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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
+6.07%
1 Year Est. Return
+19.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$138M
AUM Growth
+$6.08M
Cap. Flow
-$1.4M
Cap. Flow %
-1.01%
Top 10 Hldgs %
47.8%
Holding
85
New
3
Increased
45
Reduced
29
Closed
5

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.48M
2
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$1.12M
3
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$621K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$568K
5
DYNF icon
BlackRock US Equity Factor Rotation ETF
DYNF
+$536K

Top Sells

Rank Stock Value
1
IYW icon
iShares US Technology ETF
IYW
+$1.4M
2
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$941K
3
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$880K
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$877K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$723K

Sector Composition

Rank Sector Weight
1 Technology 1.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.58%
4 Energy 0.4%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PYLD icon
26
PIMCO Multi Sector Bond Active ETF
PYLD
$15.1B
$1.85M 1.34%
68,976
+6,453
+10% +$171K
CIBR icon
27
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.1B
$1.8M 1.3%
23,621
+3,196
+16% +$236K
GLDM icon
28
SPDR Gold MiniShares Trust
GLDM
$27.8B
$1.78M 1.29%
23,229
+4,743
+26% +$325K
IEMG icon
29
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$1.58M 1.14%
23,913
-4,561
-16% -$284K
IAGG icon
30
iShares Core International Aggregate Bond Fund
IAGG
$11B
$1.44M 1.05%
28,191
+2,286
+9% +$117K
AMZN icon
31
Amazon
AMZN
$3.02T
$1.37M 0.99%
6,228
-46
-0.7% -$10.4K
BAI
32
iShares A.I. Innovation and Tech Active ETF
BAI
$13.7B
$1.22M 0.88%
35,670
+19,670
+123% +$621K
XTEN icon
33
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$1.21M 0.88%
25,986
+1,514
+6% +$69.7K
IUSB icon
34
iShares Core Universal USD Bond ETF
IUSB
$43.1B
$1.18M 0.86%
25,256
-9,386
-27% -$434K
IVV icon
35
iShares Core S&P 500 ETF
IVV
$893B
$1.15M 0.83%
1,719
-1,123
-40% -$723K
THRO
36
iShares U.S. Thematic Rotation Active ETF
THRO
$6.64B
$1.14M 0.83%
30,056
+143
+0.5% +$5.24K
SCHZ icon
37
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.14M 0.82%
48,425
+3,062
+7% +$71.1K
VGT icon
38
Vanguard Information Technology ETF
VGT
$145B
$1.05M 0.76%
11,280
+3,528
+46% +$308K
IWY icon
39
iShares Russell Top 200 Growth ETF
IWY
$16.4B
$925K 0.67%
3,379
+669
+25% +$173K
VNLA icon
40
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
$908K 0.66%
18,421
+1,554
+9% +$76.4K
MOAT icon
41
VanEck Morningstar Wide Moat ETF
MOAT
$12B
$831K 0.6%
8,384
-2,400
-22% -$234K
AVUV icon
42
Avantis US Small Cap Value ETF
AVUV
$31.1B
$828K 0.6%
8,324
-7,224
-46% -$699K
DGRO icon
43
iShares Core Dividend Growth ETF
DGRO
$43B
$823K 0.6%
12,084
-14,232
-54% -$941K
SPMO icon
44
Invesco S&P 500 Momentum ETF
SPMO
$21.9B
$773K 0.56%
6,383
-97
-1% -$11.3K
AAPL icon
45
Apple
AAPL
$4.47T
$701K 0.51%
2,754
-47
-2% -$10.6K
MSFT icon
46
Microsoft
MSFT
$3.68T
$692K 0.5%
1,336
+57
+4% +$29.1K
SPLV icon
47
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$592K 0.43%
8,051
+42
+0.5% +$3.07K
SHLD icon
48
Global X Defense Tech ETF
SHLD
$7.4B
$579K 0.42%
+8,250
New +$518K
IBIT icon
49
iShares Bitcoin Trust
IBIT
$46.9B
$568K 0.41%
+8,735
New +$568K
MBB icon
50
iShares MBS ETF
MBB
$39B
$549K 0.4%
5,771
+236
+4% +$22.2K
1
2
3 4

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FPWM
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GPA
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GWM
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RCWM
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SWMG
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Merkkuri Wealth Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, Merkkuri Wealth Advisors held 85 positions worth $138M, up 4.6% from $132M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Merkkuri Wealth Advisors's Q3 2025 filing shows 3 new, 45 increased, 29 reduced and 5 closed positions. Its largest new stake was iShares Bitcoin Trust: 8,735 shares worth $568K. The largest sale was iShares US Technology ETF, an estimated $1.4M.

By sector, the portfolio is most concentrated in Technology at 1.2% of assets, down from 1.5% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Merkkuri Wealth Advisors's largest Q3 2025 buy was iShares Bitcoin Trust: 8,735 shares worth $568K.
  • Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q3 2025, an estimated $1.48M increase.
  • Merkkuri Wealth Advisors's biggest Q3 2025 reduction was iShares Core Dividend Growth ETF, cutting an estimated $941K.
  • Merkkuri Wealth Advisors fully exited iShares US Technology ETF in Q3 2025, selling an estimated $1.4M.
  • Merkkuri Wealth Advisors's ten largest holdings make up 48% of its $138M portfolio in Q3 2025.
  • Merkkuri Wealth Advisors opened 3 new positions and closed 5 in Q3 2025.
  • Merkkuri Wealth Advisors's portfolio value rose 4.6% quarter-over-quarter to $138M.

Based on Merkkuri Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.