Merkkuri-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "VONG",
  "GOOGL",
  "ARCC",
  null,
  "PDI",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EMXC",
  "MUB",
  null,
  "HEFA",
  "IVW",
  "IJH",
  null,
  null,
  null,
  "OXLC",
  null,
  null,
  "MSFT",
  "EFG",
  null,
  null,
  null,
  null,
  null,
  null,
  "IEMG",
  "IJK",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "MSTR",
  "PDO",
  null,
  "IEFA",
  null,
  "GLD",
  null,
  "SPLG",
  null,
  "VCIT",
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VOO",
  "IUSG",
  "SCHD",
  null,
  null,
  null,
  "DGRO",
  "ESGU",
  null,
  null,
  "COST",
  "RSP",
  "USMV",
  "QQQ",
  "GOOG",
  "XOM",
  "XLK",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 82
Total Value: 116778700
Accession Number: 0002040317-25-000002
Form Type: 13F-HR
CIK: merkkuri-wealth-advisors
Manager Name: Merkkuri-Wealth-Advisors

Data Enrichment

49% identified

40 identified42 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

82 positions • $116.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A854

SPLG|78464A854

Shares:162.9K

Value:$10.7M

% of Portfolio:9.2% ($10.7M/$116.8M)

808524797

SCHD|808524797

Shares:341.1K

Value:$9.5M

% of Portfolio:8.2% ($9.5M/$116.8M)

316188309

Shares:105.4K

Value:$4.8M

% of Portfolio:4.1% ($4.8M/$116.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.2K

Value:$4.6M

% of Portfolio:3.9% ($4.6M/$116.8M)

464287671

IUSG|464287671

Shares:34.0K

Value:$4.3M

% of Portfolio:3.7% ($4.3M/$116.8M)

46641Q332

Shares:73.1K

Value:$4.2M

% of Portfolio:3.6% ($4.2M/$116.8M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.8K

Value:$4.1M

% of Portfolio:3.5% ($4.1M/$116.8M)

464287507

IJH|464287507

Shares:68.4K

Value:$4.0M

% of Portfolio:3.4% ($4.0M/$116.8M)

464287200

IVV|464287200

Shares:5.9K

Value:$3.3M

% of Portfolio:2.8% ($3.3M/$116.8M)

46137V357

RSP|46137V357

Shares:18.7K

Value:$3.2M

% of Portfolio:2.8% ($3.2M/$116.8M)

464287226

Shares:32.2K

Value:$3.2M

% of Portfolio:2.7% ($3.2M/$116.8M)

46432F842

IEFA|46432F842

Shares:40.9K

Value:$3.1M

% of Portfolio:2.7% ($3.1M/$116.8M)

47103U746

Shares:44.6K

Value:$2.3M

% of Portfolio:2.0% ($2.3M/$116.8M)

46432F339

QUAL|46432F339

Shares:12.6K

Value:$2.2M

% of Portfolio:1.8% ($2.2M/$116.8M)

33738R308

Shares:92.4K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$116.8M)

46434V613

Shares:43.0K

Value:$2.0M

% of Portfolio:1.7% ($2.0M/$116.8M)

464287309

IVW|464287309

Shares:20.9K

Value:$1.9M

% of Portfolio:1.7% ($1.9M/$116.8M)

33737J802

Shares:33.0K

Value:$1.8M

% of Portfolio:1.6% ($1.8M/$116.8M)

09290C103

Shares:37.0K

Value:$1.8M

% of Portfolio:1.5% ($1.8M/$116.8M)

