Merkkuri Wealth Advisors LLC 13F Holdings
CIK 0002040317 · HICKSVILLE, NY
As of Sep 30, 2025, Merkkuri Wealth Advisors LLC reported 80 positions worth
CIK 0002040317 · HICKSVILLE, NY
As of Sep 30, 2025, Merkkuri Wealth Advisors LLC reported 80 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 219,293 | 7.2M | 12.46% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 336,336 | $9.2M | 6.66% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 41,829 | $6.9M | 4.99% |
| FIDELITY TOTAL BOND ETF | FBND | — | 119,301 | $5.5M | 4.00% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 79,530 | $5.2M | 3.77% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 89,874 | $5.1M | 3.72% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 7,813 | $4.7M | 3.40% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 51,711 | $4.5M | 3.28% |
| SPDR S&P 500 ETF TRUST | SPY | — | 5,878 | $3.9M | 2.84% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 36,623 | $3.7M | 2.66% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 53,545 | $3.2M | 2.30% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 15,092 | $2.9M | 2.08% |
| JANUS HENDERSON SECURITIZED INCOME ETF | JSI | — | 51,890 | $2.7M | 1.97% |
| FIRST TRUST BUYWRITE INCOME ETF | FTHI | — | 108,601 | $2.6M | 1.87% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 20,913 | $2.5M | 1.83% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 12,774 | $2.5M | 1.80% |
| MATTHEWS ASIA FDS | MCH | — | 79,180 | $2.4M | 1.74% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 39,560 | $2.3M | 1.65% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 31,143 | $2.1M | 1.53% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 10,014 | $2.1M | 1.50% |
| FIRST TR EXCHNG TRADED FD VI | ILDR | — | 63,568 | $2.1M | 1.49% |
| FIRST TR EXCH TRD ALPHDX FD | — | — | 34,074 | .9M | 1.41% |
| ISHARES US INDUSTRIALS ETF | IYJ | — | 12,981 | .9M | 1.37% |
| ISHARES US HEALTHCARE ETF | IYH | — | 31,945 | .9M | 1.36% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 20,752 | .9M | 1.35% |