13F HOLDINGS REPORT
Merkkuri Wealth Advisors LLC
Quarter ended Q4 2025 · Filed January 29, 2026 · Accession 0002040317-26-000001
Total Value
$146.9M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 78464A854 | 205,912 | $16.5M | 11.24% |
| 2 | FIDELITY MERRIMACK STR TR | 316188309 | 173,504 | $8.0M | 5.44% |
| 3 | ISHARES TR | 464287671 | 37,685 | $6.3M | 4.31% |
| 4 | SCHWAB STRATEGIC TR | 808524797 | 197,078 | $5.4M | 3.68% |
| 5 | ISHARES TR | 464287226 | 53,490 | $5.3M | 3.64% |
| 6 | ISHARES TR | 464287507 | 77,818 | $5.1M | 3.50% |
| 7 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 89,421 | $5.1M | 3.48% |
| 8 | ISHARES TR | 46432F842 | 50,333 | $4.5M | 3.06% |
| 9 | INVESCO QQQ TR | IVZ | 7,210 | $4.4M | 3.01% |
| 10 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 59,666 | $4.1M | 2.82% |
| 11 | JANUS DETROIT STR TR | 47103U746 | 77,612 | $4.0M | 2.75% |
| 12 | FIRST TR EXCHANGE TRADED FD | 33738R308 | 151,316 | $3.6M | 2.43% |
| 13 | SPDR S&P 500 ETF TR | SPY | 4,845 | $3.3M | 2.25% |
| 14 | BLACKROCK ETF TRUST | BLK | 50,615 | $3.1M | 2.09% |
| 15 | ISHARES TR | 464287408 | 13,363 | $2.8M | 1.93% |
| 16 | PIMCO ETF TR | 72201R585 | 100,810 | $2.7M | 1.83% |
| 17 | ISHARES TR | 464287309 | 20,356 | $2.5M | 1.71% |
| 18 | INVESCO EXCHANGE TRADED FD T | IVZ | 11,811 | $2.3M | 1.54% |
| 19 | INVESCO EXCHANGE TRADED FD T | IVZ | 37,909 | $2.2M | 1.53% |
| 20 | BLACKROCK ETF TRUST | BLK | 67,208 | $2.2M | 1.52% |
| 21 | FIRST TR EXCHNG TRADED FD VI | 33740F565 | 66,838 | $2.2M | 1.50% |
| 22 | SELECT SECTOR SPDR TR | 81369Y506 | 48,371 | $2.2M | 1.47% |
| 23 | ISHARES TR | 464287754 | 14,105 | $2.1M | 1.42% |
| 24 | WORLD GOLD TR | GLDW | 24,032 | $2.1M | 1.40% |
| 25 | ISHARES TR | 464288877 | 28,557 | $2.0M | 1.39% |
| 26 | ISHARES TR | 46435G672 | 40,282 | $2.0M | 1.37% |
| 27 | FIRST TR EXCH TRD ALPHDX FD | 33737J802 | 34,495 | $2.0M | 1.37% |
| 28 | MATTHEWS ASIA FDS | 577125834 | 70,389 | $2.0M | 1.35% |
| 29 | FIRST TR EXCHANGE TRADED FD | 33734X846 | 25,147 | $1.8M | 1.22% |
| 30 | SCHWAB STRATEGIC TR | 808524839 | 66,420 | $1.6M | 1.06% |
| 31 | ISHARES INC | 46434G103 | 22,743 | $1.5M | 1.04% |
| 32 | ISHARES TR | 46434V613 | 32,677 | $1.5M | 1.03% |
| 33 | FIRST TR EXCH TRADED FD III | 33739P855 | 78,066 | $1.5M | 1.03% |
| 34 | AMAZON COM INC | AMZN | 6,451 | $1.5M | 1.01% |
| 35 | BONDBLOXX ETF TRUST | 09789C812 | 30,472 | $1.4M | 0.96% |
| 36 | INTEL CORP | INTC | 34,337 | $1.3M | 0.86% |
| 37 | ISHARES TR | 46432F339 | 6,232 | $1.2M | 0.84% |
| 38 | ISHARES TR | 464287762 | 17,963 | $1.2M | 0.80% |
| 39 | ISHARES TR | 464287200 | 1,622 | $1.1M | 0.76% |
