Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $132 Billion
  • Q2 2025

Merkkuri Wealth Advisors LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $132 Billion distributed in 82 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 $14.5B, Schwab Strategic Tr Us Dividen with a value of $9.33B, Ishares Core S&P U.S Growth Et with a value of $6.19B, Fidelity Merrimack Str Tr Tota with a value of $5.04B, and Ishares Core S&P Mid Cap ETF with a value of $4.92B.

Examining the 13F form we can see an increase of $15B in the current position value, from $117B to 132B.

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 $132 Billion
ETFs: $113 Billion
Technology: $2.01 Billion
Consumer Cyclical: $1.38 Billion
Financial Services: $697 Million
Communication Services: $593 Million
Energy: $515 Million
Consumer Defensive: $263 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$332 Million 0.25% of portfolio
15,117
Q4 2024 Added 0.01%
$0
$300 Million 0.23% of portfolio
15,839
Q2 2025 Reduced 45.61%
$0
$64.4 Million 0.05% of portfolio
15,323
Q2 2025 Reduced 0.92%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $132 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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