Merkkuri Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Trust Rising Dividend Achievers ETF
RDVY
|
+$3.56M |
| 2 |
Fidelity Total Bond ETF
FBND
|
+$2.52M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.69M |
| 4 |
First Trust Institutional Preferred Securities and Income ETF
FPEI
|
+$1.51M |
| 5 |
Janus Henderson Securitized Income ETF
JSI
|
+$1.34M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
+$3.79M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$1.29M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.06M |
| 4 |
Janus Henderson Short Duration Income ETF
VNLA
|
+$908K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
iShares Russell Top 200 ETF
IWL
$2.28B
| $231K | 0.16% |
1,354
-287
| -17% | -$48.5K |
|
77
Costco
COST
$418B
| $222K | 0.15% |
258
-18
| -7% | -$16.3K |
|
78
VanEck Semiconductor ETF
SMH
$71.8B
| $213K | 0.15% |
+592
| New | +$208K |
|
79
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
| $206K | 0.14% |
8,182
+95
| +1% | +$2.4K |
|
80
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
| $201K | 0.14% |
+6,154
| New | +$200K |
|
81
iShares MSCI EAFE Growth ETF
EFG
$17.1B
| – | – |
-2,600
| Closed | -$296K |
|
82
First Trust Preferred Securities and Income ETF
FPE
$6.35B
| – | – |
-13,491
| Closed | -$246K |
|
83
First Trust Senior Loan Fund ETF
FTSL
$2.32B
| – | – |
-5,898
| Closed | -$270K |
|
|
84
Janus Henderson Short Duration Income ETF
VNLA
$3.35B
| – | – |
-18,421
| Closed | -$908K |
|
Similar funds
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.