Merkkuri Wealth Advisors LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 29, 2025), Merkkuri Wealth Advisors LLC reported 80 stock positions worth $137.8 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 12.5% of the portfolio, followed by Schwab US DVD Equity ETF (SCHD, 6.7%) and iShares Core S&P U.S. Growth (IUSG, 5.0%). Compared with Q2 2025, it opened 3 new positions, sold out of 5, added to 45 and reduced 29. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +10%) and the biggest sale an exit from iShares Ustechnology ETF (IYW).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $137.8M (Q3 2025)
- SEC Filing
- 0002040317-25-000006 ↗ filed Oct 29, 2025
Holdings Value
Holdings 80 stocks · $137.8M
| SPYM Ste STR SPDR PT S&P 500 ETF | 12.46% | 219,293 | $17.2M | Add +9.9% |
| SCHD Schwab US DVD Equity ETF | 6.66% | 336,336 | $9.2M | Reduce -4.5% |
| IUSG iShares Core S&P U.S. Growth | 4.99% | 41,829 | $6.9M | Add +1.7% |
| FBND Fidelity Total Bond ETF | 4.00% | 119,301 | $5.5M | Add +8.2% |
| IJH iShares Core S&P Midcap ETF | 3.77% | 79,530 | $5.2M | Add +0.3% |
| JEPI JPMorgan Equity Premium Inco | 3.72% | 89,874 | $5.1M | Add +6.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.40% | 7,813 | $4.7M | Reduce -11.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.28% | 51,711 | $4.5M | Add +4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.84% | 5,878 | $3.9M | Reduce -13.9% |
| AGG iShares Core U.S. Aggregate | 2.66% | 36,623 | $3.7M | Add +10.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.30% | 53,545 | $3.2M | Add +21.4% |
| RSP Invesco S&P 500 Equal Weight | 2.08% | 15,092 | $2.9M | Reduce -15.1% |
| JSI JH Securitized Income ETF | 1.97% | 51,890 | $2.7M | Add +10.4% |
| FTHI Fthi/First Trust Exchange-TR | 1.87% | 108,601 | $2.6M | Add +9.9% |
| IVW iShares S&P 500 Growth ETF | 1.83% | 20,913 | $2.5M | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 1.80% | 12,774 | $2.5M | Reduce -17.3% |
| MCH Matthews China Active ETF | 1.74% | 79,180 | $2.4M | Add +2.1% |
| XLG Invesco S&P 500 Top 50 ETF | 1.65% | 39,560 | $2.3M | Add +108.0% |
| EFV iShares MSCI Eafe Value ETF | 1.53% | 31,143 | $2.1M | Reduce -30.0% |
| IVE iShares S&P 500 Value ETF | 1.50% | 10,014 | $2.1M | Add +2.2% |
| ILDR First Trust Innovation Leade | 1.49% | 63,568 | $2.1M | Add +8.2% |
| NFTY First Trust India Nifty 50 E | 1.41% | 34,074 | $1.9M | Add +5.1% |
| IYJ iShares U.S. Industrials ETF | 1.37% | 12,981 | $1.9M | Add +8.8% |
| IYH iShares U.S. Healthcare ETF | 1.36% | 31,945 | $1.9M | Add +10.1% |
| XLE SS Energy Select Sector | 1.35% | 20,752 | $1.9M | Add +10.8% |
| PYLD PIMCO Multisector Bond Actv | 1.34% | 68,976 | $1.9M | Add +10.3% |
| CIBR First Trust Nasdaq Cybersecu | 1.30% | 23,621 | $1.8M | Add +15.7% |
| GLDM SPDR Gold Minishares Trust | 1.29% | 23,229 | $1.8M | Add +25.7% |
| IEMG iShares Core MSCI Emerging | 1.14% | 23,913 | $1.6M | Reduce -16.0% |
| IAGG iShares Intl Aggregate Bond | 1.05% | 28,191 | $1.4M | Add +8.8% |
| AMZN Amazon.com Inc. | 0.99% | 6,228 | $1.4M | Reduce -0.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.88% | 35,670 | $1.2M | Add +122.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.88% | 25,986 | $1.2M | Add +6.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.86% | 25,256 | $1.2M | Reduce -27.1% |
| IVV iShares Core S&P 500 ETF | 0.83% | 1,719 | $1.2M | Reduce -39.5% |
| THRO iShares U.S. Thematic Rotati | 0.83% | 30,056 | $1.1M | Add +0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 0.82% | 48,425 | $1.1M | Add +6.8% |
| VGT Vanguard Info Tech ETF | 0.76% | 1,410 | $1.1M | Add +45.5% |
| IWY iShares Russell Top 200 Grow | 0.67% | 3,379 | $925K | Add +24.7% |
| VNLA Janus Henderson Short Durati | 0.66% | 18,421 | $908K | Add +9.2% |
| MOAT Vaneck Morningstar Wide Moat | 0.60% | 8,384 | $831K | Reduce -22.3% |
| AVUV Avantis US Small Cap Value | 0.60% | 8,324 | $828K | Reduce -46.5% |
| DGRO iShares Core Dividend Growth | 0.60% | 12,084 | $823K | Reduce -54.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.56% | 6,383 | $773K | Reduce -1.5% |
