13F HOLDINGS REPORT
Merkkuri Wealth Advisors LLC
Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0002040317-25-000006
Total Value
$137.8M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 219,293 | $17.2M | 12.46% |
| 2 | SCHWAB STRATEGIC TR | 808524797 | 336,336 | $9.2M | 6.66% |
| 3 | ISHARES TR | 464287671 | 41,829 | $6.9M | 4.99% |
| 4 | FIDELITY MERRIMACK STR TR | 316188309 | 119,301 | $5.5M | 4.00% |
| 5 | ISHARES TR | 464287507 | 79,530 | $5.2M | 3.77% |
| 6 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 89,874 | $5.1M | 3.72% |
| 7 | INVESCO QQQ TR | IVZ | 7,813 | $4.7M | 3.40% |
| 8 | ISHARES TR | 46432F842 | 51,711 | $4.5M | 3.28% |
| 9 | SPDR S&P 500 ETF TR | SPY | 5,878 | $3.9M | 2.84% |
| 10 | ISHARES TR | 464287226 | 36,623 | $3.7M | 2.66% |
| 11 | BLACKROCK ETF TRUST | BLK | 53,545 | $3.2M | 2.30% |
| 12 | INVESCO EXCHANGE TRADED FD T | IVZ | 15,092 | $2.9M | 2.08% |
| 13 | JANUS DETROIT STR TR | 47103U746 | 51,890 | $2.7M | 1.97% |
| 14 | FIRST TR EXCHANGE TRADED FD | 33738R308 | 108,601 | $2.6M | 1.87% |
| 15 | ISHARES TR | 464287309 | 20,913 | $2.5M | 1.83% |
| 16 | ISHARES TR | 46432F339 | 12,774 | $2.5M | 1.80% |
| 17 | MATTHEWS ASIA FDS | 577125834 | 79,180 | $2.4M | 1.74% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 39,560 | $2.3M | 1.65% |
| 19 | ISHARES TR | 464288877 | 31,143 | $2.1M | 1.53% |
| 20 | ISHARES TR | 464287408 | 10,014 | $2.1M | 1.50% |
| 21 | FIRST TR EXCHNG TRADED FD VI | 33740F565 | 63,568 | $2.1M | 1.49% |
| 22 | FIRST TR EXCH TRD ALPHDX FD | 33737J802 | 34,074 | $1.9M | 1.41% |
| 23 | ISHARES TR | 464287754 | 12,981 | $1.9M | 1.37% |
| 24 | ISHARES TR | 464287762 | 31,945 | $1.9M | 1.36% |
| 25 | SELECT SECTOR SPDR TR | 81369Y506 | 20,752 | $1.9M | 1.35% |
| 26 | PIMCO ETF TR | 72201R585 | 68,976 | $1.9M | 1.34% |
| 27 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 23,621 | $1.8M | 1.30% |
| 28 | WORLD GOLD TR | GLDW | 23,229 | $1.8M | 1.29% |
| 29 | ISHARES INC | 46434G103 | 23,913 | $1.6M | 1.14% |
| 30 | ISHARES TR | 46435G672 | 28,191 | $1.4M | 1.05% |
| 31 | AMAZON COM INC | AMZN | 6,228 | $1.4M | 0.99% |
| 32 | BLACKROCK ETF TRUST | BLK | 35,670 | $1.2M | 0.88% |
| 33 | BONDBLOXX ETF TRUST | 09789C812 | 25,986 | $1.2M | 0.88% |
| 34 | ISHARES TR | 46434V613 | 25,256 | $1.2M | 0.86% |
| 35 | ISHARES TR | 464287200 | 1,719 | $1.2M | 0.83% |
| 36 | BLACKROCK ETF TRUST | BLK | 30,056 | $1.1M | 0.83% |
| 37 | SCHWAB STRATEGIC TR | 808524839 | 48,425 | $1.1M | 0.82% |
| 38 | VANGUARD WORLD FD | 92204A702 | 1,410 | $1.1M | 0.76% |
| 39 | ISHARES TR | 464289438 | 3,379 | $924,681 | 0.67% |
| 40 | JANUS DETROIT STR TR | 47103U886 | 18,421 | $907,958 | 0.66% |
