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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 5 of 17  ·  321 positions
# Ticker Company Sector Shares Value ↓ % Port Status
81 UNH UNITEDHEALTH GROUP INC Healthcare 123 $33K 0.02% SOLD
82 NFLX NETFLIX INC. Communication Services 319 $31K 0.02% SOLD
83 DIS DISNEY WALT CO Communication Services 305 $29K 0.02% SOLD
84 WMT WALMART INC Consumer Defensive 233 $29K 0.02% SOLD
85 CB CHUBB LTD SWITZ Financial Services 88 $29K 0.02% SOLD
86 UNP UNION PAC CORP Industrials 118 $29K 0.02% SOLD
87 HD HOME DEPOT INC Consumer Cyclical 86 $28K 0.02% SOLD
88 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 875 $28K 0.02% SOLD
89 EEM ISHARES TR 484 $27K 0.02% SOLD
90 IAU ISHARES GOLD TR Financial Services 296 $26K 0.02% SOLD
91 HDV ISHARES TR 190 $26K 0.02% SOLD
92 IFRA ISHARES TR 446 $26K 0.02% SOLD
93 SPTE SP FUNDS TRUST 719 $25K 0.02% SOLD
94 JNJ JOHNSON & JOHNSON Healthcare 99 $24K 0.02% SOLD
95 LIT GLOBAL X FDS 315 $23K 0.01% SOLD
96 JAAA JANUS DETROIT STR TR 459 $23K 0.01% SOLD
97 ARKF ARK ETF TR 603 $23K 0.01% SOLD
98 XLSR SSGA ACTIVE TR 397 $23K 0.01% SOLD
99 VTEB VANGUARD MUN BD FDS 438 $22K 0.01% SOLD
100 NOC NORTHROP GRUMMAN CORP Industrials 32 $22K 0.01% SOLD
Page 5 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%