Merkkuri Wealth Advisors LLC

CIK

2040317

Location

HICKSVILLE, NY

Portfolio Value

Small $161,183,176

Diversification

Diversified

Filing Date

Global Rank

#7,159 / 8,793 ▲ 420

Top Industry

Asset Management 27.5%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

9 quarters · since Jun 2024

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

28.5%

+12.4 pts

Top 5

61.8%

+16.0 pts

Top 10

77.9%

+13.9 pts

HHI

1,234

Diversified+639

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.0%	$154,706,204	34
Financial Services	1.1%	$1,780,733	3
Technology	1.1%	$1,736,490	3
Consumer Cyclical	0.9%	$1,526,091	1
Communication Services	0.7%	$1,206,339	1
Consumer Defensive	0.1%	$227,319	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

15 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+55,147	277,647	$24,399,618
—		+45,570	72,672	$4,257,190
FAAA	Fidelity AAA CLO ETF	+39,670	209,478	$9,810,360
BAI	iShares A.I. Innovation and Tech Active ETF	+21,548	233,421	$11,228,324
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+15,229	105,369	$5,951,241
ADVE	Matthews Asia Dividend Active ETF	+12,327	83,616	$2,412,823
EDV	Vanguard World Funds Extended Duration ETF	+8,511	10,469	$1,251,254
FCA	First Trust China AlphaDEX Fund	+7,833	43,224	$2,325,451
AGNG	Global X Funds Global X Aging Population ETF	+2,401	19,830	$1,181,185
GLDM	World Gold Trust	+2,363	20,162	$1,601,266
AFGR	First Trust Active Factor Large Cap Growth ETF	+1,251	81,298	$3,190,540
NVDA	Nvidia Corp	+208	1,739	$347,956
IBIT	iShares Bitcoin Trust ETF	+195	10,705	$356,369
MSFT	Microsoft Corp	+131	1,614	$602,054
—		+4	3,896	$224,020
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JA	Janus Henderson AA-A CLO ETF	−69,764	6,590	$337,473
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−22,700	482,408	$45,977,038
CAAA	First Trust AAA CMBS ETF	−21,870	8,022	$432,835
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−19,012	32,050	$2,004,201
AIRR	First Trust RBA American Industrial Renaissance ETF	−18,768	191,053	$8,240,537
FCAL	First Trust California Municipal High income ETF	−16,349	67,046	$1,293,317
BILZ	PIMCO Ultra Short Government Active ETF	−12,646	86,168	$2,285,175
FNDA	Schwab Fundamental U.S. Small Company ETF	−11,961	264,603	$7,885,250
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	−11,898	20,587	$938,355
ACSG	American Century Small Cap Growth Insights ETF	−4,644	17,365	$1,912,055
IVZ	Invesco Ltd.	−3,187	7,652	$1,236,104
ABI	VictoryShares Pioneer Asset-Based Income ETF	−1,700	12,275	$2,570,104
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−805	10,095	$491,222
VB	Vanguard Morningstar Small-Cap ETF	−648	704	$483,514
—		−590	2,996	$870,697
QQQ	Invesco Qqq Trust, Series 1	−476	6,291	$4,632,692
AFK	VanEck Africa Index ETF	−474	5,757	$971,601
BAB	Invesco Taxable Municipal Bond ETF	−445	4,916	$368,208
SPY	Spdr S&P 500 ETF Trust	−329	4,283	$3,198,415
BNDW	Vanguard Total World Bond ETF	−298	8,300	$835,067
BCLO	iShares BBB-B CLO Active ETF	−135	9,913	$498,524
GLD	Spdr Gold Trust	−118	788	$290,283
AMZN	Amazon Com Inc	−74	6,403	$1,526,091
AAPL	Apple Inc.	−41	2,718	$786,480
GOOGL	Alphabet Inc.	−24	3,398	$1,206,339
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	4,859	$824,377
FBCG	Fidelity Blue Chip Growth ETF	7,017	$335,565
BKF	iShares MSCI BIC ETF	2,203	$184,631
FAB	First Trust Multi Cap Value AlphaDEX Fund	5,161	$152,153
LLY	ELI LILLY & Co	155	$142,564
V	Visa Inc.	445	$134,496
LRGE	Legg Mason ETF Investment Trust ClearBridge Large Cap Growth Select ETF	3,309	$134,146
EVMT	Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF	7,357	$127,423
META	Meta Platforms, Inc.	207	$118,430
—		2,200	$111,088
VIG	Vanguard Dividend Appreciation ETF	603	$105,419
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	3,503	$100,571
JPM	Jpmorgan Chase & Co	310	$91,189
MAR	Marriott International Inc /Md/	259	$84,711
RCL	Royal Caribbean Cruises Ltd	302	$83,104
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	1,396	$70,274
