Merkkuri Wealth Advisors LLC

Registered adviser

CIK

2040317

Location

HICKSVILLE, NY

Portfolio Value

Small $155,955,305

Diversification

Diversified

Files via

AE Wealth Management LLC

Filing Date

Global Rank

#7,202 / 8,835 ▼ 200 · as of Jun 2026

Top Industry

Internet Retail 24.6%

3Y Alpha vs SPY

-4.8%

Period ended 46 days ago

Filed Nov 3, 2026 · 12d

10 quarters · since Jun 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 330164

Roster of Nov 1, 2026

Regulatory AUM

$204,061,905

Main clients

Individuals and high net worth (62% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$204,061,905	Individuals and high net worth (62%)
Apr 2025 to Mar 2026	$181,943,248	Individuals and high net worth (63%)
Aug 2024 to Mar 2025	$156,183,061	Individuals and high net worth (62%)
Apr 2024 to Jul 2024	$0	—

Stated strategy

Fundamental active Form ADV Part 2A, Mar 18, 2026 · original

In the firm's words

Fundamental active: Involves analyzing individual companies and their industry groups, such as a company's financial statements

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 77.9% of the book (60%+)

Turnover

Medium turnover

35.3% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.0 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 88.7%; sector active share 83.3% against the combined 13F book's sector weights.

Over time 9 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+. Stocks and the top 10 weight count issuers: share classes of one company are one stock, and options are left out, so they can differ from the position count and top 10 concentration of GetInstitutionSummary and GetInstitutionPortfolio, which count each listed share class.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

78 common stock positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

30.7%

+2.1 pts

Top 5

65.8%

+4.0 pts

Top 10

81.8%

+3.9 pts

HHI

1,402

Diversified+168

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

Common stock positions · as of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	95.8%	$149,476,222	68
Technology	1.3%	$2,101,308	3
Consumer Cyclical	1.0%	$1,593,314	1
Communication Services	0.7%	$1,157,399	2
Energy	0.6%	$893,985	1
Financial Services	0.3%	$510,955	2
Consumer Defensive	0.1%	$222,122	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACWX	iShares MSCI ACWI ex U.S. ETF	+26,992	55,327	$4,183,827
IUSB	iShares Core Universal USD Bond ETF	+14,880	69,046	$3,044,238
BLCR		+9,483	32,557	$1,593,990
FBND	Fidelity Total Bond ETF	+7,732	156,605	$6,780,996
SCHZ	Schwab U.S. Aggregate Bond ETF	+7,523	67,897	$1,500,523
FTHI	First Trust BuyWrite Income ETF	+7,220	133,880	$3,158,229
JEPI	JPMorgan Equity Premium Income ETF	+6,563	111,932	$6,292,817
PYLD		+4,811	90,979	$2,309,956
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+4,281	281,928	$25,305,857
FLTB	Fidelity Limited Term Bond ETF	+3,372	63,977	$3,133,593
FPEI	First Trust Institutional Preferred Securities and Income ETF	+3,320	70,366	$1,297,549
MCH	Matthews China Active ETF	+3,141	86,757	$2,350,247
CORO		+3,077	57,301	$2,082,891
AGG	iShares Core U.S. Aggregate Bond ETF	+2,349	47,977	$4,535,745
IJH	iShares Core S&P Mid-Cap ETF	+2,040	87,519	$6,296,992
NFTY	First Trust India NIFTY 50 Equal Weight ETF	+1,994	45,218	$2,306,118
GGOV		+1,393	11,306	$566,430
GOVT	iShares U.S. Treasury Bond ETF	+1,186	31,416	$687,067
—		+1,183	41,622	$0
ILDR	First Trust Innovation Leaders ETF	+1,154	82,452	$3,256,854
IAGG	iShares Core International Aggregate Bond ETF	+1,075	23,973	$1,179,471
IEFA	iShares Core MSCI EAFE ETF	+957	57,290	$5,550,255
RDVY	First Trust Rising Dividend Achievers ETF	+888	65,281	$5,110,849
GLDM	World Gold Trust	+820	20,982	$1,724,300
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+790	21,377	$905,957
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BAI	BlackRock ETF Trust	−3,338	62,121	$2,931,489
RSP	Victory Portfolios II	−3,130	7,992	$0
SHLD	Global X Defense Tech ETF	−2,282	13,923	$836,493
SPLV	Invesco S&P 500 Low Volatility ETF	−1,782	3,134	$220,978
SPY	Spdr S&P 500 ETF Trust	−729	3,554	$2,710,387
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−615	43,906	$3,040,929
EFV	iShares MSCI EAFE Value ETF	−466	3,804	$301,048
QQQ	Invesco Qqq Trust, Series 1	−211	6,080	$4,497,801
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−124	2,074	$405,985
—		−71	32,162	$0
MSFT	Microsoft Corp	−63	1,551	$795,507
ESGU	iShares ESG Aware MSCI USA ETF	−57	2,189	$365,125
IVV	iShares Core S&P 500 ETF	−21	1,533	$1,174,048
GOOGL	Alphabet Inc.	−17	1,400	$481,712
NVDA	Nvidia Corp	−8	1,731	$395,325
AMZN	Amazon Com Inc	−8	6,395	$1,593,314
VOO	VANGUARD 500 INDEX FUND	−5	699	$489,901
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	5,493	$893,985
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	2,240	$207,536
FELG	Fidelity Enhanced Large Cap Growth ETF	4,479	$201,958
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
SPMO	Invesco Ltd.	7,652	$1,236,104
AVEM	Avantis Emerging Markets Equity ETF	8,999	$868,313
MBB	iShares MBS ETF	7,942	$750,677
IJK	iShares S&P Mid-Cap 400 Growth ETF	2,831	$332,642
PAVE	Global X U.S. Infrastructure Development ETF	3,625	$213,585
PPA	Victory Portfolios II	1,153	$203,677
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $155,955,305 total · filing declares 79 positions · $163,396,824 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Technology

