Merkkuri Wealth Advisors LLC
CIK: 0002040317SEC EDGAR →
Portfolio Value
$146.9M
Holdings
80
As of
Q4 2025
New Positions
79
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 205,912 | $16.5M | 11.24% |
| 2 | FIDELITY MERRIMACK STR TR | 173,504 | $8.0M | 5.44% |
| 3 | ISHARES TR | 37,685 | $6.3M | 4.31% |
| 4 | SCHWAB STRATEGIC TR | 197,078 | $5.4M | 3.68% |
| 5 | ISHARES TR | 53,490 | $5.3M | 3.64% |
| 6 | ISHARES TR | 77,818 | $5.1M | 3.50% |
| 7 | J P MORGAN EXCHANGE TRADED F | 89,421 | $5.1M | 3.48% |
| 8 | ISHARES TR | 50,333 | $4.5M | 3.06% |
| 9 | INVESCO QQQ TR | 7,210 | $4.4M | 3.01% |
| 10 | FIRST TR EXCHANGE TRADED FD | 59,666 | $4.1M | 2.82% |
Quarterly Changes
New Positions (80)
$16.5M · 206K shares
$8.0M · 174K shares
$6.3M · 38K shares
$5.4M · 197K shares
$5.3M · 53K shares
$5.1M · 78K shares
$5.1M · 89K shares
$4.5M · 50K shares
$4.4M · 7K shares
$4.1M · 60K shares
$4.0M · 78K shares
$3.6M · 151K shares
$3.3M · 5K shares
$3.1M · 51K shares
$2.8M · 13K shares
$2.7M · 101K shares
$2.5M · 20K shares
$2.3M · 12K shares
$2.2M · 38K shares
$2.2M · 67K shares
$2.2M · 67K shares
$2.2M · 48K shares
$2.1M · 14K shares
$2.1M · 24K shares
$2.0M · 29K shares
$2.0M · 40K shares
$2.0M · 34K shares
$2.0M · 70K shares
$1.8M · 25K shares
$1.6M · 66K shares
$1.5M · 23K shares
$1.5M · 33K shares
$1.5M · 78K shares
$1.5M · 6K shares
$1.4M · 30K shares
$1.3M · 34K shares
$1.2M · 6K shares
$1.2M · 18K shares
$1.1M · 2K shares
$1.1M · 9K shares
$1.1M · 28K shares
$1.1M · 1K shares
$1.0M · 50K shares
$937K · 12K shares
$936K · 3K shares
$935K · 10K shares
$814K · 8K shares
$749K · 3K shares
$683K · 1K shares
$666K · 13K shares
$636K · 2K shares
$584K · 5K shares
$583K · 6K shares
$560K · 8K shares
$518K · 10K shares
$502K · 12K shares
$487K · 8K shares
$458K · 10K shares
$436K · 1K shares
$433K · 691 shares
$410K · 5K shares
$383K · 4K shares
$380K · 5K shares
$359K · 908 shares
$359K · 3K shares
$346K · 3K shares
$342K · 2K shares
$315K · 2K shares
$303K · 5K shares
$285K · 6K shares
$284K · 2K shares
$280K · 16K shares
$275K · 3K shares
$251K · 6K shares
$237K · 5K shares
$231K · 1K shares
$222K · 258 shares
$213K · 592 shares
$205K · 8K shares
$200K · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $127.4M | 86.7% |
| Unknown | 6 | $10.9M | 7.4% |
| Technology | 6 | $5.3M | 3.6% |
| Consumer Cyclical | 1 | $1.5M | 1.0% |
| Communication Services | 2 | $1.1M | 0.7% |
| Energy | 1 | $584K | 0.4% |
| Consumer Defensive | 1 | $222K | 0.2% |