Merkkuri Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), Merkkuri Wealth Advisors LLC reported 82 stock positions worth $116.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 9.2% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 8.2%) and Fidelity Total Bond ETF (FBND, 4.1%). Compared with Q4 2024, it opened 4 new positions, sold out of 6, added to 29 and reduced 43. The biggest buy was a new position in JH Securitized Income ETF (JSI) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −26%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $116.8M (Q1 2025)
- SEC Filing
- 0002040317-25-000002 ↗ filed Apr 22, 2025
Holdings Value
Holdings 82 stocks · $116.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 9.17% | 162,913 | $10.7M | Add +18.9% |
| SCHD Schwab US DVD Equity ETF | 8.17% | 341,117 | $9.5M | Reduce -9.0% |
| FBND Fidelity Total Bond ETF | 4.12% | 105,396 | $4.8M | Reduce -8.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.94% | 8,231 | $4.6M | Reduce -22.1% |
| IUSG iShares Core S&P U.S. Growth | 3.70% | 33,987 | $4.3M | Add +4.3% |
| JEPI JPMorgan Equity Premium Inco | 3.58% | 73,112 | $4.2M | Add +1.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.54% | 8,806 | $4.1M | Reduce -25.9% |
| IJH iShares Core S&P Midcap ETF | 3.42% | 68,431 | $4.0M | Add +2.3% |
| IVV iShares Core S&P 500 ETF | 2.82% | 5,854 | $3.3M | Reduce -8.0% |
| RSP Invesco S&P 500 Equal Weight | 2.78% | 18,731 | $3.2M | Reduce -14.2% |
| AGG iShares Core U.S. Aggregate | 2.73% | 32,176 | $3.2M | Reduce -9.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.65% | 40,939 | $3.1M | Reduce -27.9% |
| JSI JH Securitized Income ETF | 2.00% | 44,617 | $2.3M | New |
| QUAL iShares MSCI USA Quality Fac | 1.85% | 12,615 | $2.2M | Add +21.4% |
| FTHI Fthi/First Trust Exchange-TR | 1.73% | 92,421 | $2.0M | Reduce -8.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.70% | 42,975 | $2.0M | Add +1.2% |
| IVW iShares S&P 500 Growth ETF | 1.66% | 20,900 | $1.9M | Add +7.2% |
| NFTY First Trust India Nifty 50 E | 1.58% | 33,027 | $1.8M | Reduce -4.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.55% | 37,049 | $1.8M | Add +6.8% |
| DGRO iShares Core Dividend Growth | 1.48% | 28,027 | $1.7M | Reduce -1.1% |
| MCH Matthews China Active ETF | 1.48% | 70,829 | $1.7M | New |
| EFV iShares MSCI Eafe Value ETF | 1.45% | 28,778 | $1.7M | Reduce -16.8% |
| XLE SS Energy Select Sector | 1.38% | 17,288 | $1.6M | Reduce -9.7% |
| IYJ iShares U.S. Industrials ETF | 1.35% | 12,118 | $1.6M | Reduce -3.7% |
| FDEM Fidelity Emrg MRKT Multifact | 1.32% | 60,495 | $1.5M | Reduce -1.7% |
| IYH iShares U.S. Healthcare ETF | 1.32% | 25,313 | $1.5M | Reduce -9.0% |
| IVE iShares S&P 500 Value ETF | 1.26% | 7,726 | $1.5M | Add +59.9% |
| AMZN Amazon.com Inc. | 1.19% | 7,304 | $1.4M | Reduce -0.5% |
| CIBR First Trust Nasdaq Cybersecu | 1.18% | 21,947 | $1.4M | Reduce -7.5% |
| MOAT Vaneck Morningstar Wide Moat | 1.13% | 15,008 | $1.3M | Reduce -6.7% |
| GLDM SPDR Gold Minishares Trust | 1.12% | 21,045 | $1.3M | Add +10.7% |
| AVUV Avantis US Small Cap Value | 0.99% | 13,242 | $1.2M | Reduce -0.2% |
| IYW iShares Ustechnology ETF | 0.98% | 8,160 | $1.1M | Add +1.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 10,677 | $1.1M | Reduce -38.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.75% | 10,532 | $877K | Reduce -33.1% |
| VNLA Janus Henderson Short Durati | 0.70% | 16,725 | $822K | Reduce -57.3% |
| IAGG iShares Intl Aggregate Bond | 0.68% | 15,911 | $795K | Reduce -8.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.68% | 21,793 | $791K | Add +20.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.65% | 32,747 | $758K | Add +6.1% |
| IEMG iShares Core MSCI Emerging | 0.64% | 13,860 | $748K | Reduce -68.5% |
| AAPL Apple Inc. | 0.64% | 3,347 | $743K | Reduce -31.2% |
| ESGU iShares ESG Aware MSCI USA | 0.56% | 5,379 | $656K | Reduce -21.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.54% | 11,494 | $633K | Reduce -21.3% |
| MUB iShares National Muni Bond E | 0.54% | 5,936 | $626K | Reduce -8.3% |
