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Portfolio (Quarterly) Guide ↗

Merkkuri Wealth Advisors LLC

· CIK 0002040317
13F Portfolio $151M AUM 80 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 319 New 31 Added 21 Reduced
Page 14 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SG SWEETGREEN INC Consumer Cyclical 263.0 $1K 0.00% NEW $5.19 +78.4%
262 HUN HUNTSMAN CORP Basic Materials 101.0 $1K 0.00% NEW $13.27 +11.1%
263 RTX RTX CORPORATION Industrials 7.0 $1K 0.00% NEW $185.43 -3.5%
264 IWO ISHARES TR 4.0 $1K 0.00% NEW $316.00 +20.2%
265 TIPX SPDR SERIES TRUST 62.0 $1K 0.00% NEW $19.29 -0.6%
266 SOFI SOFI TECHNOLOGIES INC Financial Services 75.0 $1K 0.00% NEW $15.80 +1.1%
267 BNDX VANGUARD CHARLOTTE FDS 24.0 $1K 0.00% NEW $47.92 +0.7%
268 WMB WILLIAMS COS INC Energy 16.0 $1K 0.00% NEW $71.81 +9.3%
269 EBND SPDR SERIES TRUST 53.0 $1K 0.00% NEW $20.49 +1.9%
270 AMERICAN STRATEGIC INVEST CO 113.0 $963.0 0.00% NEW $8.52
271 BA BOEING CO Industrials 4.0 $891.0 0.00% NEW $222.75 -1.7%
272 VOT VANGUARD INDEX FDS 3.0 $882.0 0.00% NEW $294.00 +0.1%
273 MOS MOSAIC CO Basic Materials 33.0 $833.0 0.00% NEW $25.24 -10.4%
274 CINF CINCINNATI FINL CORP Financial Services 5.0 $789.0 0.00% NEW $157.80 +5.9%
275 MOO VANECK ETF TRUST 9.0 $773.0 0.00% NEW $85.89 -6.7%
276 FYT FIRST TR EXCHANGE-TRADED ALP 12.0 $755.0 NEW $62.92 +4.9%
277 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $749.0 NEW $149.80 -15.0%
278 CION CION INVT CORP Financial Services 107.0 $734.0 NEW $6.86 -3.2%
279 OKLO OKLO INC Utilities 15.0 $725.0 NEW $48.33 +42.1%
280 ALOY REALLOYS INC Basic Materials 66.0 $643.0 NEW $9.74 +8.3%
Page 14 of 16  ·  319 positions

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 61.3%
Consumer Cyclical 10.4%
Technology 9.6%
Communication Services 7.2%
Energy 4.9%
Consumer Defensive 2.4%
Healthcare 2.0%
Industrials 1.9%
Real Estate 0.2%
Basic Materials 0.1%