| AAPL Apple Inc. | 0.51% | 2,754 | $701K | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.50% | 1,336 | $692K | Add +4.5% |
| SPLV Invesco S&P 500 Low Volatili | 0.43% | 8,051 | $592K | Add +0.5% |
| SHLD Global X Defense Tech ETF | 0.42% | 8,250 | $579K | New |
| IBIT iShares Bitcoin Trust ETF | 0.41% | 8,735 | $568K | New |
| MBB iShares MBS ETF | 0.40% | 5,771 | $549K | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.40% | 4,835 | $545K | Add +1.1% |
| RDVY First Trust Rising Dividend | 0.36% | 7,365 | $495K | Reduce -11.2% |
| GOOG Alphabet Inc. Class C | 0.35% | 1,969 | $480K | Reduce -2.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.35% | 4,990 | $479K | Add +0.2% |
| AVEM Avantis Emerging Markets Eq | 0.35% | 6,361 | $478K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.34% | 11,937 | $473K | Reduce -9.3% |
| FDL First Trust Morn DVD Lead Inc. | 0.32% | 10,214 | $443K | Reduce -10.7% |
| VOO Vanguard S&P 500 ETF | 0.30% | 676 | $414K | Add +4.6% |
| VCIT Vanguard Int-Term Corporate | 0.29% | 4,825 | $406K | Add +1.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.26% | 6,848 | $365K | Add +6.7% |
| PAVE Global X US Infrastructure | 0.26% | 7,584 | $361K | Add +0.2% |
| VONG Vanguard Russell 1000 Growth | 0.26% | 2,946 | $355K | Add +12.0% |
| ESGU iShares ESG Aware MSCI USA | 0.24% | 2,298 | $335K | Reduce -2.1% |
| XLK SS Technology Select Sector | 0.24% | 1,165 | $328K | Reduce -20.9% |
| GLD SPDR Gold Shares | 0.24% | 913 | $325K | Reduce -9.2% |
| GOOGL Alphabet Inc. Class A | 0.24% | 1,335 | $325K | Add +0.1% |
| PDI PIMCO Dynamic Income Fund | 0.23% | 15,839 | $314K | No change |
| ARCC Ares Capital Corp. | 0.22% | 15,117 | $309K | No change |
| IGV iShares Expanded Tech-Softwa | 0.22% | 2,606 | $300K | No change |
| FTSM First Trust Enh Short Mat FD | 0.22% | 4,992 | $299K | Reduce -31.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.21% | 2,600 | $296K | Reduce -75.2% |
| LMBS First Trust Low Duration Opp | 0.21% | 5,885 | $293K | Reduce -32.8% |
| MUB iShares National Muni Bond E | 0.21% | 2,664 | $284K | Reduce -22.4% |
| NVDA Nvidia Corp. | 0.21% | 1,520 | $284K | Reduce -2.9% |
| IWL iShares Russell Top 200 ETF | 0.20% | 1,641 | $273K | Add +0.2% |
| FTSL First Trust Senior Loan ETF | 0.20% | 5,898 | $270K | Add +2.5% |
| COST Costco Wholesale Corp. | 0.19% | 276 | $255K | Add +3.8% |
| HYLS FT Tactical High Yield ETF | 0.18% | 5,921 | $249K | Reduce -16.7% |
| FPE FT-Preferred Secur & Inc. ETF | 0.18% | 13,491 | $246K | Add +1.4% |
| UCON First Trust Smith Unconstrai | 0.15% | 8,087 | $204K | Reduce -46.0% |
Portfolio Sells Q2 2025 → Q3 2025
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −1.07 |
| DGRO iShares Core Dividend Growth | Reduce -54.1% | 0.60% | −0.68 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -75.2% | 0.21% | −0.68 |
| EFV iShares MSCI Eafe Value ETF | Reduce -30.0% | 1.53% | −0.61 |
| IVV iShares Core S&P 500 ETF | Reduce -39.5% | 0.83% | −0.51 |
| AVUV Avantis US Small Cap Value | Reduce -46.5% | 0.60% | −0.47 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.5% | 6.66% | −0.42 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.42 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.1% | 2.08% | −0.38 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.9% | 2.84% | −0.36 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -27.1% | 0.86% | −0.36 |
| QUAL iShares MSCI USA Quality Fac | Reduce -17.3% | 1.80% | −0.34 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -11.4% | 3.40% | −0.29 |
| FSIG FT Ltd. Duration Inv Grade | Sold out | 0.00% | −0.26 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -22.3% | 0.60% | −0.16 |
| IEMG iShares Core MSCI Emerging | Reduce -16.0% | 1.14% | −0.15 |
| SJB Proshares Short High Yield | Sold out | 0.00% | −0.14 |
| UCON First Trust Smith Unconstrai | Reduce -46.0% | 0.15% | −0.14 |
| LMBS First Trust Low Duration Opp | Reduce -32.8% | 0.21% | −0.12 |
| FTSM First Trust Enh Short Mat FD | Reduce -31.1% | 0.22% | −0.11 |
