Merkkuri Wealth Advisors LLC - Portfolio Stock Holdings

Merkkuri Wealth Advisors LLC disclosed 85 stock positions in a recent SEC 13F filing. $163,546,832 of stock holdings were filed, with the largest holdings including SPYM, IUSG, and FBND. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 3, 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.