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

Page 1 of 17 · 321 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	QUAL	ISHARES TR	—	6,396	$1.2M	0.81%	SOLD
2	XOM	EXXON MOBIL CORP	Energy	4,859	$824K	0.55%	SOLD
3	BINC	BLACKROCK ETF TRUST II	—	9,737	$506K	0.34%	SOLD
4	HYLS	FIRST TR EXCHANGE-TRADED FD	—	6,092	$247K	0.16%	SOLD
5	IWL	ISHARES TR	—	1,357	$218K	0.14%	SOLD
6	UCON	FIRST TR EXCHNG TRADED FD VI	—	8,270	$205K	0.14%	SOLD
7	EFA	ISHARES TR	—	1,944	$189K	0.12%	SOLD
8	IEMG	ISHARES INC	—	2,581	$180K	0.12%	SOLD
9	FSIG	FIRST TR EXCHANGE-TRADED FD	—	9,339	$177K	0.12%	SOLD
10	FELG	FIDELITY COVINGTON TRUST	—	4,470	$168K	0.11%	SOLD
11	MGK	VANGUARD WORLD FD	—	447	$164K	0.11%	SOLD
12	FNCL	FIDELITY COVINGTON TRUST	—	2,267	$159K	0.10%	SOLD
13	VUG	VANGUARD INDEX FDS	—	350	$153K	0.10%	SOLD
14	EFG	ISHARES TR	—	1,336	$149K	0.10%	SOLD
15	SJB	PROSHARES TR	—	9,499	$147K	0.10%	SOLD
16	LLY	ELI LILLY & CO	Healthcare	155	$143K	0.10%	SOLD
17	LMUB	ISHARES TR	—	2,800	$140K	0.09%	SOLD
18	V	VISA INC	Financial Services	445	$135K	0.09%	SOLD
19	LVHI	LEGG MASON ETF INVT	—	3,309	$134K	0.09%	SOLD
20	PDBC	INVESCO ACTVELY MNGD ETC FD	—	7,357	$127K	0.08%	SOLD

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Sector Allocation

Financial Services 72.7%

Technology 11.9%

Consumer Cyclical 10.4%

Communication Services 3.5%

Consumer Defensive 1.6%