| 41 | VANECK ETF TRUST | 92189F643 | 8,384 | $830,987 | 0.60% |
| 42 | AMERICAN CENTY ETF TR | 025072877 | 8,324 | $828,468 | 0.60% |
| 43 | ISHARES TR | 46434V621 | 12,084 | $822,700 | 0.60% |
| 44 | INVESCO EXCH TRADED FD TR II | IVZ | 6,383 | $772,739 | 0.56% |
| 45 | APPLE INC | AAPL | 2,754 | $701,358 | 0.51% |
| 46 | MICROSOFT CORP | MSFT | 1,336 | $691,784 | 0.50% |
| 47 | INVESCO EXCH TRADED FD TR II | IVZ | 8,051 | $591,613 | 0.43% |
| 48 | GLOBAL X FDS | 37960A529 | 8,250 | $579,480 | 0.42% |
| 49 | ISHARES BITCOIN TRUST ETF | IBIT | 8,735 | $567,785 | 0.41% |
| 50 | ISHARES TR | 464288588 | 5,771 | $549,148 | 0.40% |
| 51 | EXXON MOBIL CORP | XOM | 4,835 | $545,128 | 0.40% |
| 52 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 7,365 | $495,375 | 0.36% |
| 53 | ALPHABET INC | GOOG | 1,969 | $479,525 | 0.35% |
| 54 | ISHARES TR | 464287606 | 4,990 | $478,512 | 0.35% |
| 55 | AMERICAN CENTY ETF TR | 025072604 | 6,361 | $477,775 | 0.35% |
| 56 | ISHARES TR | 46434V803 | 11,937 | $472,833 | 0.34% |
| 57 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 10,214 | $443,380 | 0.32% |
| 58 | VANGUARD INDEX FDS | 922908363 | 676 | $414,150 | 0.30% |
| 59 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,825 | $405,793 | 0.29% |
| 60 | BLACKROCK ETF TRUST II | BLK | 6,848 | $364,598 | 0.26% |
| 61 | GLOBAL X FDS | 37954Y673 | 7,584 | $361,232 | 0.26% |
| 62 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,946 | $354,958 | 0.26% |
| 63 | ISHARES TR | 46435G425 | 2,298 | $334,567 | 0.24% |
| 64 | SELECT SECTOR SPDR TR | 81369Y803 | 1,165 | $328,266 | 0.24% |
| 65 | SPDR GOLD TR | GLD | 913 | $324,544 | 0.24% |
| 66 | ALPHABET INC | GOOG | 1,335 | $324,524 | 0.24% |
| 67 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 15,839 | $313,620 | 0.23% |
| 68 | ARES CAPITAL CORP | ARCC | 15,117 | $308,538 | 0.22% |
| 69 | ISHARES TR | 464287515 | 2,606 | $299,741 | 0.22% |
| 70 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 4,992 | $299,065 | 0.22% |
| 71 | ISHARES TR | 464288885 | 2,600 | $296,050 | 0.21% |
| 72 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 5,885 | $293,008 | 0.21% |
| 73 | ISHARES TR | 464288414 | 2,664 | $283,644 | 0.21% |
| 74 | NVIDIA CORPORATION | NVDA | 1,520 | $283,617 | 0.21% |
| 75 | ISHARES TR | 464289446 | 1,641 | $272,638 | 0.20% |
| 76 | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 5,898 | $270,345 | 0.20% |
| 77 | COSTCO WHSL CORP NEW | 22160K105 | 276 | $255,316 | 0.19% |
| 78 | FIRST TR EXCHANGE-TRADED FD | 33738D408 | 5,921 | $248,984 | 0.18% |
| 79 | FIRST TR EXCH TRADED FD III | 33739E108 | 13,491 | $246,071 | 0.18% |
| 80 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 8,087 | $203,693 | 0.15% |