Merkkuri Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Merkkuri Wealth Advisors LLC held in its portfolio 80 assets valued at $146,937,038 (i.e. $146.94M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($16.52M), FIDELITY MERRIMACK STR TR ($7.99M), and ISHARES TR ($6.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 80 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Merkkuri Wealth Advisors LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 205912 | 16518289 | STATE STREET SPD |
| FIDELITY MERRIMACK STR TR | 173504 | 7988125 | TOTAL BD ETF |
| ISHARES TR | 37685 | 6328841 | CORE S&P US GWT |
| SCHWAB STRATEGIC TR | 197078 | 5405843 | US DIVIDEND EQ |
| ISHARES TR | 53490 | 5342583 | CORE US AGGBD ET |
| ISHARES TR | 77818 | 5136006 | CORE S&P MCP ETF |
| J P MORGAN EXCHANGE TRADED F | 89421 | 5118469 | EQUITY PREMIUM |
| ISHARES TR | 50333 | 4502761 | CORE MSCI EAFE |
| INVESCO QQQ TR | 7210 | 4429039 | UNIT SER 1 |
| FIRST TR EXCHANGE TRADED FD | 59666 | 4144986 | RISNG DIVD ACHIV |
| JANUS DETROIT STR TR | 77612 | 4040457 | HENDERSON SECURI |
| FIRST TR EXCHANGE TRADED FD | 151316 | 3574092 | BUYWRIT INCM ETF |
| SPDR S&P 500 ETF TR | 4845 | 3303871 | TR UNIT |
| BLACKROCK ETF TRUST | 50615 | 3077916 | ISHARES US EQUIT |
| ISHARES TR | 13363 | 2833860 | S&P 500 VAL ETF |
| PIMCO ETF TR | 100810 | 2689623 | MULTISECTOR BD |
| ISHARES TR | 20356 | 2509113 | S&P 500 GRWT ETF |
| INVESCO EXCHANGE TRADED FD T | 11811 | 2262530 | S&P500 EQL WGT |
| INVESCO EXCHANGE TRADED FD T | 37909 | 2247231 | S&P 500 TOP 50 |
| BLACKROCK ETF TRUST | 67208 | 2238023 | ISHARES A I INNO |
| FIRST TR EXCHNG TRADED FD VI | 66838 | 2204986 | INNOVATION LEAD |
| SELECT SECTOR SPDR TR | 48371 | 2162673 | STATE STREET ENE |
| ISHARES TR | 14105 | 2089906 | US INDUSTRIALS |
| WORLD GOLD TR | 24032 | 2051612 | SPDR GLD MINIS |
| ISHARES TR | 28557 | 2039254 | EAFE VALUE ETF |
| ISHARES TR | 40282 | 2014487 | CORE INTL AGGR |
| FIRST TR EXCH TRD ALPHDX FD | 34495 | 2011807 | INDIA NFTY50 EQW |
| MATTHEWS ASIA FDS | 70389 | 1985405 | CHINA ACTIVE ETF |
| FIRST TR EXCHANGE TRADED FD | 25147 | 1796749 | NASDAQ CYB ETF |
| SCHWAB STRATEGIC TR | 66420 | 1552246 | US AGGREGATE B |
| ISHARES INC | 22743 | 1528816 | CORE MSCI EMKT |
| ISHARES TR | 32677 | 1520794 | CORE UNIVRSL USD |
| FIRST TR EXCH TRADED FD III | 78066 | 1513707 | INSTL PFD SECS |
| AMAZON COM INC | 6451 | 1489095 | COM |
| BONDBLOXX ETF TRUST | 30472 | 1408401 | BLOOMBERG TEN YR |
| INTEL CORP | 34337 | 1267035 | COM |
| ISHARES TR | 6232 | 1237755 | MSCI USA QLT FCT |
| ISHARES TR | 17963 | 1169414 | US HLTHCARE ETF |
| ISHARES TR | 1622 | 1110886 | CORE S&P500 ETF |
| INVESCO EXCH TRADED FD TR II | 9210 | 1098882 | S&P 500 MOMNTM |
| BLACKROCK ETF TRUST | 28408 | 1095398 | ISHARES US THEMA |
| VANGUARD WORLD FD | 1429 | 1077320 | INF TECH ETF |
| ARES CAPITAL CORP | 49673 | 1004885 | COM |
| AMERICAN CENTY ETF TR | 12168 | 937170 | AVANTIS EMGMKT |
| ISHARES TR | 3382 | 936604 | RUS TP200 GR ETF |
| ISHARES TR | 9824 | 935460 | MBS ETF |
| AMERICAN CENTY ETF TR | 7990 | 814771 | US SML CP VALU |
| APPLE INC | 2758 | 749809 | COM |
| MICROSOFT CORP | 1413 | 683335 | COM |
| BLACKROCK ETF TRUST II | 12622 | 666067 | ISHARES FLEXIBLE |
| ALPHABET INC | 2029 | 636626 | CAP STK CL C |
| EXXON MOBIL CORP | 4854 | 584156 | COM |
| VANECK ETF TRUST | 5630 | 583023 | MRNGSTR WDE MOAT |
| ISHARES TR | 8077 | 560728 | CORE DIV GRWTH |
| ISHARES BITCOIN TRUST ETF | 10445 | 518570 | SHS BEN INT |
| ISHARES TR | 12152 | 502626 | HDG MSCI EAFE |
| GLOBAL X FDS | 7522 | 487350 | DEFENSE TECH ETF |
| FIRST TR EXCHANGE-TRADED FD | 10338 | 458384 | SHS |
| ALPHABET INC | 1394 | 436261 | CAP STK CL A |
| VANGUARD INDEX FDS | 691 | 433245 | S&P 500 ETF SHS |
| VANGUARD SCOTTSDALE FDS | 4901 | 410444 | INT-TERM CORP |
| ISHARES TR | 3960 | 383630 | S&P MC 400GR ETF |
| INVESCO EXCH TRADED FD TR II | 5332 | 380798 | S&P500 LOW VOL |
| SPDR GOLD TR | 908 | 359849 | GOLD SHS |
| VANGUARD SCOTTSDALE FDS | 2949 | 359043 | VNG RUS1000GRW |
| ISHARES TR | 3236 | 346642 | NATIONAL MUN ETF |
| ISHARES TR | 2297 | 342240 | ESG AWR MSCI USA |
| SELECT SECTOR SPDR TR | 2193 | 315666 | STATE STREET TEC |
| FIRST TR EXCHANGE-TRADED FD | 5062 | 303346 | FIRST TR ENH NEW |
| FIRST TR EXCHANGE-TRADED FD | 5719 | 285890 | FST LOW OPPT EFT |
| NVIDIA CORPORATION | 1525 | 284389 | COM |
| PIMCO DYNAMIC INCOME FD | 15839 | 280515 | SHS |
| ISHARES TR | 2606 | 275451 | EXPANDED TECH |
| FIRST TR EXCHANGE-TRADED FD | 5997 | 251042 | FIRST TR TA HIYL |
| GLOBAL X FDS | 4976 | 237780 | US INFR DEV ETF |
| ISHARES TR | 1354 | 231018 | RUS TOP 200 ETF |
| COSTCO WHSL CORP NEW | 258 | 222072 | COM |
| VANECK ETF TRUST | 592 | 213194 | SEMICONDUCTR ETF |
| FIRST TR EXCHNG TRADED FD VI | 8182 | 205937 | SMITH UNCONSTRAI |
| SCHWAB STRATEGIC TR | 6154 | 200736 | US LCAP GR ETF |
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