Merkkuri Wealth Advisors LLC

Q3 2026 13F-HR/A Holdings

Location
Hicksville, NY
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
78
Total value ($000)
$163,397
Net value change ($000)
+2,215 (1.4%)
New positions
3
Sold out positions
6
Turnover %
3.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
ACWX 2,027 94.0%
SPYM 906 3.7%
XOM 894 NEW
IUSB 544 21.8%
BLCR 432 37.2%
CIBR 420 14.5%
IUSG 379 4.7%
JEPI 342 5.7%
XLE 275 17.4%
MGK 208 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPMO -1,236 -100.0%
AVEM -868 -100.0%
MBB -751 -100.0%
RSP -704 -29.7%
BAI -520 -15.1%
SPY -487 -15.2%
IJK -333 -100.0%
IJH -294 -4.5%
PAVE -214 -100.0%
PPA -204 -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