MWA
Merkkuri Wealth Advisors LLC Portfolio
Invests via Merkkuri Wealth Advisors LLC | Managed by Paresh B. Shah
Invests via Merkkuri Wealth Advisors LLC
Managed by Paresh B. Shah
Automatically Tracked
Company Profile
Delivers wealth management and financial planning services to high-net-worth individuals and family offices across the U.S., combining discretionary portfolio management with retirement and tax-aware strategies.
Merkkuri Wealth Advisors LLC manages multi-asset portfolios that emphasize risk controls, cash-flow planning and tax efficiency while coordinating with external custodians and estate counsel to execute tailored allocation and liquidity solutions.
Market relevance stems from its advisory role in private wealth transitions and customized income solutions for clients with concentrated equity positions.
Delivers wealth management and financial planning services to high-net-worth individuals and family offices across the U.S., combining discretionary portfolio management with retirement and tax-aware strategies.
Merkkuri Wealth Advisors LLC manages multi-asset portfolios that emphasize risk controls, cash-flow planning and tax efficiency while coordinating with external custodians and estate counsel to execute tailored allocation and liquidity solutions.
Market relevance stems from its advisory role in private wealth transitions and customized income solutions for clients with concentrated equity positions.
Investment Philosophy & Strategy
Emphasizes tax-aware, cash-flow focused wealth management that blends discretionary multi-asset portfolio management with bespoke liquidity and income solutions for high-net-worth clients. Capital deployment favors diversified, risk-controlled allocations across public equities, fixed income and alternative income strategies, with special underwriting discipline around concentrated equity positions and transition planning. Strategy balances growth and income objectives through tax-sensitive rebalancing, liability-aware asset selection and coordinated estate and custodian execution. Time horizon is long-term, with strict drawdown controls and tailored liquidity windows to support retirement and generational transfer goals.
Emphasizes tax-aware, cash-flow focused wealth management that blends discretionary multi-asset portfolio management with bespoke liquidity and income solutions for high-net-worth clients. Capital deployment favors diversified, risk-controlled allocations across public equities, fixed income and alternative income strategies, with special underwriting discipline around concentrated equity positions and transition planning. Strategy balances growth and income objectives through tax-sensitive rebalancing, liability-aware asset selection and coordinated estate and custodian execution. Time horizon is long-term, with strict drawdown controls and tailored liquidity windows to support retirement and generational transfer goals.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
30.21%
Gain +0.15%
Monthly
0.96%
Yearly
12.2%
Drawdown
15.36%
$161.76M
Equity
Holdings
$161.76M
Investment
$136.98M
$32.53M
Profit +$206,501.39
Realized
$7.75M
Unrealized
$24.77M
Dividends
$7.03M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$206,501.39
Win %
70%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.68M
Win %
70%
This Month
Compared to last month
Gain
0.45%
Profit
$722,780.05
Win %
70%
This Year
Compared to last year
Gain
0.25%
Profit
$416,704.36
Win %
67%
IYH iShares U.S. Healthcare ETF
+2.39%
+$40,470.5 
PDI Pimco Dynamic Income Fund
+2.2%
+$4,873.66 
ARCC Ares Capital Corporation
+1.88%
+$5,290.95 
MOAT VanEck Morningstar Wide Moat Fund
+1.8%
+$9,958.76 
NFTY First Trust India Nifty 50 Equal Weight ETF
+1.74%
+$38,469.36 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$92,213.98 
GLD SPDR Gold Shares
+1.31%
+$3,884.84 
GLDM SPDR Gold MiniShares Trust
+1.29%
+$21,170.1 
RSP Invesco S&P 500 Equal Weight ETF
+1.06%
+$24,913.32 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+1.04%
+$9,161.22 
SHLD Global X Defense Tech ETF
+1.04%
+$10,047.1 
MSFT Microsoft Corp.
