We are live on ! Find out more
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
HIMU
201
iShares High Yield Muni Active ETF
HIMU
$2.4B
$14.9K 0.01%
+311
New +$15.2K
JEPQ icon
202
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.4B
$14.3K 0.01%
+257
New +$14.9K
BIV icon
203
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$13.4K 0.01%
+173
New +$13.5K
VZ icon
204
Verizon
VZ
$182B
$13.3K 0.01%
+265
New +$12.3K
IGLD icon
205
FT Vest Gold Strategy Target Income ETF
IGLD
$501M
$13K 0.01%
+511
New +$13.8K
BIL icon
206
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.8B
$13K 0.01%
+142
New +$13K
ARKG icon
207
ARK Genomic Revolution ETF
ARKG
$1.53B
$12.7K 0.01%
+481
New +$14.1K
IPO icon
208
Renaissance IPO ETF
IPO
$159M
$12.7K 0.01%
+302
New +$13.5K
BSV icon
209
Vanguard Short-Term Bond ETF
BSV
$44.7B
$12K 0.01%
+154
New +$12.1K
JBBB icon
210
Janus Henderson B-BBB CLO ETF
JBBB
$1.4B
$12K 0.01%
+257
New +$12.2K
IJR icon
211
iShares Core S&P Small-Cap ETF
IJR
$109B
$11.9K 0.01%
+95
New +$12.1K
VEU icon
212
Vanguard FTSE All-World ex-US ETF
VEU
$65.3B
$11.3K 0.01%
+151
New +$11.7K
PCAR icon
213
PACCAR
PCAR
$65.4B
$11.3K 0.01%
+98
New +$11.8K
ACN icon
214
Accenture
ACN
$88.6B
$11.2K 0.01%
+57
New +$13.3K
SKYY icon
215
First Trust Cloud Computing ETF
SKYY
$2.84B
$11.2K 0.01%
+102
New +$11.9K
LGOV icon
216
First Trust Long Duration Opportunities ETF
LGOV
$630M
$11K 0.01%
+512
New +$11.2K
ABT icon
217
Abbott
ABT
$177B
$11K 0.01%
+107
New +$12.1K
O icon
218
Realty Income
O
$60.8B
$11K 0.01%
+179
New +$11.2K
BAC icon
219
Bank of America
BAC
$424B
$10.8K 0.01%
+222
New +$11.5K
NEAR icon
220
iShares Short Maturity Bond ETF
NEAR
$4.81B
$10.1K 0.01%
+199
New +$10.2K
FISR icon
221
State Street Fixed Income Sector Rotation ETF
FISR
$487M
$9.45K 0.01%
+367
New +$9.52K
IWB icon
222
iShares Russell 1000 ETF
IWB
$47.9B
$9.37K 0.01%
+26
New +$9.69K
CALF icon
223
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.58B
$9.23K 0.01%
+206
New +$9.37K
TXN icon
224
Texas Instruments
TXN
$259B
$8.91K 0.01%
+46
New +$9.31K
FDEM icon
225
Fidelity Emerging Markets Multifactor ETF
FDEM
$566M
$8.86K 0.01%
+280
New +$9.23K
7 8
9
10 11

Similar funds

MWS
MFA Wealth Services Thousand Oaks, California $151M AUM 17.08% 1-Year Est. Return
DIG
Dauntless Investment Group Etna, New Hampshire $151M AUM 76.14% 1-Year Est. Return
APMC
Alta Partners Management Company Jackson, Wyoming $151M AUM 296.21% 1-Year Est. Return
BA
Brightwater Advisory Tampa, Florida $151M AUM 17.08% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $151M AUM 15.15% 1-Year Est. Return
HEC
Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return
FWM
Fingerlakes Wealth Management Ithaca, New York $151M AUM 20.78% 1-Year Est. Return

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.