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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
CAT icon
126
Caterpillar
CAT
$405B
$55.9K 0.04%
+79
New +$54.7K
IHI icon
127
iShares US Medical Devices ETF
IHI
$3.03B
$52.9K 0.04%
+992
New +$58.3K
FCVT icon
128
First Trust SSI Strategic Convertible Securities ETF
FCVT
$111M
$52.5K 0.03%
+1,188
New +$53.9K
KO icon
129
Coca-Cola
KO
$351B
$49.7K 0.03%
+653
New +$49.4K
ISCG icon
130
iShares Morningstar Small-Cap Growth ETF
ISCG
$972M
$49.2K 0.03%
+899
New +$51.7K
TGT icon
131
Target
TGT
$63.4B
$47.5K 0.03%
+392
New +$44.2K
EEMV icon
132
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.42B
$46.8K 0.03%
+723
New +$48K
BRK.B icon
133
Berkshire Hathaway Class B
BRK.B
$1.06T
$46.2K 0.03%
+96
New +$47.1K
FPXI icon
134
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$289M
$45.9K 0.03%
+743
New +$47.7K
XME icon
135
State Street SPDR S&P Metals & Mining ETF
XME
$3.9B
$44.1K 0.03%
+409
New +$47.8K
TMUS icon
136
T-Mobile US
TMUS
$208B
$44.1K 0.03%
+210
New +$43.1K
SCHY icon
137
Schwab International Dividend Equity ETF
SCHY
$2.39B
$43.7K 0.03%
+1,380
New +$43.8K
MCD icon
138
McDonald's
MCD
$190B
$42.9K 0.03%
+138
New +$44K
HCA icon
139
HCA Healthcare
HCA
$82.3B
$42.6K 0.03%
+90
New +$45.3K
XLV icon
140
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$42.1K 0.03%
+287
New +$44.3K
USMV icon
141
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$41.8K 0.03%
+451
New +$42.8K
BUFR icon
142
FT Vest Fund of Buffer ETFs
BUFR
$10B
$41.4K 0.03%
+1,225
New +$42.1K
NIO icon
143
NIO
NIO
$12.2B
$40.7K 0.03%
+6,754
New +$34.1K
MA icon
144
Mastercard
MA
$480B
$40.6K 0.03%
+81
New +$42.7K
FEMB icon
145
First Trust Emerging Markets Local Currency Bond ETF
FEMB
$354M
$39.5K 0.03%
+1,375
New +$41.3K
EWT icon
146
iShares MSCI Taiwan ETF
EWT
$9.94B
$39.2K 0.03%
+552
New +$38.8K
GCOW icon
147
Pacer Global Cash Cows Dividend ETF
GCOW
$3.31B
$39.1K 0.03%
+846
New +$37.9K
ITOT icon
148
iShares Core S&P Total US Stock Market ETF
ITOT
$93.7B
$37.8K 0.03%
+265
New +$39.4K
SHY icon
149
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$37.7K 0.02%
+456
New +$37.7K
TLH icon
150
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$37.2K 0.02%
+369
New +$37.7K
4 5
6
7 8

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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.