# EDGAR Filing Document

**Accession Number:** 0002040317
**File Stem:** 0002040317-25-000006
**Filing Date:** 2025-10
**Character Count:** 12055
**Document Hash:** 3c4199debdec9b7395368bec06690b33
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002040317-25-000006.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0002040317-25-000006

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**EFFECTIVENESS DATE**: 20251029

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Merkkuri Wealth Advisors LLC
- **CENTRAL INDEX KEY:** 0002040317

**ORGANIZATION NAME:**
- **EIN:** 823804156
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24398
- **FILM NUMBER:** 251429235

**BUSINESS ADDRESS:**
- **STREET 1:** 960 SOUTH BROADWAY
- **CITY:** HICKSVILLE
- **STATE:** NY
- **ZIP:** 11801
- **BUSINESS PHONE:** 5162683446

**MAIL ADDRESS:**
- **STREET 1:** 960 SOUTH BROADWAY
- **CITY:** HICKSVILLE
- **STATE:** NY
- **ZIP:** 11801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Merkkuri Wealth Advisors LLC<br>**Address:** 960 SOUTH BROADWAY<br>HICKSVILLE, NY 11801

**Form 13F File Number:** 028-24398

**CRD Number (if applicable):** 000330164

**SEC File Number (if applicable):** 801-129728

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Sarah Schmidt<br>**Title:** Consultant<br>**Phone:** 8592034734

**Signature, Place, and Date of Signing:**

Sarah Schmidt  Covington, KY  10-29-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 80

