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Portfolio (Quarterly) Guide ↗

Merkkuri Wealth Advisors LLC

· CIK 0002040317
13F Portfolio $147M AUM 80 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 THRO BLACKROCK ETF TRUST 28,408.0 $1.1M 0.74% NEW $38.56 +10.7%
42 VGT VANGUARD WORLD FD 1,429.0 $1.1M 0.73% NEW $753.90 -84.6%
43 ARCC ARES CAPITAL CORP Financial Services 49,673.0 $1.0M 0.68% NEW $20.23 -8.1%
44 AVEM AMERICAN CENTY ETF TR 12,168.0 $937K 0.64% NEW $77.02 +20.8%
45 IWY ISHARES TR 3,382.0 $937K 0.64% NEW $276.94 +5.9%
46 MBB ISHARES TR 9,824.0 $935K 0.64% NEW $95.22 -1.2%
47 AVUV AMERICAN CENTY ETF TR 7,990.0 $815K 0.56% NEW $101.97 +17.7%
48 AAPL APPLE INC Technology 2,758.0 $750K 0.51% NEW $271.87 +13.6%
49 MSFT MICROSOFT CORP Technology 1,413.0 $683K 0.47% NEW $483.61 -13.4%
50 BINC BLACKROCK ETF TRUST II 12,622.0 $666K 0.45% NEW $52.77 -1.1%
51 GOOG ALPHABET INC Communication Services 2,029.0 $637K 0.43% NEW $313.76 +20.9%
52 XOM EXXON MOBIL CORP Energy 4,854.0 $584K 0.40% NEW $120.35 +28.7%
53 MOAT VANECK ETF TRUST 5,630.0 $583K 0.40% NEW $103.56 -1.3%
54 DGRO ISHARES TR 8,077.0 $561K 0.38% NEW $69.42 +7.8%
55 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,445.0 $519K 0.35% NEW $49.65 -13.5%
56 HEFA ISHARES TR 12,152.0 $503K 0.34% NEW $41.36 +9.6%
57 SHLD GLOBAL X FDS 7,522.0 $487K 0.33% NEW $64.79 +0.6%
58 FDL FIRST TR EXCHANGE-TRADED FD 10,338.0 $458K 0.31% NEW $44.34 +14.9%
59 GOOGL ALPHABET INC Communication Services 1,394.0 $436K 0.30% NEW $312.96 +22.4%
60 VOO VANGUARD INDEX FDS 691.0 $433K 0.29% NEW $626.98 +9.3%
Page 3 of 4  ·  80 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 65.3%
Technology 16.3%
Consumer Cyclical 8.1%
Communication Services 5.9%
Energy 3.2%
Consumer Defensive 1.2%