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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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.22T
$582K 0.39%
2,027
-2
-0.1% -$628
DGRO icon
52
iShares Core Dividend Growth ETF
DGRO
$42.1B
$565K 0.37%
8,055
-22
-0.3% -$1.58K
MSFT icon
53
Microsoft
MSFT
$2.93T
$549K 0.36%
1,483
+70
+5% +$29.3K
MOAT icon
54
VanEck Morningstar Wide Moat ETF
MOAT
$11.8B
$544K 0.36%
5,630
– –
FDL icon
55
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.65B
$521K 0.35%
10,258
-80
-0.8% -$3.91K
HEFA icon
56
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.2B
$516K 0.34%
12,152
– –
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.1B
$506K 0.33%
9,737
-2,885
-23% -$152K
VOO icon
58
Vanguard S&P 500 ETF
VOO
$974B
$418K 0.28%
699
+8
+1% +$5K
VCIT icon
59
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$409K 0.27%
4,938
+37
+0.8% +$3.1K
IBIT icon
60
iShares Bitcoin Trust
IBIT
$47B
$404K 0.27%
10,510
+65
+0.6% +$2.81K
GOOGL icon
61
Alphabet (Google) Class A
GOOGL
$4.23T
$401K 0.27%
1,395
+1
+0.1% +$314
IJK icon
62
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
$399K 0.26%
3,964
+4
+0.1% +$411
MUB icon
63
iShares National Muni Bond ETF
MUB
$45.5B
$393K 0.26%
3,698
+462
+14% +$49.7K
SPLV icon
64
Invesco S&P 500 Low Volatility ETF
SPLV
$7.19B
$392K 0.26%
5,361
+29
+0.5% +$2.15K
GLD icon
65
SPDR Gold Trust
GLD
$130B
$390K 0.26%
906
-2
-0.2% -$896
VONG icon
66
Vanguard Russell 1000 Growth ETF
VONG
$43.2B
$324K 0.21%
2,953
+4
+0.1% +$467
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$17.7B
$320K 0.21%
2,259
-38
-2% -$5.62K
FTSM icon
68
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$304K 0.2%
5,089
+27
+0.5% +$1.62K
XLK icon
69
State Street Technology Select Sector SPDR ETF
XLK
$114B
$292K 0.19%
2,195
+2
+0.1% +$282
LMBS icon
70
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.36B
$287K 0.19%
5,757
+38
+0.7% +$1.91K
ARCC icon
71
Ares Capital
ARCC
$13.8B
$272K 0.18%
15,117
-34,556
-70% -$669K
PDI icon
72
PIMCO Dynamic Income Fund
PDI
$7.55B
$271K 0.18%
15,839
– –
NVDA icon
73
NVIDIA
NVDA
$4.91T
$267K 0.18%
1,531
+6
+0.4% +$1.1K
COST icon
74
Costco
COST
$417B
$260K 0.17%
260
+2
+0.8% +$1.95K
PAVE icon
75
Global X US Infrastructure Development ETF
PAVE
$13.9B
$254K 0.17%
4,999
+23
+0.5% +$1.2K
1 2
3
4 5

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APMC
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BA
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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.