Merkkuri Wealth Advisors LLC
All 13F Filings
- Location
- Hicksville, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 151,066
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 399 | 151,066 | 13F-HR | Merkkuri Wealth Advisors LLC |
| Q4 2025 | 1/29/2026 | 80 | 146,937 | 13F-HR | Merkkuri Wealth Advisors LLC |
| Q3 2025 | 10/29/2025 | 80 | 137,826 | 13F-HR | Merkkuri Wealth Advisors LLC |
| Q2 2025 | 8/4/2025 | 82 | 131,745 | 13F-HR | Merkkuri Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.76 K | 13.1% | 0 | 80.91 K | -80.91 K |
| ETFs | 131.2 K | 86.9% | 86.46 K | 0 | 86.46 K |
| Debt | 96 | 0.1% | 96 | 0 | 96 |
| Other | 0 | 0.0% | 0 | 1.521 K | -1.521 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
151,066
Holdings
399
QoQ value change ($000)
4,129
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.