| 40 | INVESCO EXCH TRADED FD TR II | IVZ | 9,210 | $1.1M | 0.75% |
| 41 | BLACKROCK ETF TRUST | BLK | 28,408 | $1.1M | 0.75% |
| 42 | VANGUARD WORLD FD | 92204A702 | 1,429 | $1.1M | 0.73% |
| 43 | ARES CAPITAL CORP | ARCC | 49,673 | $1.0M | 0.68% |
| 44 | AMERICAN CENTY ETF TR | 025072604 | 12,168 | $937,170 | 0.64% |
| 45 | ISHARES TR | 464289438 | 3,382 | $936,604 | 0.64% |
| 46 | ISHARES TR | 464288588 | 9,824 | $935,460 | 0.64% |
| 47 | AMERICAN CENTY ETF TR | 025072877 | 7,990 | $814,771 | 0.55% |
| 48 | APPLE INC | AAPL | 2,758 | $749,809 | 0.51% |
| 49 | MICROSOFT CORP | MSFT | 1,413 | $683,335 | 0.47% |
| 50 | BLACKROCK ETF TRUST II | BLK | 12,622 | $666,067 | 0.45% |
| 51 | ALPHABET INC | GOOG | 2,029 | $636,626 | 0.43% |
| 52 | EXXON MOBIL CORP | XOM | 4,854 | $584,156 | 0.40% |
| 53 | VANECK ETF TRUST | 92189F643 | 5,630 | $583,023 | 0.40% |
| 54 | ISHARES TR | 46434V621 | 8,077 | $560,728 | 0.38% |
| 55 | ISHARES BITCOIN TRUST ETF | IBIT | 10,445 | $518,570 | 0.35% |
| 56 | ISHARES TR | 46434V803 | 12,152 | $502,626 | 0.34% |
| 57 | GLOBAL X FDS | 37960A529 | 7,522 | $487,350 | 0.33% |
| 58 | FIRST TR EXCHANGE-TRADED FD | 336917109 | 10,338 | $458,384 | 0.31% |
| 59 | ALPHABET INC | GOOG | 1,394 | $436,261 | 0.30% |
| 60 | VANGUARD INDEX FDS | 922908363 | 691 | $433,245 | 0.29% |
| 61 | VANGUARD SCOTTSDALE FDS | 92206C870 | 4,901 | $410,444 | 0.28% |
| 62 | ISHARES TR | 464287606 | 3,960 | $383,630 | 0.26% |
| 63 | INVESCO EXCH TRADED FD TR II | IVZ | 5,332 | $380,798 | 0.26% |
| 64 | SPDR GOLD TR | GLD | 908 | $359,849 | 0.24% |
| 65 | VANGUARD SCOTTSDALE FDS | 92206C680 | 2,949 | $359,043 | 0.24% |
| 66 | ISHARES TR | 464288414 | 3,236 | $346,642 | 0.24% |
| 67 | ISHARES TR | 46435G425 | 2,297 | $342,240 | 0.23% |
| 68 | SELECT SECTOR SPDR TR | 81369Y803 | 2,193 | $315,666 | 0.21% |
| 69 | FIRST TR EXCHANGE-TRADED FD | 33739Q408 | 5,062 | $303,346 | 0.21% |
| 70 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 5,719 | $285,890 | 0.19% |
| 71 | NVIDIA CORPORATION | NVDA | 1,525 | $284,389 | 0.19% |
| 72 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 15,839 | $280,515 | 0.19% |
| 73 | ISHARES TR | 464287515 | 2,606 | $275,451 | 0.19% |
| 74 | FIRST TR EXCHANGE-TRADED FD | 33738D408 | 5,997 | $251,042 | 0.17% |
| 75 | GLOBAL X FDS | 37954Y673 | 4,976 | $237,780 | 0.16% |
| 76 | ISHARES TR | 464289446 | 1,354 | $231,018 | 0.16% |
| 77 | COSTCO WHSL CORP NEW | 22160K105 | 258 | $222,072 | 0.15% |
| 78 | VANECK ETF TRUST | 92189F676 | 592 | $213,194 | 0.15% |
| 79 | FIRST TR EXCHNG TRADED FD VI | 33740F888 | 8,182 | $205,937 | 0.14% |
| 80 | SCHWAB STRATEGIC TR | 808524300 | 6,154 | $200,736 | 0.14% |