Portfolio (Quarterly) Guide ↗

Merkkuri Wealth Advisors LLC

· CIK 0002040317

13F Portfolio $161M AUM 81 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 3 New 32 Added 40 Reduced 321 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
21	VGT	VANGUARD WORLD FD	—	10,469.0	$1.3M	0.78%	+9K	+631.6%	$119.52	+0.5%
22	BLCR	BLACKROCK ETF TRUST	—	23,074.0	$1.2M	0.72%	+3K	+14.1%	$50.37	-1.9%
23	AVUV	AMERICAN CENTY ETF TR	—	8,366.0	$1.0M	0.65%	+354.0	+4.4%	$124.76	+0.7%
24	SHLD	GLOBAL X FDS	—	16,205.0	$968K	0.60%	+5K	+41.6%	$59.71	+10.9%
25	MSFT	MICROSOFT CORP	Technology	1,614.0	$602K	0.37%	+131.0	+8.8%	$372.98	+37.7%
26	GOOGL	ALPHABET INC	Communication Services	1,417.0	$506K	0.31%	+22.0	+1.6%	$357.40	-3.0%
27	VOO	VANGUARD INDEX FDS	—	704.0	$483K	0.30%	+5.0	+0.7%	$686.57	+3.0%
28	SMH	VANECK ETF TRUST	—	676.0	$443K	0.28%	+84.0	+14.2%	$655.88	-15.7%
29	VONG	VANGUARD SCOTTSDALE FDS	—	3,301.0	$422K	0.26%	+348.0	+11.8%	$127.81	-1.1%
30	VCIT	VANGUARD SCOTTSDALE FDS	—	4,999.0	$413K	0.26%	+61.0	+1.2%	$82.64	-1.8%
31	IBIT	ISHARES BITCOIN TRUST ETF	Financial Services	10,705.0	$356K	0.22%	+195.0	+1.9%	$33.29	+31.9%
32	NVDA	NVIDIA CORPORATION	Technology	1,739.0	$348K	0.22%	+208.0	+13.6%	$200.06	+8.7%

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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 72.7%

Technology 11.9%

Consumer Cyclical 10.4%

Communication Services 3.5%

Consumer Defensive 1.6%