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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
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#
Ticker
Company
Sector
Shares
Value ↓
% Port
Status
321
JPLD
J P MORGAN EXCHANGE TRADED F
—
—
—
—
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%