| MUB iShares National Muni Bond E | Reduce -22.4% | 0.21% | −0.07 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 0.99% | −0.05 |
| OXFORD LANE CAP CORP | Sold out | 0.00% | −0.05 |
| XLK SS Technology Select Sector | Reduce -20.9% | 0.24% | −0.04 |
| HYLS FT Tactical High Yield ETF | Reduce -16.7% | 0.18% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -10.7% | 0.32% | −0.04 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -9.3% | 0.34% | −0.04 |
| RDVY First Trust Rising Dividend | Reduce -11.2% | 0.36% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.1% | 0.24% | +0.00 |
| GLD SPDR Gold Shares | Reduce -9.2% | 0.24% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -1.5% | 0.56% | +0.01 |
| NVDA Nvidia Corp. | Reduce -2.9% | 0.21% | +0.02 |
| AAPL Apple Inc. | Reduce -1.7% | 0.51% | +0.07 |
| GOOG Alphabet Inc. Class C | Reduce -2.4% | 0.35% | +0.08 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.9% | 12.46% | +1.45 |
| XLG Invesco S&P 500 Top 50 ETF | Add +108.0% | 1.65% | +0.90 |
| BAI Ishrs AI in and Tech Act ETF | Add +122.9% | 0.88% | +0.53 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +21.4% | 2.30% | +0.48 |
| SHLD Global X Defense Tech ETF | New | 0.42% | +0.42 |
| IBIT iShares Bitcoin Trust ETF | New | 0.41% | +0.41 |
| GLDM SPDR Gold Minishares Trust | Add +25.7% | 1.29% | +0.37 |
| AVEM Avantis Emerging Markets Eq | New | 0.35% | +0.35 |
| MCH Matthews China Active ETF | Add +2.1% | 1.74% | +0.30 |
| IUSG iShares Core S&P U.S. Growth | Add +1.7% | 4.99% | +0.30 |
| VGT Vanguard Info Tech ETF | Add +45.5% | 0.76% | +0.28 |
| ILDR First Trust Innovation Leade | Add +8.2% | 1.49% | +0.18 |
| FBND Fidelity Total Bond ETF | Add +8.2% | 4.00% | +0.17 |
| IWY iShares Russell Top 200 Grow | Add +24.7% | 0.67% | +0.16 |
| AGG iShares Core U.S. Aggregate | Add +10.0% | 2.66% | +0.16 |
| FTHI Fthi/First Trust Exchange-TR | Add +9.9% | 1.87% | +0.15 |
| XLE SS Energy Select Sector | Add +10.8% | 1.35% | +0.14 |
| IVW iShares S&P 500 Growth ETF | Add +2.8% | 1.83% | +0.13 |
| CIBR First Trust Nasdaq Cybersecu | Add +15.7% | 1.30% | +0.13 |
| IEFA iShares Core MSCI Eafe ETF | Add +4.1% | 3.28% | +0.13 |
| IYH iShares U.S. Healthcare ETF | Add +10.1% | 1.36% | +0.12 |
| JSI JH Securitized Income ETF | Add +10.4% | 1.97% | +0.09 |
| IYJ iShares U.S. Industrials ETF | Add +8.8% | 1.37% | +0.09 |
| PYLD PIMCO Multisector Bond Actv | Add +10.3% | 1.34% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +6.5% | 3.72% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.24% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +2.2% | 1.50% | +0.05 |
| IAGG iShares Intl Aggregate Bond | Add +8.8% | 1.05% | +0.04 |
| VONG Vanguard Russell 1000 Growth | Add +12.0% | 0.26% | +0.04 |
| IJH iShares Core S&P Midcap ETF | Add +0.3% | 3.77% | +0.03 |
| VNLA Janus Henderson Short Durati | Add +9.2% | 0.66% | +0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.8% | 0.82% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +4.6% | 0.30% | +0.02 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +6.2% | 0.88% | +0.02 |
| MSFT Microsoft Corp. | Add +4.5% | 0.50% | +0.02 |
| THRO iShares U.S. Thematic Rotati | Add +0.5% | 0.83% | +0.02 |
| PAVE Global X US Infrastructure | Add +0.2% | 0.26% | +0.01 |
| IWL iShares Russell Top 200 ETF | Add +0.2% | 0.20% | +0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +6.7% | 0.26% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.1% | 0.40% | +0.00 |
| MBB iShares MBS ETF | Add +4.3% | 0.40% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 0.35% | +0.00 |
| FPE FT-Preferred Secur & Inc. ETF | Add +1.4% | 0.18% | −0.00 |
| FTSL First Trust Senior Loan ETF | Add +2.5% | 0.20% | −0.00 |
| VCIT Vanguard Int-Term Corporate | Add +1.2% | 0.29% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.5% | 0.43% | −0.01 |
| COST Costco Wholesale Corp. | Add +3.8% | 0.19% | −0.01 |
| NFTY First Trust India Nifty 50 E | Add +5.1% | 1.41% | −0.07 |
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 |