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
GOOG icon
51
Alphabet (Google) Class C
GOOG
$4.63T
$637K 0.43%
2,029
+60
+3% +$17.2K
XOM icon
52
ExxonMobil
XOM
$630B
$584K 0.4%
4,854
+19
+0.4% +$2.2K
MOAT icon
53
VanEck Morningstar Wide Moat ETF
MOAT
$12.2B
$583K 0.4%
5,630
-2,754
-33% -$281K
DGRO icon
54
iShares Core Dividend Growth ETF
DGRO
$43.4B
$561K 0.38%
8,077
-4,007
-33% -$276K
IBIT icon
55
iShares Bitcoin Trust
IBIT
$47.6B
$519K 0.35%
10,445
+1,710
+20% +$97.1K
HEFA icon
56
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.65B
$503K 0.34%
12,152
+215
+2% +$8.81K
SHLD icon
57
Global X Defense Tech ETF
SHLD
$7.5B
$487K 0.33%
7,522
-728
-9% -$47.9K
FDL icon
58
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.74B
$458K 0.31%
10,338
+124
+1% +$5.4K
GOOGL icon
59
Alphabet (Google) Class A
GOOGL
$4.66T
$436K 0.3%
1,394
+59
+4% +$16.9K
VOO icon
60
Vanguard S&P 500 ETF
VOO
$1.01T
$433K 0.29%
691
+15
+2% +$9.32K
VCIT icon
61
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$410K 0.28%
4,901
+76
+2% +$6.39K
IJK icon
62
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$384K 0.26%
3,960
-1,030
-21% -$99.2K
SPLV icon
63
Invesco S&P 500 Low Volatility ETF
SPLV
$7.2B
$381K 0.26%
5,332
-2,719
-34% -$196K
GLD icon
64
SPDR Gold Trust
GLD
$138B
$360K 0.24%
908
-5
-0.5% -$1.91K
VONG icon
65
Vanguard Russell 1000 Growth ETF
VONG
$45.2B
$359K 0.24%
2,949
+3
+0.1% +$366
MUB icon
66
iShares National Muni Bond ETF
MUB
$45.4B
$347K 0.24%
3,236
+572
+21% +$61.2K
ESGU icon
67
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$342K 0.23%
2,297
-1
-0% -$148
XLK icon
68
State Street Technology Select Sector SPDR ETF
XLK
$123B
$316K 0.21%
2,193
-137
-6% -$19.8K
FTSM icon
69
First Trust Enhanced Short Maturity ETF
FTSM
$6.5B
$303K 0.21%
5,062
+70
+1% +$4.2K
LMBS icon
70
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$286K 0.19%
5,719
-166
-3% -$8.3K
NVDA icon
71
NVIDIA
NVDA
$5.31T
$284K 0.19%
1,525
+5
+0.3% +$931
PDI icon
72
PIMCO Dynamic Income Fund
PDI
$7.41B
$281K 0.19%
15,839
– –
IGV icon
73
iShares Expanded Tech-Software Sector ETF
IGV
$14.4B
$275K 0.19%
2,606
– –
HYLS icon
74
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.63B
$251K 0.17%
5,997
+76
+1% +$3.18K
PAVE icon
75
Global X US Infrastructure Development ETF
PAVE
$15.2B
$238K 0.16%
4,976
-2,608
-34% -$125K
1 2
3
4

Similar funds

CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
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
PCC
Perry Creek Capital New York $160M AUM 3.05% 1-Year Est. Return

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.