Merkkuri Wealth Advisors LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Merkkuri Wealth Advisors LLC reported 82 stock positions worth $131.7 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.0% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 7.1%) and iShares Core S&P U.S. Growth (IUSG, 4.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 38 and reduced 37. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +23%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −51%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $131.7M (Q2 2025)
- SEC Filing
- 0001944877-25-000012 ↗ filed Aug 4, 2025
Holdings Value
Holdings 82 stocks · $131.7M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.01% | 199,609 | $14.5M | Add +22.5% |
| SCHD Schwab US DVD Equity ETF | 7.09% | 352,264 | $9.3M | Add +3.3% |
| IUSG iShares Core S&P U.S. Growth | 4.70% | 41,143 | $6.2M | Add +21.1% |
| FBND Fidelity Total Bond ETF | 3.83% | 110,251 | $5.0M | Add +4.6% |
| IJH iShares Core S&P Midcap ETF | 3.73% | 79,297 | $4.9M | Add +15.9% |
| QQQ Invesco QQQ Trust Series 1 | 3.69% | 8,815 | $4.9M | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 3.64% | 84,357 | $4.8M | Add +15.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.20% | 6,829 | $4.2M | Reduce -17.0% |
| IEFA iShares Core MSCI Eafe ETF | 3.15% | 49,663 | $4.1M | Add +21.3% |
| AGG iShares Core U.S. Aggregate | 2.51% | 33,296 | $3.3M | Add +3.5% |
| RSP Invesco S&P 500 Equal Weight | 2.45% | 17,779 | $3.2M | Reduce -5.1% |
| EFV iShares MSCI Eafe Value ETF | 2.14% | 44,506 | $2.8M | Add +54.6% |
| QUAL iShares MSCI USA Quality Fac | 2.14% | 15,437 | $2.8M | Add +22.4% |
| JSI JH Securitized Income ETF | 1.88% | 47,020 | $2.5M | Add +5.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.82% | 44,101 | $2.4M | Add +19.0% |
| FTHI Fthi/First Trust Exchange-TR | 1.71% | 98,843 | $2.3M | Add +7.0% |
| IVW iShares S&P 500 Growth ETF | 1.70% | 20,338 | $2.2M | Reduce -2.7% |
| NFTY First Trust India Nifty 50 E | 1.48% | 32,434 | $1.9M | Reduce -1.8% |
| IVE iShares S&P 500 Value ETF | 1.45% | 9,801 | $1.9M | Add +26.9% |
| MCH Matthews China Active ETF | 1.44% | 77,514 | $1.9M | Add +9.4% |
| IVV iShares Core S&P 500 ETF | 1.34% | 2,842 | $1.8M | Reduce -51.5% |
| ILDR First Trust Innovation Leade | 1.31% | 58,766 | $1.7M | New |
| IEMG iShares Core MSCI Emerging | 1.30% | 28,474 | $1.7M | Add +105.4% |
| IYJ iShares U.S. Industrials ETF | 1.29% | 11,926 | $1.7M | Reduce -1.6% |
| DGRO iShares Core Dividend Growth | 1.28% | 26,316 | $1.7M | Reduce -6.1% |
| PYLD PIMCO Multisector Bond Actv | 1.26% | 62,523 | $1.7M | New |
| IYH iShares U.S. Healthcare ETF | 1.24% | 29,020 | $1.6M | Add +14.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.22% | 34,642 | $1.6M | Reduce -19.4% |
| XLE SS Energy Select Sector | 1.21% | 18,732 | $1.6M | Add +8.3% |
| CIBR First Trust Nasdaq Cybersecu | 1.17% | 20,425 | $1.5M | Reduce -6.9% |
| AVUV Avantis US Small Cap Value | 1.08% | 15,548 | $1.4M | Add +17.4% |
| IYW iShares Ustechnology ETF | 1.07% | 8,099 | $1.4M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 1.04% | 6,274 | $1.4M | Reduce -14.1% |
| IAGG iShares Intl Aggregate Bond | 1.00% | 25,905 | $1.3M | Add +62.8% |
| GLDM SPDR Gold Minishares Trust | 0.92% | 18,486 | $1.2M | Reduce -12.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.89% | 10,469 | $1.2M | Reduce -1.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.86% | 24,472 | $1.1M | Add +186.4% |
| THRO iShares U.S. Thematic Rotati | 0.81% | 29,913 | $1.1M | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.80% | 45,363 | $1.1M | Add +38.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.77% | 10,784 | $1.0M | Reduce -28.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.75% | 19,015 | $991K | Add +109.8% |
| VNLA Janus Henderson Short Durati | 0.63% | 16,867 | $830K | Add +0.8% |
| SPMO Invesco S&P 500 Momentum ETF | 0.55% | 6,480 | $729K | Add +41.4% |
| IWY iShares Russell Top 200 Grow | 0.51% | 2,710 | $668K | Add +0.1% |
| VGT Vanguard Info Tech ETF | 0.49% | 969 | $643K | Add +24.6% |
