Merkkuri Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
CORO
iShares International Country Rotation Active ETF
CORO
|
+$1.63M |
| 2 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$1.53M |
| 3 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$1.26M |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$866K |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
+$852K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$2.17M |
| 2 |
Intel
INTC
|
+$1.57M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$1.46M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$870K |
| 5 |
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% |
Similar funds
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.