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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
BKNG icon
276
Booking.com
BKNG
$141B
$4.23K ﹤0.01%
+25
New +$4.6K
SRVR icon
277
Pacer Data & Infrastructure Real Estate ETF
SRVR
$364M
$4.1K ﹤0.01%
+131
New +$4.13K
TTD icon
278
Trade Desk
TTD
$8.74B
$4.09K ﹤0.01%
+180
New +$5.2K
IDEF
279
iShares Defense Industrials Active ETF
IDEF
$4B
$4.06K ﹤0.01%
+124
New +$4.32K
TM icon
280
Toyota
TM
$210B
$4.03K ﹤0.01%
+20
New +$4.52K
GWX icon
281
State Street SPDR S&P International Small Cap ETF
GWX
$856M
$3.96K ﹤0.01%
+94
New +$4.09K
EPD icon
282
Enterprise Products Partners
EPD
$82.6B
$3.91K ﹤0.01%
+103
New +$3.65K
KXI icon
283
iShares Global Consumer Staples ETF
KXI
$1.05B
$3.9K ﹤0.01%
+58
New +$3.99K
CTVA icon
284
Corteva
CTVA
$58.4B
$3.67K ﹤0.01%
+44
New +$3.31K
BP icon
285
BP
BP
$108B
$3.65K ﹤0.01%
+78
New +$3.06K
VXUS icon
286
Vanguard Total International Stock ETF
VXUS
$153B
$3.55K ﹤0.01%
+46
New +$3.65K
FBT icon
287
First Trust NYSE Arca Biotechnology Index Fund
FBT
$2.8B
$3.36K ﹤0.01%
+17
New +$3.52K
DOW icon
288
Dow Inc
DOW
$21.6B
$3.31K ﹤0.01%
+80
New +$2.54K
PFE icon
289
Pfizer
PFE
$143B
$3.23K ﹤0.01%
+115
New +$3.06K
BDX icon
290
Becton Dickinson
BDX
$43.6B
$3.12K ﹤0.01%
+20
New +$3.67K
TSM icon
291
TSMC
TSM
$2.07T
$3.05K ﹤0.01%
+9
New +$3.1K
AMT icon
292
American Tower
AMT
$79.2B
$2.96K ﹤0.01%
+17
New +$3.06K
SPTL icon
293
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
$2.84K ﹤0.01%
+108
New +$2.88K
FVD icon
294
First Trust Value Line Dividend Fund
FVD
$8.27B
$2.71K ﹤0.01%
+58
New +$2.79K
FXG icon
295
First Trust Consumer Staples AlphaDEX Fund
FXG
$232M
$2.62K ﹤0.01%
+41
New +$2.67K
VB icon
296
Vanguard Small-Cap ETF
VB
$79.7B
$2.57K ﹤0.01%
+10
New +$2.71K
SNOV icon
297
FT Vest US Small Cap Moderate Buffer ETF November
SNOV
$114M
$2.48K ﹤0.01%
+100
New +$2.52K
SCHW
298
Charles Schwab
SCHW
$177B
$2.48K ﹤0.01%
+26
New +$2.55K
BOND icon
299
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.29B
$2.46K ﹤0.01%
+27
New +$2.52K
NNE
300
Nano Nuclear Energy
NNE
$836M
$2.45K ﹤0.01%
+120
New +$3.27K
10 11
12
13 14

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DIG
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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.