We are live on ! Find out more
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
BA icon
351
Boeing
BA
$166B
$891 ﹤0.01%
+4
New +$911
VOT icon
352
Vanguard Mid-Cap Growth ETF
VOT
$19.2B
$882 ﹤0.01%
+3
New +$823
MOS icon
353
The Mosaic Company
MOS
$6.96B
$833 ﹤0.01%
+33
New +$905
CINF icon
354
Cincinnati Financial
CINF
$28B
$789 ﹤0.01%
+5
New +$813
MOO icon
355
VanEck Agribusiness ETF
MOO
$978M
$773 ﹤0.01%
+9
New +$734
FYT icon
356
First Trust Small Cap Value AlphaDEX Fund
FYT
$190M
$755 ﹤0.01%
+12
New +$739
LULU icon
357
lululemon athletica
LULU
$13.2B
$749 ﹤0.01%
+5
New +$896
CION icon
358
CION Investment
CION
$301M
$734 ﹤0.01%
+107
New +$899
OKLO
359
Oklo
OKLO
$7.19B
$725 ﹤0.01%
+15
New +$1.08K
ALOY
360
REalloys Inc
ALOY
$549M
$643 ﹤0.01%
+66
New +$844
F icon
361
Ford
F
$56.3B
$633 ﹤0.01%
+55
New +$724
TLRY icon
362
Tilray
TLRY
$521M
$563 ﹤0.01%
+87
New +$678
VNLA icon
363
Janus Henderson Short Duration Income ETF
VNLA
$3.33B
$536 ﹤0.01%
+11
New +$541
BITB icon
364
Bitwise Bitcoin ETF
BITB
$2.47B
$530 ﹤0.01%
+14
New +$581
MAIN icon
365
Main Street Capital
MAIN
$5.08B
$504 ﹤0.01%
+10
New +$592
IXJ icon
366
iShares Global Healthcare ETF
IXJ
$4.07B
$464 ﹤0.01%
+5
New +$490
RDDT icon
367
Reddit
RDDT
$34.9B
$464 ﹤0.01%
+3
New +$511
BMY icon
368
Bristol-Myers Squibb
BMY
$125B
$446 ﹤0.01%
+7
New +$408
ECC
369
Eagle Point Credit Company
ECC
$483M
$441 ﹤0.01%
+117
New +$544
KKR icon
370
KKR & Co
KKR
$88.2B
$283 ﹤0.01%
+3
New +$316
VBK icon
371
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$279 ﹤0.01%
+1
New +$314
EMB icon
372
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$15B
$235 ﹤0.01%
+3
New +$288
VLUE icon
373
iShares MSCI USA Value Factor ETF
VLUE
$9.19B
$190 ﹤0.01%
+1
New +$147
SWK icon
374
Stanley Black & Decker
SWK
$13.9B
$171 ﹤0.01%
+2
New +$161
OXM icon
375
Oxford Industries
OXM
$602M
$168 ﹤0.01%
+4
New +$151
12 13 14
15
16

Similar funds

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.