Merkkuri Wealth Advisors LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Merkkuri Wealth Advisors LLC reported 80 stock positions worth $146.9 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 11.2% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.4%) and iShares Core S&P U.S. Growth (IUSG, 4.3%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 42 and reduced 32. The biggest buy was First Trust Rising Dividend (RDVY, shares +710%) and the biggest sale Schwab US DVD Equity ETF (SCHD, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- HICKSVILLE, NY
- CIK
- 0002040317
- Portfolio Value
- $146.9M (Q4 2025)
- SEC Filing
- 0002040317-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 80 stocks · $146.9M
| SPYM Ste STR SPDR PT S&P 500 ETF | 11.24% | 205,912 | $16.5M | Reduce -6.1% |
| FBND Fidelity Total Bond ETF | 5.44% | 173,504 | $8.0M | Add +45.4% |
| IUSG iShares Core S&P U.S. Growth | 4.31% | 37,685 | $6.3M | Reduce -9.9% |
| SCHD Schwab US DVD Equity ETF | 3.68% | 197,078 | $5.4M | Reduce -41.4% |
| AGG iShares Core U.S. Aggregate | 3.64% | 53,490 | $5.3M | Add +46.1% |
| IJH iShares Core S&P Midcap ETF | 3.50% | 77,818 | $5.1M | Reduce -2.1% |
| JEPI JPMorgan Equity Premium Inco | 3.48% | 89,421 | $5.1M | Reduce -0.5% |
| IEFA iShares Core MSCI Eafe ETF | 3.06% | 50,333 | $4.5M | Reduce -2.7% |
| QQQ Invesco QQQ Trust Series 1 | 3.01% | 7,210 | $4.4M | Reduce -7.7% |
| RDVY First Trust Rising Dividend | 2.82% | 59,666 | $4.1M | Add +710.1% |
| JSI JH Securitized Income ETF | 2.75% | 77,612 | $4.0M | Add +49.6% |
| FTHI Fthi/First Trust Exchange-TR | 2.43% | 151,316 | $3.6M | Add +39.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.25% | 4,845 | $3.3M | Reduce -17.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.09% | 50,615 | $3.1M | Reduce -5.5% |
| IVE iShares S&P 500 Value ETF | 1.93% | 13,363 | $2.8M | Add +33.4% |
| PYLD PIMCO Multisector Bond Actv | 1.83% | 100,810 | $2.7M | Add +46.1% |
| IVW iShares S&P 500 Growth ETF | 1.71% | 20,356 | $2.5M | Reduce -2.7% |
| RSP Invesco S&P 500 Equal Weight | 1.54% | 11,811 | $2.3M | Reduce -21.7% |
| XLG Invesco S&P 500 Top 50 ETF | 1.53% | 37,909 | $2.2M | Reduce -4.2% |
| BAI Ishrs AI in and Tech Act ETF | 1.52% | 67,208 | $2.2M | Add +88.4% |
| ILDR First Trust Innovation Leade | 1.50% | 66,838 | $2.2M | Add +5.1% |
| XLE SS Energy Select Sector | 1.47% | 48,371 | $2.2M | Add +16.6% |
| IYJ iShares U.S. Industrials ETF | 1.42% | 14,105 | $2.1M | Add +8.7% |
| GLDM SPDR Gold Minishares Trust | 1.40% | 24,032 | $2.1M | Add +3.5% |
| EFV iShares MSCI Eafe Value ETF | 1.39% | 28,557 | $2.0M | Reduce -8.3% |
| IAGG iShares Intl Aggregate Bond | 1.37% | 40,282 | $2.0M | Add +42.9% |
| NFTY First Trust India Nifty 50 E | 1.37% | 34,495 | $2.0M | Add +1.2% |
| MCH Matthews China Active ETF | 1.35% | 70,389 | $2.0M | Reduce -11.1% |
| CIBR First Trust Nasdaq Cybersecu | 1.22% | 25,147 | $1.8M | Add +6.5% |
| SCHZ Schwab US Aggregate Bond ETF | 1.06% | 66,420 | $1.6M | Add +37.2% |
