Merkkuri Wealth Advisors LLC
$161M
18
11.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $4.63M | 2.87% | Not reported | Not reported | Q2 2024 |
 SPY | $3.2M | 1.98% | Not reported | Not reported | Q2 2024 |
 FLTB | $3.04M | 1.88% | 2.21% | New | Q2 2026 |
| GLDM | $1.6M | 0.99% | 0.01% | Not reported | Q2 2024 |
 AMZN | $1.53M | 0.95% | 0.00% | Not reported | Q2 2024 |
 SHLD | $968K | 0.60% | 0.01% | Not reported | Q3 2025 |
 THRO | $883K | 0.55% | 0.26% | Not reported | Q2 2025 |
 AAPL | $786K | 0.49% | 0.00% | Not reported | Q2 2024 |
 GOOG | $700K | 0.43% | Not reported | Not reported | Q2 2024 |
 MSFT | $602K | 0.37% | 0.00% | Not reported | Q2 2024 |
| GOOGL | $506K | 0.31% | 0.00% | Not reported | Q2 2024 |
 SMH | $443K | 0.28% | Not reported | Not reported | Q4 2025 |
| IBIT | $356K | 0.22% | 0.00% | Not reported | Q3 2025 |
 NVDA | $348K | 0.22% | 0.00% | Not reported | Q2 2024 |
| GLD | $290K | 0.18% | 0.00% | Not reported | Q2 2024 |
 ARCC | $280K | 0.17% | 0.00% | Not reported | Q3 2024 |
 PDI | $265K | 0.16% | Not reported | Not reported | Q2 2024 |
 COST | $227K | 0.14% | 0.00% | Not reported | Q3 2024 |
| Q4 2025 | |||||
| QQQ | $4.43M | 3.01% | Not reported | -7.7% | Q2 2024 |
| SPY | $3.3M | 2.25% | Not reported | -17.6% | Q2 2024 |
| GLDM | $2.05M | 1.40% | 0.01% | +3.5% | Q2 2024 |
| AMZN | $1.49M | 1.01% | 0.00% | +3.6% | Q2 2024 |
 INTC | $1.27M | 0.86% | 0.00% | New | Q4 2025 |
| THRO | $1.1M | 0.75% | 0.36% | -5.5% | Q2 2025 |
| ARCC | $1M | 0.68% | 0.01% | +228.6% | Q3 2024 |
| AAPL | $750K | 0.51% | 0.00% | +0.2% | Q2 2024 |
| MSFT | $683K | 0.47% | 0.00% | +5.8% | Q2 2024 |
| GOOG | $637K | 0.43% | Not reported | +3.1% | Q2 2024 |
 XOM | $584K | 0.40% | 0.00% | +0.4% | Q2 2024 |
| IBIT | $519K | 0.35% | 0.00% | +19.6% | Q3 2025 |
| SHLD | $487K | 0.33% | 0.01% | -8.8% | Q3 2025 |
| GOOGL | $436K | 0.30% | 0.00% | +4.4% | Q2 2024 |
| GLD | $360K | 0.24% | 0.00% | -0.6% | Q2 2024 |
| NVDA | $284K | 0.19% | 0.00% | +0.3% | Q2 2024 |
| PDI | $281K | 0.19% | Not reported | Not reported | Q2 2024 |
| COST | $222K | 0.15% | 0.00% | -6.5% | Q3 2024 |
| SMH | $213K | 0.15% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| QQQ | $4.69M | 3.40% | Not reported | -11.4% | Q2 2024 |
| SPY | $3.92M | 2.84% | Not reported | -13.9% | Q2 2024 |
| GLDM | $1.78M | 1.29% | 0.01% | +25.7% | Q2 2024 |
| AMZN | $1.37M | 0.99% | 0.00% | -0.7% | Q2 2024 |
| THRO | $1.14M | 0.83% | 0.38% | +0.5% | Q2 2025 |
| AAPL | $701K | 0.51% | 0.00% | -1.7% | Q2 2024 |
| MSFT | $692K | 0.50% | 0.00% | +4.5% | Q2 2024 |
| SHLD | $579K | 0.42% | 0.01% | New | Q3 2025 |
| IBIT | $568K | 0.41% | 0.00% | New | Q3 2025 |
| XOM | $545K | 0.40% | 0.00% | +1.1% | Q2 2024 |
| GOOG | $480K | 0.35% | Not reported | -2.4% | Q2 2024 |
| GLD | $325K | 0.24% | 0.00% | -9.2% | Q2 2024 |
| GOOGL | $325K | 0.24% | 0.00% | +0.1% | Q2 2024 |
| PDI | $314K | 0.23% | Not reported | Not reported | Q2 2024 |
| ARCC | $309K | 0.22% | 0.00% | Not reported | Q3 2024 |
| NVDA | $284K | 0.21% | 0.00% | -2.9% | Q2 2024 |
| COST | $255K | 0.19% | 0.00% | +3.8% | Q3 2024 |
| Q2 2025 | |||||
| QQQ | $4.86M | 3.69% | Not reported | +0.1% | Q2 2024 |
| SPY | $4.22M | 3.20% | Not reported | -17.0% | Q2 2024 |
| AMZN | $1.38M | 1.04% | 0.00% | -14.1% | Q2 2024 |
| GLDM | $1.21M | 0.92% | 0.01% | -12.2% | Q2 2024 |
| THRO | $1.06M | 0.81% | 0.38% | New | Q2 2025 |
| MSFT | $636K | 0.48% | 0.00% | -10.4% | Q2 2024 |
| AAPL | $575K | 0.44% | 0.00% | -16.3% | Q2 2024 |
 MSTR | $556K | 0.42% | Not reported | +1.5% | Q4 2024 |
| XOM | $515K | 0.39% | 0.00% | +0.6% | Q2 2024 |
| GOOG | $358K | 0.27% | Not reported | -46.1% | Q2 2024 |
| ARCC | $332K | 0.25% | 0.00% | Not reported | Q3 2024 |
| GLD | $306K | 0.23% | 0.00% | -3.8% | Q2 2024 |
| PDI | $300K | 0.23% | Not reported | -45.6% | Q2 2024 |
| COST | $263K | 0.20% | 0.00% | -1.1% | Q3 2024 |
| NVDA | $247K | 0.19% | 0.00% | -69.2% | Q2 2024 |
| GOOGL | $235K | 0.18% | 0.00% | -15.9% | Q2 2024 |
 OXLC | $64.4K | 0.05% | Not reported | -0.9% | Q3 2024 |