Merkkuri Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 21, 2025), Merkkuri Wealth Advisors LLC reported 84 stock positions worth $126.4 million. Its top holding was Schwab US DVD Equity ETF (SCHD) at 8.1% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 7.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 2, added to 47 and reduced 31. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +44%) and the biggest sale Nvidia (NVDA, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $126.4M (Q4 2024)
- SEC Filing
- 0002040317-25-000001 ↗ filed Jan 21, 2025
Holdings Value
Holdings 84 stocks · $126.4M
| SCHD Schwab US DVD Equity ETF | 8.10% | 375,023 | $10.2M | Add +3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.47% | 137,024 | $9.4M | Add +44.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.90% | 10,566 | $6.2M | Reduce -2.6% |
| QQQ Invesco QQQ Trust Series 1 | 4.81% | 11,891 | $6.1M | Reduce -0.1% |
| FBND Fidelity Total Bond ETF | 4.07% | 114,688 | $5.1M | Add +10.0% |
| IUSG iShares Core S&P U.S. Growth | 3.59% | 32,595 | $4.5M | Add +2.9% |
| IJH iShares Core S&P Midcap ETF | 3.30% | 66,907 | $4.2M | Add +45.6% |
| JEPI JPMorgan Equity Premium Inco | 3.28% | 72,021 | $4.1M | Add +8.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.16% | 56,767 | $4.0M | Reduce -28.2% |
| RSP Invesco S&P 500 Equal Weight | 3.03% | 21,832 | $3.8M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 2.96% | 6,361 | $3.7M | Reduce -10.8% |
| AGG iShares Core U.S. Aggregate | 2.71% | 35,373 | $3.4M | Add +10.1% |
| FTHI Fthi/First Trust Exchange-TR | 1.85% | 100,493 | $2.3M | Add +9.5% |
| IEMG iShares Core MSCI Emerging | 1.81% | 43,937 | $2.3M | Add +9.5% |
| IVW iShares S&P 500 Growth ETF | 1.57% | 19,506 | $2.0M | Add +11.7% |
| NFTY First Trust India Nifty 50 E | 1.52% | 34,424 | $1.9M | Add +9.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.52% | 42,464 | $1.9M | Reduce -16.8% |
| VNLA Janus Henderson Short Durati | 1.52% | 39,202 | $1.9M | Add +10.7% |
| QUAL iShares MSCI USA Quality Fac | 1.46% | 10,389 | $1.9M | Add +10.5% |
| EFV iShares MSCI Eafe Value ETF | 1.44% | 34,594 | $1.8M | Add +8.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.41% | 34,691 | $1.8M | Add +11.9% |
| DGRO iShares Core Dividend Growth | 1.38% | 28,344 | $1.7M | Reduce -0.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.33% | 17,413 | $1.7M | Add +19.4% |
| IYJ iShares U.S. Industrials ETF | 1.33% | 12,582 | $1.7M | Reduce -0.4% |
| XLE SS Energy Select Sector | 1.30% | 19,143 | $1.6M | Reduce -1.0% |
| IYH iShares U.S. Healthcare ETF | 1.28% | 27,822 | $1.6M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.27% | 7,343 | $1.6M | Reduce -0.6% |
| FDEM Fidelity Emrg MRKT Multifact | 1.23% | 61,534 | $1.6M | Add +0.8% |
| CIBR First Trust Nasdaq Cybersecu | 1.19% | 23,726 | $1.5M | Reduce -5.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.18% | 16,082 | $1.5M | Add +1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.13% | 15,748 | $1.4M | Add +0.2% |
| AVUV Avantis US Small Cap Value | 1.01% | 13,268 | $1.3M | Reduce -32.7% |
| IYW iShares Ustechnology ETF | 1.01% | 8,023 | $1.3M | Add +0.2% |
| AAPL Apple Inc. | 0.96% | 4,862 | $1.2M | Add +0.6% |
| GLDM SPDR Gold Minishares Trust | 0.78% | 19,007 | $988K | Add +18.6% |
| IVE iShares S&P 500 Value ETF | 0.73% | 4,833 | $922K | Add +17.6% |
| MSFT Microsoft Corp. | 0.73% | 2,187 | $922K | Reduce -2.1% |
| ESGU iShares ESG Aware MSCI USA | 0.70% | 6,891 | $888K | Reduce -30.3% |
| IAGG iShares Intl Aggregate Bond | 0.69% | 17,449 | $871K | Add +13.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.64% | 14,611 | $810K | Add +23.3% |
| BSV Vanguard Short-Term Bond ETF | 0.57% | 9,378 | $725K | Add +10.7% |
| GOOG Alphabet Inc. Class C | 0.56% | 3,742 | $713K | Add +0.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.55% | 30,864 | $701K | Add +26.9% |
| MUB iShares National Muni Bond E | 0.55% | 6,476 | $690K | Add +8.5% |
| MBB iShares MBS ETF | 0.51% | 7,069 | $648K | Add +11.6% |
| IWY iShares Russell Top 200 Grow | 0.50% | 2,705 | $636K | Add +0.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.50% | 18,145 | $631K | Reduce -3.7% |