| MSFT Microsoft Corp. | 0.48% | 1,279 | $636K | Reduce -10.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 8,009 | $583K | Add +0.5% |
| AAPL Apple Inc. | 0.44% | 2,801 | $575K | Reduce -16.3% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.42% | 1,376 | $556K | Add +1.5% |
| RDVY First Trust Rising Dividend | 0.40% | 8,298 | $521K | Reduce -20.0% |
| MBB iShares MBS ETF | 0.39% | 5,535 | $520K | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.39% | 4,781 | $515K | Add +0.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.38% | 13,168 | $500K | Reduce -39.6% |
| FDL First Trust Morn DVD Lead Inc. | 0.36% | 11,432 | $479K | Reduce -5.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.35% | 16,000 | $462K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.34% | 4,982 | $453K | Reduce -52.7% |
| FTSM First Trust Enh Short Mat FD | 0.33% | 7,251 | $434K | Reduce -11.8% |
| LMBS First Trust Low Duration Opp | 0.33% | 8,762 | $432K | Reduce -2.5% |
| VCIT Vanguard Int-Term Corporate | 0.30% | 4,767 | $395K | Add +1.2% |
| XLK SS Technology Select Sector | 0.28% | 1,473 | $373K | Add +51.9% |
| UCON First Trust Smith Unconstrai | 0.28% | 14,969 | $373K | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.28% | 646 | $367K | Add +3.7% |
| MUB iShares National Muni Bond E | 0.27% | 3,433 | $359K | Reduce -42.2% |
| GOOG Alphabet Inc. Class C | 0.27% | 2,018 | $358K | Reduce -46.1% |
| FSIG FT Ltd. Duration Inv Grade | 0.26% | 18,046 | $345K | Reduce -3.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.26% | 6,420 | $339K | Add +35.7% |
| ARCC Ares Capital Corp. | 0.25% | 15,117 | $332K | No change |
| PAVE Global X US Infrastructure | 0.25% | 7,569 | $330K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.24% | 2,347 | $318K | Reduce -56.4% |
| GLD SPDR Gold Shares | 0.23% | 1,005 | $306K | Reduce -3.8% |
| PDI PIMCO Dynamic Income Fund | 0.23% | 15,839 | $300K | Reduce -45.6% |
| HYLS FT Tactical High Yield ETF | 0.23% | 7,105 | $297K | No change |
| VONG Vanguard Russell 1000 Growth | 0.22% | 2,630 | $287K | Add +0.1% |
| IGV iShares Expanded Tech-Softwa | 0.22% | 2,606 | $285K | Reduce -30.8% |
| FTSL First Trust Senior Loan ETF | 0.20% | 5,752 | $264K | Add +3.2% |
| COST Costco Wholesale Corp. | 0.20% | 266 | $263K | Reduce -1.1% |
| IWL iShares Russell Top 200 ETF | 0.19% | 1,638 | $251K | Reduce -44.3% |
| NVDA Nvidia Corp. | 0.19% | 1,565 | $247K | Reduce -69.2% |
| FPE FT-Preferred Secur & Inc. ETF | 0.18% | 13,298 | $237K | Reduce -10.6% |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,334 | $235K | Reduce -15.9% |
| SJB Proshares Short High Yield | 0.14% | 11,648 | $182K | Reduce -3.3% |
| OXFORD LANE CAP CORP | 0.05% | 15,323 | $64K | Reduce -0.9% |
Portfolio Sells Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Reduce -51.5% | 1.34% | −1.48 |
| FDEM Fidelity Emrg MRKT Multifact | Sold out | 0.00% | −1.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.0% | 3.20% | −0.74 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.54 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -19.4% | 1.22% | −0.48 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -52.7% | 0.34% | −0.41 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -28.1% | 0.77% | −0.36 |
| RSP Invesco S&P 500 Equal Weight | Reduce -5.1% | 2.45% | −0.33 |
| ESGU iShares ESG Aware MSCI USA | Reduce -56.4% | 0.24% | −0.32 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -39.6% | 0.38% | −0.30 |
| NVDA Nvidia Corp. | Reduce -69.2% | 0.19% | −0.28 |
| PDI PIMCO Dynamic Income Fund | Reduce -45.6% | 0.23% | −0.27 |
| MUB iShares National Muni Bond E | Reduce -42.2% | 0.27% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -46.1% | 0.27% | −0.23 |
| PDO PIMCO Dynamic Income Opport | Sold out | 0.00% | −0.23 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −0.21 |
| DGRO iShares Core Dividend Growth | Reduce -6.1% | 1.28% | −0.21 |
| AAPL Apple Inc. | Reduce -16.3% | 0.44% | −0.20 |
| GLDM SPDR Gold Minishares Trust | Reduce -12.2% | 0.92% | −0.20 |
| IWL iShares Russell Top 200 ETF | Reduce -44.3% | 0.19% | −0.16 |
| AMZN Amazon.com Inc. | Reduce -14.1% | 1.04% | −0.15 |