| RDVY First Trust Rising Dividend | 0.52% | 10,368 | $607K | Reduce -0.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.51% | 7,969 | $595K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.50% | 3,742 | $585K | No change |
| PDI PIMCO Dynamic Income Fund | 0.49% | 29,119 | $577K | No change |
| IWY iShares Russell Top 200 Grow | 0.49% | 2,708 | $571K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.48% | 4,752 | $565K | Reduce -1.1% |
| NVDA Nvidia Corp. | 0.47% | 5,081 | $551K | Add +63.1% |
| MSFT Microsoft Corp. | 0.46% | 1,427 | $536K | Reduce -34.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.45% | 12,116 | $526K | No change |
| MBB iShares MBS ETF | 0.43% | 5,404 | $507K | Reduce -23.6% |
| FTSM First Trust Enh Short Mat FD | 0.42% | 8,219 | $492K | Reduce -5.5% |
| LMBS First Trust Low Duration Opp | 0.38% | 8,987 | $442K | Reduce -1.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.36% | 4,583 | $424K | Add +9.7% |
| VGT Vanguard Info Tech ETF | 0.36% | 778 | $422K | Add +0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.36% | 9,064 | $417K | New |
| IWL iShares Russell Top 200 ETF | 0.35% | 2,938 | $404K | Reduce -24.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.34% | 8,546 | $398K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.33% | 1,356 | $391K | Add +1.9% |
| VCIT Vanguard Int-Term Corporate | 0.33% | 4,711 | $385K | Add +0.7% |
| UCON First Trust Smith Unconstrai | 0.33% | 15,430 | $382K | Add +1.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.30% | 18,644 | $353K | Add +1.1% |
| IGV iShares Expanded Tech-Softwa | 0.29% | 3,768 | $335K | No change |
| ARCC Ares Capital Corp. | 0.29% | 15,117 | $335K | No change |
| VOO Vanguard S&P 500 ETF | 0.27% | 623 | $320K | Add +1.5% |
| GLD SPDR Gold Shares | 0.26% | 1,045 | $301K | Reduce -4.6% |
| HYLS FT Tactical High Yield ETF | 0.25% | 7,105 | $292K | Add +1.5% |
| PAVE Global X US Infrastructure | 0.24% | 7,569 | $286K | Reduce -24.2% |
| PDO PIMCO Dynamic Income Opport | 0.23% | 19,070 | $265K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.22% | 14,867 | $262K | Add +1.4% |
| FTSL First Trust Senior Loan ETF | 0.22% | 5,573 | $254K | Reduce -4.0% |
| COST Costco Wholesale Corp. | 0.22% | 269 | $254K | Reduce -13.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.21% | 4,731 | $248K | Add +5.9% |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,587 | $245K | Reduce -47.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.21% | 2,604 | $244K | Add +12.7% |
| VONG Vanguard Russell 1000 Growth | 0.21% | 2,627 | $244K | Add +0.1% |
| XLK SS Technology Select Sector | 0.17% | 970 | $200K | Reduce -55.4% |
| SJB Proshares Short High Yield | 0.17% | 12,046 | $194K | Reduce -0.3% |
| OXFORD LANE CAP CORP | 0.06% | 15,466 | $73K | Add +26.9% |
Portfolio Sells Q4 2024 → Q1 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -25.9% | 3.54% | −1.27 |
| IEMG iShares Core MSCI Emerging | Reduce -68.5% | 0.64% | −1.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -22.1% | 3.94% | −0.96 |
| VNLA Janus Henderson Short Durati | Reduce -57.3% | 0.70% | −0.81 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.57 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -27.9% | 2.65% | −0.50 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.46 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -38.7% | 0.91% | −0.42 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -33.1% | 0.75% | −0.38 |
| AAPL Apple Inc. | Reduce -31.2% | 0.64% | −0.33 |
| MSFT Microsoft Corp. | Reduce -34.8% | 0.46% | −0.27 |
| RSP Invesco S&P 500 Equal Weight | Reduce -14.2% | 2.78% | −0.25 |
| GOOGL Alphabet Inc. Class A | Reduce -47.2% | 0.21% | −0.24 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.23 |
| XLK SS Technology Select Sector | Reduce -55.4% | 0.17% | −0.23 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.23 |
| PCEF Invesco Cef Income Composite | Sold out | 0.00% | −0.21 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.18 |
| IVV iShares Core S&P 500 ETF | Reduce -8.0% | 2.82% | −0.15 |
| ESGU iShares ESG Aware MSCI USA | Reduce -21.9% | 0.56% | −0.14 |
