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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 19 of 20  ·  399 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 F FORD MTR CO Consumer Cyclical 55.0 $633.0 NEW $11.51 +31.9%
362 TLRY TILRAY BRANDS INC Healthcare 87.0 $563.0 NEW $6.47 -16.5%
363 VNLA JANUS DETROIT STR TR 11.0 $536.0 NEW $48.73 +0.7%
364 BITB BITWISE BITCOIN ETF TR Financial Services 14.0 $530.0 NEW $37.86 +10.7%
365 MAIN MAIN STR CAP CORP Financial Services 10.0 $504.0 NEW $50.40 +0.5%
366 IXJ ISHARES TR 5.0 $464.0 NEW $92.80 +1.5%
367 RDDT REDDIT INC Communication Services 3.0 $464.0 NEW $154.67 -7.7%
368 BMY BRISTOL-MYERS SQUIBB CO Healthcare 7.0 $446.0 NEW $63.71 -8.3%
369 ECC EAGLE POINT CREDIT COMPANY I Financial Services 117.0 $441.0 NEW $3.77 +8.1%
370 KKR KKR & CO INC Financial Services 3.0 $283.0 NEW $94.33 +1.2%
371 VBK VANGUARD INDEX FDS 1.0 $279.0 NEW $279.00 +26.0%
372 EMB ISHARES TR 3.0 $235.0 NEW $78.33 +22.0%
373 VLUE ISHARES TR 1.0 $190.0 NEW $190.00 +1.5%
374 SWK STANLEY BLACK & DECKER INC Industrials 2.0 $171.0 NEW $85.50 -8.5%
375 OXM OXFORD INDS INC Consumer Cyclical 4.0 $168.0 NEW $42.00 +2.8%
376 RC READY CAPITAL CORP Real Estate 100.0 $163.0 NEW $1.63 +15.6%
377 IXG ISHARES TR 1.0 $145.0 NEW $145.00 -15.2%
378 TT TRANE TECHNOLOGIES PLC Industrials $140.0 NEW
379 TJX TJX COS INC NEW Consumer Cyclical 1.0 $135.0 NEW $135.00 +17.5%
380 SHYG ISHARES TR 3.0 $117.0 NEW $39.00 +9.0%
Page 19 of 20  ·  399 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%