Merkkuri Wealth Advisors LLC reported 12 positions worth $8.82M for the quarter ended Sep 30, 2026, up 22.1% on the prior quarter. It opened 1 new position, added to 6, trimmed 4 and exited 0. Its largest holding is World Gold Trust at 19.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +5,493 | – | $894.05K | 10.13% |
| GLDM World Gold Trust | +820 | +4.1% | $67.39K | 19.54% |
| GLD Spdr Gold Trust | +63 | +8.0% | $24.01K | 3.68% |
| IBIT iShares Bitcoin Trust ETF | +200 | +1.9% | $9.47K | 5.85% |
| AAPL Apple Inc. | +16 | +0.6% | $5.33K | 10.32% |
| COST Costco Wholesale Corp | +1 | +0.4% | $912.12 | 2.52% |
| GOOG Alphabet Inc. | +2 | +0.1% | $681.38 | 7.66% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +5,493 | $894.05K | 10.13% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM World Gold Trust | Others | 21.0K | $1.72M | 19.54% | +820 | +4.1% | Added | 0.01% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 6,395 | $1.59M | 18.06% | -8 | -0.1% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 2,734 | $910.39K | 10.32% | +16 | +0.6% | Added | 0% |
| 4 | XOM ExxonMobil Holdings Corp | Energy | 5,493 | $894.05K | 10.13% | +5,493 | – | New | 0% |
| 5 | MSFT Microsoft Corp | Technology | 1,551 | $795.61K | 9.02% | -63 | -3.9% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 1,983 | $675.59K | 7.66% | +2 | +0.1% | Added | 0% |
| 7 | IBIT iShares Bitcoin Trust ETF | Others | 10.9K | $516.22K | 5.85% | +200 | +1.9% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 1,400 | $481.83K | 5.46% | -17 | -1.2% | Reduced | 0% |
| 9 | NVDA Nvidia Corp | Technology | 1,731 | $395.41K | 4.48% | -8 | -0.5% | Reduced | 0% |
| 10 | GLD Spdr Gold Trust | Financial Services | 851 | $324.28K | 3.68% | +63 | +8.0% | Added | 0% |
| 11 | ARCC Ares Capital Corp | Financial Services | 15.1K | $288.74K | 3.27% | 0 | 0.0% | Unchanged | 0% |
| 12 | COST Costco Wholesale Corp | Consumer Staples | 244 | $222.56K | 2.52% | +1 | +0.4% | Added | 0% |
Tip. Select a row to see that position’s full history at Merkkuri Wealth Advisors.
As of its Q3 2026 13F filing, Merkkuri Wealth Advisors LLC’s five largest positions were World Gold Trust (GLDM) at 19.5%, Amazon Com Inc (AMZN) at 18.1%, Apple Inc. (AAPL) at 10.3%, ExxonMobil Holdings Corp (XOM) at 10.1%, Microsoft Corp (MSFT) at 9.0% of the reported portfolio.
Merkkuri Wealth Advisors LLC reported a 13F portfolio worth $8.82M across 12 positions for Q3 2026. That is up 22.1% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($894.05K), World Gold Trust ($67.39K), Spdr Gold Trust ($24.01K). It opened 1 new positions.
Its largest sales by value were Microsoft Corp ($32.32K), Alphabet Inc. ($5.85K), Amazon Com Inc ($1.99K). It exited 0 positions entirely.
From the Form 13F-HR reports Merkkuri Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.