Merkkuri Wealth Advisors LLC (CIK: 0002040317) is a financial institution headquartered at 960 South Broadway, , Hicksville, New York 11801. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $161.18 M, comprising 81 distinct securities. Over its filing history, it has submitted 9 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 48.3%. Quarterly turnover: 13.2%. ▲ 3 new, +36 added, −40 reduced, ×319 exited.

Top Buys

Q2 2026

1. SPLG Spdr Portfolio S&P 500 Etf

+$4.92 M

2. FLTB Fidelity Limited Term Bond Etf

+$3.04 M

3. RCTR First Trust Bloomberg Nuclear Power Etf

+$1.36 M

4. VGT Vanguard Information Technology Etf

+$1.08 M

5. IUSB Ishares Core Total Usd Bond Market Etf

+$991,247.96

Top Sells

Q2 2026

1. JSI Janus Henderson Securitized Income Etf

−$3.54 M

2. QUAL Ishares Msci Usa Quality Factor Etf

−$1.23 M

3. XLE Energy Select Sector Spdr Fund

−$984,449.62

4. EFV Ishares Msci Eafe Value Etf

−$973,385.36

5. FBND Fidelity Total Bond Etf

−$952,332.9

Stocks/ETFs

+6.70%

$161.18 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Etf ETF-SPLG	277,647	$24.4 M	15.14%	▲ 55,930	Add 25.2%
Ishares Core S&P Us Growth Etf ETF-IUSG	42,803	$8.05 M	4.99%	▲ 4,461	Add 11.6%
Fidelity Total Bond Etf ETF-FBND	148,873	$6.77 M	4.20%	▼ 20,935	Reduce -12.3%
Ishares Core S&P Mid-Cap Etf ETF-IJH	85,479	$6.59 M	4.09%	▲ 7,475	Add 9.6%
Schwab Us Dividend Equity Etf ETF-SCHD	198,267	$6.29 M	3.90%	▲ 1,300	Add 0.7%
Jpmorgan Equity Premium Income Etf ETF-JEPI	105,369	$5.95 M	3.69%	▲ 15,486	Add 17.2%
Ishares Core Msci Eafe Etf ETF-IEFA	56,333	$5.44 M	3.38%	▲ 5,985	Add 11.9%
First Trust Rising Dividend Achievers Etf ETF-RDVY	64,393	$5.22 M	3.24%	▲ 4,207	Add 7.0%
Invesco Qqq Trust Series I ETF-QQQ	6,291	$4.63 M	2.87%	▼ 476	Reduce -7.0%
Ishares Core Us Aggregate Bond Etf ETF-AGG	45,628	$4.52 M	2.80%	▼ 6,416	Reduce -12.3%

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Merkkuri Wealth Advisors LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Merkkuri Wealth Advisors LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 9 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Merkkuri Wealth Advisors LLC Quarterly 13F Statistics

Discover detailed insights into Merkkuri Wealth Advisors LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Merkkuri Wealth Advisors LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Merkkuri Wealth Advisors LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Merkkuri Wealth Advisors LLC 13F Filings, Portfolio & Analysis

Merkkuri Wealth Advisors LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Merkkuri Wealth Advisors LLC's Portfolio

Merkkuri Wealth Advisors LLC Quarterly 13F Statistics

Merkkuri Wealth Advisors LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)