Merkkuri Wealth Advisors LLC

CIK

2040317

Location

HICKSVILLE, NY

Portfolio Value

Micro $16,367,964

Diversification

Diversified

Filing Date

Global Rank

#7,491 / 8,232 ▲ 178

Top Industry

Internet Retail 19.5%

3Y Alpha vs SPY

+5.8%

Period ended 2 months ago

Filed Apr 21, 2026 · 54d

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+51.9%

SPY

+39.3%

Annualised alpha

+5.8%

Max drawdown

−19.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

144 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.9%

−1.2 pts

Top 5

65.5%

−5.4 pts

Top 10

80.5%

−10.6 pts

HHI

1,163

Diversified−175

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.7%	$9,440,009	10
Consumer Cyclical	10.7%	$1,749,734	20
Technology	9.8%	$1,612,128	17
Financial Services	5.8%	$950,626	24
Energy	5.1%	$839,250	5
Communication Services	3.9%	$645,494	10
Consumer Defensive	2.5%	$412,781	13
Healthcare	2.0%	$330,137	14
Industrials	1.9%	$317,357	15
Real Estate	0.4%	$59,861	10
Basic Materials	0.1%	$9,844	5
Utilities	0.0%	$743	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+70	1,483	$548,962
IBIT	iShares Bitcoin Trust ETF	+65	10,510	$403,794
AMZN	Amazon Com Inc	+26	6,477	$1,348,964
NVDA	Nvidia Corp	+6	1,531	$267,006
XOM	Exxon Mobil Corp	+5	4,859	$824,377
COST	Costco Wholesale Corp /New	+2	260	$259,071
GOOGL	Alphabet Inc.	+1	1,395	$401,146
AAPL	Apple Inc.	+1	2,759	$700,206
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
ARCC	Ares Capital Corp	−34,556	15,117	$272,408
INTC	Intel Corp	−34,220	117	$5,163
GLDM	World Gold Trust	−6,233	17,799	$1,649,789
QQQ	Invesco Qqq Trust, Series 1	−443	6,767	$3,905,777
SPY	Spdr S&P 500 ETF Trust	−233	4,612	$2,999,368
GLD	Spdr Gold Trust	−2	906	$389,842
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
LLY	ELI LILLY & Co	155	$142,564
V	Visa Inc.	445	$134,496
META	Meta Platforms, Inc.	207	$118,430
JPM	Jpmorgan Chase & Co	310	$91,189
MAR	Marriott International Inc /Md/	259	$84,711
RCL	Royal Caribbean Cruises Ltd	302	$83,104
DAL	Delta Air Lines, Inc.	1,032	$68,607
TSLA	Tesla, Inc.	171	$63,569
FBTC	Fidelity Wise Origin Bitcoin Fund	1,032	$60,918
LMT	Lockheed Martin Corp	96	$58,021
WM	Waste Management Inc	248	$56,987
CAT	Caterpillar Inc	79	$55,968
KO	Coca Cola Co	653	$49,660
TGT	Target Corp	392	$47,510
BRK-B	Berkshire Hathaway Inc	96	$46,003
TMUS	T-Mobile US, Inc.	210	$44,106
MCD	Mcdonalds Corp	138	$42,889
HCA	HCA Healthcare, Inc.	90	$42,591
NIO	NIO Inc.	6,754	$40,726
MA	Mastercard Inc	81	$40,472
ABBV	AbbVie Inc.	158	$34,363
UNH	Unitedhealth Group Inc	123	$33,282
NFLX	Netflix Inc	319	$30,671
DIS	Walt Disney Co	305	$29,395
WMT	Walmart Inc.	233	$28,957
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

