Merkkuri Wealth Advisors LLC

Q4 2025 13F-HR Holdings

Location
Hicksville, NY
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
80
Total value ($000)
$146,937
Net value change ($000)
+9,111 (6.6%)
New positions
4
Sold out positions
4
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RDVY 3,650 737.4%
FBND 2,471 44.8%
AGG 1,672 45.5%
FPEI 1,514 NEW
JSI 1,328 49.0%
INTC 1,267 NEW
BAI 1,020 83.7%
FTHI 999 38.8%
PYLD 839 45.3%
IVE 766 37.0%
Top Reduces (Value $000, Stocks/ETFs)
SCHD -3,776 -41.1%
QUAL -1,247 -50.2%
VNLA -908 -100.0%
IYH -707 -37.7%
SPYM -661 -3.8%
SPY -612 -15.6%
RSP -600 -21.0%
IUSG -553 -8.0%
MCH -412 -17.2%
EFG -296 -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