| RDVY First Trust Rising Dividend | Reduce -20.0% | 0.40% | −0.12 |
| NFTY First Trust India Nifty 50 E | Reduce -1.8% | 1.48% | −0.10 |
| FTSM First Trust Enh Short Mat FD | Reduce -11.8% | 0.33% | −0.09 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -5.7% | 0.36% | −0.09 |
| IGV iShares Expanded Tech-Softwa | Reduce -30.8% | 0.22% | −0.07 |
| IYJ iShares U.S. Industrials ETF | Reduce -1.6% | 1.29% | −0.06 |
| LMBS First Trust Low Duration Opp | Reduce -2.5% | 0.33% | −0.05 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -10.6% | 0.18% | −0.04 |
| UCON First Trust Smith Unconstrai | Reduce -3.0% | 0.28% | −0.04 |
| FSIG FT Ltd. Duration Inv Grade | Reduce -3.2% | 0.26% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -15.9% | 0.18% | −0.03 |
| SJB Proshares Short High Yield | Reduce -3.3% | 0.14% | −0.03 |
| GLD SPDR Gold Shares | Reduce -3.8% | 0.23% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -1.9% | 0.89% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 0.20% | −0.02 |
| OXFORD LANE CAP CORP | Reduce -0.9% | 0.05% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -6.9% | 1.17% | −0.01 |
| MSFT Microsoft Corp. | Reduce -10.4% | 0.48% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.7% | 1.70% | +0.04 |
| IYW iShares Ustechnology ETF | Reduce -0.8% | 1.07% | +0.08 |
Portfolio Buys Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +22.5% | 11.01% | +1.84 |
| ILDR First Trust Innovation Leade | New | 1.31% | +1.31 |
| PYLD PIMCO Multisector Bond Actv | New | 1.26% | +1.26 |
| IUSG iShares Core S&P U.S. Growth | Add +21.1% | 4.70% | +1.00 |
| THRO iShares U.S. Thematic Rotati | New | 0.81% | +0.81 |
| EFV iShares MSCI Eafe Value ETF | Add +54.6% | 2.14% | +0.69 |
| IEMG iShares Core MSCI Emerging | Add +105.4% | 1.30% | +0.66 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +186.4% | 0.86% | +0.52 |
| IEFA iShares Core MSCI Eafe ETF | Add +21.3% | 3.15% | +0.49 |
| XLG Invesco S&P 500 Top 50 ETF | Add +109.8% | 0.75% | +0.39 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.35% | +0.35 |
| IAGG iShares Intl Aggregate Bond | Add +62.8% | 1.00% | +0.32 |
| IJH iShares Core S&P Midcap ETF | Add +15.9% | 3.73% | +0.31 |
| QUAL iShares MSCI USA Quality Fac | Add +22.4% | 2.14% | +0.30 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +19.0% | 1.82% | +0.28 |
| IVE iShares S&P 500 Value ETF | Add +26.9% | 1.45% | +0.19 |
| SPMO Invesco S&P 500 Momentum ETF | Add +41.4% | 0.55% | +0.19 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.1% | 3.69% | +0.15 |
| SCHZ Schwab US Aggregate Bond ETF | Add +38.5% | 0.80% | +0.15 |
| VGT Vanguard Info Tech ETF | Add +24.6% | 0.49% | +0.13 |
| XLK SS Technology Select Sector | Add +51.9% | 0.28% | +0.11 |
| MSTR Strategy Inc. | Add +1.5% | 0.42% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +17.4% | 1.08% | +0.09 |
| JEPI JPMorgan Equity Premium Inco | Add +15.4% | 3.64% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +35.7% | 0.26% | +0.05 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.51% | +0.02 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.22% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +3.7% | 0.28% | +0.00 |
| FTHI Fthi/First Trust Exchange-TR | Add +7.0% | 1.71% | −0.02 |
| FTSL First Trust Senior Loan ETF | Add +3.2% | 0.20% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Add +1.2% | 0.30% | −0.03 |
| MCH Matthews China Active ETF | Add +9.4% | 1.44% | −0.04 |
| MBB iShares MBS ETF | Add +2.4% | 0.39% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.5% | 0.44% | −0.07 |
| VNLA Janus Henderson Short Durati | Add +0.8% | 0.63% | −0.07 |
| IYH iShares U.S. Healthcare ETF | Add +14.6% | 1.24% | −0.08 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.39% | −0.09 |
| JSI JH Securitized Income ETF | Add +5.4% | 1.88% | −0.12 |
| XLE SS Energy Select Sector | Add +8.3% | 1.21% | −0.18 |
| AGG iShares Core U.S. Aggregate | Add +3.5% | 2.51% | −0.22 |
| FBND Fidelity Total Bond ETF | Add +4.6% | 3.83% | −0.29 |
| SCHD Schwab US DVD Equity ETF | Add +3.3% | 7.09% | −1.08 |
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 |