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Merkkuri Wealth Advisors LLC

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13F filer, CIK 2040317, HICKSVILLE, NY

Merkkuri Wealth Advisors LLC reported $161,182,190 across 81 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-27. Its ten largest share positions make up 48.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002040317-26-000003

Period
2026-06-30
Reported value
$161M
Holdings
81
Top 10 weight
48.31%
New
3
Sold out
321

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+55,930$4.92M
FLTBnew+60,605$3.04M
RCTRadded+40,370$1.36M
VGTadded+9,038$1.08M
IUSBadded+21,479$991K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JSIreduced-69,037-$3.54M
QUALexited-6,396-$1.23M
XLEreduced-18,536-$984K
EFVreduced-12,715-$973K
FBNDreduced-20,935-$952K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 81 share positions

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
QUALISHARES TR6,396$1.23Mshares
XOMEXXON MOBIL CORP4,859$824Kshares
BINCBLACKROCK ETF TRUST II9,737$506Kshares
HYLSFIRST TR EXCHANGE-TRADED FD6,092$247Kshares
IWLISHARES TR1,357$218Kshares
UCONFIRST TR EXCHNG TRADED FD VI8,270$205Kshares
EFAISHARES TR1,944$189Kshares
IEMGISHARES INC2,581$180Kshares
FSIGFIRST TR EXCHANGE-TRADED FD9,339$177Kshares
FELGFIDELITY COVINGTON TRUST4,470$168Kshares
MGKVANGUARD WORLD FD447$164Kshares
FNCLFIDELITY COVINGTON TRUST2,267$159Kshares
VUGVANGUARD INDEX FDS350$153Kshares
EFGISHARES TR1,336$149Kshares
SJBPROSHARES TR9,499$147Kshares
LLYELI LILLY & CO155$143Kshares
LMUBISHARES TR2,800$140Kshares
VVISA INC445$135Kshares
LVHILEGG MASON ETF INVT3,309$134Kshares
PDBCINVESCO ACTVELY MNGD ETC FD7,357$127Kshares
METAMETA PLATFORMS INC207$119Kshares
IWFISHARES TR250$106Kshares
FTGCFIRST TR EXCHANGE TRAD FD VI3,503$101Kshares
QQQMINVESCO EXCH TRADED FD TR II415$98.6Kshares
IGROISHARES TR1,124$94.2Kshares
FPEFIRST TR EXCH TRADED FD III5,170$91.8Kshares
JPMJPMORGAN CHASE & CO310$91.1Kshares
VIGVANGUARD SPECIALIZED FUNDS411$88.4Kshares
SPGPINVESCO EXCHANGE TRADED FD T809$87Kshares
FXNFIRST TR EXCHANGE-TRADED FD3,852$86.5Kshares
MARMARRIOTT INTL INC NEW259$84.8Kshares
FTSLFIRST TR EXCHANGE-TRADED FD1,878$84.1Kshares
RCLROYAL CARIBBEAN GROUP302$83.2Kshares
ARKKARK ETF TR1,116$75.4Kshares
USFRWISDOMTREE TR1,396$70.3Kshares
SCHXSCHWAB STRATEGIC TR2,714$69.6Kshares
DALDELTA AIR LINES INC1,032$68.6Kshares
IYWISHARES TR353$64Kshares
TSLATESLA INC171$63.5Kshares
FXUFIRST TR EXCHANGE-TRADED FD1,256$62.3Kshares
VTIVANGUARD INDEX FDS193$61.8Kshares
IGSBISHARES TR1,174$61.7Kshares
FBTCFIDELITY WISE ORIGIN BITCOIN1,032$60.9Kshares
ITAISHARES TR275$60.3Kshares
QABAFIRST TR EXCHANGE-TRADED FD1,016$59.2Kshares
