13F HOLDINGS REPORT
Merkkuri Wealth Advisors LLC
Quarter ended Q2 2025 · Filed August 4, 2025 · Accession 0001944877-25-000012
Total Value
$131.7M
Positions
82
Other Managers
0
Confidential Omitted
No
Holdings (82)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 199,609 | $14.5M | 11.01% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 352,264 | $9.3M | 7.09% |
| 3 | ISHARES TR | 464287671 | 41,143 | $6.2M | 4.70% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 110,251 | $5.0M | 3.83% |
| 5 | ISHARES TR | 464287507 | 79,297 | $4.9M | 3.73% |
| 6 | INVESCO QQQ TR | IVZ | 8,815 | $4.9M | 3.69% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 84,357 | $4.8M | 3.64% |
| 8 | SPDR S&P 500 ETF TR | SPY | 6,829 | $4.2M | 3.20% |
| 9 | ISHARES TR | 46432F842 | 49,663 | $4.1M | 3.15% |
| 10 | ISHARES TR | 464287226 | 33,296 | $3.3M | 2.51% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 17,779 | $3.2M | 2.45% |
| 12 | ISHARES TR | 464288877 | 44,506 | $2.8M | 2.14% |
| 13 | ISHARES TR | 46432F339 | 15,437 | $2.8M | 2.14% |
| 14 | JANUS DETROIT STR TR | 47103U746 | 47,020 | $2.5M | 1.88% |
| 15 | BLACKROCK ETF TRUST | BLK | 44,101 | $2.4M | 1.82% |
| 16 | FIRST TR EXCHANGE TRADED FD | 33738R308 | 98,843 | $2.3M | 1.71% |
| 17 | ISHARES TR | 464287309 | 20,338 | $2.2M | 1.70% |
| 18 | FIRST TR EXCH TRD ALPHDX FD | 33737J802 | 32,434 | $1.9M | 1.48% |
| 19 | ISHARES TR | 464287408 | 9,801 | $1.9M | 1.45% |
| 20 | MATTHEWS ASIA FDS | 577125834 | 77,514 | $1.9M | 1.44% |
| 21 | ISHARES TR | 464287200 | 2,842 | $1.8M | 1.34% |
| 22 | FIRST TR EXCHNG TRADED FD VI | 33740F565 | 58,766 | $1.7M | 1.31% |
| 23 | ISHARES INC | 46434G103 | 28,474 | $1.7M | 1.30% |
| 24 | ISHARES TR | 464287754 | 11,926 | $1.7M | 1.29% |
| 25 | ISHARES TR | 46434V621 | 26,316 | $1.7M | 1.28% |
| 26 | PIMCO ETF TR | 72201R585 | 62,523 | $1.7M | 1.26% |
| 27 | ISHARES TR | 464287762 | 29,020 | $1.6M | 1.24% |
| 28 | ISHARES TR | 46434V613 | 34,642 | $1.6M | 1.22% |
| 29 | SELECT SECTOR SPDR TR | 81369Y506 | 18,732 | $1.6M | 1.21% |
| 30 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 20,425 | $1.5M | 1.17% |
| 31 | AMERICAN CENTY ETF TR | 025072877 | 15,548 | $1.4M | 1.08% |
| 32 | ISHARES TR | 464287721 | 8,099 | $1.4M | 1.07% |
| 33 | AMAZON COM INC | AMZN | 6,274 | $1.4M | 1.04% |
| 34 | ISHARES TR | 46435G672 | 25,905 | $1.3M | 1.00% |
| 35 | WORLD GOLD TR | GLDW | 18,486 | $1.2M | 0.92% |
| 36 | ISHARES TR | 464288885 | 10,469 | $1.2M | 0.89% |
| 37 | BONDBLOXX ETF TRUST | 09789C812 | 24,472 | $1.1M | 0.86% |
| 38 | BLACKROCK ETF TRUST | BLK | 29,913 | $1.1M | 0.81% |
| 39 | SCHWAB STRATEGIC TR | 808524839 | 45,363 | $1.1M | 0.80% |
| 40 | VANECK ETF TRUST | 92189F643 | 10,784 | $1.0M | 0.77% |
| 41 | INVESCO EXCHANGE TRADED FD T | IVZ | 19,015 | $990,699 | 0.75% |
