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Sarah H Schmidt

Merkkuri Wealth Advisors Llc

Assets Managed
$151.066M
Holdings
399
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
2.82%(2Q avg: 4.72%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Merkkuri Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 399 positions.

Assets under management

The assets under management (AUM) of Merkkuri Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 151.066M in assets, with a quarterly growth rate of 2.82% and a 2-quarter average growth rate of 4.72%. The portfolio is managed by Sarah H Schmidt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 7.68%
11.24%
$16.97M
221,717 shares@ $76.55 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Decreased -2.13%
5.13%
$7.747M
169,808 shares@ $45.62 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -0.05%
4.01%
$6.043M
196,967 shares@ $30.68 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 1.75%
3.94%
$5.947M
38,342 shares@ $155.11 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.24%
3.49%
$5.268M
78,004 shares@ $67.54 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -2.7%
3.42%
$5.166M
52,044 shares@ $99.28 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Increased 0.52%
3.38%
$5.095M
89,883 shares@ $56.68 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.03%
3.02%
$4.558M
50,348 shares@ $90.53 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 0.88%
2.73%
$4.11M
60,186 shares@ $68.29 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -6.14%
2.59%
$3.906M
6,767 shares@ $577.16 avg price

1-10 of 399