Merkkuri Wealth Advisors LLC - Portfolio Stock Holdings

Merkkuri Wealth Advisors LLC disclosed 383 stock positions in a recent SEC 13F filing. $149,142,384 of stock holdings were filed, with the largest holdings including SPYM, FBND, and SCHD. This filing represented positions held on March 31, 2026, and was filed on April 21, 2026.

We estimate the fund has a total AUM of $204,061,905 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.