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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 5 of 16  ·  319 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NFLX NETFLIX INC. Communication Services 319.0 $31K 0.02% NEW $96.03 -8.5%
82 DIS DISNEY WALT CO Communication Services 305.0 $29K 0.02% NEW $96.49 +6.6%
83 WMT WALMART INC Consumer Defensive 233.0 $29K 0.02% NEW $124.27 -4.6%
84 CB CHUBB LTD SWITZ Financial Services 88.0 $29K 0.02% NEW $326.40 +0.2%
85 UNP UNION PAC CORP Industrials 118.0 $29K 0.02% NEW $242.81 +11.7%
86 HD HOME DEPOT INC Consumer Cyclical 86.0 $28K 0.02% NEW $330.70 -6.4%
87 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 875.0 $28K 0.02% NEW $32.00 +0.4%
88 EEM ISHARES TR 484.0 $27K 0.02% NEW $56.80 +19.8%
89 IAU ISHARES GOLD TR Financial Services 296.0 $26K 0.02% NEW $88.16 -4.0%
90 HDV ISHARES TR 190.0 $26K 0.02% NEW $136.00 -79.6%
91 IFRA ISHARES TR 446.0 $26K 0.02% NEW $57.17 +7.9%
92 SPTE SP FUNDS TRUST 719.0 $25K 0.02% NEW $34.66 +36.3%
93 JNJ JOHNSON & JOHNSON Healthcare 99.0 $24K 0.02% NEW $243.57 -5.1%
94 LIT GLOBAL X FDS 315.0 $23K 0.01% NEW $74.30 +15.7%
95 JAAA JANUS DETROIT STR TR 459.0 $23K 0.01% NEW $50.41 +0.6%
96 ARKF ARK ETF TR 603.0 $23K 0.01% NEW $38.00 +7.8%
97 XLSR SSGA ACTIVE TR 397.0 $23K 0.01% NEW $57.71 +14.0%
98 VTEB VANGUARD MUN BD FDS 438.0 $22K 0.01% NEW $49.93 +0.3%
99 NOC NORTHROP GRUMMAN CORP Industrials 32.0 $22K 0.01% NEW $682.25 -18.6%
100 SPDW SPDR INDEX SHS FDS 475.0 $22K 0.01% NEW $45.69 +11.6%
Page 5 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%