Merkkuri Wealth Advisors LLC
Filing Date
Global Rank
#7,843
/ 8,586
▲ 56
Top Industry
Internet Retail
19.5%
3Y Alpha vs SPY
+5.5%
Period ended 3 months ago
Filed Apr 21, 2026 · 56d
8 quarters · since Jun 2024
Clone Performance
Aug 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+54.4%
SPY
+42.0%
Annualised alpha
+5.7%
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, 2025Top 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 |
|---|---|---|
| Unclassified | 57.7% | $9,440,009 |
| Consumer Cyclical | 10.7% | $1,749,734 |
| Technology | 9.8% | $1,612,128 |
| Financial Services | 5.8% | $950,626 |
| Energy | 5.1% | $839,250 |
| Communication Services | 3.9% | $645,494 |
| Consumer Defensive | 2.5% | $412,781 |
| Healthcare | 2.0% | $330,137 |
| Industrials | 1.9% | $317,357 |
| Real Estate | 0.4% | $59,861 |
| Basic Materials | 0.1% | $9,844 |
| Utilities | 0.0% | $743 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| AAPL | Apple Inc. | +1 | 2,759 | $700,206 | |
| GOOGL | Alphabet Inc. | +1 | 1,395 | $401,146 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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 exitedNo qualifying positions this quarter.
13 positions ·
$412,781 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
NEW | 1 | $58 | 0.01% | |
| SNDL |
SNDL Inc.
Consumer Defensive
|
NEW | 70 | $92 | 0.02% | |
| ELF |
e.l.f. Beauty, Inc.
Consumer Defensive
|
NEW | 26 | $1,575 | 0.38% | |
| CLX |
Clorox Co /De/
Consumer Defensive
|
NEW | 20 | $2,072 | 0.50% | |
| GIS |
General Mills Inc
Consumer Defensive
|
NEW | 58 | $2,158 | 0.52% | |
| HSY |
Hershey Co
Consumer Defensive
|
NEW | 12 | $2,494 | 0.60% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
NEW | 104 | $5,245 | 1.27% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
NEW | 45 | $6,499 | 1.57% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
NEW | 112 | $7,390 | 1.79% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
NEW | 233 | $28,957 | 7.02% | |
| TGT |
Target Corp
Consumer Defensive
|
NEW | 392 | $47,510 | 11.51% | |
| KO |
Coca Cola Co
Consumer Defensive
|
NEW | 653 | $49,660 | 12.03% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 260 | $259,071 | 62.76% |