Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $138 Billion
  • Q3 2025

Merkkuri Wealth Advisors LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $17.2B, Schwab Strategic Tr Us Dividen with a value of $9.18B, Ishares Core S&P U.S Growth Et with a value of $6.88B, Fidelity Merrimack Str Tr Tota with a value of $5.52B, and Ishares Core S&P Mid Cap ETF with a value of $5.19B.

Examining the 13F form we can see an increase of $6.08B in the current position value, from $132B to 138B.

Merkkuri Wealth Advisors LLC is based out at Hicksville, NY

Below you can find more details about Merkkuri Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $117 Billion
Technology: $1.68 Billion
Consumer Cyclical: $1.37 Billion
Communication Services: $804 Million
Financial Services: $622 Million
Energy: $545 Million
Consumer Defensive: $255 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.2 Billion 12.46% of portfolio
219,293
Q3 2025 Added 9.86%
$0
$9.18 Billion 6.66% of portfolio
336,336
Q3 2025 Reduced 4.52%
$0
$6.88 Billion 4.99% of portfolio
41,829
Q3 2025 Added 1.67%
$0
$5.52 Billion 4.0% of portfolio
119,301
Q3 2025 Added 8.21%
$0
$5.19 Billion 3.77% of portfolio
79,530
Q3 2025 Added 0.29%
$0
$5.13 Billion 3.72% of portfolio
89,874
Q3 2025 Added 6.54%
$0
$4.69 Billion 3.4% of portfolio
7,813
Q3 2025 Reduced 11.37%
$0
$4.51 Billion 3.28% of portfolio
51,711
Q3 2025 Added 4.12%
$0
$3.92 Billion 2.84% of portfolio
5,878
Q3 2025 Reduced 13.93%
$0
$3.67 Billion 2.66% of portfolio
36,623
Q3 2025 Added 9.99%
$0
$3.17 Billion 2.3% of portfolio
53,545
Q3 2025 Added 21.41%
$0
$2.86 Billion 2.08% of portfolio
15,092
Q3 2025 Reduced 15.11%
Janus Detroit Str Tr
-
$2.71 Billion 1.97% of portfolio
-
Q3 2025 Added 10.36%
$0
$2.57 Billion 1.87% of portfolio
108,601
Q3 2025 Added 9.87%
$0
$2.52 Billion 1.83% of portfolio
20,913
Q3 2025 Added 2.83%
$0
$2.48 Billion 1.8% of portfolio
12,774
Q3 2025 Reduced 17.25%
$0
$2.28 Billion 1.65% of portfolio
39,560
Q3 2025 Added 108.05%
$0
$2.11 Billion 1.53% of portfolio
31,143
Q3 2025 Reduced 30.03%
$0
$2.07 Billion 1.5% of portfolio
10,014
Q3 2025 Added 2.17%
$0
$2.06 Billion 1.49% of portfolio
63,568
Q3 2025 Added 8.17%
-
$1.94 Billion 1.41% of portfolio
-
Q3 2025 Added 5.06%
$0
$1.89 Billion 1.37% of portfolio
12,981
Q3 2025 Added 8.85%
$0
$1.88 Billion 1.36% of portfolio
31,945
Q3 2025 Added 10.08%
$0
$1.85 Billion 1.35% of portfolio
20,752
Q3 2025 Added 10.78%
Pimco ETF Tr
-
$1.85 Billion 1.34% of portfolio
-
Q3 2025 Added 10.32%
$0
$1.8 Billion 1.3% of portfolio
23,621
Q3 2025 Added 15.65%
$11.9B
$1.78 Billion 1.29% of portfolio
23,229
Q3 2025 Added 25.66%
$0
$1.58 Billion 1.14% of portfolio
23,913
Q3 2025 Reduced 16.02%
$0
$1.44 Billion 1.05% of portfolio
28,191
Q3 2025 Added 8.82%
$2.39T
$1.37 Billion 0.99% of portfolio
6,228
Q3 2025 Reduced 0.73%
Blackrock ETF Trust
-
$1.22 Billion 0.88% of portfolio
-
Q3 2025 Added 122.94%
-
$1.21 Billion 0.88% of portfolio
-
Q3 2025 Added 6.19%
$0
$1.18 Billion 0.86% of portfolio
25,256
Q3 2025 Reduced 27.09%
$0
$1.15 Billion 0.83% of portfolio
1,719
Q3 2025 Reduced 39.51%
Blackrock ETF Trust
-
$1.14 Billion 0.83% of portfolio
-
Q3 2025 Added 0.48%
$0
$1.14 Billion 0.82% of portfolio
48,425
Q3 2025 Added 6.75%
$0
$1.05 Billion 0.76% of portfolio
1,410
Q3 2025 Added 45.51%
$0
$925 Million 0.67% of portfolio
3,379
Q3 2025 Added 24.69%
$0
$908 Million 0.66% of portfolio
18,421
Q3 2025 Added 9.21%
$0
$828 Million 0.6% of portfolio
8,324
Q3 2025 Reduced 46.46%
$0
$831 Million 0.6% of portfolio
8,384
Q3 2025 Reduced 22.26%
$0
$823 Million 0.6% of portfolio
12,084
Q3 2025 Reduced 54.08%
$0
$773 Million 0.56% of portfolio
6,383
Q3 2025 Reduced 1.5%
$4.3T
$701 Million 0.51% of portfolio
2,754
Q3 2025 Reduced 1.68%
$3.78T
$692 Million 0.5% of portfolio
1,336
Q3 2025 Added 4.46%
$0
$592 Million 0.43% of portfolio
8,051
Q3 2025 Added 0.52%
Global X Fds
-
$579 Million 0.42% of portfolio
-
Q3 2025 New
Ishares Bitcoin Trust ETF
-
$568 Million 0.41% of portfolio
-
Q3 2025 New
$490B
$545 Million 0.4% of portfolio
4,835
Q3 2025 Added 1.13%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $138 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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