Merkkuri Wealth Advisors LLC
•CIK: 2040317•Filing: Q4 2025
**Merkkuri Wealth Advisors LLC** manages $147M across a diversified portfolio of 80 positions. The strategy exhibits a notable tilt toward income generation and established equity sectors, highlighted by significant allocations to JEPI ($5.1M) and SCHD ($5.4M). Top holdings include SPYM ($16.5M) and FBND ($8.0M), suggesting a focus on dividend-paying and broad market exposure. This concentrated approach balances high-conviction growth plays with stable income streams.
Total AUM
$146.9M
QoQ Performance
+6.6%
Positions
41
Top 10 Concentration
44.2%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
FBND
SPYM11.2%
FBND5.4%
IUSG4.3%
SCHD3.7%
AGG3.6%
IJH3.5%
JEPI3.5%
IEFA3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other92.4%
ETF3.3%
Technology2.8%
Consumer1.2%
Energy0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑43 increased
↓31 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024