| IEMG iShares Core MSCI Emerging | 1.04% | 22,743 | $1.5M | Reduce -4.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.03% | 32,677 | $1.5M | Add +29.4% |
| FPEI First Trust Institutional PR | 1.03% | 78,066 | $1.5M | New |
| AMZN Amazon.com Inc. | 1.01% | 6,451 | $1.5M | Add +3.6% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.96% | 30,472 | $1.4M | Add +17.3% |
| INTC Intel Corp. | 0.86% | 34,337 | $1.3M | New |
| QUAL iShares MSCI USA Quality Fac | 0.84% | 6,232 | $1.2M | Reduce -51.2% |
| IYH iShares U.S. Healthcare ETF | 0.80% | 17,963 | $1.2M | Reduce -43.8% |
| IVV iShares Core S&P 500 ETF | 0.76% | 1,622 | $1.1M | Reduce -5.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.75% | 9,210 | $1.1M | Add +44.3% |
| THRO iShares U.S. Thematic Rotati | 0.75% | 28,408 | $1.1M | Reduce -5.5% |
| VGT Vanguard Info Tech ETF | 0.73% | 1,429 | $1.1M | Add +1.4% |
| ARCC Ares Capital Corp. | 0.68% | 49,673 | $1.0M | Add +228.6% |
| AVEM Avantis Emerging Markets Eq | 0.64% | 12,168 | $937K | Add +91.3% |
| IWY iShares Russell Top 200 Grow | 0.64% | 3,382 | $937K | Add +0.1% |
| MBB iShares MBS ETF | 0.64% | 9,824 | $935K | Add +70.2% |
| AVUV Avantis US Small Cap Value | 0.55% | 7,990 | $815K | Reduce -4.0% |
| AAPL Apple Inc. | 0.51% | 2,758 | $750K | Add +0.1% |
| MSFT Microsoft Corp. | 0.47% | 1,413 | $683K | Add +5.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.45% | 12,622 | $666K | Add +84.3% |
| GOOG Alphabet Inc. Class C | 0.43% | 2,029 | $637K | Add +3.0% |
| XOM Exxon Mobil Corp. | 0.40% | 4,854 | $584K | Add +0.4% |
| MOAT Vaneck Morningstar Wide Moat | 0.40% | 5,630 | $583K | Reduce -32.9% |
| DGRO iShares Core Dividend Growth | 0.38% | 8,077 | $561K | Reduce -33.2% |
| IBIT iShares Bitcoin Trust ETF | 0.35% | 10,445 | $519K | Add +19.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.34% | 12,152 | $503K | Add +1.8% |
| SHLD Global X Defense Tech ETF | 0.33% | 7,522 | $487K | Reduce -8.8% |
| FDL First Trust Morn DVD Lead Inc. | 0.31% | 10,338 | $458K | Add +1.2% |
| GOOGL Alphabet Inc. Class A | 0.30% | 1,394 | $436K | Add +4.4% |
| VOO Vanguard S&P 500 ETF | 0.29% | 691 | $433K | Add +2.2% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 4,901 | $410K | Add +1.6% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.26% | 3,960 | $384K | Reduce -20.6% |
| SPLV Invesco S&P 500 Low Volatili | 0.26% | 5,332 | $381K | Reduce -33.8% |
| GLD SPDR Gold Shares | 0.24% | 908 | $360K | Reduce -0.6% |
| VONG Vanguard Russell 1000 Growth | 0.24% | 2,949 | $359K | Add +0.1% |
| MUB iShares National Muni Bond E | 0.24% | 3,236 | $347K | Add +21.5% |
| ESGU iShares ESG Aware MSCI USA | 0.23% | 2,297 | $342K | Reduce -0.0% |
| XLK SS Technology Select Sector | 0.21% | 2,193 | $316K | Reduce -5.9% |
| FTSM First Trust Enh Short Mat FD | 0.21% | 5,062 | $303K | Add +1.4% |
| LMBS First Trust Low Duration Opp | 0.19% | 5,719 | $286K | Reduce -2.8% |
| NVDA Nvidia Corp. | 0.19% | 1,525 | $284K | Add +0.3% |
| PDI PIMCO Dynamic Income Fund | 0.19% | 15,839 | $281K | No change |