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	281,928	+4,281	$25,305,857	+3.7%	16.23%
IUSG	iShares Core S&P U.S. Growth ETF	Added	43,507	+704	$8,429,481	+4.7%	5.41%
FBND	Fidelity Total Bond ETF	Added	156,605	+7,732	$6,780,996	+0.1%	4.35%
SCHD	Schwab U.S. Dividend Equity ETF	Added	198,297	+30	$6,450,601	+2.6%	4.14%
IJH	iShares Core S&P Mid-Cap ETF	Added	87,519	+2,040	$6,296,992	−4.5%	4.04%
JEPI	JPMorgan Equity Premium Income ETF	Added	111,932	+6,563	$6,292,817	+5.7%	4.04%
IEFA	iShares Core MSCI EAFE ETF	Added	57,290	+957	$5,550,255	+2.0%	3.56%
RDVY	First Trust Rising Dividend Achievers ETF	Added	65,281	+888	$5,110,849	−2.1%	3.28%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	47,977	+2,349	$4,535,745	+0.4%	2.91%
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,080	-211	$4,497,801	−2.9%	2.88%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	55,327	+26,992	$4,183,827	+94.0%	2.68%
IVW	iShares S&P 500 Growth ETF	Added	23,773	+218	$3,381,946	+4.4%	2.17%
ILDR	First Trust Innovation Leaders ETF	Added	82,452	+1,154	$3,256,854	+2.1%	2.09%
FTHI	First Trust BuyWrite Income ETF	Added	133,880	+7,220	$3,158,229	+4.5%	2.03%
FLTB	Fidelity Limited Term Bond ETF	Added	63,977	+3,372	$3,133,593	+3.1%	2.01%
IUSB	iShares Core Universal USD Bond ETF	Added	69,046	+14,880	$3,044,238	+21.8%	1.95%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	43,906	-615	$3,040,929	+0.4%	1.95%
BAI	BlackRock ETF Trust	Reduced	62,121	-3,338	$2,931,489	−15.1%	1.88%
IYJ	iShares U.S. Industrials ETF	Added	18,891	+429	$2,897,312	−5.8%	1.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,554	-729	$2,710,387	−15.3%	1.74%
IVE	iShares S&P 500 Value ETF	Added	11,412	+30	$2,605,131	+0.8%	1.67%
MCH	Matthews China Active ETF	Added	86,757	+3,141	$2,350,247	−2.6%	1.51%
PYLD		Added	90,979	+4,811	$2,309,956	+1.1%	1.48%
NFTY	First Trust India NIFTY 50 Equal Weight ETF	Added	45,218	+1,994	$2,306,118	−0.8%	1.48%
CORO		Added	57,301	+3,077	$2,082,891	+5.0%	1.34%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Added	30,251	+399	$1,860,436	+17.3%	1.19%
GLDM	World Gold Trust	Added	20,982	+820	$1,724,300	+7.7%	1.11%
IYH	iShares U.S. Healthcare ETF	Added	23,373	+247	$1,672,571	+7.9%	1.07%
BLCR		Added	32,557	+9,483	$1,593,990	+37.1%	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,395	-8	$1,593,314	+4.4%	1.02%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	67,897	+7,523	$1,500,523	+7.5%	0.96%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	10,480	+11	$1,317,021	+5.3%	0.84%
FPEI	First Trust Institutional Preferred Securities and Income ETF	Added	70,366	+3,320	$1,297,549	+0.3%	0.83%
IAGG	iShares Core International Aggregate Bond ETF	Added	23,973	+1,075	$1,179,471	+1.8%	0.76%
IVV	iShares Core S&P 500 ETF	Reduced	1,533	-21	$1,174,048	+0.9%	0.75%
AVUV	Avantis U.S. Small Cap Value ETF	Added	8,507	+141	$1,001,869	−4.0%	0.64%
THRO		Added	20,828	+356	$916,015	+3.8%	0.59%
AAPL	Apple Inc. Technology	Added	2,734	+16	$910,476	+15.8%	0.58%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	21,377	+790	$905,957	−3.5%	0.58%
XOM	ExxonMobil Holdings Corp Energy	NEW	5,493	NEW	$893,985	NEW	0.57%
SHLD	Global X Defense Tech ETF	Reduced	13,923	-2,282	$836,493	−13.5%	0.54%
MSFT	Microsoft Corp Technology	Reduced	1,551	-63	$795,507	+32.1%	0.51%
IALT		Added	26,246	+575	$783,705	+8.8%	0.50%
GOVT	iShares U.S. Treasury Bond ETF	Added	31,416	+1,186	$687,067	−0.2%	0.44%
GOOG	Alphabet Inc. Communication Services	Added	1,983	+2	$675,687	−3.5%	0.43%
GGOV		Added	11,306	+1,393	$566,430	+13.6%	0.36%
MOAT	VanEck Morningstar Wide Moat ETF	Held	5,081	0	$537,112	+1.7%	0.34%
IBIT	iShares Bitcoin Trust ETF	Added	10,905	+200	$516,242	+44.9%	0.33%
FDL	First Trust Morningstar Dividend Leaders Index Fund	Added	10,200	+105	$500,922	+2.0%	0.32%
VOO	VANGUARD 500 INDEX FUND	Reduced	699	-5	$489,901	+1.3%	0.31%

Showing the top 50 of 78 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.