+1.04%
+$8,925.42 
IGV iShares Expanded Tech-Software Sector ETF
+0.94%
+$2,633.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.92%
+$9,202.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.9%
+$4,643.7 
COST Costco Wholesale Corporation
+0.84%
+$2,007.18 
MUB iShares National Muni Bond ETF
+0.83%
+$2,749.32 
DGRO iShares Core Dividend Growth ETF
+0.79%
+$3,765.03 
EFV iShares MSCI EAFE Value ETF
+0.77%
+$2,583.35 
RDVY First Trust Rising Dividend Achievers ETF
+0.76%
+$38,642.24 
MBB iShares MBS ETF
+0.69%
+$4,963.75 
FBND Fidelity Total Bond ETF
+0.68%
+$43,917.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.65%
+$2,548.99 
AGG iShares Core U.S. Aggregate Bond ETF
+0.64%
+$27,586.69 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.64%
+$8,524.81 
IJH iShares Core S&P Mid-Cap ETF
+0.61%
+$37,610.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.59%
+$1,049.23 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$15,650.25 
SPLV Invesco S&P 500 Low Volatility ETF
+0.59%
+$2,113.88 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$13,812.33 
IEFA iShares Core MSCI EAFE ETF
+0.57%
+$30,701.49 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$3,476.45 
GOOGL Alphabet Inc
+0.52%
+$2,550.59 
IBIT iShares Bitcoin Trust
+0.5%
+$2,462.15 
GOOG Alphabet Inc
+0.49%
+$3,308.29 
IYJ iShares U.S. Industrials ETF
+0.46%
+$13,108.02 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$25,815.4 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$9,047.64 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.4%
+$1,982.6 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.29%
+$1,237.41 
IAGG iShares International Aggregate Bond Fund
+0.19%
+$2,175.31 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.19%
+$580.36 
LMBS First Trust Low Duration Opportunities ETF
+0.14%
+$325.85 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.14%
+$1,676.15 
JSI Janus Henderson Securitized Income ETF
+0.13%
+$428.35 
ESGU iShares ESG Aware MSCI USA ETF
+0.1%
+$381.82 
FLTB Fidelity Limited Term Bond ETF
+0.09%
+$2,727.22 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$1,558.42 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$642.45 
VOO Vanguard S&P 500 ETF
+0.02%
+$91.52 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.02%
+$4,164.7 
IVV iShares Core S&P 500 ETF
+0.01%
+$108.78 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 RCTR
RCTR
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
-3.12%
-$90,006.12 
SMH VanEck Semiconductor ETF
-2.31%
-$8,815.04 
NVDA NVIDIA Corporation
-1.93%
-$7,425.53 
SPMO Invesco S&P 500 Momentum ETF
-1.56%
-$17,370.81 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$6,297.27 
XLE Energy Select Sector SPDR Fund
-1.45%
-$29,254.96 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.36%
-$45,448.53 
VGT Vanguard Information Technology ETF
-1.29%
-$16,541.02 
AVEM Avantis Emerging Markets Equity ETF
-1.19%
-$9,718.92 
MCH Matthews China Active ETF
-0.86%
-$18,562.75 
ILDR First Trust Innovation Leaders ETF
-0.81%
-$25,202.38 
QQQ Invesco QQQ Trust, Series 1
-0.69%
-$31,832.46 
VONG Vanguard Russell 1000 Growth Fund
-0.49%
-$2,079.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.48%
-$15,899.62 
IWY iShares Russell Top 200 Growth ETF
-0.47%
-$4,104.52 
IUSG iShares Core S&P U.S. Growth ETF
-0.41%
-$34,242.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.35%
-$10,907.65 
THRO iShares U.S. Thematic Rotation Active ETF
-0.35%
-$3,173.16 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$716.04 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.32%
-$739.85 
PAVE Global X U.S. Infrastructure Development ETF
-0.31%
-$598.12 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.27%
-$8,232.9 
AAPL Apple Inc.
