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
+12.47%
1 Year Est. Return
+19.9%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$161M
AUM Growth
+$10.1M
Cap. Flow
-$5.09M
Cap. Flow %
-3.16%
Top 10 Hldgs %
48.31%
Holding
387
New
3
Increased
35
Reduced
41
Closed
306

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.77M
2
FLTB icon
Fidelity Limited Term Bond ETF
FLTB
+$3.05M
3
RCTR
First Trust Bloomberg Nuclear Power ETF
RCTR
+$1.45M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$990K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$875K

Top Sells

Rank Stock Value
1
JSI icon
Janus Henderson Securitized Income ETF
JSI
+$3.56M
2
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.23M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.06M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$985K
5
FBND icon
Fidelity Total Bond ETF
FBND
+$955K

Sector Composition

Rank Sector Weight
1 Miscellaneous 96.91%
2 Technology 1.08%
3 Consumer Discretionary 0.95%
4 Communication Services 0.75%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BINC icon
101
BlackRock Flexible Income ETF
BINC
$16.6B
– –
-9,737
Closed -$506K
BITB icon
102
Bitwise Bitcoin ETF
BITB
$2.95B
– –
-14
Closed -$530
BIV icon
103
Vanguard Intermediate-Term Bond ETF
BIV
$28.6B
– –
-173
Closed -$13.4K
BKNG icon
104
Booking.com
BKNG
$145B
– –
-25
Closed -$4.23K
ALOY
105
REalloys Inc
ALOY
$701M
– –
-66
Closed -$643
BN icon
106
Brookfield
BN
$90B
– –
-113
Closed -$4.59K
BND icon
107
Vanguard Total Bond Market
BND
$160B
– –
-22
Closed -$1.63K
BMY icon
108
Bristol-Myers Squibb
BMY
$136B
– –
-7
Closed -$446
BNDX icon
109
Vanguard Total International Bond ETF
BNDX
$82.2B
– –
-24
Closed -$1.15K
BOND icon
110
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.52B
– –
-27
Closed -$2.46K
BOTZ icon
111
Global X Robotics & Artificial Intelligence ETF
BOTZ
$3.43B
– –
-234
Closed -$7.77K
BP icon
112
BP
BP
$113B
– –
-78
Closed -$3.65K
BRK.B icon
113
Berkshire Hathaway Class B
BRK.B
$1.08T
– –
-96
Closed -$46.2K
BSV icon
114
Vanguard Short-Term Bond ETF
BSV
$45.4B
– –
-154
Closed -$12K
BTI icon
115
British American Tobacco
BTI
$119B
– –
-1
Closed -$86
BUFR icon
116
FT Vest Fund of Buffer ETFs
BUFR
$10.5B
– –
-1,225
Closed -$41.4K
BUFZ icon
117
FT Vest Laddered Moderate Buffer ETF
BUFZ
$1.05B
– –
-617
Closed -$16.2K
CALF icon
118
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.93B
– –
-206
Closed -$9.23K
CAT icon
119
Caterpillar
CAT
$374B
– –
-79
Closed -$55.9K
CAVA icon
120
CAVA Group
CAVA
$7.1B
– –
-18
Closed -$1.44K
CB icon
121
Chubb
CB
$132B
– –
-88
Closed -$28.7K
CCI icon
122
Crown Castle
CCI
$32.3B
– –
-77
Closed -$6.25K
CINF icon
123
Cincinnati Financial
CINF
$26.3B
– –
-5
Closed -$789
CION icon
124
CION Investment
CION
$361M
– –
-107
Closed -$734
CLX icon
125
Clorox
CLX
$11.3B
– –
-20
Closed -$2.07K
3 4
5
6 7

Similar funds

BWM
Bosman Wealth Management Redlands, California $161M AUM 115.22% 1-Year Est. Return
MMCM
Murphy & Mullick Capital Management Smithtown, New York $161M AUM 39.43% 1-Year Est. Return
BFS
Burr Financial Services Pleasant Hill, California $161M AUM 80.86% 1-Year Est. Return
GT
GreatBanc Trust Lisle, Illinois $161M AUM 21.42% 1-Year Est. Return
AWM
Aureum Wealth Management North Palm Beach, Florida $161M AUM
LAII
LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return
LWM
Lighthouse Wealth Management Ashland, Ohio $161M AUM 19.46% 1-Year Est. Return
L
Laurore Hong Kong $161M AUM

Merkkuri Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Merkkuri Wealth Advisors held 387 positions worth $161M, up 6.7% from $151M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Merkkuri Wealth Advisors withdrew a net $5.09M in Q2 2026, closing 306 positions and reducing 41 holdings. Its most notable exit was iShares MSCI USA Quality Factor ETF, an estimated $1.23M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 95% a quarter earlier, followed by Technology and Consumer Discretionary.

Against the trend, Merkkuri Wealth Advisors opened a new position in Fidelity Limited Term Bond ETF worth $3.04M.

  • Merkkuri Wealth Advisors's largest Q2 2026 buy was Fidelity Limited Term Bond ETF: 60,605 shares worth $3.04M.
  • Merkkuri Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $4.77M increase.
  • Merkkuri Wealth Advisors's biggest Q2 2026 reduction was Janus Henderson Securitized Income ETF, cutting an estimated $3.56M.
  • Merkkuri Wealth Advisors fully exited iShares MSCI USA Quality Factor ETF in Q2 2026, selling an estimated $1.23M.
  • Merkkuri Wealth Advisors's ten largest holdings make up 48% of its $161M portfolio in Q2 2026.
  • Merkkuri Wealth Advisors opened 3 new positions and closed 306 in Q2 2026.
  • Merkkuri Wealth Advisors's portfolio value rose 6.7% quarter-over-quarter to $161M.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.