AAAP	Pacer Barings CLO Market Flex ETF	1,476	$69,339
DAL	Delta Air Lines, Inc.	1,032	$68,607
TSLA	Tesla, Inc.	171	$63,569
FBTC	Fidelity Wise Origin Bitcoin Fund	1,032	$60,918
—		1,016	$59,171
LMT	Lockheed Martin Corp	96	$58,021
WM	Waste Management Inc	248	$56,987
CAT	Caterpillar Inc	79	$55,968
KO	Coca Cola Co	653	$49,660
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $161,183,176 total · filing declares 81 positions · $161,182,190 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	482,408	-22,700	$45,977,038	—	28.52%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	277,647	+55,147	$24,399,618	+43.3%	15.14%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	233,421	+21,548	$11,228,324	+35.8%	6.97%
FAAA	Fidelity AAA CLO ETF	Added	209,478	+39,670	$9,810,360	+26.6%	6.09%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	191,053	-18,768	$8,240,537	+9.2%	5.11%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	264,603	-11,961	$7,885,250	−0.8%	4.89%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	105,369	+15,229	$5,951,241	+16.5%	3.69%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,291	-476	$4,632,692	+18.6%	2.87%
		Added	72,672	+45,570	$4,257,190	+150.3%	2.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,283	-329	$3,198,415	+6.6%	1.98%
AFGR	First Trust Active Factor Large Cap Growth ETF	Added	81,298	+1,251	$3,190,540	+35.3%	1.98%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	12,275	-1,700	$2,570,104	+0.3%	1.59%
ADVE	Matthews Asia Dividend Active ETF	Added	83,616	+12,327	$2,412,823	+28.6%	1.50%
FCA	First Trust China AlphaDEX Fund	Added	43,224	+7,833	$2,325,451	+27.6%	1.44%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	86,168	-12,646	$2,285,175	−11.8%	1.42%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	32,050	-19,012	$2,004,201	−39.5%	1.24%
ACSG	American Century Small Cap Growth Insights ETF	Reduced	17,365	-4,644	$1,912,055	−5.0%	1.19%
GLDM	World Gold Trust	Added	20,162	+2,363	$1,601,266	−2.9%	0.99%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,403	-74	$1,526,091	+13.1%	0.95%
FCAL	First Trust California Municipal High income ETF	Reduced	67,046	-16,349	$1,293,317	−18.7%	0.80%
EDV	Vanguard World Funds Extended Duration ETF	Added	10,469	+8,511	$1,251,254	+617.6%	0.78%
IVZ	Invesco Ltd. Financial Services	Reduced	7,652	-3,187	$1,236,104	+4.0%	0.77%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,398	-24	$1,206,339	+22.8%	0.75%
AGNG	Global X Funds Global X Aging Population ETF	Added	19,830	+2,401	$1,181,185	+7.1%	0.73%
AFK	VanEck Africa Index ETF	Reduced	5,757	-474	$971,601	+25.8%	0.60%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Reduced	20,587	-11,898	$938,355	−37.0%	0.58%
		Reduced	2,996	-590	$870,697	+2.6%	0.54%
BNDW	Vanguard Total World Bond ETF	Reduced	8,300	-298	$835,067	+5.9%	0.52%
AAPL	Apple Inc. Technology	Reduced	2,718	-41	$786,480	+12.3%	0.49%
MSFT	Microsoft Corp Technology	Added	1,614	+131	$602,054	+9.7%	0.37%
BCLO	iShares BBB-B CLO Active ETF	Reduced	9,913	-135	$498,524	−4.2%	0.31%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	10,095	-805	$491,222	−9.5%	0.30%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	704	-648	$483,514	−8.3%	0.30%
CAAA	First Trust AAA CMBS ETF	Reduced	8,022	-21,870	$432,835	−62.8%	0.27%
BAB	Invesco Taxable Municipal Bond ETF	Reduced	4,916	-445	$368,208	−6.1%	0.23%
IBIT	iShares Bitcoin Trust ETF	Added	10,705	+195	$356,369	−11.7%	0.22%
NVDA	Nvidia Corp Technology	Added	1,739	+208	$347,956	+30.3%	0.22%
JA	Janus Henderson AA-A CLO ETF	Reduced	6,590	-69,764	$337,473	−91.4%	0.21%
GLD	Spdr Gold Trust	Reduced	788	-118	$290,283	−25.5%	0.18%
ARCC	Ares Capital Corp Financial Services	Held	15,117	0	$280,118	+2.8%	0.17%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	15,839	0	$264,511	−2.4%	0.16%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	243	-17	$227,319	−12.3%	0.14%
		Added	3,896	+4	$224,020	+19.5%	0.14%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.