LMTLOCKHEED MARTIN CORP96$57.8Kshares
WMWASTE MGMT INC DEL248$56.9Kshares
VCSHVANGUARD SCOTTSDALE FDS707$56.1Kshares
CATCATERPILLAR INC79$55.9Kshares
IHIISHARES TR992$52.9Kshares
FCVTFIRST TR EXCHANGE-TRADED FD1,188$52.5Kshares
KOCOCA COLA CO653$49.7Kshares
ISCGISHARES TR899$49.2Kshares
TGTTARGET CORP392$47.5Kshares
EEMVISHARES INC723$46.8Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL96$46.2Kshares
FPXIFIRST TR EXCHANGE-TRADED FD743$45.9Kshares
XMESPDR SERIES TRUST409$44.1Kshares
TMUST-MOBILE US INC210$44.1Kshares
SCHYSCHWAB STRATEGIC TR1,380$43.7Kshares
MCDMCDONALDS CORP138$42.9Kshares
HCAHCA HEALTHCARE INC90$42.6Kshares
XLVSELECT SECTOR SPDR TR287$42.1Kshares
USMVISHARES TR451$41.8Kshares
BUFRFIRST TR EXCHNG TRADED FD VI1,225$41.4Kshares
NIONIO INC6,754$40.7Kshares
MAMASTERCARD INCORPORATED81$40.6Kshares
FEMBFIRST TR EXCH TRADED FD III1,375$39.5Kshares
EWTISHARES INC552$39.2Kshares
GCOWPACER FDS TR846$39.1Kshares
ITOTISHARES TR265$37.8Kshares
SHYISHARES TR456$37.7Kshares
TLHISHARES TR369$37.2Kshares
IEFISHARES TR382$36.5Kshares
FIXDFIRST TR EXCHNG TRADED FD VI804$35.1Kshares
ACWVISHARES INC293$35Kshares
ABBVABBVIE INC158$34.4Kshares
SYSBISHARES TR379$33.7Kshares
GRIDFIRST TR EXCHANGE-TRADED FD206$33.7Kshares
SPHQINVESCO EXCHANGE TRADED FD T445$33.5Kshares
UNHUNITEDHEALTH GROUP INC123$33.2Kshares
NFLXNETFLIX INC.319$30.6Kshares
DISDISNEY WALT CO305$29.4Kshares
WMTWALMART INC233$29Kshares
CBCHUBB LIMITED88$28.7Kshares
UNPUNION PAC CORP118$28.7Kshares
HDHOME DEPOT INC86$28.4Kshares
CMGCHIPOTLE MEXICAN GRILL INC875$28Kshares
EEMISHARES TR484$27.5Kshares
IAUISHARES GOLD TR296$26.1Kshares
HDVISHARES TR190$25.8Kshares
IFRAISHARES TR446$25.5Kshares
SPTESP FUNDS TRUST719$24.9Kshares
JNJJOHNSON & JOHNSON99$24.1Kshares
LITGLOBAL X FDS315$23.4Kshares
JAAAJANUS DETROIT STR TR459$23.1Kshares
ARKFARK ETF TR603$22.9Kshares
XLSRSSGA ACTIVE TR397$22.9Kshares
VTEBVANGUARD MUN BD FDS438$21.9Kshares
NOCNORTHROP GRUMMAN CORP32$21.8Kshares
SPDWSPDR INDEX SHS FDS475$21.7Kshares
TLTISHARES TR249$21.6Kshares
DGXQUEST DIAGNOSTICS INC108$21.1Kshares
ICVTISHARES TR199$20.2Kshares
AKREPROFESIONALLY MANAGED PORTFO375$19.8Kshares
ASMLASML HLDG NV15$19.8Kshares
TBTPROSHARES TR560$19.7Kshares
ALBEMARLE CORPALBEMARLE CORP250$18Kshares
IYEISHARES TR274$17.7Kshares
VBRVANGUARD INDEX FDS79$17.2Kshares
VNQVANGUARD INDEX FDS192$17Kshares
EMQQEXCHANGE TRADED CONCEPTS TRU511$16.9Kshares
CRWDCROWDSTRIKE HLDGS INC43$16.9Kshares
MPTMEDICAL PROPERTIES TRUST INC3,623$16.8Kshares
MTUMISHARES TR69$16.5Kshares
BUFZFIRST TR EXCHNG TRADED FD VI617$16.2Kshares
PCEFINVESCO EXCH TRADED FD TR II844$15.9Kshares
AXPAMERICAN EXPRESS CO52$15.7Kshares
OEFISHARES TR49$15.5Kshares
IGOVISHARES TR373$15.3Kshares
VDCVANGUARD WORLD FD68$15.2Kshares