| IGV iShares Expanded Tech-Softwa | 0.19% | 2,606 | $275K | No change |
| HYLS FT Tactical High Yield ETF | 0.17% | 5,997 | $251K | Add +1.3% |
| PAVE Global X US Infrastructure | 0.16% | 4,976 | $238K | Reduce -34.4% |
| IWL iShares Russell Top 200 ETF | 0.16% | 1,354 | $231K | Reduce -17.5% |
| COST Costco Wholesale Corp. | 0.15% | 258 | $222K | Reduce -6.5% |
| SMH Vaneck Semiconductor ETF | 0.15% | 592 | $213K | New |
| UCON First Trust Smith Unconstrai | 0.14% | 8,182 | $206K | Add +1.2% |
| SCHG Schwab US Large-Cap Growth | 0.14% | 6,154 | $201K | New |
Portfolio Sells Q3 2025 → Q4 2025
| SCHD Schwab US DVD Equity ETF | Reduce -41.4% | 3.68% | −2.98 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.1% | 11.24% | −1.22 |
| QUAL iShares MSCI USA Quality Fac | Reduce -51.2% | 0.84% | −0.96 |
| IUSG iShares Core S&P U.S. Growth | Reduce -9.9% | 4.31% | −0.69 |
| VNLA Janus Henderson Short Durati | Sold out | 0.00% | −0.66 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -17.6% | 2.25% | −0.59 |
| IYH iShares U.S. Healthcare ETF | Reduce -43.8% | 0.80% | −0.57 |
| RSP Invesco S&P 500 Equal Weight | Reduce -21.7% | 1.54% | −0.54 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.7% | 3.01% | −0.39 |
| MCH Matthews China Active ETF | Reduce -11.1% | 1.35% | −0.39 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.1% | 3.50% | −0.27 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.5% | 3.48% | −0.24 |
| DGRO iShares Core Dividend Growth | Reduce -33.2% | 0.38% | −0.22 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.21 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.7% | 3.06% | −0.21 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -32.9% | 0.40% | −0.21 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -5.5% | 2.09% | −0.21 |
| FTSL First Trust Senior Loan ETF | Sold out | 0.00% | −0.20 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.18 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -33.8% | 0.26% | −0.17 |
| EFV iShares MSCI Eafe Value ETF | Reduce -8.3% | 1.39% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.7% | 1.71% | −0.12 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -4.2% | 1.53% | −0.12 |
| IEMG iShares Core MSCI Emerging | Reduce -4.9% | 1.04% | −0.10 |
| PAVE Global X US Infrastructure | Reduce -34.4% | 0.16% | −0.10 |
| SHLD Global X Defense Tech ETF | Reduce -8.8% | 0.33% | −0.09 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -20.6% | 0.26% | −0.09 |
| THRO iShares U.S. Thematic Rotati | Reduce -5.5% | 0.75% | −0.08 |
| IVV iShares Core S&P 500 ETF | Reduce -5.6% | 0.76% | −0.08 |
| AVUV Avantis US Small Cap Value | Reduce -4.0% | 0.55% | −0.05 |
| IWL iShares Russell Top 200 ETF | Reduce -17.5% | 0.16% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -6.5% | 0.15% | −0.03 |
| XLK SS Technology Select Sector | Reduce -5.9% | 0.21% | −0.02 |
| LMBS First Trust Low Duration Opp | Reduce -2.8% | 0.19% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.0% | 0.23% | −0.01 |
