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Merkkuri Wealth Advisors - Q1 2026 13F Filings

ME

Merkkuri Wealth Advisors LLC

CIK: 0002040317
Address: New York Hicksville 960 South Broadway
$151.07 M
Portfolio Value
397
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/27/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. CORO Ishares International Country Rotation Active Etf
+$1.6 M
2. ACWX Ishares Msci Acwi Ex Us Etf
+$1.49 M
3. SPLG Spdr Portfolio S&P 500 Etf
+$1.21 M
4. GOVT Ishares Us Treasury Bond Etf
+$847,004
5. BLCR Ishares Large Cap Core Active Etf
+$830,259

Top Sells

Q1 2026
1. XLG Invesco S&P 500 Top 50 Etf
−$2.05 M
2. INTC Intel Corporation
−$1.51 M
3. IEMG Ishares Core Msci Emerging Markets Etf
−$1.41 M
4. EFV Ishares Msci Eafe Value Etf
−$860,392
5. ARCC Ares Capital Corporation
−$622,698.34

Asset Allocation

Stocks/ETFs
+2.81%
$151.07 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Merkkuri Wealth Advisors Q1 2026 Filing Summary

Merkkuri Wealth Advisors LLC filed its 13F report for Q1 2026 on April 21, 2026. The portfolio totaled 151.07 M reflecting a +2.81% change from the prior quarter, spanning 397 assets. The top 10 holdings comprised 42.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 317 new positions and 0 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Merkkuri Wealth Advisors’s Q1 2026 Filing

Merkkuri Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/21/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Merkkuri Wealth Advisors reported a managed portfolio value of 143.12 M, consisting of 80 individual positions.

This page displays the raw filing documents. To see which stocks Merkkuri Wealth Advisors bought or sold during Q1 2026, please visit Merkkuri Wealth Advisors's Portfolio Analysis page.