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MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
+12.47%
1 Year Est. Return
+19.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$10.1M
Cap. Flow
-$5.09M
Cap. Flow %
-3.16%
Top 10 Hldgs %
48.31%
Holding
387
New
3
Increased
35
Reduced
41
Closed
306

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.77M
2
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$3.05M
3
RCTR
First Trust Bloomberg Nuclear Power ETF
RCTR
+$1.45M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$990K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$875K

Top Sells

Rank Stock Value
1
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$3.56M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.23M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.06M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$985K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$955K

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.91%
2 Technology 1.08%
3 Consumer Discretionary 0.95%
4 Communication Services 0.75%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VLTO icon
351
Veralto
VLTO
$23.5B
– –
-18
Closed -$1.61K
VLUE icon
352
iShares MSCI USA Value Factor ETF
VLUE
$9.9B
– –
-1
Closed -$190
VNLA icon
353
Janus Henderson Short Duration Income ETF
VNLA
$3.43B
– –
-11
Closed -$536
VNQ icon
354
Vanguard Real Estate ETF
VNQ
$38.1B
– –
-192
Closed -$17K
VO icon
355
Vanguard Morningstar Mid-Cap ETF
VO
$108B
– –
-68
Closed -$4.89K
VOD icon
356
Vodafone
VOD
$39.1B
– –
-102
Closed -$1.53K
VOT icon
357
Vanguard Morningstar Mid-Cap Growth ETF
VOT
$19.4B
– –
-3
Closed -$882
VTEB icon
358
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
– –
-438
Closed -$21.9K
VTI icon
359
Vanguard Morningstar Total Stock Market ETF
VTI
$688B
– –
-193
Closed -$61.8K
VUG icon
360
Vanguard Morningstar Growth ETF
VUG
$228B
– –
-2,100
Closed -$153K
VWO icon
361
Vanguard FTSE Emerging Markets ETF
VWO
$128B
– –
-28
Closed -$1.52K
VXUS icon
362
Vanguard Total International Stock ETF
VXUS
$165B
– –
-46
Closed -$3.55K
VXX icon
363
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$128M
– –
-53
Closed -$1.88K
VYM icon
364
Vanguard High Dividend Yield ETF
VYM
$82.8B
– –
-56
Closed -$8.25K
VZ icon
365
Verizon
VZ
$208B
– –
-265
Closed -$13.3K
WMB icon
366
Williams Companies
WMB
$90.7B
– –
-16
Closed -$1.15K
WM icon
367
Waste Management
WM
$87.5B
– –
-248
Closed -$56.9K
WMT icon
368
Walmart Inc
WMT
$850B
– –
-233
Closed -$29K
XLG icon
369
Invesco S&P 500 Top 50 ETF
XLG
$11.2B
– –
-149
Closed -$8.1K
XLI icon
370
State Street Industrial Select Sector SPDR ETF
XLI
$32.2B
– –
-31
Closed -$5.07K
XLSR icon
371
State Street US Sector Rotation ETF
XLSR
$1.05B
– –
-397
Closed -$22.9K
XLU icon
372
State Street Utilities Select Sector SPDR ETF
XLU
$22.2B
– –
-161
Closed -$7.4K
XLV icon
373
State Street Health Care Select Sector SPDR ETF
XLV
$44.1B
– –
-287
Closed -$42.1K
XME icon
374
State Street SPDR S&P Metals & Mining ETF
XME
$4.87B
– –
-409
Closed -$44.1K
XOM icon
375
ExxonMobil
XOM
$656B
– –
-4,859
Closed -$824K
12 13 14
15
16

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MMCM
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BFS
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GT
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AWM
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LAII
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LWM
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L
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Merkkuri Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Merkkuri Wealth Advisors held 387 positions worth $161M, up 6.7% from $151M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Merkkuri Wealth Advisors withdrew a net $5.09M in Q2 2026, closing 306 positions and reducing 41 holdings. Its most notable exit was iShares MSCI USA Quality Factor ETF, an estimated $1.23M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 95% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Merkkuri Wealth Advisors opened a new position in Fidelity Limited Term Bond ETF worth $3.04M.

  • Merkkuri Wealth Advisors's largest Q2 2026 buy was Fidelity Limited Term Bond ETF: 60,605 shares worth $3.04M.
  • Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $4.77M increase.
  • Merkkuri Wealth Advisors's biggest Q2 2026 reduction was Janus Henderson Securitized Income ETF, cutting an estimated $3.56M.
  • Merkkuri Wealth Advisors fully exited iShares MSCI USA Quality Factor ETF in Q2 2026, selling an estimated $1.23M.
  • Merkkuri Wealth Advisors's ten largest holdings make up 48% of its $161M portfolio in Q2 2026.
  • Merkkuri Wealth Advisors opened 3 new positions and closed 306 in Q2 2026.
  • Merkkuri Wealth Advisors's portfolio value rose 6.7% quarter-over-quarter to $161M.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.