Merkkuri Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Hicksville, NY
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
399
Total value ($000)
$151,066
Net value change ($000)
+4,129 (2.8%)
New positions
318
Sold out positions
0
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CORO 1,595 NEW
ACWX 1,488 NEW
GOVT 847 NEW
BLCR 830 NEW
XLE 801 37.0%
SCHD 637 11.8%
SPYM 452 2.7%
SHLD 323 66.3%
XOM 240 41.1%
AVEM 191 20.4%
Top Reduces (Value $000, Stocks/ETFs)
XLG -2,239 -99.6%
IEMG -1,349 -88.2%
INTC -1,262 -99.6%
EFV -776 -38.1%
ARCC -733 -72.9%
DYNF -622 -20.2%
QQQ -523 -11.8%
GLDM -402 -19.6%
IUSG -382 -6.0%
SPY -305 -9.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type