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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
GLDM icon
26
SPDR Gold MiniShares Trust
GLDM
$27.1B
$1.65M 1.09%
17,799
-6,233
-26% -$601K
CIBR icon
27
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.3B
$1.64M 1.09%
26,188
+1,041
+4% +$69.8K
SCHZ icon
28
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.61M 1.06%
69,138
+2,718
+4% +$63.6K
CORO
29
iShares International Country Rotation Active ETF
CORO
$7.53B
$1.6M 1.06%
+49,621
New +$1.63M
IUSB icon
30
iShares Core Universal USD Bond ETF
IUSB
$42.8B
$1.51M 1%
32,687
+10
+0% +$466
XTEN icon
31
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.05B
$1.49M 0.99%
32,485
+2,013
+7% +$93.3K
ACWX icon
32
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$1.49M 0.99%
+21,732
New +$1.53M
FPEI icon
33
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.92B
$1.46M 0.97%
76,850
-1,216
-2% -$23.6K
AMZN icon
34
Amazon
AMZN
$2.69T
$1.35M 0.89%
6,477
+26
+0.4% +$5.72K
EFV icon
35
iShares MSCI EAFE Value ETF
EFV
$26B
$1.26M 0.84%
16,985
-11,572
-41% -$870K
QUAL icon
36
iShares MSCI USA Quality Factor ETF
QUAL
$46.1B
$1.23M 0.81%
6,396
+164
+3% +$32.9K
IYH icon
37
iShares US Healthcare ETF
IYH
$3.2B
$1.13M 0.75%
18,310
+347
+2% +$22.4K
AVEM icon
38
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$1.13M 0.75%
13,997
+1,829
+15% +$152K
THRO
39
iShares U.S. Thematic Rotation Active ETF
THRO
$6.36B
$1.09M 0.72%
30,152
+1,744
+6% +$66.5K
SPMO icon
40
Invesco S&P 500 Momentum ETF
SPMO
$20.5B
$1.07M 0.71%
9,580
+370
+4% +$43.7K
IVV icon
41
iShares Core S&P 500 ETF
IVV
$881B
$1.04M 0.69%
1,592
-30
-2% -$20.5K
VGT icon
42
Vanguard Information Technology ETF
VGT
$139B
$998K 0.66%
11,448
+16
+0.1% +$1.47K
MBB icon
43
iShares MBS ETF
MBB
$39.3B
$944K 0.63%
9,944
+120
+1% +$11.5K
AVUV icon
44
Avantis US Small Cap Value ETF
AVUV
$29.4B
$885K 0.59%
8,012
+22
+0.3% +$2.42K
GOVT icon
45
iShares US Treasury Bond ETF
GOVT
$43.7B
$847K 0.56%
+36,971
New +$852K
IWY icon
46
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$842K 0.56%
3,384
+2
+0.1% +$530
BLCR icon
47
BlackRock Large Cap Core ETF
BLCR
$6.26B
$830K 0.55%
+20,221
New +$866K
XOM icon
48
ExxonMobil
XOM
$605B
$824K 0.55%
4,859
+5
+0.1% +$730
SHLD icon
49
Global X Defense Tech ETF
SHLD
$6.78B
$810K 0.54%
11,441
+3,919
+52% +$292K
AAPL icon
50
Apple
AAPL
$4.89T
$700K 0.46%
2,759
+1
+0% +$260
1
2
3 4 5

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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.