Merkkuri Wealth Advisors LLC
CIK: 0002040317SEC EDGAR →
Portfolio Value
$146.9B
Holdings
80
As of
Q4 2025
New Positions
80
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 205,912 | $16.5B | 11.24% |
| 2 | FIDELITY MERRIMACK STR TR | 173,504 | $8.0B | 5.44% |
| 3 | ISHARES TR | 37,685 | $6.3B | 4.31% |
| 4 | SCHWAB STRATEGIC TR | 197,078 | $5.4B | 3.68% |
| 5 | ISHARES TR | 53,490 | $5.3B | 3.64% |
| 6 | ISHARES TR | 77,818 | $5.1B | 3.50% |
| 7 | J P MORGAN EXCHANGE TRADED F | 89,421 | $5.1B | 3.48% |
| 8 | ISHARES TR | 50,333 | $4.5B | 3.06% |
| 9 | INVESCO QQQ TR | 7,210 | $4.4B | 3.01% |
| 10 | FIRST TR EXCHANGE TRADED FD | 59,666 | $4.1B | 2.82% |
Quarterly Changes
New Positions (80)
$16.5B · 206K shares
$8.0B · 174K shares
$6.3B · 38K shares
$5.4B · 197K shares
$5.3B · 53K shares
$5.1B · 78K shares
$5.1B · 89K shares
$4.5B · 50K shares
$4.4B · 7K shares
$4.1B · 60K shares
$4.0B · 78K shares
$3.6B · 151K shares
$3.3B · 5K shares
$3.1B · 51K shares
$2.8B · 13K shares
$2.7B · 101K shares
$2.5B · 20K shares
$2.3B · 12K shares
$2.2B · 38K shares
$2.2B · 67K shares
$2.2B · 67K shares
$2.2B · 48K shares
$2.1B · 14K shares
$2.1B · 24K shares
$2.0B · 29K shares
$2.0B · 40K shares
$2.0B · 34K shares
$2.0B · 70K shares
$1.8B · 25K shares
$1.6B · 66K shares
$1.5B · 23K shares
$1.5B · 33K shares
$1.5B · 78K shares
$1.5B · 6K shares
$1.4B · 30K shares
$1.3B · 34K shares
$1.2B · 6K shares
$1.2B · 18K shares
$1.1B · 2K shares
$1.1B · 9K shares
$1.1B · 28K shares
$1.1B · 1K shares
$1.0B · 50K shares
$937.0M · 12K shares
$936.0M · 3K shares
$935.0M · 10K shares
$814.0M · 8K shares
$749.0M · 3K shares
$683.0M · 1K shares
$666.0M · 13K shares
$636.0M · 2K shares
$584.0M · 5K shares
$583.0M · 6K shares
$560.0M · 8K shares
$518.0M · 10K shares
$502.0M · 12K shares
$487.0M · 8K shares
$458.0M · 10K shares
$436.0M · 1K shares
$433.0M · 691 shares
$410.0M · 5K shares
$383.0M · 4K shares
$380.0M · 5K shares
$359.0M · 908 shares
$359.0M · 3K shares
$346.0M · 3K shares
$342.0M · 2K shares
$315.0M · 2K shares
$303.0M · 5K shares
$285.0M · 6K shares
$284.0M · 2K shares
$280.0M · 16K shares
$275.0M · 3K shares
$251.0M · 6K shares
$237.0M · 5K shares
$231.0M · 1K shares
$222.0M · 258 shares
$213.0M · 592 shares
$205.0M · 8K shares
$200.0M · 6K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 63 | $127.4B | 86.7% |
| Unknown | 6 | $10.9B | 7.4% |
| Technology | 6 | $5.3B | 3.6% |
| Consumer Cyclical | 1 | $1.5B | 1.0% |
| Communication Services | 2 | $1.1B | 0.7% |
| Energy | 1 | $584.0M | 0.4% |
| Consumer Defensive | 1 | $222.0M | 0.2% |