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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
HYLS icon
76
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$247K 0.16%
6,092
+95
+2% +$3.93K
SMH icon
77
VanEck Semiconductor ETF
SMH
$67.5B
$227K 0.15%
592
– –
IWL icon
78
iShares Russell Top 200 ETF
IWL
$2.18B
$218K 0.14%
1,357
+3
+0.2% +$506
IGV icon
79
iShares Expanded Tech-Software Sector ETF
IGV
$13.8B
$209K 0.14%
2,606
– –
UCON icon
80
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$205K 0.14%
8,270
+88
+1% +$2.21K
PPA icon
81
Invesco Aerospace & Defense ETF
PPA
$7.95B
$191K 0.13%
+1,152
New +$201K
EFA icon
82
iShares MSCI EAFE ETF
EFA
$76.5B
$189K 0.13%
+1,944
New +$195K
SPUS icon
83
SP Funds S&P 500 Sharia ETF
SPUS
$2.82B
$187K 0.12%
+3,892
New +$197K
IEMG icon
84
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$180K 0.12%
2,581
-20,162
-89% -$1.46M
SCHG icon
85
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$179K 0.12%
6,162
+8
+0.1% +$249
FSIG icon
86
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$177K 0.12%
+9,339
New +$179K
FELG icon
87
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.5B
$168K 0.11%
+4,470
New +$178K
MGK icon
88
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$164K 0.11%
+2,235
New +$176K
FNCL icon
89
Fidelity MSCI Financials Index ETF
FNCL
$2.35B
$159K 0.11%
+2,267
New +$168K
VUG icon
90
Vanguard Growth ETF
VUG
$221B
$153K 0.1%
+2,100
New +$163K
EFG icon
91
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$149K 0.1%
+1,336
New +$157K
SJB icon
92
ProShares Short High Yield
SJB
$53.8M
$147K 0.1%
+9,499
New +$146K
LLY icon
93
Eli Lilly
LLY
$1.05T
$143K 0.09%
+155
New +$157K
LMUB
94
iShares Long-Term National Muni Bond ETF
LMUB
$1.69B
$140K 0.09%
+2,800
New +$142K
V icon
95
Visa
V
$682B
$135K 0.09%
+445
New +$143K
LVHI icon
96
Franklin International Low Volatility High Dividend Index ETF
LVHI
$5.2B
$134K 0.09%
+3,309
New +$130K
PDBC icon
97
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.61B
$127K 0.08%
+7,357
New +$111K
META icon
98
Meta Platforms (Facebook)
META
$1.64T
$119K 0.08%
+207
New +$133K
IWF icon
99
iShares Russell 1000 Growth ETF
IWF
$123B
$106K 0.07%
+1,000
New +$114K
FTGC icon
100
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.91B
$101K 0.07%
+3,503
New +$90.6K
2 3
4
5 6

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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.