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MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 14.38%
This Fund
S&P 500
This Quarter Est. Return
-0.93%
1 Year Est. Return
+14.38%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$151M
AUM Growth
+$4.13M
Cap. Flow
+$6.42M
Cap. Flow %
4.25%
Top 10 Hldgs %
42.9%
Holding
397
New
304
Increased
50
Reduced
25
Closed
–

Top Buys

Rank Stock Value
1
CORO
iShares International Country Rotation Active ETF
CORO
+$1.63M
2
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$1.53M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.26M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$866K
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$852K

Top Sells

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$2.17M
2
INTC icon
Intel
INTC
+$1.57M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.46M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$870K
5
ARCC icon
Ares Capital
ARCC
+$669K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 1.16%
2 Technology 1.07%
3 Communication Services 0.81%
4 Energy 0.56%
5 Financials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$17M 11.23%
221,717
+15,805
+8% +$1.26M
FBND icon
2
Fidelity Total Bond ETF
FBND
$26.9B
$7.75M 5.13%
169,808
-3,696
-2% -$170K
SCHD icon
3
Schwab US Dividend Equity ETF
SCHD
$100B
$6.04M 4%
196,967
-111
-0.1% -$3.37K
IUSG icon
4
iShares Core S&P US Growth ETF
IUSG
$31.4B
$5.95M 3.94%
38,342
+657
+2% +$108K
IJH icon
5
iShares Core S&P Mid-Cap ETF
IJH
$122B
$5.27M 3.49%
78,004
+186
+0.2% +$12.9K
AGG icon
6
iShares Core US Aggregate Bond ETF
AGG
$139B
$5.17M 3.42%
52,044
-1,446
-3% -$145K
JEPI icon
7
JPMorgan Equity Premium Income ETF
JEPI
$45B
$5.09M 3.37%
89,883
+462
+0.5% +$26.9K
IEFA icon
8
iShares Core MSCI EAFE ETF
IEFA
$186B
$4.56M 3.02%
50,348
+15
+0% +$1.4K
RDVY icon
9
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$4.11M 2.72%
60,186
+520
+0.9% +$37K
QQQ icon
10
Invesco QQQ Trust
QQQ
$466B
$3.91M 2.59%
6,767
-443
-6% -$269K
JSI icon
11
Janus Henderson Securitized Income ETF
JSI
$1.52B
$3.9M 2.58%
75,627
-1,985
-3% -$104K
FTHI icon
12
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.36B
$3.43M 2.27%
149,549
-1,767
-1% -$41.7K
SPY icon
13
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$3M 1.99%
4,612
-233
-5% -$158K
XLE icon
14
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$2.96M 1.96%
48,388
+17
+0% +$912
IVE icon
15
iShares S&P 500 Value ETF
IVE
$48.8B
$2.69M 1.78%
12,743
-620
-5% -$134K
PYLD icon
16
PIMCO Multi Sector Bond Active ETF
PYLD
$14.8B
$2.59M 1.71%
98,787
-2,023
-2% -$53.9K
IVW icon
17
iShares S&P 500 Growth ETF
IVW
$73.1B
$2.47M 1.63%
21,795
+1,439
+7% +$173K
DYNF icon
18
BlackRock US Equity Factor Rotation ETF
DYNF
$37.8B
$2.46M 1.63%
42,211
-8,404
-17% -$509K
BAI
19
iShares A.I. Innovation and Tech Active ETF
BAI
$12.9B
$2.29M 1.52%
69,544
+2,336
+3% +$80.2K
RSP icon
20
Invesco S&P 500 Equal Weight ETF
RSP
$96.4B
$2.28M 1.51%
11,865
+54
+0.5% +$10.7K
IYJ icon
21
iShares US Industrials ETF
IYJ
$1.96B
$2.13M 1.41%
14,446
+341
+2% +$52.8K
ILDR icon
22
First Trust Innovation Leaders ETF
ILDR
$284M
$2.05M 1.36%
68,805
+1,967
+3% +$62.6K
IAGG icon
23
iShares Core International Aggregate Bond Fund
IAGG
$10.6B
$2M 1.32%
39,933
-349
-0.9% -$17.5K
MCH icon
24
Matthews China Active ETF
MCH
$21.7M
$1.88M 1.24%
71,289
+900
+1% +$25.7K
NFTY icon
25
First Trust India Nifty 50 Equal Weight ETF
NFTY
$131M
$1.82M 1.21%
35,391
+896
+3% +$50.2K
1
2 3 4 5

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APMC
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HTWM
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HEC
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SHF
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FWM
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Merkkuri Wealth Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Merkkuri Wealth Advisors held 397 positions worth $151M, up 2.8% from $147M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Merkkuri Wealth Advisors deployed $6.42M of net new capital in Q1 2026, opening 304 new positions and adding to 50 existing holdings. Its largest new stake was iShares International Country Rotation Active ETF: 49,621 shares worth $1.6M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 1.2% of assets, up from 1% a quarter earlier, followed by Technology and Communication Services.

On the sell side, the largest reduction was Invesco S&P 500 Top 50 ETF, an estimated $2.17M trimmed.

  • Merkkuri Wealth Advisors's largest Q1 2026 buy was iShares International Country Rotation Active ETF: 49,621 shares worth $1.6M.
  • Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2026, an estimated $1.26M increase.
  • Merkkuri Wealth Advisors's biggest Q1 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $2.17M.
  • Merkkuri Wealth Advisors's ten largest holdings make up 43% of its $151M portfolio in Q1 2026.
  • Merkkuri Wealth Advisors opened 304 new positions and closed 0 in Q1 2026.
  • Merkkuri Wealth Advisors's portfolio value rose 2.8% quarter-over-quarter to $151M.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.