-0.24%
-$2,242.32 
AMZN Amazon.com Inc
-0.17%
-$2,817.33 
CORO Ishares International Country Rotational Active ETF
-0.1%
-$1,897.84 
IALT iShares Systematic Alternatives Active ETF
-0.08%
-$641.77 
BLCR iShares Large Cap Core ACT ETF
-0.06%
-$692.22 Events
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Dividends
Dividend Analysis
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| Trades 1008 | Longs Won 692/1008 68% | Profit Factor 13.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,758.38 |
| Average Win $50,903.1 | Best Trade (Oct 15) $1.88M | Sharpe Ratio -115.15 |
| Average Loss -$8,366.36 | Worst Trade (Oct 14) -$251,009.75 | Z-Score 5.76 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $32,267.55 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,718 | $577,013.13 | $929,922.93 | - | $352,909.8 | 61.16% | -0.241% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 28,335 | $1.99M | $2.11M | - | $117,159.03 | 5.89% | +0.074% |
| AGG iShares Core U.S. Aggregate Bond ETF | 45,628 | $4.51M | $4.35M | - | -$154,416.6 | -3.43% | +0.638% |
| AMZN Amazon.com Inc | 6,403 | $1.24M | $1.62M | - | $379,350.77 | 30.48% | -0.173% |
| ARCC Ares Capital Corporation | 15,117 | $305,816.97 | $286,315.98 | - | -$19,500.99 | -6.38% | +1.883% |
| AVEM Avantis Emerging Markets Equity ETF | 8,999 | $697,009.85 | $809,370.06 | - | $112,360.21 | 16.12% | -1.187% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,366 | $770,053.68 | $1.01M | - | $236,292.46 | 30.69% | +0.923% |
| BAI iShares A.I. Innovation and Tech Active ETF | 65,459 | $2.14M | $2.79M | - | $647,974.37 | 30.24% | -3.124% |
| BLCR iShares Large Cap Core ACT ETF | 23,074 | $973,962.21 | $1.14M | - | $164,278.21 | 16.87% | -0.061% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 32,233 | $2.12M | $3.3M | - | $1.18M | 55.69% | -1.359% |
| CORO Ishares International Country Rotational Active ETF | 54,224 | $1.76M | $1.93M | - | $164,000.56 | 9.3% | -0.098% |
| COST Costco Wholesale Corporation | 243 | $216,185.69 | $240,633.18 | - | $24,447.49 | 11.31% | +0.841% |
| DGRO iShares Core Dividend Growth ETF | 6,122 | $358,547.09 | $480,974.93 | - | $122,427.84 | 34.15% | +0.789% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 44,521 | $2.35M | $3.08M | - | $734,685.41 | 31.32% | -0.353% |
| EFV iShares MSCI EAFE Value ETF | 4,270 | $271,059.71 | $337,564.85 | - | $66,505.14 | 24.54% | +0.771% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,246 | $268,010.89 | $377,844.58 | - | $109,833.69 | 40.98% | +0.101% |
| FBND Fidelity Total Bond ETF | 148,873 | $6.79M | $6.53M | - | -$266,006.78 | -3.92% | +0.678% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 10,095 | $384,039.49 | $518,378.25 | - | $134,338.76 | 34.98% | +0.904% |
| FLTB Fidelity Limited Term Bond ETF | 60,605 | $3.04M | $2.98M | - | -$54,235.83 | -1.79% | +0.091% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 67,046 | $1.3M | $1.24M | - | -$57,330.57 | -4.41% | +0.135% |
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FAQ
Which stocks have generated the highest profits for Merkkuri Wealth Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $947,326.47, JPMorgan Equity Premium Income Fund - $840,565.35, iShares MSCI EAFE Value ETF - $819,793.91, SPDR S&P 500 ETF Trust - $626,899.22, and Fidelity Total Bond ETF - $590,206.28. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alphabet Inc - $37,136.51, iShares MSCI Emerging Markets ex China ETF - $36,111.98, Microsoft Corp - $35,773.39, Ares Capital Corporation - $12,487.92, and T-Mobile US, Inc - $8,668.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Merkkuri Wealth Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.03M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $840,311.69, Schwab U.S. Dividend Equity ETF - $645,375.08, Fidelity Total Bond ETF - $569,244.19, First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF - $516,771.72, and iShares Core U.S. Aggregate Bond ETF - $331,227.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Merkkuri Wealth Advisors LLC's monthly returns?
Merkkuri Wealth Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Merkkuri Wealth Advisors LLC's strategy be considered aggressive or moderate?
Merkkuri Wealth Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Merkkuri Wealth Advisors LLC's strategy?
Merkkuri Wealth Advisors LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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