Titelia

Holdings of Merkkuri Wealth Advisors LLC

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.

RankCountryLinesValueShare
1US341137.6M $99.95 %
2KY140.7K $0.03 %
3NL119.8K $0.01 %
4GB47.1K $0.01 %
5JP14K $0.00 %
6TW13K $0.00 %
7CA1563 $0.00 %

Positions

RankCompanySharesValueWeight
101Schwab U.S. Large-Cap ETF 2,71469.6K $
102Delta Air Lines Inc 1,03268.6K $
103iShares U.S. Technology ETF 35364K $
104Tesla Inc 17163.5K $
105First Trust Exchange-Traded Fund II 1,25662.3K $
106Vanguard Total Stock Market ETF 19361.8K $
107iShares Trust 1,17461.7K $
108Fidelity Wise Origin Bitcoin Fund 1,03260.9K $
109iShares Trust 27560.3K $
110Lockheed Martin Corp 9657.8K $
111Waste Management Inc 24856.9K $
112VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 70756.1K $
113Caterpillar Inc 7955.9K $
114iShares Trust 99252.9K $
115Coca-Cola Co/The 65349.7K $
116Target Corp 39247.5K $
117iShares MSCI Emerging Markets Min Vol Factor ETF 72346.8K $
118Berkshire Hathaway Inc 9646.2K $
119SPDR SERIES TRUST 40944.1K $
120T-Mobile US Inc 21044.1K $
121Schwab International Dividend Equity ETF 1,38043.7K $
122McDonald's Corp. 13842.9K $
123HCA Healthcare Inc 9042.6K $
124State Street Health Care Select Sector SPDR ETF 28742.1K $
125iShares MSCI USA Min Vol Factor ETF 45141.8K $
126FT Vest Laddered Buffer ETF 1,22541.4K $
127NIO Inc 6,75440.7K $
128Mastercard Inc 8140.6K $
129First Trust Exchange-Traded Fund III 1,37539.5K $
130iShares MSCI Taiwan ETF 55239.2K $
131Pacer Funds Trust 84639.1K $
132iShares Core S&P Total U.S. Stock Market ETF 26537.8K $
133iShares Trust 45637.7K $
134iShares Trust 36937.2K $
135iShares Trust 38236.5K $
136First Trust Exchange-Traded Fund VIII 80435.1K $
137iShares MSCI Global Min Vol Factor ETF 29335K $
138AbbVie Inc 15834.4K $
139iShares Trust 37933.7K $
140First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 20633.7K $
141Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 44533.5K $
142UnitedHealth Group Inc 12333.2K $
143Netflix Inc 31930.6K $
144Walt Disney Co/The 30529.4K $
145Walmart Inc 23329K $
146Union Pacific Corp 11828.7K $
147Home Depot Inc/The 8628.4K $
148Chipotle Mexican Grill Inc 87528K $
149iShares MSCI Emerging Markets ETF 48427.5K $
150Ishares Gold Trust 29626.1K $
151iShares Core High Dividend ETF 19025.8K $
152iShares U.S. Infrastructure ETF 44625.5K $
153SP Funds S&P Global Technology 71924.9K $
154Johnson & Johnson 9924.1K $
155Global X Lithium & Battery Tec 31523.4K $
156Janus Detroit Street Trust 45923.1K $
157Vanguard Tax-Exempt Bond Index ETF 43821.9K $
158Northrop Grumman Corp 3221.8K $
159State Street SPDR Portfolio Developed World ex-US ETF 47521.7K $
160iShares Trust 24921.6K $
161Quest Diagnostics Inc 10821.1K $
162iShares Convertible Bond ETF 19920.2K $
163ASML Holding NV 1519.8K $
164ProShares UltraShort 20+ Year Treasury 56019.7K $
165iShares Trust 27417.7K $
166Vanguard Index Funds 7917.2K $
167Vanguard Real Estate ETF 19217K $
168Crowdstrike Holdings Inc 4316.9K $
169Medical Properties Trust Inc 3,62316.8K $
170iShares MSCI USA Momentum Factor ETF 6916.5K $
171Invesco Exchange Traded Fund Trust II 84415.9K $
172American Express Co 5215.7K $
173Ishares S&p 100 Etf 4915.5K $
174iShares International Treasury 37315.3K $
175Vanguard World Fund 6815.2K $
176Pacer Funds Trust 24315.2K $
177State Street SPDR Portfolio Emerging Markets ETF 32215.1K $
178iShares High Yield Muni Active ETF 31114.9K $
179J P Morgan Exchange Traded Fund Trust 25714.3K $
180Vanguard Bond Index Funds 17313.4K $
181Verizon Communications Inc 26513.3K $
182First Trust Exchange-Traded Fund 51113K $
183SPDR Series Trust 14213K $
184Vanguard Short-term Bond Etf 15412K $
185Janus Detroit Street Trust 25712K $
186iShares Core S&P Small-Cap ETF 9511.9K $
187Vanguard FTSE All-World ex-US ETF 15111.3K $
188PACCAR Inc 9811.3K $
189First Trust Cloud Computing ETF 10211.2K $
190First Trust Exchange-Traded Fund IV 51211K $
191Abbott Laboratories 10711K $
192Realty Income Corp 17911K $
193Bank of America Corp 22210.8K $
194ISHARES U S ETF TR 19910.1K $
195iShares Trust 269.4K $
196Pacer US Small Cap Cash Cows E 2069.2K $
197Texas Instruments Inc 468.9K $
198PROSHARES TRUST 5068.6K $
199VICI Properties Inc 3058.3K $
200Vanguard High Dividend Yield E 568.3K $