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
201Invesco Exchange-Traded Fund T 1498.1K $
202Ally Financial Inc 2038K $
203iShares 0-5 Year TIPS Bond ETF 767.9K $
204ISHARES TRUST 2957.9K $
205Global X Funds 2347.8K $
206Starbucks Corp 867.7K $
207Global X Funds 4407.6K $
208iShares Russell 2000 ETF 307.5K $
209iShares Trust 647.4K $
210Altria Group, Inc. 1127.4K $
211State Street Utilities Select Sector SPDR ETF 1617.4K $
2123M Co 517.4K $
213iShares TIPS Bond ETF 667.3K $
214Salesforce Inc 397.3K $
215Ishares Inc 917.2K $
216Advanced Micro Devices Inc 336.8K $
217State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF 1916.7K $
218Vanguard FTSE Europe ETF 816.7K $
219Procter & Gamble Co/The 456.6K $
220Palo Alto Networks Inc 416.6K $
221SPDR Series Trust 1356.5K $
222First Trust Exchange-Traded Fund VIII 1476.4K $
223iShares Trust 1266.4K $
224Alexandria Real Estate Equities, Inc. 1376.3K $
225Crown Castle Inc 776.3K $
226Venture Global Inc 3906.1K $
227Merck & Co Inc 495.9K $
228CorMedix Inc 8575.8K $
229Blue Owl Capital Corp 5155.7K $
230ISHARES US ETF TRUST 1665.6K $
231McCormick & Co Inc/MD 1045.3K $
232Intel Corp 1175.2K $
233Select Sector Spdr Trust 315.1K $
234SPDR Series Trust 845K $
235Schwab Short-Term U.S. Treasury ETF 2034.9K $
236Camden Property Trust 504.9K $
237Vanguard Mid-Cap ETF 174.9K $
238iShares Preferred and Income S 1584.8K $
239Uber Technologies Inc 664.8K $
240Alibaba Group Holding Ltd 374.6K $
241PayPal Holdings Inc 1014.5K $
242Morgan Stanley Direct Lending Fund 3094.3K $
243Booking Holdings Inc 14.2K $
244Trade Desk Inc/The 1804.1K $
245iShares Defense Industrials Ac 1244.1K $
246Toyota Motor Corp 204K $
247State Street SPDR S&P International Small Cap ETF 944K $
248Enterprise Products Partners LP 1033.9K $
249ISHARES TRUST 583.9K $
250Corteva Inc 443.7K $
251BP PLC 783.6K $
252Vanguard Total International S 463.5K $
253First Trust Exchange-Traded Fund 173.4K $
254Dow Inc 803.3K $
255Pfizer Inc 1153.2K $
256Becton Dickinson & Co 203.1K $
257Taiwan Semiconductor Manufacturing Co Ltd 93K $
258American Tower Corp 173K $
259State Street SPDR Portfolio Long Term Treasury ETF 1082.8K $
260First Trust Value Line Dividen 582.7K $
261Vanguard Small-Cap ETF 102.6K $
262First Trust Exchange-Traded Fund VIII 1002.5K $
263Charles Schwab Corp/The 262.5K $
264PIMCO ETF Trust 272.5K $
265NANO Nuclear Energy Inc 1202.5K $
266State Street SPDR Portfolio Long Term Corporate Bond ETF 1092.4K $
267Hershey Co/The 122.4K $
268Blackrock Flt Rate 2132.3K $
269RCI Hospitality Holdings Inc 1012.3K $
270State Street Corp 182.3K $
271Phillips Edison & Co Inc 602.2K $
272State Street SPDR Bloomberg Emerg Mkts USD Bd ETF 892.2K $
273QUALCOMM Inc 172.2K $
274General Mills, Inc. 582.2K $
275Deere & Co 42.1K $
276Clorox Co/The 202.1K $
277DraftKings Inc 912K $
278State Street SPDR Bloomberg High Yield Bond ETF 201.9K $
279Henry Schein Inc 261.9K $
280State Street Blackstone Senior Loan ETF 471.9K $
281iShares Silver Trust 281.9K $
282Barclays Bank plc 531.9K $
283First Trust Exchange-Traded Fund IV 371.8K $
284Netskope Inc 2131.8K $
285First Trust SMID Cap Rising Dividend Achievers ETF 451.8K $
286Palantir Technologies Inc 111.7K $
287Hamilton Lane Inc 171.7K $
288iShares Trust 141.6K $
289Vanguard Total Bond Market ETF 221.6K $
290Veralto Corp 181.6K $
291elf Beauty Inc 261.6K $
292iShares Trust 121.5K $
293Vodafone Group PLC 1021.5K $
294First Trust Exchange-Traded Fund VIII 501.5K $
295Vanguard International Equity Index Funds 281.5K $
296Cava Group Inc 181.4K $
297Vanguard Financials ETF 121.4K $
298Vanguard FTSE Developed Markets ETF 221.4K $
299First Trust Exchange-Traded Fund VIII 261.4K $
300Sweetgreen Inc 2631.4K $