Merkkuri Wealth Advisors LLC - Portfolio Stock Holdings
Merkkuri Wealth Advisors LLC disclosed 387 stock positions in a recent SEC 13F filing. $161,182,955 of stock holdings were filed, with the largest holdings including SPYM, IUSG, and FBND. This filing represented positions held on June 30, 2026, and was filed yesterday.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.
Report Period:
June 30, 2026No. of Stocks:
387Est. Stock Holding Value:
$161,182,955Top Stock Holdings By Sector
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Portfolio Stock Holdings - Merkkuri Wealth Advisors LLC
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Holdings (Shares)
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% of Portfolio
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