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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
(+6.7%)
Cap. Flow
-$5.09M
Cap. Flow
% of AUM
-3.16%
Top 10 Holdings %
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 |
Fidelity Limited Term Bond ETF
FLTB
|
+$3.05M |
| 3 |
RCTR
First Trust Bloomberg Nuclear Power ETF
RCTR
|
+$1.45M |
| 4 |
iShares Core Universal USD Bond ETF
IUSB
|
+$990K |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$875K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Janus Henderson Securitized Income ETF
JSI
|
+$3.56M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.23M |
| 3 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$1.06M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$985K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
376
Albemarle Corp Depositary Shares
ALB.PRA
$2.39B
| – | – |
-250
| Closed | -$18K |
|
377
Reddit
RDDT
$29.7B
| – | – |
-3
| Closed | -$464 |
|
|
NNE
378
Nano Nuclear Energy
NNE
$952M
| – | – |
-120
| Closed | -$2.45K |
|
|
OKLO
379
Oklo
OKLO
$7.68B
| – | – |
-15
| Closed | -$725 |
|
|
VG
380
Venture Global Inc
VG
$36.1B
| – | – |
-390
| Closed | -$6.15K |
|
|
FETH
381
Fidelity Ethereum Fund
FETH
$1.33B
| – | – |
-96
| Closed | -$2.01K |
|
|
CERY
382
State Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
CERY
$1.11B
| – | – |
-191
| Closed | -$6.75K |
|
|
HIMU
383
iShares High Yield Muni Active ETF
HIMU
$2.48B
| – | – |
-311
| Closed | -$14.9K |
|
|
LMUB
384
iShares Long-Term National Muni Bond ETF
LMUB
$1.58B
| – | – |
-2,800
| Closed | -$140K |
|
|
IDEF
385
BlackRock ETF Trust iShares Defense Industrials and Tech Active ETF
IDEF
$4.33B
| – | – |
-124
| Closed | -$4.06K |
|
|
NTSK
386
Netskope Inc
NTSK
$5.7B
| – | – |
-213
| Closed | -$1.81K |
|
|
AKRE
387
Akre Focus ETF
AKRE
$5.3B
| – | – |
-375
| Closed | -$19.8K |
|
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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.