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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 15 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Status
281 OKLO OKLO INC Utilities 15 $725.0 SOLD
282 ALOY REALLOYS INC Basic Materials 66 $643.0 SOLD
283 F FORD MTR CO Consumer Cyclical 55 $633.0 SOLD
284 TLRY TILRAY BRANDS INC Healthcare 87 $563.0 SOLD
285 VNLA JANUS DETROIT STR TR 11 $536.0 SOLD
286 BITB BITWISE BITCOIN ETF TR Financial Services 14 $530.0 SOLD
287 MAIN MAIN STR CAP CORP Financial Services 10 $504.0 SOLD
288 IXJ ISHARES TR 5 $464.0 SOLD
289 RDDT REDDIT INC Communication Services 3 $464.0 SOLD
290 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7 $446.0 SOLD
291 ECC EAGLE POINT CREDIT COMPANY I Financial Services 117 $441.0 SOLD
292 KKR KKR & CO INC 3 $283.0 SOLD
293 VBK VANGUARD INDEX FDS 1 $279.0 SOLD
294 EMB ISHARES TR 3 $235.0 SOLD
295 VLUE ISHARES TR 1 $190.0 SOLD
296 SWK STANLEY BLACK & DECKER INC Industrials 2 $171.0 SOLD
297 OXM OXFORD INDS INC Consumer Cyclical 4 $168.0 SOLD
298 RC READY CAPITAL CORP Real Estate 100 $163.0 SOLD
299 IXG ISHARES TR 1 $145.0 SOLD
300 TT TRANE TECHNOLOGIES PLC Industrials $140.0 SOLD
Page 15 of 17  ·  321 positions
Sector Allocation
Financial Services 72.7%
Technology 11.9%
Consumer Cyclical 10.4%
Communication Services 3.5%
Consumer Defensive 1.6%