**Form 13F Information Table Value Total:** $137825913

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 479525 | 1969 | SH |  | SOLE | 0 | 0 | 0 | 1969 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 324524 | 1335 | SH |  | SOLE | 0 | 0 | 0 | 1335 |
| ARES CAPITAL CORP | COM | 04010L103 |  | 308538 | 15117 | SH |  | SOLE | 0 | 0 | 0 | 15117 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 |  | 3169869 | 53545 | SH |  | SOLE | 0 | 0 | 0 | 53545 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 |  | 1218499 | 35670 | SH |  | SOLE | 0 | 0 | 0 | 35670 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 |  | 1137921 | 30056 | SH |  | SOLE | 0 | 0 | 0 | 30056 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 |  | 1211736 | 25986 | SH |  | SOLE | 0 | 0 | 0 | 25986 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 255316 | 276 | SH |  | SOLE | 0 | 0 | 0 | 276 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 545128 | 4835 | SH |  | SOLE | 0 | 0 | 0 | 4835 |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 33734X846 |  | 1795464 | 23621 | SH |  | SOLE | 0 | 0 | 0 | 23621 |
| FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | 33737J802 |  | 1939529 | 34074 | SH |  | SOLE | 0 | 0 | 0 | 34074 |
| FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 33738D309 |  | 270345 | 5898 | SH |  | SOLE | 0 | 0 | 0 | 5898 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 33738D408 |  | 248984 | 5921 | SH |  | SOLE | 0 | 0 | 0 | 5921 |
| FIRST TR EXCHANGE TRADED FD | BUYWRIT INCM ETF | 33738R308 |  | 2574938 | 108601 | SH |  | SOLE | 0 | 0 | 0 | 108601 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 495375 | 7365 | SH |  | SOLE | 0 | 0 | 0 | 7365 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 246071 | 13491 | SH |  | SOLE | 0 | 0 | 0 | 13491 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 293008 | 5885 | SH |  | SOLE | 0 | 0 | 0 | 5885 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 299065 | 4992 | SH |  | SOLE | 0 | 0 | 0 | 4992 |
| FIRST TR EXCHNG TRADED FD VI | INNOVATION LEAD | 33740F565 |  | 2058968 | 63568 | SH |  | SOLE | 0 | 0 | 0 | 63568 |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | 33740F888 |  | 203693 | 8087 | SH |  | SOLE | 0 | 0 | 0 | 8087 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 361232 | 7584 | SH |  | SOLE | 0 | 0 | 0 | 7584 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 579480 | 8250 | SH |  | SOLE | 0 | 0 | 0 | 8250 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 4690670 | 7813 | SH |  | SOLE | 0 | 0 | 0 | 7813 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 2275513 | 39560 | SH |  | SOLE | 0 | 0 | 0 | 39560 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2862874 | 15092 | SH |  | SOLE | 0 | 0 | 0 | 15092 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 772739 | 6383 | SH |  | SOLE | 0 | 0 | 0 | 6383 |
| INVESCO EXCH TRADED FD TR II | S LOW VOL | 46138E354 |  | 591613 | 8051 | SH |  | SOLE | 0 | 0 | 0 | 8051 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 2484559 | 12774 | SH |  | SOLE | 0 | 0 | 0 | 12774 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 4514854 | 51711 | SH |  | SOLE | 0 | 0 | 0 | 51711 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 1576332 | 23913 | SH |  | SOLE | 0 | 0 | 0 | 23913 |
| ISHARES TR | CORE TOTAL USD | 46434V613 |  | 1179700 | 25256 | SH |  | SOLE | 0 | 0 | 0 | 25256 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 822700 | 12084 | SH |  | SOLE | 0 | 0 | 0 | 12084 |
| ISHARES TR | HDG MSCI EAFE | 46434V803 |  | 472833 | 11937 | SH |  | SOLE | 0 | 0 | 0 | 11937 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 334567 | 2298 | SH |  | SOLE | 0 | 0 | 0 | 2298 |
| ISHARES TR | CORE INTL AGGR | 46435G672 |  | 1444210 | 28191 | SH |  | SOLE | 0 | 0 | 0 | 28191 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 567785 | 8735 | SH |  | SOLE | 0 | 0 | 0 | 8735 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 46641Q332 |  | 5131815 | 89874 | SH |  | SOLE | 0 | 0 | 0 | 89874 |
| JANUS DETROIT STR TR | HENDERSON SECURI | 47103U746 |  | 2712297 | 51890 | SH |  | SOLE | 0 | 0 | 0 | 51890 |
| JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 |  | 907958 | 18421 | SH |  | SOLE | 0 | 0 | 0 | 18421 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 283617 | 1520 | SH |  | SOLE | 0 | 0 | 0 | 1520 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 1851325 | 68976 | SH |  | SOLE | 0 | 0 | 0 | 68976 |
| PIMCO DYNAMIC INCOME FD | SHS | 72201Y101 |  | 313620 | 15839 | SH |  | SOLE | 0 | 0 | 0 | 15839 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 3915920 | 5878 | SH |  | SOLE | 0 | 0 | 0 | 5878 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 324544 | 913 | SH |  | SOLE | 0 | 0 | 0 | 913 |
| SPDR SERIES TRUST | PORTFOLIO S | 78464A854 |  | 17179408 | 219293 | SH |  | SOLE | 0 | 0 | 0 | 219293 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1853942 | 20752 | SH |  | SOLE | 0 | 0 | 0 | 20752 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 328266 | 1165 | SH |  | SOLE | 0 | 0 | 0 | 1165 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 830987 | 8384 | SH |  | SOLE | 0 | 0 | 0 | 8384 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 1052699 | 1410 | SH |  | SOLE | 0 | 0 | 0 | 1410 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 |  | 354958 | 2946 | SH |  | SOLE | 0 | 0 | 0 | 2946 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 405793 | 4825 | SH |  | SOLE | 0 | 0 | 0 | 4825 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 |  | 1775857 | 23229 | SH |  | SOLE | 0 | 0 | 0 | 23229 |
| AMAZON COM INC | COM | 023135106 |  | 1367546 | 6228 | SH |  | SOLE | 0 | 0 | 0 | 6228 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 477775 | 6361 | SH |  | SOLE | 0 | 0 | 0 | 6361 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 828468 | 8324 | SH |  | SOLE | 0 | 0 | 0 | 8324 |
| APPLE INC | COM | 037833100 |  | 701358 | 2754 | SH |  | SOLE | 0 | 0 | 0 | 2754 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 364598 | 6848 | SH |  | SOLE | 0 | 0 | 0 | 6848 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 |  | 5516501 | 119301 | SH |  | SOLE | 0 | 0 | 0 | 119301 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 443380 | 10214 | SH |  | SOLE | 0 | 0 | 0 | 10214 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1150291 | 1719 | SH |  | SOLE | 0 | 0 | 0 | 1719 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 3671471 | 36623 | SH |  | SOLE | 0 | 0 | 0 | 36623 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 2524611 | 20913 | SH |  | SOLE | 0 | 0 | 0 | 20913 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2068003 | 10014 | SH |  | SOLE | 0 | 0 | 0 | 10014 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 5190110 | 79530 | SH |  | SOLE | 0 | 0 | 0 | 79530 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 299741 | 2606 | SH |  | SOLE | 0 | 0 | 0 | 2606 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 478512 | 4990 | SH |  | SOLE | 0 | 0 | 0 | 4990 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 6882468 | 41829 | SH |  | SOLE | 0 | 0 | 0 | 41829 |
| ISHARES TR | US INDUSTRIALS | 464287754 |  | 1893577 | 12981 | SH |  | SOLE | 0 | 0 | 0 | 12981 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 1875827 | 31945 | SH |  | SOLE | 0 | 0 | 0 | 31945 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 283644 | 2664 | SH |  | SOLE | 0 | 0 | 0 | 2664 |
| ISHARES TR | MBS ETF | 464288588 |  | 549148 | 5771 | SH |  | SOLE | 0 | 0 | 0 | 5771 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 2112429 | 31143 | SH |  | SOLE | 0 | 0 | 0 | 31143 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 296050 | 2600 | SH |  | SOLE | 0 | 0 | 0 | 2600 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 |  | 924681 | 3379 | SH |  | SOLE | 0 | 0 | 0 | 3379 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 |  | 272638 | 1641 | SH |  | SOLE | 0 | 0 | 0 | 1641 |
| MATTHEWS ASIA FDS | CHINA ACTIVE ETF | 577125834 |  | 2397491 | 79180 | SH |  | SOLE | 0 | 0 | 0 | 79180 |
| MICROSOFT CORP | COM | 594918104 |  | 691784 | 1336 | SH |  | SOLE | 0 | 0 | 0 | 1336 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 9181965 | 336336 | SH |  | SOLE | 0 | 0 | 0 | 336336 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 1136533 | 48425 | SH |  | SOLE | 0 | 0 | 0 | 48425 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 414150 | 676 | SH |  | SOLE | 0 | 0 | 0 | 676 |

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