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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
+7.3%
1 Year Est. Return
+19.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$132M
AUM Growth
+$15M
Cap. Flow
+$6.96M
Cap. Flow %
5.28%
Top 10 Hldgs %
46.55%
Holding
86
New
4
Increased
38
Reduced
37
Closed
4

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.47M
2
PYLD icon
PIMCO Multi Sector Bond Active ETF
PYLD
+$1.63M
3
ILDR icon
First Trust Innovation Leaders ETF
ILDR
+$1.5M
4
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
+$985K
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$970K

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.73M
2
FDEM icon
Fidelity Emerging Markets Multifactor ETF
FDEM
+$1.55M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$801K
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$633K
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$475K

Sector Composition

Rank Sector Weight
1 Technology 1.53%
2 Consumer Discretionary 1.04%
3 Communication Services 0.45%
4 Energy 0.39%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYLD icon
26
PIMCO Multi Sector Bond Active ETF
PYLD
$15B
$1.66M 1.26%
+62,523
New +$1.63M
IYH icon
27
iShares US Healthcare ETF
IYH
$3.37B
$1.64M 1.24%
29,020
+3,707
+15% +$209K
IUSB icon
28
iShares Core Universal USD Bond ETF
IUSB
$42.9B
$1.6M 1.22%
34,642
-8,333
-19% -$380K
XLE icon
29
State Street Energy Select Sector SPDR ETF
XLE
$39.6B
$1.59M 1.21%
37,464
+2,888
+8% +$120K
CIBR icon
30
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.4B
$1.54M 1.17%
20,425
-1,522
-7% -$104K
AVUV icon
31
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.42M 1.08%
15,548
+2,306
+17% +$199K
IYW icon
32
iShares US Technology ETF
IYW
$23.6B
$1.4M 1.07%
8,099
-61
-0.7% -$9.25K
AMZN icon
33
Amazon
AMZN
$2.92T
$1.38M 1.04%
6,274
-1,030
-14% -$204K
IAGG icon
34
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$1.32M 1%
25,905
+9,994
+63% +$506K
GLDM icon
35
SPDR Gold MiniShares Trust
GLDM
$27.5B
$1.21M 0.92%
18,486
-2,559
-12% -$167K
EFG icon
36
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$1.17M 0.89%
10,469
-208
-2% -$21.9K
XTEN icon
37
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$1.13M 0.86%
24,472
+15,926
+186% +$726K
THRO
38
iShares U.S. Thematic Rotation Active ETF
THRO
$6.43B
$1.06M 0.81%
+29,913
New +$985K
SCHZ icon
39
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.05M 0.8%
45,363
+12,616
+39% +$289K
MOAT icon
40
VanEck Morningstar Wide Moat ETF
MOAT
$11.9B
$1.01M 0.77%
10,784
-4,224
-28% -$371K
XLG icon
41
Invesco S&P 500 Top 50 ETF
XLG
$10.6B
$991K 0.75%
19,015
+9,951
+110% +$473K
VNLA icon
42
Janus Henderson Short Duration Income ETF
VNLA
$3.32B
$830K 0.63%
16,867
+142
+0.8% +$6.96K
SPMO icon
43
Invesco S&P 500 Momentum ETF
SPMO
$20.8B
$729K 0.55%
6,480
+1,897
+41% +$189K
IWY icon
44
iShares Russell Top 200 Growth ETF
IWY
$15.9B
$668K 0.51%
2,710
+2
+0.1% +$445
VGT icon
45
Vanguard Information Technology ETF
VGT
$139B
$643K 0.49%
7,752
+1,528
+25% +$111K
MSFT icon
46
Microsoft
MSFT
$3.45T
$636K 0.48%
1,279
-148
-10% -$64.3K
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.12B
$583K 0.44%
8,009
+40
+0.5% +$2.9K
AAPL icon
48
Apple
AAPL
$4.54T
$575K 0.44%
2,801
-546
-16% -$110K
MSTR icon
49
Strategy Inc
MSTR
$34.1B
$556K 0.42%
1,376
+20
+1% +$7.29K
RDVY icon
50
First Trust Rising Dividend Achievers ETF
RDVY
$24.7B
$521K 0.4%
8,298
-2,070
-20% -$122K
1
2
3 4

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Merkkuri Wealth Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Merkkuri Wealth Advisors held 86 positions worth $132M, up 13% from $117M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Merkkuri Wealth Advisors deployed $6.96M of net new capital in Q2 2025, opening 4 new positions and adding to 38 existing holdings. Its largest new stake was PIMCO Multi Sector Bond Active ETF: 62,523 shares worth $1.66M.

By sector, the portfolio is most concentrated in Technology at 1.5% of assets, down from 1.9% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $1.73M trimmed.

  • Merkkuri Wealth Advisors's largest Q2 2025 buy was PIMCO Multi Sector Bond Active ETF: 62,523 shares worth $1.66M.
  • Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2025, an estimated $2.47M increase.
  • Merkkuri Wealth Advisors's biggest Q2 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $1.73M.
  • Merkkuri Wealth Advisors fully exited Fidelity Emerging Markets Multifactor ETF in Q2 2025, selling an estimated $1.55M.
  • Merkkuri Wealth Advisors's ten largest holdings make up 47% of its $132M portfolio in Q2 2025.
  • Merkkuri Wealth Advisors opened 4 new positions and closed 4 in Q2 2025.
  • Merkkuri Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $132M.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.