| RDVY First Trust Rising Dividend | 0.49% | 10,410 | $616K | Reduce -13.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.46% | 11,558 | $579K | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.45% | 3,006 | $569K | Reduce -0.5% |
| IWL iShares Russell Top 200 ETF | 0.44% | 3,872 | $560K | Add +0.3% |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 7,936 | $555K | Add +0.4% |
| PDI PIMCO Dynamic Income Fund | 0.42% | 29,119 | $534K | No change |
| FTSM First Trust Enh Short Mat FD | 0.41% | 8,700 | $520K | Reduce -29.1% |
| XOM Exxon Mobil Corp. | 0.41% | 4,804 | $517K | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.40% | 2,174 | $505K | Add +7.5% |
| FDL First Trust Morn DVD Lead Inc. | 0.39% | 12,116 | $488K | Reduce -16.4% |
| VGT Vanguard Info Tech ETF | 0.38% | 776 | $483K | Add +0.3% |
| LMBS First Trust Low Duration Opp | 0.35% | 9,098 | $443K | Reduce -12.3% |
| NVDA Nvidia Corp. | 0.33% | 3,116 | $418K | Reduce -0.8% |
| PAVE Global X US Infrastructure | 0.32% | 9,984 | $403K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.31% | 4,177 | $397K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.30% | 1,331 | $385K | New |
| IGV iShares Expanded Tech-Softwa | 0.30% | 3,768 | $377K | Add +0.0% |
| UCON First Trust Smith Unconstrai | 0.30% | 15,259 | $376K | Reduce -12.7% |
| VCIT Vanguard Int-Term Corporate | 0.30% | 4,677 | $375K | Add +1.5% |
| FSIG FT Ltd. Duration Inv Grade | 0.28% | 18,447 | $348K | Reduce -12.3% |
| ARCC Ares Capital Corp. | 0.26% | 15,117 | $331K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.26% | 614 | $331K | Add +2.2% |
| TLT iShares 20+ Year Treasury BD | 0.23% | 3,385 | $296K | Add +20.6% |
| HYLS FT Tactical High Yield ETF | 0.23% | 7,003 | $289K | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 0.23% | 3,790 | $287K | Add +1.4% |
| COST Costco Wholesale Corp. | 0.22% | 310 | $284K | Reduce -3.4% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 2,623 | $271K | Add +0.1% |
| FTSL First Trust Senior Loan ETF | 0.21% | 5,807 | $269K | Add +0.1% |
| GLD SPDR Gold Shares | 0.21% | 1,095 | $265K | Reduce -14.1% |
| PCEF Invesco Cef Income Composite | 0.21% | 13,615 | $261K | Add +2.1% |
| FPE FT-Preferred Secur & Inc. ETF | 0.21% | 14,656 | $259K | Reduce -8.8% |
| PDO PIMCO Dynamic Income Opport | 0.20% | 19,070 | $259K | No change |
| IFRA iShares US Infrastructure | 0.18% | 5,026 | $233K | Add +3.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.18% | 4,468 | $232K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.16% | 2,310 | $205K | Reduce -12.9% |
| SJB Proshares Short High Yield | 0.15% | 12,078 | $195K | Reduce -10.5% |
| OXFORD LANE CAP CORP | 0.05% | 12,188 | $62K | Add +20.8% |
Portfolio Sells Q3 2024 → Q4 2024
| NVDA Nvidia Corp. | Reduce -0.8% | 0.33% | −2.68 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -28.2% | 3.16% | −1.71 |
| AVUV Avantis US Small Cap Value | Reduce -32.7% | 1.01% | −0.48 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -16.8% | 1.52% | −0.38 |
| IVV iShares Core S&P 500 ETF | Reduce -10.8% | 2.96% | −0.29 |
| ESGU iShares ESG Aware MSCI USA | Reduce -30.3% | 0.70% | −0.28 |
| FTGC First Trust Global Tactical | Sold out | 0.00% | −0.17 |
| FTSM First Trust Enh Short Mat FD | Reduce -29.1% | 0.41% | −0.17 |
| ARKK ARK Innovation ETF | Sold out | 0.00% | −0.17 |
| IYH iShares U.S. Healthcare ETF | Reduce -1.4% | 1.28% | −0.17 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.3% | 3.03% | −0.13 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -16.4% | 0.39% | −0.09 |
| RDVY First Trust Rising Dividend | Reduce -13.8% | 0.49% | −0.08 |
| LMBS First Trust Low Duration Opp | Reduce -12.3% | 0.35% | −0.05 |
| UCON First Trust Smith Unconstrai | Reduce -12.7% | 0.30% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -1.8% | 0.41% | −0.04 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -12.3% | 0.28% | −0.04 |
| XLE SS Energy Select Sector | Reduce -1.0% | 1.30% | −0.04 |
| GLD SPDR Gold Shares | Reduce -14.1% | 0.21% | −0.03 |