144 positions · $16,367,964 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	6,767	-443	$3,905,777	−11.8%	23.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,612	-233	$2,999,368	−9.2%	18.32%
GLDM	World Gold Trust	Reduced	17,799	-6,233	$1,649,789	−19.6%	10.08%
AMZN	Amazon Com Inc Consumer Cyclical	Added	6,477	+26	$1,348,964	−9.4%	8.24%
XOM	Exxon Mobil Corp Energy	Added	4,859	+5	$824,377	+41.1%	5.04%
AAPL	Apple Inc. Technology	Added	2,759	+1	$700,206	−6.6%	4.28%
MSFT	Microsoft Corp Technology	Added	1,483	+70	$548,962	−19.7%	3.35%
IBIT	iShares Bitcoin Trust ETF	Added	10,510	+65	$403,794	−22.1%	2.47%
GOOGL	Alphabet Inc. Communication Services	Added	1,395	+1	$401,146	−8.1%	2.45%
GLD	Spdr Gold Trust	Reduced	906	-2	$389,842	+8.3%	2.38%
ARCC	Ares Capital Corp Financial Services	Reduced	15,117	-34,556	$272,408	−72.9%	1.66%
PDI	PIMCO Dynamic Income Fund Financial Services	Held	15,839	0	$271,005	−3.4%	1.66%
NVDA	Nvidia Corp Technology	Added	1,531	+6	$267,006	−6.1%	1.63%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	260	+2	$259,071	+16.4%	1.58%
LLY	ELI LILLY & Co Healthcare	NEW	155	NEW	$142,564	NEW	0.87%
V	Visa Inc. Financial Services	NEW	445	NEW	$134,496	NEW	0.82%
META	Meta Platforms, Inc. Communication Services	NEW	207	NEW	$118,430	NEW	0.72%
JPM	Jpmorgan Chase & Co Financial Services	NEW	310	NEW	$91,189	NEW	0.56%
MAR	Marriott International Inc /Md/ Consumer Cyclical	NEW	259	NEW	$84,711	NEW	0.52%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	NEW	302	NEW	$83,104	NEW	0.51%
DAL	Delta Air Lines, Inc. Industrials	NEW	1,032	NEW	$68,607	NEW	0.42%
TSLA	Tesla, Inc. Consumer Cyclical	NEW	171	NEW	$63,569	NEW	0.39%
FBTC	Fidelity Wise Origin Bitcoin Fund	NEW	1,032	NEW	$60,918	NEW	0.37%
LMT	Lockheed Martin Corp Industrials	NEW	96	NEW	$58,021	NEW	0.35%
WM	Waste Management Inc Industrials	NEW	248	NEW	$56,987	NEW	0.35%
CAT	Caterpillar Inc Industrials	NEW	79	NEW	$55,968	NEW	0.34%
KO	Coca Cola Co Consumer Defensive	NEW	653	NEW	$49,660	NEW	0.30%
TGT	Target Corp Consumer Defensive	NEW	392	NEW	$47,510	NEW	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	NEW	96	NEW	$46,003	NEW	0.28%
TMUS	T-Mobile US, Inc. Communication Services	NEW	210	NEW	$44,106	NEW	0.27%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	138	NEW	$42,889	NEW	0.26%
HCA	HCA Healthcare, Inc. Healthcare	NEW	90	NEW	$42,591	NEW	0.26%
NIO	NIO Inc. Consumer Cyclical	NEW	6,754	NEW	$40,726	NEW	0.25%
MA	Mastercard Inc Financial Services	NEW	81	NEW	$40,472	NEW	0.25%
ABBV	AbbVie Inc. Healthcare	NEW	158	NEW	$34,363	NEW	0.21%
UNH	Unitedhealth Group Inc Healthcare	NEW	123	NEW	$33,282	NEW	0.20%
NFLX	Netflix Inc Communication Services	NEW	319	NEW	$30,671	NEW	0.19%
DIS	Walt Disney Co Communication Services	NEW	305	NEW	$29,395	NEW	0.18%
WMT	Walmart Inc. Consumer Defensive	NEW	233	NEW	$28,957	NEW	0.18%
CB	Chubb Ltd Financial Services	NEW	88	NEW	$28,681	NEW	0.18%
UNP	Union Pacific Corp Industrials	NEW	118	NEW	$28,629	NEW	0.17%
HD	Home Depot, Inc. Consumer Cyclical	NEW	86	NEW	$28,284	NEW	0.17%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	NEW	875	NEW	$28,008	NEW	0.17%
IAU	Ishares Gold Trust	NEW	296	NEW	$26,095	NEW	0.16%
JNJ	Johnson & Johnson Healthcare	NEW	99	NEW	$24,199	NEW	0.15%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	32	NEW	$21,831	NEW	0.13%
DGX	Quest Diagnostics Inc Healthcare	NEW	108	NEW	$21,165	NEW	0.13%
ASML	Asml Holding NV Technology	NEW	15	NEW	$19,812	NEW	0.12%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	43	NEW	$16,787	NEW	0.10%
MPT	Medical Properties Trust Inc Real Estate	NEW	3,623	NEW	$16,774	NEW	0.10%