Merkkuri Wealth Advisors LLC Reduced Holdings in Q4 2025

Merkkuri Wealth Advisors LLC

  • $147 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-139K
- 41.4%
$26.44 - $27.53 $3.68M - $3.83M
197K $5.41B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.54K
- 51.21%
$191.01 - $199.18 $1.25M - $1.3M
6.23K $1.24B
IYH
Ishares Tr

ETFs
-14K
- 43.77%
$59.84 - $64.29 $837K - $899K
18K $1.17B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-13.4K
- 6.1%
$76.84 - $80.86 $1.03M - $1.08M
206K $16.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.03K
- 17.57%
$653.02 - $687.39 $675K - $710K
4.85K $3.3B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.28K
- 21.74%
$185.12 - $192.11 $607K - $630K
11.8K $2.26B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-4.14K
- 9.91%
$161.21 - $171.97 $668K - $713K
37.7K $6.33B
MCH
Matthews Asia Fds China Active
-8.79K
- 11.1%
N/A
70.4K $1.99B
DGRO
Ishares Core Dividend Growth E

ETFs
-4.01K
- 33.16%
$66.93 - $69.17 $268K - $277K
8.08K $561M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-603
- 7.72%
$589.5 - $635.77 $355K - $383K
7.21K $4.43B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-2.72K
- 33.77%
$70.3 - $73.05 $191K - $199K
5.33K $381M
PAVE
Global X Fds Us Infrastructure

ETFs
-2.61K
- 34.39%
$46.42 - $48.56 $121K - $127K
4.98K $238M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-1.03K
- 20.64%
$93.11 - $97.9 $95.9K - $101K
3.96K $384M
Global X Fds
-728
- 8.82%
N/A
7.52K $487M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-2.93K
- 5.47%
$57.9 - $61.26 $170K - $179K
50.6K $3.08B
EFV
Msci Eafe Value ETF

ETFs
-2.59K
- 8.3%
$66.73 - $70.99 $173K - $184K
28.6K $2.04B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.71K
- 2.15%
$63.25 - $66.24 $108K - $113K
77.8K $5.14B
IEMG
Ishares Inc

ETFs
-1.17K
- 4.89%
N/A
22.7K $1.53B
Blackrock ETF Trust
-1.65K
- 5.48%
N/A
28.4K $1.1B
IWL
Ishares Tr Russell 200 ETF

ETFs
-287
- 17.49%
$163.11 - $172.47 $46.8K - $49.5K
1.35K $231M
IVV
Ishares Core S&P 500 ETF

ETFs
-97
- 5.64%
$656.2 - $690.71 $63.7K - $67K
1.62K $1.11B
COST
Costco Wholesale Corp

Consumer Defensive
-18
- 6.52%
$910.94 - $954.99 $16.4K - $17.2K
258 $222M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.65K
- 4.17%
$56.5 - $60.52 $93.3K - $99.9K
37.9K $2.25B
IVW
Ishares S&P 500 Growth ETF

ETFs
-557
- 2.66%
$118.29 - $126.28 $65.9K - $70.3K
20.4K $2.51B
AVUV
American Centy ETF Tr Avantis

ETFs
-334
- 4.01%
$95.19 - $100.66 $31.8K - $33.6K
7.99K $815M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-453
- 0.5%
$56.0 - $57.6 $25.4K - $26.1K
89.4K $5.12B
IEFA
Ishares Tr

ETFs
-1.38K
- 2.66%
$86.09 - $89.88 $119K - $124K
50.3K $4.5B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-166
- 2.82%
$49.78 - $50.16 $8.26K - $8.33K
5.72K $286M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1
- 0.04%
$142.82 - $150.36 $143 - $150
2.3K $342M
GLD
Spdr Gold Trust

ETFs
-5
- 0.55%
$354.79 - $403.15 $1.77K - $2.02K
908 $360M
Activity Summary
Buys All Purchases 47 New Holdings 4 Increased Positions 43 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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