| GLD SPDR Gold Shares | Reduce -0.6% | 0.24% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| RDVY First Trust Rising Dividend | Add +710.1% | 2.82% | +2.46 |
| FBND Fidelity Total Bond ETF | Add +45.4% | 5.44% | +1.43 |
| FPEI First Trust Institutional PR | New | 1.03% | +1.03 |
| AGG iShares Core U.S. Aggregate | Add +46.1% | 3.64% | +0.97 |
| INTC Intel Corp. | New | 0.86% | +0.86 |
| JSI JH Securitized Income ETF | Add +49.6% | 2.75% | +0.78 |
| BAI Ishrs AI in and Tech Act ETF | Add +88.4% | 1.52% | +0.64 |
| FTHI Fthi/First Trust Exchange-TR | Add +39.3% | 2.43% | +0.56 |
| PYLD PIMCO Multisector Bond Actv | Add +46.1% | 1.83% | +0.49 |
| ARCC Ares Capital Corp. | Add +228.6% | 0.68% | +0.46 |
| IVE iShares S&P 500 Value ETF | Add +33.4% | 1.93% | +0.43 |
| IAGG iShares Intl Aggregate Bond | Add +42.9% | 1.37% | +0.32 |
| AVEM Avantis Emerging Markets Eq | Add +91.3% | 0.64% | +0.29 |
| MBB iShares MBS ETF | Add +70.2% | 0.64% | +0.24 |
| SCHZ Schwab US Aggregate Bond ETF | Add +37.2% | 1.06% | +0.23 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +84.3% | 0.45% | +0.19 |
| SPMO Invesco S&P 500 Momentum ETF | Add +44.3% | 0.75% | +0.19 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +29.4% | 1.03% | +0.18 |
| SMH Vaneck Semiconductor ETF | New | 0.15% | +0.15 |
| SCHG Schwab US Large-Cap Growth | New | 0.14% | +0.14 |
| XLE SS Energy Select Sector | Add +16.6% | 1.47% | +0.13 |
| GLDM SPDR Gold Minishares Trust | Add +3.5% | 1.40% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +3.0% | 0.43% | +0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +17.3% | 0.96% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +4.4% | 0.30% | +0.06 |
| IYJ iShares U.S. Industrials ETF | Add +8.7% | 1.42% | +0.05 |
| MUB iShares National Muni Bond E | Add +21.5% | 0.24% | +0.03 |
| AMZN Amazon.com Inc. | Add +3.6% | 1.01% | +0.02 |
| ILDR First Trust Innovation Leade | Add +5.1% | 1.50% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.4% | 0.40% | +0.00 |
| AAPL Apple Inc. | Add +0.1% | 0.51% | +0.00 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +1.8% | 0.34% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 0.29% | −0.01 |
| UCON First Trust Smith Unconstrai | Add +1.2% | 0.14% | −0.01 |
| FDL First Trust Morn DVD Lead Inc. | Add +1.2% | 0.31% | −0.01 |
| HYLS FT Tactical High Yield ETF | Add +1.3% | 0.17% | −0.01 |
| FTSM First Trust Enh Short Mat FD | Add +1.4% | 0.21% | −0.01 |
| NVDA Nvidia Corp. | Add +0.3% | 0.19% | −0.01 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.24% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Add +1.6% | 0.28% | −0.02 |
| VGT Vanguard Info Tech ETF | Add +1.4% | 0.73% | −0.03 |
| IWY iShares Russell Top 200 Grow | Add +0.1% | 0.64% | −0.03 |
| MSFT Microsoft Corp. | Add +5.8% | 0.47% | −0.04 |
| NFTY First Trust India Nifty 50 E | Add +1.2% | 1.37% | −0.04 |
| IBIT iShares Bitcoin Trust ETF | Add +19.6% | 0.35% | −0.06 |
| CIBR First Trust Nasdaq Cybersecu | Add +6.5% | 1.22% | −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 |