Holdings of Merkkuri Wealth Advisors LLC

Name: Holdings of Merkkuri Wealth Advisors LLC
Creator: Titelia

350 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 47.1 % of the equity sleeve

Sector breakdown

Funds 10.8 %
Consumer discretionary 1.2 %
Technology 1.2 %
Communication 0.9 %
Energy 0.6 %
Consumer staples 0.3 %
Financials 0.3 %
Health care 0.2 %
Industrials 0.2 %
Unattributed 84.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.9 %
KY 0.0 %
NL 0.0 %
GB 0.0 %
JP 0.0 %
TW 0.0 %
CA 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	341	137.6M $	99.95 %
2	KY	1	40.7K $	0.03 %
3	NL	1	19.8K $	0.01 %
4	GB	4	7.1K $	0.01 %
5	JP	1	4K $	0.00 %
6	TW	1	3K $	0.00 %
7	CA	1	563 $	0.00 %

Positions

Rank	Company	Shares	Value
1	SPDR Series Trust	221,717	17M $
2	Fidelity Total Bond ETF	169,808	7.7M $
3	Schwab US Dividend Equity ETF	196,967	6M $
4	iShares Core S&P U.S. Growth ETF	38,342	5.9M $
5	iShares Core S&P Mid-Cap ETF	78,004	5.3M $
6	iShares Core U.S. Aggregate Bond ETF	52,044	5.2M $
7	J P Morgan Exchange Traded Fund Trust	89,883	5.1M $
8	iShares Core MSCI EAFE ETF	50,348	4.6M $
9	First Trust Rising Dividend Achievers ETF	60,186	4.1M $
10	Invesco QQQ Trust Series 1	6,767	3.9M $
11	Janus Henderson Securitized In	75,627	3.9M $
12	First Trust Exchange Traded Fund VI	149,549	3.4M $
13	State Street SPDR S&P 500 ETF Trust	4,612	3M $
14	Select Sector Spdr Trust	48,388	3M $
15	iShares Trust	12,743	2.7M $
16	PIMCO Multisector Bond Active	98,787	2.6M $
17	iShares Trust	21,795	2.5M $
18	BlackRock ETF Trust	42,211	2.5M $
19	Invesco S&P 500 Equal Weight ETF	11,865	2.3M $
20	iShares Trust	14,446	2.1M $
21	iShares Trust	39,933	2M $
22	SPDR Gold MiniShares Trust	17,799	1.6M $
23	First Trust NASDAQ Cybersecuri	26,188	1.6M $
24	Schwab U.S. Aggregate Bond ETF	69,138	1.6M $
25	iShares Trust	32,687	1.5M $
26	iShares Trust	21,732	1.5M $
27	First Trust Exchange-Traded Fund III	76,850	1.5M $
28	Amazon.com Inc	6,477	1.3M $
29	iShares Trust	16,985	1.3M $
30	iShares Trust	6,396	1.2M $
31	Avantis Emerging Markets Equity ETF	13,997	1.1M $
32	BlackRock ETF Trust	30,152	1.1M $
33	Invesco S&P 500 Momentum ETF	9,580	1.1M $
34	iShares Core S&P 500 ETF	1,592	1M $
35	Vanguard Information Technology ETF	1,431	998.1K $
36	iShares MBS ETF	9,944	944.2K $
37	American Century ETF Trust	8,012	885.1K $
38	iShares Trust	36,971	847K $
39	iShares Russell Top 200 Growth	3,384	842.2K $
40	BlackRock ETF Trust	20,221	830.3K $
41	Exxon Mobil Corp	4,859	824.4K $
42	Global X Funds	11,441	810.5K $
43	Apple Inc	2,759	700.1K $
44	Alphabet Inc	2,027	581.5K $
45	iShares Core Dividend Growth ETF	8,055	565.3K $
46	Microsoft Corp	1,483	549.1K $
47	VanEck Morningstar Wide Moat ETF	5,630	544.4K $
48	First Trust Exchange-Traded Fund	10,258	521.1K $
49	iShares Trust	12,152	516.4K $
50	BlackRock ETF Trust II	9,737	505.7K $
51	Vanguard S&P 500 ETF	699	417.6K $
52	Vanguard Intermediate-Term Corporate Bond ETF	4,938	408.6K $
53	iShares Bitcoin Trust ETF	10,510	403.8K $
54	Alphabet Inc	1,395	401K $
55	iShares S&P Mid-Cap 400 Growth ETF	3,964	398.9K $
56	iShares National Muni Bond ETF	3,698	392.5K $
57	Invesco S&P 500 Low Volatility	5,361	392.1K $
58	SPDR Gold Shares	906	389.8K $
59	Vanguard Russell 1000 Growth ETF	2,953	323.9K $
60	iShares ESG Aware MSCI USA ETF	2,259	319.5K $
61	First Trust Exchange-Traded Fund IV	5,089	304.2K $
62	SELECT SECTOR SPDR TRUST (THE)	2,195	291.8K $
63	First Trust Exchange-Traded Fund IV	5,757	286.8K $
64	Ares Capital Corp	15,117	272.4K $
65	Pimco Dynamic Income Fd	15,839	271K $
66	NVIDIA Corp	1,531	267K $
67	Costco Wholesale Corp	260	259.5K $
68	Global X US Infrastructure Development ETF	4,999	254K $
69	First Trust Exchange-Traded Fund IV	6,092	247.2K $
70	VanEck Semiconductor ETF	592	227K $
71	iShares Trust	1,357	217.7K $
72	ISHARES TRUST	2,606	208.6K $
73	INVESCO AEROSPACE & DEFEN	1,152	190.9K $
74	iShares MSCI EAFE ETF	1,944	188.8K $
75	SP Funds S&P 500 Sharia Indust	3,892	187.4K $
76	iShares Core MSCI Emerging Markets ETF	2,581	180K $
77	Schwab Strategic Trust	6,162	179.5K $
78	First Trust Exchange-Traded Fund IV	9,339	176.9K $
79	Fidelity Enhanced Large Cap Growth ETF	4,470	167.6K $
80	Vanguard Mega Cap Growth ETF	447	164.3K $
81	FIDELITY COVINGTON TRUST	2,267	159.1K $
82	Vanguard Growth ETF	350	152.7K $
83	iShares MSCI EAFE Growth ETF	1,336	148.8K $
84	Eli Lilly & Co	155	142.8K $
85	Visa Inc	445	134.6K $
86	Legg Mason ETF Investment Trust	3,309	134.2K $
87	INVESCO OPTIMUM YIELD DIVERSIF INVESCO OPTIMUM YIELD DIVERS	7,357	127.4K $
88	Meta Platforms Inc	207	118.5K $
89	iShares Russell 1000 Growth ETF	250	106.5K $
90	FIRST TRUST EXCHANGE-TRADED FUND VII	3,503	100.6K $
91	INVESCO EXCHANGE-TRADED FUND TRUST II	415	98.6K $
92	First Trust Exchange-Traded Fund III	5,170	91.8K $
93	JPMorgan Chase & Co	310	91.1K $
94	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	411	88.4K $
95	Invesco Exchange-Traded Fund Trust	809	87K $
96	FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND	3,852	86.5K $
97	Marriott International Inc/MD	259	84.8K $
98	First Trust Exchange-Traded Fund IV	1,878	84.1K $
99	ARK ETF Trust	1,116	75.4K $
100	WisdomTree Trust	1,396	70.3K $