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Merkkuri Wealth Advisors - Q4 2025 13F Filings

ME

Merkkuri Wealth Advisors LLC

CIK: 0002040317
Address: New York Hicksville 960 South Broadway
$146.94 M
Portfolio Value
80
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. RDVY First Trust Rising Dividend Achievers Etf
+$3.63 M
2. FBND Fidelity Total Bond Etf
+$2.5 M
3. AGG Ishares Core Us Aggregate Bond Etf
+$1.68 M
4. FPEI First Trust Institutional Pr
+$1.51 M
5. XTEN Bondbloxx Bbg 10Y Us Tsy Etf
+$1.41 M
6. JSI Janus Henderson Securitized Income Etf
+$1.34 M

Top Sells

Q4 2025
1. SCHD Schwab Us Dividend Equity Etf
−$3.82 M
2. QUAL Ishares Msci Usa Quality Factor Etf
−$1.3 M
3. SPLG Spdr Portfolio S&P 500 Etf
−$1.07 M
4. IYH Ishares Us Healthcare Etf
−$910,245.87
5. VNLA Janus Henderson Short Duration Income Etf
−$907,958

Asset Allocation

Stocks/ETFs
+7.56%
$146.94 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Merkkuri Wealth Advisors Q4 2025 Filing Summary

Merkkuri Wealth Advisors LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 146.94 M reflecting a +6.61% change from the prior quarter, spanning 80 assets. The top 10 holdings comprised 44.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Merkkuri Wealth Advisors’s Q4 2025 Filing

Merkkuri Wealth Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Merkkuri Wealth Advisors reported a managed portfolio value of 146.94 M, consisting of 80 individual positions.

This page displays the raw filing documents. To see which stocks Merkkuri Wealth Advisors bought or sold during Q4 2025, please visit Merkkuri Wealth Advisors's Portfolio Analysis page.