We are live on ! Find out more
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
REK icon
226
ProShares Short Real Estate
REK
$11.7M
$8.59K 0.01%
+506
New +$8.43K
VICI icon
227
VICI Properties
VICI
$29.6B
$8.33K 0.01%
+305
New +$8.73K
VYM icon
228
Vanguard High Dividend Yield ETF
VYM
$79.7B
$8.25K 0.01%
+56
New +$8.42K
XLG icon
229
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$8.1K 0.01%
149
-37,760
-100% -$2.17M
ALLY icon
230
Ally Financial
ALLY
$14B
$7.96K 0.01%
+203
New +$8.36K
STIP icon
231
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$7.88K 0.01%
+76
New +$7.83K
FALN icon
232
iShares Fallen Angels USD Bond ETF
FALN
$1.64B
$7.88K 0.01%
+295
New +$8.05K
BOTZ icon
233
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.19B
$7.77K 0.01%
+234
New +$8.65K
SBUX icon
234
Starbucks
SBUX
$119B
$7.73K 0.01%
+86
New +$8.13K
QYLD icon
235
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.01B
$7.55K 0.01%
+440
New +$7.74K
IWM icon
236
iShares Russell 2000 ETF
IWM
$81.2B
$7.52K 0.01%
+30
New +$7.74K
IDU icon
237
iShares US Utilities ETF
IDU
$1.38B
$7.44K ﹤0.01%
+64
New +$7.28K
MO icon
238
Altria Group
MO
$125B
$7.41K ﹤0.01%
+112
New +$7.21K
XLU icon
239
State Street Utilities Select Sector SPDR ETF
XLU
$23.4B
$7.4K ﹤0.01%
+161
New +$7.22K
MMM icon
240
3M
MMM
$83B
$7.4K ﹤0.01%
+51
New +$8.12K
TIP icon
241
iShares TIPS Bond ETF
TIP
$14.6B
$7.33K ﹤0.01%
+66
New +$7.3K
CRM icon
242
Salesforce
CRM
$142B
$7.31K ﹤0.01%
+39
New +$8.08K
EMXC icon
243
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.3B
$7.19K ﹤0.01%
+91
New +$7.32K
AMD icon
244
Advanced Micro Devices
AMD
$821B
$6.8K ﹤0.01%
+33
New +$7.05K
CERY
245
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$994M
$6.75K ﹤0.01%
+191
New +$6.14K
VGK icon
246
Vanguard FTSE Europe ETF
VGK
$29.7B
$6.66K ﹤0.01%
+81
New +$6.96K
PFIX icon
247
Simplify Interest Rate Hedge ETF
PFIX
$166M
$6.64K ﹤0.01%
+144
New +$6.58K
PG icon
248
Procter & Gamble
PG
$347B
$6.56K ﹤0.01%
+45
New +$6.82K
PANW icon
249
Palo Alto Networks
PANW
$284B
$6.55K ﹤0.01%
+41
New +$6.89K
SPSM icon
250
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$6.51K ﹤0.01%
+135
New +$6.68K
8 9
10
11 12

Similar funds

MWS
MFA Wealth Services Thousand Oaks, California $151M AUM 17.08% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
APMC
Alta Partners Management Company Jackson, Wyoming $151M AUM 296.21% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return

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.