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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
RC
376
Ready Capital
RC
$256M
$163 ﹤0.01%
+100
New +$191
IXG icon
377
iShares Global Financials ETF
IXG
$611M
$145 ﹤0.01%
+1
New +$119
TT icon
378
Trane Technologies
TT
$104B
– –
0
– –
TJX icon
379
TJX Companies
TJX
$171B
$135 ﹤0.01%
+1
New +$156
SHYG icon
380
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$117 ﹤0.01%
+3
New +$128
SNDL icon
381
Sundial Growers
SNDL
$333M
$92 ﹤0.01%
+70
New +$107
BTI icon
382
British American Tobacco
BTI
$136B
$86 ﹤0.01%
+1
New +$59
AVGO icon
383
Broadcom
AVGO
$1.76T
– –
0
– –
DEED icon
384
First Trust Securitized Plus ETF
DEED
$77.9M
$62 ﹤0.01%
+3
New +$65
IXN icon
385
iShares Global Tech ETF
IXN
$8.65B
– –
0
– –
ARKW icon
386
ARK Web x.0 ETF
ARKW
$1.64B
– –
0
– –
ESGE icon
387
iShares ESG Aware MSCI EM ETF
ESGE
$6.47B
$29 ﹤0.01%
+1
New +$47
RWR icon
388
State Street SPDR Dow Jones REIT ETF
RWR
$1.89B
– –
0
– –
PFLD icon
389
AAM Low Duration Preferred and Income Securities ETF
PFLD
$416M
$17 ﹤0.01%
+1
New +$20
PHYL icon
390
PGIM Active High Yield Bond ETF
PHYL
$1.33B
– –
0
– –
QCLN icon
391
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$674M
– –
0
– –
RWX icon
392
State Street SPDR Dow Jones International Real Estate ETF
RWX
$281M
– –
0
– –
SPTI icon
393
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.4B
– –
0
– –
SPEU icon
394
State Street SPDR Portfolio Europe ETF
SPEU
$714M
– –
0
– –
INCO icon
395
Columbia India Consumer ETF
INCO
$224M
– –
0
– –
SPIB icon
396
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
0
– –
IVOL icon
397
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$276M
– –
0
– –
12 13 14 15
16

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MWS
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DIG
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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.