| MSFT Microsoft Corp. | Reduce -2.1% | 0.73% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -12.9% | 0.16% | −0.03 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -3.7% | 0.50% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -0.1% | 1.38% | −0.03 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -8.8% | 0.21% | −0.02 |
| SJB Proshares Short High Yield | Reduce -10.5% | 0.15% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 4.90% | −0.01 |
| HYLS FT Tactical High Yield ETF | Reduce -0.7% | 0.23% | −0.00 |
| IYJ iShares U.S. Industrials ETF | Reduce -0.4% | 1.33% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -3.4% | 0.22% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -5.3% | 1.19% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.45% | +0.05 |
| AMZN Amazon.com Inc. | Reduce -0.6% | 1.27% | +0.19 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.1% | 4.81% | +0.22 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +44.4% | 7.47% | +2.41 |
| IJH iShares Core S&P Midcap ETF | Add +45.6% | 3.30% | +1.04 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.31% | +0.31 |
| MSTR Strategy Inc. | New | 0.30% | +0.30 |
| IUSG iShares Core S&P U.S. Growth | Add +2.9% | 3.59% | +0.29 |
| IVW iShares S&P 500 Growth ETF | Add +11.7% | 1.57% | +0.25 |
| FBND Fidelity Total Bond ETF | Add +10.0% | 4.07% | +0.22 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +11.9% | 1.41% | +0.20 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.18% | +0.18 |
| FTHI Fthi/First Trust Exchange-TR | Add +9.5% | 1.85% | +0.18 |
| JEPI JPMorgan Equity Premium Inco | Add +8.7% | 3.28% | +0.17 |
| VNLA Janus Henderson Short Durati | Add +10.7% | 1.52% | +0.15 |
| AGG iShares Core U.S. Aggregate | Add +10.1% | 2.71% | +0.14 |
| QUAL iShares MSCI USA Quality Fac | Add +10.5% | 1.46% | +0.13 |
| GLDM SPDR Gold Minishares Trust | Add +18.6% | 0.78% | +0.12 |
| SCHZ Schwab US Aggregate Bond ETF | Add +26.9% | 0.55% | +0.10 |
| EFG iShares MSCI Eafe Growth ETF | Add +19.4% | 1.33% | +0.09 |
| IVE iShares S&P 500 Value ETF | Add +17.6% | 0.73% | +0.09 |
| AAPL Apple Inc. | Add +0.6% | 0.96% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 0.56% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +23.3% | 0.64% | +0.07 |
| IAGG iShares Intl Aggregate Bond | Add +13.8% | 0.69% | +0.06 |
| IYW iShares Ustechnology ETF | Add +0.2% | 1.01% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Add +10.7% | 0.57% | +0.05 |
| XLK SS Technology Select Sector | Add +7.5% | 0.40% | +0.04 |
| MUB iShares National Muni Bond E | Add +8.5% | 0.55% | +0.03 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.50% | +0.03 |
| MBB iShares MBS ETF | Add +11.6% | 0.51% | +0.03 |
| IGV iShares Expanded Tech-Softwa | Add +0.0% | 0.30% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.38% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +20.6% | 0.23% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.1% | 8.10% | +0.02 |
| IWL iShares Russell Top 200 ETF | Add +0.3% | 0.44% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.21% | +0.01 |
| ARCC Ares Capital Corp. | Add +0.0% | 0.26% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 0.26% | +0.01 |
| OXFORD LANE CAP CORP | Add +20.8% | 0.05% | +0.01 |
| IFRA iShares US Infrastructure | Add +3.3% | 0.18% | +0.00 |
| FTSL First Trust Senior Loan ETF | Add +0.1% | 0.21% | +0.00 |
| PCEF Invesco Cef Income Composite | Add +2.1% | 0.21% | −0.00 |
| IEMG iShares Core MSCI Emerging | Add +9.5% | 1.81% | −0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +0.9% | 0.46% | −0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 1.13% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +1.5% | 0.30% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.4% | 0.44% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Add +8.7% | 1.44% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 0.23% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Add +1.3% | 1.18% | −0.04 |
| FDEM Fidelity Emrg MRKT Multifact | Add +0.8% | 1.23% | −0.07 |
| NFTY First Trust India Nifty 50 E | Add +9.7% | 1.52% | −0.08 |
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 |