| 42 | JANUS DETROIT STR TR | 47103U886 | 16,867 | $829,842 | 0.63% |
| 43 | INVESCO EXCH TRADED FD TR II | IVZ | 6,480 | $728,834 | 0.55% |
| 44 | ISHARES TR | 464289438 | 2,710 | $668,091 | 0.51% |
| 45 | VANGUARD WORLD FD | 92204A702 | 969 | $643,037 | 0.49% |
| 46 | MICROSOFT CORP | MSFT | 1,279 | $636,135 | 0.48% |
| 47 | INVESCO EXCH TRADED FD TR II | IVZ | 8,009 | $583,201 | 0.44% |
| 48 | APPLE INC | AAPL | 2,801 | $574,665 | 0.44% |
| 49 | MICROSTRATEGY INC | STRK | 1,376 | $556,115 | 0.42% |
| 50 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 8,298 | $520,587 | 0.40% |
| 51 | ISHARES TR | 464288588 | 5,535 | $519,643 | 0.39% |
| 52 | EXXON MOBIL CORP | XOM | 4,781 | $515,367 | 0.39% |
| 53 | ISHARES TR | 46434V803 | 13,168 | $499,874 | 0.38% |
| 54 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 11,432 | $478,654 | 0.36% |
| 55 | BLACKROCK ETF TRUST | BLK | 16,000 | $461,605 | 0.35% |
| 56 | ISHARES TR | 464287606 | 4,982 | $453,242 | 0.34% |
| 57 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 7,251 | $434,143 | 0.33% |
| 58 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 8,762 | $431,628 | 0.33% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,767 | $395,317 | 0.30% |
| 60 | SELECT SECTOR SPDR TR | 81369Y803 | 1,473 | $373,049 | 0.28% |
| 61 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 14,969 | $372,579 | 0.28% |
| 62 | VANGUARD INDEX FDS | 922908363 | 646 | $367,079 | 0.28% |
| 63 | ISHARES TR | 464288414 | 3,433 | $358,681 | 0.27% |
| 64 | ALPHABET INC | GOOG | 2,018 | $357,908 | 0.27% |
| 65 | FIRST TR EXCHANGE-TRADED FD | 33738D804 | 18,046 | $345,040 | 0.26% |
| 66 | BLACKROCK ETF TRUST II | BLK | 6,420 | $339,257 | 0.26% |
| 67 | ARES CAPITAL CORP | ARCC | 15,117 | $331,969 | 0.25% |
| 68 | GLOBAL X FDS | 37954Y673 | 7,569 | $329,852 | 0.25% |
| 69 | ISHARES TR | 46435G425 | 2,347 | $317,529 | 0.24% |
| 70 | SPDR GOLD TR | GLD | 1,005 | $306,354 | 0.23% |
| 71 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 15,839 | $300,473 | 0.23% |
| 72 | FIRST TR EXCHANGE-TRADED FD | 33738D408 | 7,105 | $297,068 | 0.23% |
| 73 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,630 | $287,217 | 0.22% |
| 74 | ISHARES TR | 464287515 | 2,606 | $285,381 | 0.22% |
| 75 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 5,752 | $263,941 | 0.20% |
| 76 | COSTCO WHSL CORP NEW | 22160K105 | 266 | $263,019 | 0.20% |
| 77 | ISHARES TR | 464289446 | 1,638 | $250,738 | 0.19% |
| 78 | NVIDIA CORPORATION | NVDA | 1,565 | $247,216 | 0.19% |
| 79 | FIRST TR EXCH TRADED FD III | 33739E108 | 13,298 | $236,713 | 0.18% |
| 80 | ALPHABET INC | GOOG | 1,334 | $235,089 | 0.18% |
| 81 | PROSHARES TR | 74347R131 | 11,648 | $181,764 | 0.14% |
| 82 | OXFORD LANE CAP CORP | OXLCZ | 15,323 | $64,356 | 0.05% |