.34% | 9,962 | $369K | — |
| VCIT Vanguard Int-Term Corporate | 0.34% | 4,557 | $364K | — |
| NVDA Nvidia Corp. | 0.29% | 712 | $314K | — |
| EFA iShares MSCI Eafe ETF | 0.27% | 3,737 | $293K | — |
| VOO Vanguard S&P 500 ETF | 0.27% | 581 | $291K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 3,343 | $281K | — |
| HYLS FT Tactical High Yield ETF | 0.26% | 6,891 | $280K | — |
| GLD SPDR Gold Shares | 0.25% | 1,270 | $273K | — |
| TLT iShares 20+ Year Treasury BD | 0.24% | 2,876 | $264K | — |
| PDO PIMCO Dynamic Income Opport | 0.23% | 19,070 | $253K | — |
| FTSL First Trust Senior Loan ETF | 0.23% | 5,442 | $250K | — |
| PDI PIMCO Dynamic Income Fund | 0.23% | 13,138 | $247K | — |
| PCEF Invesco Cef Income Composite | 0.23% | 13,049 | $246K | — |
| VONG Vanguard Russell 1000 Growth | 0.23% | 2,612 | $245K | — |
| IGV iShares Expanded Tech-Softwa | 0.22% | 2,731 | $237K | — |
| SJB Proshares Short High Yield | 0.22% | 13,940 | $236K | — |
| FTGC First Trust Global Tactical | 0.20% | 9,081 | $217K | — |
| FPE FT-Preferred Secur & Inc. ETF | 0.20% | 12,490 | $217K | — |
| ARKK ARK Innovation ETF | 0.20% | 4,823 | $212K | — |
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $161.2M | SPYM, IUSG, FBND, IJH, SCHD |
| Q1 2026 | 383 | $151.0M | SPYM, FBND, SCHD, IUSG, IJH |
| Q4 2025 | 80 | $146.9M | SPYM, FBND, IUSG, SCHD, AGG |
| Q3 2025 | 80 | $137.8M | SPYM, SCHD, IUSG, FBND, IJH |
| Q2 2025 | 82 | $131.7M | SPYM, SCHD, IUSG, FBND, IJH |
| Q1 2025 | 82 | $116.8M | SPYM, SCHD, FBND, SPY, IUSG |
| Q4 2024 | 84 | $126.4M | SCHD, SPYM, SPY, QQQ, FBND |
| Q3 2024 | 83 | $126.7M | SCHD, SPYM, SPY, IEFA, QQQ |
| Q2 2024 | 79 | $108.7M | SCHD, SPY, QQQ, SPYM, IEFA |