Merkkuri Wealth Advisors LLC - Portfolio overview

Merkkuri Wealth Advisors LLC has 398 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 10.21%
2. SPYM - SPDR SERIES TRUST, 10.09%
3. FBND - FIDELITY MERRIMACK STR TR, 4.60%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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