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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
DOCT
251
FT Vest US Equity Deep Buffer ETF October
DOCT
$382M
$6.4K ﹤0.01%
+147
New +$6.51K
TFLO icon
252
iShares Treasury Floating Rate Bond ETF
TFLO
$6.55B
$6.38K ﹤0.01%
+126
New +$6.37K
ARE icon
253
Alexandria Real Estate Equities
ARE
$8.72B
$6.35K ﹤0.01%
+137
New +$7.23K
CCI icon
254
Crown Castle
CCI
$34.1B
$6.25K ﹤0.01%
+77
New +$6.63K
VG
255
Venture Global Inc
VG
$35.5B
$6.15K ﹤0.01%
+390
New +$4.18K
MRK icon
256
Merck
MRK
$307B
$5.89K ﹤0.01%
+49
New +$5.66K
TAIL icon
257
Cambria Tail Risk ETF
TAIL
$146M
$5.85K ﹤0.01%
+499
New +$5.78K
CRMD icon
258
CorMedix
CRMD
$610M
$5.82K ﹤0.01%
+857
New +$6.33K
OBDC icon
259
Blue Owl Capital
OBDC
$5.39B
$5.69K ﹤0.01%
+515
New +$6.04K
COMT icon
260
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.17B
$5.6K ﹤0.01%
+166
New +$4.75K
MKC icon
261
McCormick & Company Non-Voting
MKC
$14B
$5.27K ﹤0.01%
+104
New +$6.62K
INTC icon
262
Intel
INTC
$488B
$5.16K ﹤0.01%
117
-34,220
-100% -$1.57M
XLI icon
263
State Street Industrial Select Sector SPDR ETF
XLI
$33B
$5.07K ﹤0.01%
+31
New +$5.2K
SPMD icon
264
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.1B
$4.96K ﹤0.01%
+84
New +$5.11K
SCHO icon
265
Schwab Short-Term US Treasury ETF
SCHO
$12.7B
$4.93K ﹤0.01%
+203
New +$4.94K
CPT icon
266
Camden Property Trust
CPT
$11.2B
$4.93K ﹤0.01%
+50
New +$5.3K
VO icon
267
Vanguard Mid-Cap ETF
VO
$105B
$4.89K ﹤0.01%
+68
New +$5.05K
PFF icon
268
iShares Preferred and Income Securities ETF
PFF
$13.3B
$4.8K ﹤0.01%
+158
New +$4.95K
NYF icon
269
iShares New York Muni Bond ETF
NYF
$1.38B
$4.8K ﹤0.01%
+90
New +$4.84K
UBER icon
270
Uber
UBER
$147B
$4.77K ﹤0.01%
+66
New +$5.08K
BABA icon
271
Alibaba
BABA
$288B
$4.59K ﹤0.01%
+37
New +$5.56K
BN icon
272
Brookfield
BN
$104B
$4.59K ﹤0.01%
+113
New +$5.01K
PYPL icon
273
PayPal
PYPL
$50.1B
$4.55K ﹤0.01%
+101
New +$4.88K
AIRR icon
274
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.4B
$4.5K ﹤0.01%
+41
New +$4.64K
MSDL icon
275
Morgan Stanley Direct Lending Fund
MSDL
$1.3B
$4.31K ﹤0.01%
+309
New +$4.78K
9 10
11
12 13

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APMC
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BA
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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.