Merkkuri Wealth Advisors LLC
RIA/Wealth
Merkkuri Wealth Advisors LLC is a RIA/Wealth based in Jericho, NY led by Paresh B Shah, reporting $181.9M in AUM as of Q3 2025 with 92% ETF concentration.
OwnerParesh B Shah
- Portfolio Value
- $136.6M
- Positions
- 79
- Top Holding
- SPLG at 12.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Merkkuri Wealth Advisors LLC's portfolio (48.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $17.2M | 12.58% | +$1.5M Bought | — 219.3K shares | |
ETF ETF | $9.2M | 6.72% | -$434.8K Sold | — 336.3K shares | |
ETF ETF | $6.9M | 5.04% | +$112.9K Bought | — 41.8K shares | |
ETF ETF | $5.5M | 4.04% | +$418.5K Bought | — 119.3K shares | |
ETF ETF | $5.2M | 3.80% | +$15.2K Bought | — 79.5K shares | |
ETF ETF | $5.1M | 3.76% | +$315.0K Bought | — 89.9K shares | |
ETF ETF | $4.7M | 3.43% | -$601.6K Sold | — 7.8K shares | |
ETF ETF | $4.5M | 3.30% | +$178.8K Bought | — 51.7K shares | |
ETF ETF | $3.9M | 2.87% | -$633.6K Sold | — 5.9K shares | |
ETF ETF | $3.7M | 2.69% | +$333.5K Bought | — 36.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Merkkuri Wealth Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+108.05% | |
+45.51% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Merkkuri Wealth Advisors LLC
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