We are live on ! Find out more
MWA

Merkkuri Wealth Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 19.9%
This Fund
S&P 500
This Quarter Est. Return
+1.44%
1 Year Est. Return
+19.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$147M
AUM Growth
+$9.11M
Cap. Flow
+$7.36M
Cap. Flow %
5.01%
Top 10 Hldgs %
44.18%
Holding
84
New
4
Increased
42
Reduced
32
Closed
4

Top Buys

Rank Stock Value
1
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$3.56M
2
FBND icon
Fidelity Total Bond ETF
FBND
+$2.52M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.69M
4
FPEI icon
First Trust Institutional Preferred Securities and Income ETF
FPEI
+$1.51M
5
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$1.34M

Top Sells

Rank Stock Value
1
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.79M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.29M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.06M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$908K
5
IYH icon
iShares US Healthcare ETF
IYH
+$882K

Sector Composition

Rank Sector Weight
1 Technology 2.03%
2 Consumer Discretionary 1.01%
3 Communication Services 0.73%
4 Financials 0.68%
5 Energy 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAGG icon
26
iShares Core International Aggregate Bond Fund
IAGG
$10.9B
$2.01M 1.37%
40,282
+12,091
+43% +$622K
NFTY icon
27
First Trust India Nifty 50 Equal Weight ETF
NFTY
$118M
$2.01M 1.37%
34,495
+421
+1% +$24.6K
MCH icon
28
Matthews China Active ETF
MCH
$22.4M
$1.99M 1.35%
70,389
-8,791
-11% -$257K
CIBR icon
29
First Trust NASDAQ Cybersecurity ETF
CIBR
$14.7B
$1.8M 1.22%
25,147
+1,526
+6% +$114K
SCHZ icon
30
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.55M 1.06%
66,420
+17,995
+37% +$423K
IEMG icon
31
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$1.53M 1.04%
22,743
-1,170
-5% -$78.5K
IUSB icon
32
iShares Core Universal USD Bond ETF
IUSB
$43B
$1.52M 1.04%
32,677
+7,421
+29% +$347K
FPEI icon
33
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.93B
$1.51M 1.03%
+78,066
New +$1.51M
AMZN icon
34
Amazon
AMZN
$3.06T
$1.49M 1.01%
6,451
+223
+4% +$51K
XTEN icon
35
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.04B
$1.41M 0.96%
30,472
+4,486
+17% +$210K
INTC icon
36
Intel
INTC
$459B
$1.27M 0.86%
+34,337
New +$1.3M
QUAL icon
37
iShares MSCI USA Quality Factor ETF
QUAL
$47B
$1.24M 0.84%
6,232
-6,542
-51% -$1.29M
IYH icon
38
iShares US Healthcare ETF
IYH
$3.45B
$1.17M 0.8%
17,963
-13,982
-44% -$882K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$884B
$1.11M 0.76%
1,622
-97
-6% -$65.9K
SPMO icon
40
Invesco S&P 500 Momentum ETF
SPMO
$21.3B
$1.1M 0.75%
9,210
+2,827
+44% +$339K
THRO
41
iShares U.S. Thematic Rotation Active ETF
THRO
$6.55B
$1.1M 0.75%
28,408
-1,648
-5% -$63K
VGT icon
42
Vanguard Information Technology ETF
VGT
$141B
$1.08M 0.73%
11,432
+152
+1% +$14.4K
ARCC icon
43
Ares Capital
ARCC
$13.8B
$1M 0.68%
49,673
+34,556
+229% +$697K
AVEM icon
44
Avantis Emerging Markets Equity ETF
AVEM
$25.7B
$937K 0.64%
12,168
+5,807
+91% +$445K
IWY icon
45
iShares Russell Top 200 Growth ETF
IWY
$16.1B
$937K 0.64%
3,382
+3
+0.1% +$831
MBB icon
46
iShares MBS ETF
MBB
$38.8B
$935K 0.64%
9,824
+4,053
+70% +$387K
AVUV icon
47
Avantis US Small Cap Value ETF
AVUV
$30.9B
$815K 0.55%
7,990
-334
-4% -$33.4K
AAPL icon
48
Apple
AAPL
$4.46T
$750K 0.51%
2,758
+4
+0.1% +$1.07K
MSFT icon
49
Microsoft
MSFT
$3.62T
$683K 0.47%
1,413
+77
+6% +$38.6K
BINC icon
50
BlackRock Flexible Income ETF
BINC
$16.1B
$666K 0.45%
12,622
+5,774
+84% +$306K
1
2
3 4

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
IC
Innealta Capital Austin, Texas $161M AUM 23.8% 1-Year Est. Return
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
FC
Fore Capital New York $162M AUM 14.69% 1-Year Est. Return
GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
GWM
Greenhouse Wealth Management Westport, Connecticut $162M AUM 19.94% 1-Year Est. Return
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM

Merkkuri Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Merkkuri Wealth Advisors held 84 positions worth $147M, up 6.6% from $138M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Merkkuri Wealth Advisors deployed $7.36M of net new capital in Q4 2025, opening 4 new positions and adding to 42 existing holdings. Its largest new stake was First Trust Institutional Preferred Securities and Income ETF: 78,066 shares worth $1.51M.

By sector, the portfolio is most concentrated in Technology at 2% of assets, up from 1.2% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Schwab US Dividend Equity ETF, an estimated $3.79M trimmed.

  • Merkkuri Wealth Advisors's largest Q4 2025 buy was First Trust Institutional Preferred Securities and Income ETF: 78,066 shares worth $1.51M.
  • Merkkuri Wealth Advisors added most to First Trust Rising Dividend Achievers ETF in Q4 2025, an estimated $3.56M increase.
  • Merkkuri Wealth Advisors's biggest Q4 2025 reduction was Schwab US Dividend Equity ETF, cutting an estimated $3.79M.
  • Merkkuri Wealth Advisors fully exited Janus Henderson Short Duration Income ETF in Q4 2025, selling an estimated $908K.
  • Merkkuri Wealth Advisors's ten largest holdings make up 44% of its $147M portfolio in Q4 2025.
  • Merkkuri Wealth Advisors opened 4 new positions and closed 4 in Q4 2025.
  • Merkkuri Wealth Advisors's portfolio value rose 6.6% quarter-over-quarter to $147M.

Based on Merkkuri Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.