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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
COWG icon
326
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.23B
$1.69K ﹤0.01%
+50
New +$1.75K
PLTR icon
327
Palantir
PLTR
$318B
$1.67K ﹤0.01%
+11
New +$1.68K
HLNE icon
328
Hamilton Lane
HLNE
$3.58B
$1.67K ﹤0.01%
+17
New +$2.09K
IJS icon
329
iShares S&P Small-Cap 600 Value ETF
IJS
$8.15B
$1.64K ﹤0.01%
+14
New +$1.69K
BND icon
330
Vanguard Total Bond Market
BND
$158B
$1.63K ﹤0.01%
+22
New +$1.63K
VLTO icon
331
Veralto
VLTO
$22.9B
$1.61K ﹤0.01%
+18
New +$1.71K
ELF icon
332
e.l.f. Beauty
ELF
$4.54B
$1.6K ﹤0.01%
+26
New +$2.11K
IWP icon
333
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.54K ﹤0.01%
+12
New +$1.62K
VOD icon
334
Vodafone
VOD
$35.4B
$1.53K ﹤0.01%
+102
New +$1.49K
QSPT icon
335
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$621M
$1.52K ﹤0.01%
+50
New +$1.58K
VWO icon
336
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.52K ﹤0.01%
+28
New +$1.57K
CAVA icon
337
CAVA Group
CAVA
$7.76B
$1.44K ﹤0.01%
+18
New +$1.31K
VFH icon
338
Vanguard Financials ETF
VFH
$13.3B
$1.43K ﹤0.01%
+12
New +$1.53K
VEA icon
339
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.42K ﹤0.01%
+22
New +$1.45K
FNOV icon
340
FT Vest US Equity Buffer ETF November
FNOV
$1.21B
$1.4K ﹤0.01%
+26
New +$1.42K
SG icon
341
Sweetgreen
SG
$781M
$1.36K ﹤0.01%
+263
New +$1.6K
HUN icon
342
Huntsman Corp
HUN
$2.06B
$1.34K ﹤0.01%
+101
New +$1.22K
RTX icon
343
RTX Corp
RTX
$264B
$1.3K ﹤0.01%
+7
New +$1.39K
IWO icon
344
iShares Russell 2000 Growth ETF
IWO
$14.7B
$1.26K ﹤0.01%
+4
New +$1.33K
TIPX icon
345
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$2.01B
$1.2K ﹤0.01%
+62
New +$1.19K
SOFI icon
346
SoFi Technologies
SOFI
$21.9B
$1.19K ﹤0.01%
+75
New +$1.58K
BNDX icon
347
Vanguard Total International Bond ETF
BNDX
$82.1B
$1.15K ﹤0.01%
+24
New +$1.16K
WMB icon
348
Williams Companies
WMB
$91.5B
$1.15K ﹤0.01%
+16
New +$1.11K
EBND icon
349
State Street SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.25B
$1.09K ﹤0.01%
+53
New +$1.13K
NYC
350
American Strategic Investment Co
NYC
$24.5M
$963 ﹤0.01%
+113
New +$1.02K
12 13
14
15 16

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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.