Merkkuri Wealth Advisors LLC

Q3 2025 13F-HR Holdings

Location
Hicksville, NY
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$137,826
Net value change ($000)
+6,081 (4.6%)
New positions
3
Sold out positions
5
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/4/2025 Next filing: 1/29/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 2,669 18.4%
XLG 1,285 129.7%
DYNF 768 32.0%
BAI 756 163.6%
IUSG 694 11.2%
SHLD 579 NEW
IBIT 568 NEW
GLDM 565 46.7%
MCH 498 26.2%
AVEM 478 NEW
Top Reduces (Value $000, Stocks/ETFs)
IYW -1,403 -100.0%
EFG -877 -74.8%
DGRO -860 -51.1%
EFV -713 -25.2%
IVV -615 -34.8%
AVUV -588 -41.5%
MSTR -556 -100.0%
IUSB -421 -26.3%
RSP -368 -11.4%
FSIG -345 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type