COWZPACER FDS TR243$15.2Kshares
SPEMSPDR INDEX SHS FDS322$15.1Kshares
HIMUBLACKROCK ETF TRUST II311$14.9Kshares
JEPQJ P MORGAN EXCHANGE TRADED F257$14.3Kshares
BIVVANGUARD BD INDEX FDS173$13.4Kshares
VZVERIZON COMMUNICATIONS INC265$13.3Kshares
IGLDFIRST TR EXCHANGE-TRADED FD511$13Kshares
BILSPDR SERIES TRUST142$13Kshares
ARKGARK ETF TR481$12.7Kshares
IPORENAISSANCE CAP GREENWICH FD302$12.7Kshares
BSVVANGUARD BD INDEX FDS154$12Kshares
JBBBJANUS DETROIT STR TR257$12Kshares
IJRISHARES TR95$11.9Kshares
VEUVANGUARD INTL EQUITY INDEX F151$11.3Kshares
PCARPACCAR INC98$11.3Kshares
ACNACCENTURE PLC IRELAND57$11.2Kshares
SKYYFIRST TR EXCHANGE-TRADED FD102$11.2Kshares
LGOVFIRST TR EXCHANGE-TRADED FD512$11Kshares
ABTABBOTT LABORATORIES107$11Kshares
OREALTY INCOME CORP179$11Kshares
BACBANK OF AMER CORP222$10.8Kshares
NEARISHARES U S ETF TR199$10.1Kshares
FISRSSGA ACTIVE TR367$9.45Kshares
IWBISHARES TR26$9.37Kshares
CALFPACER FDS TR206$9.23Kshares
TXNTEXAS INSTRS INC46$8.91Kshares
FDEMFIDELITY COVINGTON TRUST280$8.86Kshares
REKPROSHARES TR506$8.59Kshares
VICIVICI PPTYS INC305$8.33Kshares
VYMVANGUARD WHITEHALL FDS56$8.25Kshares
XLGINVESCO EXCHANGE TRADED FD T149$8.1Kshares
ALLYALLY FINL INC203$7.96Kshares
STIPISHARES TR76$7.88Kshares
FALNISHARES TR295$7.88Kshares
BOTZGLOBAL X FDS234$7.77Kshares
SBUXSTARBUCKS CORP86$7.73Kshares
QYLDGLOBAL X FDS440$7.55Kshares
IWMISHARES TR30$7.52Kshares
IDUISHARES TR64$7.44Kshares
MOALTRIA GROUP INC112$7.41Kshares
XLUSELECT SECTOR SPDR TR161$7.4Kshares
MMM3M CO51$7.4Kshares
TIPISHARES TR66$7.33Kshares
CRMSALESFORCE INC39$7.31Kshares
EMXCISHARES INC91$7.19Kshares
AMDADVANCED MICRO DEVICES INC33$6.8Kshares
CERYSPDR SERIES TRUST191$6.75Kshares
VGKVANGUARD INTL EQUITY INDEX F81$6.66Kshares
PFIXSIMPLIFY EXCHANGE TRADED FUN144$6.64Kshares
PGPROCTER & GAMBLE CO45$6.56Kshares
PANWPALO ALTO NETWORKS INC41$6.55Kshares
SPSMSPDR SERIES TRUST135$6.51Kshares
DOCTFIRST TR EXCHNG TRADED FD VI147$6.4Kshares
TFLOISHARES TR126$6.38Kshares
AREALEXANDRIA REAL ESTATE EQ IN137$6.35Kshares
CCICROWN CASTLE INC77$6.25Kshares
VGVENTURE GLOBAL INC390$6.15Kshares
MRKMERCK & CO INC49$5.89Kshares
TAILCAMBRIA ETF TR499$5.85Kshares
CRMDCORMEDIX INC857$5.82Kshares
OBDCBLUE OWL CAPITAL CORPORATION515$5.69Kshares
COMTISHARES U S ETF TR166$5.6Kshares
MKCMCCORMICK & CO INC104$5.27Kshares
INTCINTEL CORP117$5.16Kshares
XLISELECT SECTOR SPDR TR31$5.07Kshares
SPMDSPDR SERIES TRUST84$4.96Kshares
SCHOSCHWAB STRATEGIC TR203$4.93Kshares
CPTCAMDEN PPTY TR50$4.93Kshares
VOVANGUARD INDEX FDS17$4.89Kshares
PFFISHARES TR158$4.8Kshares
NYFISHARES TR90$4.8Kshares
UBERUBER TECHNOLOGIES INC66$4.77Kshares
BABAALIBABA GROUP HLDG LTD37$4.59Kshares
BNBROOKFIELD CORP113$4.59Kshares