| FTHI Fthi/First Trust Exchange-TR | Reduce -8.0% | 1.73% | −0.12 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -21.3% | 0.54% | −0.10 |
| IWL iShares Russell Top 200 ETF | Reduce -24.1% | 0.35% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 1.19% | −0.08 |
| MBB iShares MBS ETF | Reduce -23.6% | 0.43% | −0.08 |
| PAVE Global X US Infrastructure | Reduce -24.2% | 0.24% | −0.07 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -6.7% | 1.13% | −0.05 |
| AVUV Avantis US Small Cap Value | Reduce -0.2% | 0.99% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -8.3% | 0.54% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -8.8% | 0.68% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -13.2% | 0.22% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -7.5% | 1.18% | −0.01 |
| FTSL First Trust Senior Loan ETF | Reduce -4.0% | 0.22% | +0.01 |
| FTSM First Trust Enh Short Mat FD | Reduce -5.5% | 0.42% | +0.01 |
| SJB Proshares Short High Yield | Reduce -0.3% | 0.17% | +0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -9.0% | 2.73% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.8% | 1.45% | +0.02 |
| IYJ iShares U.S. Industrials ETF | Reduce -3.7% | 1.35% | +0.02 |
| LMBS First Trust Low Duration Opp | Reduce -1.2% | 0.38% | +0.03 |
| RDVY First Trust Rising Dividend | Reduce -0.4% | 0.52% | +0.03 |
| IYH iShares U.S. Healthcare ETF | Reduce -9.0% | 1.32% | +0.04 |
| GLD SPDR Gold Shares | Reduce -4.6% | 0.26% | +0.05 |
| FBND Fidelity Total Bond ETF | Reduce -8.1% | 4.12% | +0.05 |
| NFTY First Trust India Nifty 50 E | Reduce -4.1% | 1.58% | +0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.0% | 8.17% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.48% | +0.08 |
| XLE SS Energy Select Sector | Reduce -9.7% | 1.38% | +0.09 |
| FDEM Fidelity Emrg MRKT Multifact | Reduce -1.7% | 1.32% | +0.10 |
| DGRO iShares Core Dividend Growth | Reduce -1.1% | 1.48% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| JSI JH Securitized Income ETF | New | 2.00% | +2.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.9% | 9.17% | +1.70 |
| MCH Matthews China Active ETF | New | 1.48% | +1.48 |
| IVE iShares S&P 500 Value ETF | Add +59.9% | 1.26% | +0.53 |
| QUAL iShares MSCI USA Quality Fac | Add +21.4% | 1.85% | +0.38 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.36% | +0.36 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.34% | +0.34 |
| GLDM SPDR Gold Minishares Trust | Add +10.7% | 1.12% | +0.33 |
| JEPI JPMorgan Equity Premium Inco | Add +1.5% | 3.58% | +0.30 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +20.1% | 0.68% | +0.18 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +1.2% | 1.70% | +0.18 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +6.8% | 1.55% | +0.14 |
| NVDA Nvidia Corp. | Add +63.1% | 0.47% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +2.3% | 3.42% | +0.12 |
| IUSG iShares Core S&P U.S. Growth | Add +4.3% | 3.70% | +0.11 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.1% | 0.65% | +0.10 |
| IVW iShares S&P 500 Growth ETF | Add +7.2% | 1.66% | +0.10 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.4% | 0.51% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +9.7% | 0.36% | +0.05 |
| USMV iShares MSCI USA Min Vol Fac | Add +12.7% | 0.21% | +0.05 |
| VCIT Vanguard Int-Term Corporate | Add +0.7% | 0.33% | +0.03 |
| MSTR Strategy Inc. | Add +1.9% | 0.33% | +0.03 |
| UCON First Trust Smith Unconstrai | Add +1.1% | 0.33% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +5.9% | 0.21% | +0.03 |
| FSIG FT Ltd. Duration Inv Grade | Add +1.1% | 0.30% | +0.03 |
| HYLS FT Tactical High Yield ETF | Add +1.5% | 0.25% | +0.02 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1.4% | 0.22% | +0.02 |
| OXFORD LANE CAP CORP | Add +26.9% | 0.06% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 0.27% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.21% | −0.01 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.49% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +0.3% | 0.36% | −0.02 |
| IYW iShares Ustechnology ETF | Add +1.7% | 0.98% | −0.03 |
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 |