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Merkkuri Wealth Advisors LLC
Merkkuri Wealth Advisors LLC is a registered investment adviser headquartered in Hicksville, New York. Founded in January 2024 and led by principal owner Paresh Shah, the firm provides wealth management, portfolio management, and investment advisory services tailored for individuals and institutions. As a recently established firm, it operates with a growing team and aims to deliver customized, client-focused advisory solutions.
Investment Strategy
Merkkuri Wealth Advisors LLC primarily employs discretionary portfolio management strategies for its clients, constructing tailored portfolios that may include equities, exchange-traded funds, and mutual funds. The firm emphasizes personalized wealth planning and takes a hands-on, research-driven approach to meet each client's investment goals. Its philosophy centers on disciplined asset allocation, long-term value creation, and adapting strategies to changing market conditions.
Latest 13F Filing Activity
Merkkuri Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $132M. The fund increased holdings in SPDR Series Trust, Ishares TR, First TR Exchng Traded FD VI among other positions. Merkkuri Wealth Advisors LLC reduced exposure to Fidelity Covington Trust, Ishares TR, Ishares Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 11.01% | $14.5M | 199,609 | $67.12 | $72.69 | +$3.8M |
S SCHD | SCHWAB STRATEGIC TR | 7.09% | $9.3M | 352,264 | $26.00 | $26.50 | -$202.6K |
I IUSG | ISHARES TR | 4.70% | $6.2M | 41,143 | $132.65 | $150.40 | +$1.9M |
F FBND | FIDELITY MERRIMACK STR TR | 3.83% | $5.0M | 110,251 | $44.98 | $45.75 | +$232.7K |
I IJH | ISHARES TR | 3.73% | $4.9M | 79,297 | $59.89 | $62.02 | +$925.0K |
Industry Allocation
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