PYPLPAYPAL HLDGS INC101$4.55Kshares
AIRRFIRST TR EXCHANGE TRADED FD41$4.5Kshares
MSDLMORGAN STANLEY DIRECT LENDIN309$4.31Kshares
BKNGBOOKING HOLDINGS INC1$4.23Kshares
SRVRPACER FDS TR131$4.1Kshares
TTDTHE TRADE DESK INC180$4.09Kshares
IDEFBLACKROCK ETF TRUST124$4.06Kshares
TMTOYOTA MOTOR CORP20$4.03Kshares
GWXSPDR INDEX SHS FDS94$3.96Kshares
EPDENTERPRISE PRODS PARTNERS L103$3.91Kshares
KXIISHARES TR58$3.9Kshares
CTVACORTEVA INC44$3.67Kshares
BPBP PLC78$3.65Kshares
VXUSVANGUARD STAR FDS46$3.55Kshares
FBTFIRST TR EXCHANGE-TRADED FD17$3.36Kshares
DOWDOW HLDGS INC80$3.31Kshares
PFEPFIZER INC115$3.23Kshares
BDXBECTON DICKINSON & CO20$3.12Kshares
TSMTAIWAN SEMICONDUCTOR MANUFAC9$3.05Kshares
AMTAMERICAN TOWER CORP17$2.96Kshares
SPTLSPDR SERIES TRUST108$2.84Kshares
FVDFIRST TR EXCHANGE-TRADED FD58$2.71Kshares
FXGFIRST TR EXCHANGE-TRADED FD41$2.62Kshares
VBVANGUARD INDEX FDS10$2.57Kshares
SNOVFIRST TR EXCHNG TRADED FD VI100$2.48Kshares
SCHWCHARLES SCHWAB CORP (THE)26$2.48Kshares
BONDPIMCO ETF TR27$2.46Kshares
NNENANO NUCLEAR ENERGY INC120$2.45Kshares
SPLBSPDR SERIES TRUST109$2.43Kshares
HSYHERSHEY CO12$2.41Kshares
XFRAXBLACKROCK FLOATING RATE INCO213$2.35Kshares
RICKRCI HOSPITALITY HLDGS INC101$2.3Kshares
EDOWFIRST TR EXCHANGE-TRADED FD56$2.27Kshares
STTSTATE STR CORP18$2.25Kshares
SPOTSPOTIFY TECHNOLOGY S A5$2.24Kshares
PECOPHILLIPS EDISON & CO INC60$2.23Kshares
EMHCSPDR SERIES TRUST89$2.2Kshares
QCOMQUALCOMM INC17$2.19Kshares
GISGENERAL MILLS INC58$2.17Kshares
PFFAETFIS SER TR I105$2.14Kshares
DEDEERE & CO4$2.09Kshares
CLXCLOROX CO DEL20$2.07Kshares
FETHFIDELITY ETHEREUM FD96$2.01Kshares
DKNGDRAFTKINGS INC NEW91$1.98Kshares
JNKSPDR SERIES TRUST20$1.93Kshares
HSICSCHEIN HENRY INC26$1.9Kshares
SRLNSSGA ACTIVE ETF TR47$1.89Kshares
SLVISHARES SILVER TR28$1.89Kshares
VXXBARCLAYS BANK PLC53$1.88Kshares
KNGFIRST TR EXCHANGE-TRADED FD37$1.82Kshares
NTSKNETSKOPE INC213$1.81Kshares
SDVYFIRST TR EXCHANGE TRADED FD45$1.76Kshares
COWGPACER FDS TR50$1.69Kshares
PLTRPALANTIR TECHNOLOGIES INC11$1.67Kshares
HLNEHAMILTON LANE INC17$1.67Kshares
IJSISHARES TR14$1.64Kshares
BNDVANGUARD BD INDEX FDS22$1.63Kshares
VLTOVERALTO CORP18$1.61Kshares
ELFE L F BEAUTY INC26$1.6Kshares
IWPISHARES TR12$1.54Kshares
VODVODAFONE GROUP PLC102$1.53Kshares
QSPTFIRST TR EXCHNG TRADED FD VI50$1.52Kshares
VWOVANGUARD INTL EQUITY INDEX F28$1.52Kshares
CAVACAVA GROUP INC18$1.44Kshares
VFHVANGUARD WORLD FD12$1.43Kshares
VEAVANGUARD TAX-MANAGED FDS22$1.42Kshares
FNOVFIRST TR EXCHNG TRADED FD VI26$1.4Kshares
SGSWEETGREEN INC263$1.36Kshares
HUNHUNTSMAN CORP101$1.34Kshares
RTXRTX CORPORATION7$1.3Kshares
IWOISHARES TR4$1.26Kshares
TIPXSPDR SERIES TRUST62$1.2Kshares
SOFISOFI TECHNOLOGIES INC75$1.19Kshares
BNDXVANGUARD CHARLOTTE FDS24$1.15Kshares
