Merkkuri Wealth Advisors LLC
Long book
$151.1M
Q1 2026
Positions
399
Top-10 weight
43%
concentration
Last quarter
+10.4%
SPY +14.8%
Turnover
79%
of book per quarter
Strategy in plain words
auto-generated from filingsMerkkuri Wealth Advisors LLC is a wealth-management firm allocating client money, running a $151.1M US long book across 399 positions.
The portfolio is moderately concentrated (top 10 ≈ 43% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: STE STR SPDR PT S&P 500 ETF, FIDELITY TOTAL BOND ETF, SCHWAB US DVD EQUITY ETF, ISHARES CORE S&P U.S. GROWTH, ISHARES CORE S&P MIDCAP ETF.
Over the last 8 quarters its long book ran on average 0.8pp per quarter behind the S&P 500, beating the index in 2 of 8 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q2 2024
+5.7%
Q3 2024
-0.0%
Q4 2024
-1.4%
Q1 2025
+7.3%
Q2 2025
+6.2%
Q3 2025
+2.3%
Q4 2025
-1.0%
Q1 2026
+10.4%
Sector allocation
Technology 38%
Consumer discretionary 25%
Energy 12%
Industrials 6%
Services media 5%
Healthcare 4%
Other 4%
Financials 3%
Long book by quarter
What does Merkkuri Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AMZN AMAZON.COM INC | Consumer discretionary | 6.5K | $1.3M | 0.9% | +0.4% |
| XOM EXXON MOBIL CORP | Energy | 4.9K | $824K | 0.5% | +0.1% |
| AAPL APPLE INC | Technology | 2.8K | $700K | 0.5% | 0.0% |
| GOOG ALPHABET INC-CL C | Technology | 2.0K | $582K | 0.4% | -0.1% |
| MSFT MICROSOFT CORP | Technology | 1.5K | $549K | 0.4% | +5.0% |
| GOOGL ALPHABET INC-CL A | Technology | 1.4K | $401K | 0.3% | +0.1% |
| ARCC ARES CAPITAL CORP | — | 15.1K | $272K | 0.2% | -69.6% |
| NVDA NVIDIA CORP | Technology | 1.5K | $267K | 0.2% | +0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 260 | $260K | 0.2% | +0.8% |
| LLY ELI LILLY & CO | Healthcare | 155 | $143K | 0.1% | New |
| V VISA INC-CLASS A SHARES | Services media | 445 | $135K | 0.1% | New |
| META META PLATFORMS INC-CLASS A | Technology | 207 | $119K | 0.1% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 21, 2026 | 80 | $143.1M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 29, 2026 | 80 | $146.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 29, 2025 | 80 | $137.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 4, 2025 | 82 | $131.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 22, 2025 | 82 | $116.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 21, 2025 | 84 | $126.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 23, 2024 | 83 | $126.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Oct 23, 2024 | 79 | $108.7M | canonical | SEC ↗ |