Portfolio (Quarterly) Guide ↗

Merkkuri Wealth Advisors LLC

· CIK 0002040317

13F Portfolio $151M AUM 80 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 319 New 31 Added 21 Reduced

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	MSFT	MICROSOFT CORP	Technology	1,483.0	$549K	0.36%	+70.0	+5.0%	$370.28	+11.7%
22	VOO	VANGUARD INDEX FDS	—	699.0	$418K	0.28%	+8.0	+1.2%	$597.44	+15.3%
23	VCIT	VANGUARD SCOTTSDALE FDS	—	4,938.0	$409K	0.27%	+37.0	+0.8%	$82.75	-0.3%
24	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	10,510.0	$404K	0.27%	+65.0	+0.6%	$38.42	+11.7%
25	MUB	ISHARES TR	—	3,698.0	$393K	0.26%	+462.0	+14.3%	$106.15	+0.5%
26	SPLV	INVESCO EXCH TRADED FD TR II	—	5,361.0	$392K	0.26%	+29.0	+0.5%	$73.14	+1.1%
27	FTSM	FIRST TR EXCHANGE-TRADED FD	—	5,089.0	$304K	0.20%	+27.0	+0.5%	$59.78	+0.2%
28	LMBS	FIRST TR EXCHANGE-TRADED FD	—	5,757.0	$287K	0.19%	+38.0	+0.7%	$49.81	-0.3%
29	COST	COSTCO WHOLESALE CORPORATION	Consumer Defensive	260.0	$260K	0.17%	+2.0	+0.8%	$998.18	+0.1%
30	HYLS	FIRST TR EXCHANGE-TRADED FD	—	6,092.0	$247K	0.16%	+95.0	+1.6%	$40.57	+0.6%
31	UCON	FIRST TR EXCHNG TRADED FD VI	—	8,270.0	$205K	0.14%	+88.0	+1.1%	$24.77	+0.3%

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① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation

Financial Services 61.3%

Consumer Cyclical 10.4%

Technology 9.6%

Communication Services 7.2%

Energy 4.9%

Consumer Defensive 2.4%

Healthcare 2.0%

Industrials 1.9%

Real Estate 0.2%

Basic Materials 0.1%