WMBWILLIAMS COS INC16$1.15Kshares
EBNDSPDR SERIES TRUST53$1.09Kshares
NYCAMERICAN STRATEGIC INVEST CO113$963shares
BABOEING CO4$891shares
VOTVANGUARD INDEX FDS3$882shares
MOSMOSAIC CO33$833shares
CINFCINCINNATI FINL CORP5$789shares
MOOVANECK ETF TRUST9$773shares
FYTFIRST TR EXCHANGE-TRADED ALP12$755shares
LULULULULEMON ATHLETICA INC5$749shares
CIONCION INVT CORP107$734shares
OKLOOKLO INC15$725shares
ALOYREALLOYS INC66$643shares
FFORD MTR CO55$633shares
TLRYTILRAY BRANDS INC87$563shares
VNLAJANUS DETROIT STR TR11$536shares
BITBBITWISE BITCOIN ETF TR14$530shares
MAINMAIN STR CAP CORP10$504shares
IXJISHARES TR5$464shares
RDDTREDDIT INC3$464shares
BMYBRISTOL-MYERS SQUIBB CO7$446shares
ECCEAGLE POINT CR CO117$441shares
KKRKKR & CO INC3$283shares
VBKVANGUARD INDEX FDS1$279shares
EMBISHARES TR3$235shares
VLUEISHARES TR1$190shares
SWKSTANLEY BLACK & DECKER INC2$171shares
OXMOXFORD INDS INC4$168shares
RCREADY CAPITAL CORP100$163shares
IXGISHARES TR1$145shares
TTTRANE TECHNOLOGIES PLC0$140shares
TJXTJX COS INC NEW1$135shares
SHYGISHARES TR3$117shares
SNDLSNDL INC70$92shares
BTIBRITISH AMERN TOB PLC1$86shares
AVGOBROADCOM INC0$70shares
DEEDFIRST TR EXCHNG TRADED FD VI3$62shares
IXNISHARES TR0$43shares
ARKWARK ETF TR0$30shares
ESGEISHARES INC1$29shares
RWRSPDR SERIES TRUST0$21shares
PFLDETF SER SOLUTIONS1$17shares
PHYLPGIM ETF TR0$15shares
QCLNFIRST TR EXCHANGE-TRADED FD0$10shares
SPTISPDR SERIES TRUST0$8shares
RWXSPDR INDEX SHS FDS0$8shares
SPEUSPDR INDEX SHS FDS0$7shares
SPIBSPDR SERIES TRUST0$5shares
INCOCOLUMBIA ETF TR II0$5shares
IVOLKRANESHARES TRUST0$1shares
IXCISHARES TR0$0shares
JPLDJ P MORGAN EXCHANGE TRADED F0$0shares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002040317-26-000003 base2026-07-27acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002040317-26-000003 Quarter ended 2026-06-302026-07-27acceptance time not in the bulk data set
13F-HR 0002040317-26-000002 Quarter ended 2026-03-312026-04-21acceptance time not in the bulk data set
13F-HR 0002040317-26-000001 Quarter ended 2025-12-312026-01-29acceptance time not in the bulk data set
13F-HR 0002040317-25-000006 Quarter ended 2025-09-302025-10-29acceptance time not in the bulk data set
13F-HR 0001944877-25-000012 Quarter ended 2025-06-302025-08-04acceptance time not in the bulk data set
13F-HR 0002040317-25-000002 Quarter ended 2025-03-312025-04-22acceptance time not in the bulk data set
13F-HR 0002040317-25-000001 Quarter ended 2024-12-312025-01-21acceptance time not in the bulk data set
13F-HR 0002040317-24-000002 Quarter ended 2024-09-302024-10-23acceptance time not in the bulk data set
13F-HR 0002040317-24-000001 Quarter ended 2024-06-302024-10-23acceptance time not in the bulk data set