Merkkuri Wealth Advisors LLC Portfolio Holdings

Merkkuri Wealth Advisors LLC

  • $147 Billion
  • Q4 2025

Merkkuri Wealth Advisors LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $147 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 $16.5B, Fidelity Merrimack Str Tr Tota with a value of $7.99B, Ishares Core S&P U.S Growth Et with a value of $6.33B, Schwab Strategic Tr Us Dividen with a value of $5.41B, and Ishares Core U.S. Aggregate Bo with a value of $5.34B.

Examining the 13F form we can see an increase of $9.11B in the current position value, from $138B to 147B.

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 $147 Billion
ETFs: $120 Billion
Technology: $2.98 Billion
Consumer Cyclical: $1.49 Billion
Financial Services: $1.29 Billion
Communication Services: $1.07 Billion
Energy: $584 Million
Consumer Defensive: $222 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$2.01 Billion 1.37% of portfolio
-
Q4 2025 Added 1.24%
-
$1.99 Billion 1.35% of portfolio
-
Q4 2025 Reduced 11.1%
$2.39T
$1.49 Billion 1.01% of portfolio
6,451
Q4 2025 Added 3.58%
-
$1.41 Billion 0.96% of portfolio
-
Q4 2025 Added 17.26%
$143B
$1.27 Billion 0.86% of portfolio
34,337
Q4 2025 New
$0
$1 Billion 0.68% of portfolio
49,673
Q4 2025 Added 228.59%
$4.3T
$750 Million 0.51% of portfolio
2,758
Q4 2025 Added 0.15%
$3.78T
$683 Million 0.47% of portfolio
1,413
Q4 2025 Added 5.76%
$1.74T
$637 Million 0.43% of portfolio
2,029
Q4 2025 Added 3.05%
$490B
$584 Million 0.4% of portfolio
4,854
Q4 2025 Added 0.39%
$1.65T
$436 Million 0.3% of portfolio
1,394
Q4 2025 Added 4.42%
$0
$281 Million 0.19% of portfolio
15,839
Q2 2025 Reduced 45.61%
$465B
$284 Million 0.19% of portfolio
1,525
Q4 2025 Added 0.33%
$404B
$222 Million 0.15% of portfolio
258
Q4 2025 Reduced 6.52%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $147 Billion
  • Prior Value $138 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 4 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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