13F Filings History of Merkkuri Wealth Advisors LLC

Latest 13F report
Q3 2025 - 29 Oct 2025
Value $
$137,825,913
Signature - Title
Sarah Schmidt - Consultant
Location
Hicksville, NY
Summary
This page shows a list of all the recent 13F filings made by Merkkuri Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Merkkuri Wealth Advisors LLC reported 80 stock holdings with total value $137,825,913 as of Q3 2025. Top holdings included SPLG, SCHD, IUSG, FBND, and IJH.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 80 $137,825,913 +$10,158,140 -$11,395,753 -$1,237,613 SPLG, SCHD, IUSG, FBND, IJH 13F-HR 29 Oct 2025, 14:00
Q2 2025 82 $131,744,651 +$18,168,087 -$10,629,127 +$7,538,960 SPLG, SCHD, IUSG, FBND, IJH 13F-HR 04 Aug 2025, 14:09
Q1 2025 82 $116,778,700 +$8,769,322 -$15,985,094 -$7,215,772 SPLG, SCHD, FBND, SPY, IUSG 13F-HR 22 Apr 2025, 12:53
Q4 2024 84 $126,431,086 +$16,497,070 -$5,012,480 +$11,484,590 SCHD, SPLG, SPY, QQQ, FBND 13F-HR 21 Jan 2025, 14:33
Q3 2024 83 $122,908,405 +$10,842,518 -$1,893,123 +$8,949,395 SCHD, SPLG, SPY, IEFA, QQQ 13F-HR 23 Oct 2024, 11:32
Q2 2024 79 $108,370,476 $0 $0 $0 SCHD, SPY, QQQ, SPLG, IEFA 13F-HR 23 Oct 2024, 11:17