46434V621

DGRO|46434V621

Shares:28.0K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$116.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	162.9K	QoQ +18.89% (+25.9K) YoY-	All Managers (Combined)	$10.7M	9.2% ($10.7M/$116.8M)	QoQ +13.40% (+$1.3M) YoY-
(SCHDcusip808524797)	341.1K	QoQ -9.04% (-33.9K) YoY-	All Managers (Combined)	$9.5M	8.2% ($9.5M/$116.8M)	QoQ -6.91% (-$708.0K) YoY-
(cusip316188309)✕	105.4K	QoQ -8.10% (-9.3K) YoY-	All Managers (Combined)	$4.8M	4.1% ($4.8M/$116.8M)	QoQ -6.50% (-$334.7K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.2K	QoQ -22.09% (-2.3K) YoY-	All Managers (Combined)	$4.6M	3.9% ($4.6M/$116.8M)	QoQ -25.64% (-$1.6M) YoY-
(IUSGcusip464287671)	34.0K	QoQ +4.27% (-1.4K) YoY-	All Managers (Combined)	$4.3M	3.7% ($4.3M/$116.8M)	QoQ -4.91% (-$223.0K) YoY-
(cusip46641Q332)✕	73.1K	QoQ +1.51% (+1.1K) YoY-	All Managers (Combined)	$4.2M	3.6% ($4.2M/$116.8M)	QoQ +0.82% (+$34.3K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.8K	QoQ -25.94% (-3.1K) YoY-	All Managers (Combined)	$4.1M	3.5% ($4.1M/$116.8M)	QoQ -32.07% (-$1.9M) YoY-
(IJHcusip464287507)	68.4K	QoQ +2.27% (-1.5K) YoY-	All Managers (Combined)	$4.0M	3.4% ($4.0M/$116.8M)	QoQ -4.22% (-$176.0K) YoY-
(IVVcusip464287200)	5.9K	QoQ -7.97% (-507) YoY-	All Managers (Combined)	$3.3M	2.8% ($3.3M/$116.8M)	QoQ -12.15% (-$455.3K) YoY-
(RSPcusip46137V357)	18.7K	QoQ -14.20% (-3.1K) YoY-	All Managers (Combined)	$3.2M	2.8% ($3.2M/$116.8M)	QoQ -15.18% (-$580.9K) YoY-
(cusip464287226)✕	32.2K	QoQ -9.03% (-3.2K) YoY-	All Managers (Combined)	$3.2M	2.7% ($3.2M/$116.8M)	QoQ -7.14% (-$244.8K) YoY-
(IEFAcusip46432F842)	40.9K	QoQ -27.88% (-15.8K) YoY-	All Managers (Combined)	$3.1M	2.7% ($3.1M/$116.8M)	QoQ -22.37% (-$892.6K) YoY-
(cusip47103U746)✕	44.6K	QoQ NEW(+44.6K) YoY-	All Managers (Combined)	$2.3M	2.0% ($2.3M/$116.8M)	QoQ NEW(+$2.3M) YoY-
(QUALcusip46432F339)	12.6K	QoQ +21.42% (+2.2K) YoY-	All Managers (Combined)	$2.2M	1.8% ($2.2M/$116.8M)	QoQ +16.52% (+$305.7K) YoY-
(cusip33738R308)✕	92.4K	QoQ -8.03% (-8.1K) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$116.8M)	QoQ -13.60% (-$318.2K) YoY-
(cusip46434V613)✕	43.0K	QoQ +1.20% (+511) YoY-	All Managers (Combined)	$2.0M	1.7% ($2.0M/$116.8M)	QoQ +3.17% (+$60.9K) YoY-
(IVWcusip464287309)	20.9K	QoQ +7.14% (-1.4K) YoY-	All Managers (Combined)	$1.9M	1.7% ($1.9M/$116.8M)	QoQ -2.03% (-$40.3K) YoY-
(cusip33737J802)✕	33.0K	QoQ -4.05% (-1.4K) YoY-	All Managers (Combined)	$1.8M	1.6% ($1.8M/$116.8M)	QoQ -4.45% (-$85.8K) YoY-
(cusip09290C103)✕	37.0K	QoQ +6.79% (+2.4K) YoY-	All Managers (Combined)	$1.8M	1.5% ($1.8M/$116.8M)	QoQ +1.60% (+$28.6K) YoY-
(DGROcusip46434V621)	28.0K	QoQ -1.11% (-317) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$116.8M)	QoQ -0.41% (-$7.1K) YoY-