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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 2,718.0 $786K 0.49% -41.0 -1.5% $289.32 +10.5%
22 MBB ISHARES TR 7,942.0 $751K 0.47% -2K -20.1% $94.52 -1.4%
23 GOOG ALPHABET INC 1,981.0 $700K 0.43% -46.0 -2.3% $353.32
24 GOVT ISHARES TR 30,230.0 $689K 0.43% -7K -18.2% $22.78 -1.4%
25 MOAT VANECK ETF TRUST 5,081.0 $528K 0.33% -549.0 -9.8% $103.95 +10.6%
26 FDL FIRST TR EXCHANGE-TRADED FD 10,095.0 $491K 0.30% -163.0 -1.6% $48.66 +9.2%
27 DGRO ISHARES TR 6,122.0 $464K 0.29% -2K -24.0% $75.79 +4.7%
28 HEFA ISHARES TR 9,166.0 $430K 0.27% -3K -24.6% $46.92 +0.8%
29 SPLV INVESCO EXCH TRADED FD TR II 4,916.0 $368K 0.23% -445.0 -8.3% $74.90 +0.2%
30 ESGU ISHARES TR 2,246.0 $368K 0.23% -13.0 -0.6% $163.64 +3.1%
31 MUB ISHARES TR 3,273.0 $352K 0.22% -425.0 -11.5% $107.63 -2.2%
32 JSI JANUS DETROIT STR TR 6,590.0 $337K 0.21% -69K -91.3% $51.21 -0.2%
33 IJK ISHARES TR 2,831.0 $333K 0.21% -1K -28.6% $117.52 -3.2%
34 EFV ISHARES TR 4,270.0 $327K 0.20% -13K -74.9% $76.55 +6.8%
35 GLD SPDR GOLD TR Financial Services 788.0 $290K 0.18% -118.0 -13.0% $368.61 +10.9%
36 LMBS FIRST TR EXCHANGE-TRADED FD 4,655.0 $232K 0.14% -1K -19.1% $49.78 -0.5%
37 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 243.0 $227K 0.14% -17.0 -6.5% $933.59 +1.3%
38 PAVE GLOBAL X FDS 3,625.0 $214K 0.13% -1K -27.5% $58.92 -6.1%
39 SCHG SCHWAB STRATEGIC TR 5,962.0 $202K 0.12% -200.0 -3.2% $33.84 +5.7%
40 FTSM FIRST TR EXCHANGE-TRADED FD 3,367.0 $201K 0.12% -2K -33.8% $59.73 +0.3%
Page 2 of 2  ·  40 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 72.7%
Technology 11.9%
Consumer Cyclical 10.4%
Communication Services 3.5%
Consumer Defensive 1.6%