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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
SPLB icon
301
State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
$1.17B
$2.43K ﹤0.01%
+109
New +$2.46K
RCTR
302
First Trust Bloomberg Nuclear Power ETF
RCTR
$25.6M
$2.42K ﹤0.01%
+69
New +$2.5K
HSY icon
303
Hershey
HSY
$34.8B
$2.41K ﹤0.01%
+12
New +$2.53K
FRA icon
304
BlackRock Floating Rate Income Strategies Fund
FRA
$380M
$2.35K ﹤0.01%
+213
New +$2.44K
RICK icon
305
RCI Hospitality Holdings
RICK
$200M
$2.3K ﹤0.01%
+101
New +$2.38K
EDOW icon
306
First Trust Dow 30 Equal Weight ETF
EDOW
$309M
$2.27K ﹤0.01%
+56
New +$2.36K
STT icon
307
State Street
STT
$50.1B
$2.25K ﹤0.01%
+18
New +$2.3K
SPOT icon
308
Spotify
SPOT
$98.3B
$2.24K ﹤0.01%
+5
New +$2.51K
PECO icon
309
Phillips Edison & Co
PECO
$5.54B
$2.23K ﹤0.01%
+60
New +$2.23K
EMHC icon
310
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$279M
$2.2K ﹤0.01%
+89
New +$2.26K
QCOM icon
311
Qualcomm
QCOM
$181B
$2.19K ﹤0.01%
+17
New +$2.48K
GIS icon
312
General Mills
GIS
$20.3B
$2.17K ﹤0.01%
+58
New +$2.52K
PFFA icon
313
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.45B
$2.14K ﹤0.01%
+105
New +$2.25K
DE icon
314
Deere & Co
DE
$161B
$2.09K ﹤0.01%
+4
New +$2.26K
CLX icon
315
Clorox
CLX
$11.6B
$2.07K ﹤0.01%
+20
New +$2.27K
FETH
316
Fidelity Ethereum Fund
FETH
$995M
$2.01K ﹤0.01%
+96
New +$2.29K
DKNG icon
317
DraftKings
DKNG
$12.4B
$1.98K ﹤0.01%
+91
New +$2.47K
JNK icon
318
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.36B
$1.93K ﹤0.01%
+20
New +$1.94K
HSIC icon
319
Henry Schein
HSIC
$10B
$1.9K ﹤0.01%
+26
New +$2.01K
SRLN icon
320
State Street Blackstone Senior Loan ETF
SRLN
$5.31B
$1.89K ﹤0.01%
+47
New +$1.91K
SLV icon
321
iShares Silver Trust
SLV
$27.1B
$1.89K ﹤0.01%
+28
New +$2.13K
VXX icon
322
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$163M
$1.88K ﹤0.01%
+53
New +$1.57K
KNG icon
323
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
KNG
$3.41B
$1.82K ﹤0.01%
+37
New +$1.88K
NTSK
324
Netskope Inc
NTSK
$5.49B
$1.81K ﹤0.01%
+213
New +$2.64K
SDVY icon
325
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.4B
$1.76K ﹤0.01%
+45
New +$1.83K
11 12
13
14 15

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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.