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:
32.01%
Gain +1.2%
Monthly
1.07%
Yearly
13.65%
Drawdown
15.36%
$163.63M
Equity
Holdings
$163.63M
Investment
$136.98M
$34.4M
Profit +$1.58M
Realized
$7.75M
Unrealized
$26.65M
Dividends
$6.62M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.2%
Profit
$1.58M
Win %
75%
This Week
Compared To Last Week
Gain
0.98%
Profit
$1.58M
Win %
75%
This Month
Compared to last month
Gain
2.26%
Profit
$3.61M
Win %
75%
This Year
Compared to last year
Gain
1.42%
Profit
$2.29M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$231,020.18 
GOOG Alphabet Inc
+6.88%
+$45,503.57 
GOOGL Alphabet Inc
+6.73%
+$31,839.99 
MSFT Microsoft Corp.
+3.02%
+$21,982.66 
NVDA NVIDIA Corporation
+2.93%
+$9,929.7 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$58,341.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$45,225.6 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$106,579.47 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$3,310.89 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$14,767.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,265.56 
ILDR First Trust Innovation Leaders ETF
+1.11%
+$32,519.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$2,086.93 
XLE Energy Select Sector SPDR Fund
+1%
+$17,612.68 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$7,779.36 
MCH Matthews China Active ETF
+0.9%
+$20,820.3 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,980.72 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,334.01 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$23,596.13 
SHLD Global X Defense Tech ETF
+0.77%
+$7,778.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,871.34 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,421.47 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,582.88 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,956.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$163,811.73 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$27,932.04 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$17,019.21 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$942.51 
IYJ iShares U.S. Industrials ETF
+0.42%
+$12,553.98 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$18,673.71 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$20,020.11 
SMH VanEck Semiconductor ETF
+0.3%
+$1,101.89 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$3,137.32 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,219.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$11,896.02 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,026.84 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$809.91 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$2,533.2 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$334.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$100.95 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 RCTR
RCTR
0%
$0 
AAPL Apple Inc.
-7.35%
-$66,645.36 
IBIT iShares Bitcoin Trust
-2.89%
-$11,347.3 
GLD SPDR Gold Shares
-1.49%
-$4,428.55 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$23,992.78 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$3,208.1 
IYH iShares U.S. Healthcare ETF
-0.7%
-$11,100.48 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$13,556 
PDI Pimco Dynamic Income Fund
-0.68%
-$1,742.29 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$35,489.79 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$1,911.1 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,836.1 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$3,911.53 
MBB iShares MBS ETF
-0.4%
-$2,938.54 
VGT Vanguard Information Technology ETF
-0.38%
-$4,501.67 
ARCC Ares Capital Corporation
-0.37%
-$1,058.19 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$4,226.18 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$606.06 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,346.83 
FBND Fidelity Total Bond ETF
-0.27%
-$17,864.76 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,813.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$11,407 
COST Costco Wholesale Corporation
-0.24%
-$554.03 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$5,416.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$835.22 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.21%
-$467.52 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$737.4 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,121.79 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$4,308.4 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$3,683.55 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,115.2 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,831.84 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$599.88 
FLTB Fidelity Limited Term Bond ETF
-0.14%
-$4,181.74 
MUB iShares National Muni Bond ETF
-0.11%
-$392.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$6,838.32 
NFTY First Trust India Nifty 50 Equal Weight ETF
-0.09%
-$2,161.2 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$186.2 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$226.48 Events
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Dividends
Dividend Analysis
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| Trades 1008 | Longs Won 710/1008 70% | Profit Factor 19.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $133,817.39 |
| Average Win $51,139.83 | Best Trade (Aug 13) $1.91M | Sharpe Ratio -115.23 |
| Average Loss -$6,215.24 | Worst Trade (Aug 03) -$257,474.12 | Z-Score 7.77 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $34,128.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,718 | $577,013.13 | $839,617.38 | - | $262,604.25 | 45.51% | -7.354% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 28,335 | $1.99M | $2.13M | - | $141,668.81 | 7.12% | -0.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 45,628 | $4.51M | $4.44M | - | -$65,651.89 | -1.46% | -0.256% |
| AMZN Amazon.com Inc | 6,403 | $1.24M | $1.74M | - | $494,220.53 | 39.71% | +15.321% |
| ARCC Ares Capital Corporation | 15,117 | $305,816.97 | $283,594.92 | - | -$22,222.05 | -7.27% | -0.372% |
| AVEM Avantis Emerging Markets Equity ETF | 8,999 | $697,009.85 | $805,500.49 | - | $108,490.64 | 15.57% | +0.101% |
| AVUV Avantis U.S. Small Cap Value ETF | 8,366 | $770,053.68 | $1.05M | - | $278,038.8 | 36.11% | +0.032% |
| BAI iShares A.I. Innovation and Tech Active ETF | 65,459 | $2.14M | $2.71M | - | $563,204.97 | 26.28% | +0.633% |
| BLCR iShares Large Cap Core ACT ETF | 23,074 | $973,962.21 | $1.12M | - | $148,587.89 | 15.26% | +1.333% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 32,233 | $2.12M | $2.96M | - | $841,346.8 | 39.71% | +2.011% |
| CORO Ishares International Country Rotational Active ETF | 54,224 | $1.76M | $1.93M | - | $169,694.08 | 9.62% | -0.696% |
| COST Costco Wholesale Corporation | 243 | $216,185.69 | $231,309.27 | - | $15,123.58 | 7% | -0.239% |
| DGRO iShares Core Dividend Growth ETF | 6,122 | $358,547.09 | $477,577.23 | - | $119,030.14 | 33.2% | -0.281% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 44,521 | $2.35M | $3M | - | $656,996.27 | 28.01% | +0.792% |
| EFV iShares MSCI EAFE Value ETF | 4,270 | $271,059.71 | $345,357.6 | - | $74,297.89 | 27.41% | -0.529% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,246 | $268,010.89 | $367,557.88 | - | $99,546.99 | 37.14% | +0.708% |
| FBND Fidelity Total Bond ETF | 148,873 | $6.79M | $6.66M | - | -$134,254.17 | -1.98% | -0.268% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 10,095 | $384,039.49 | $519,690.6 | - | $135,651.11 | 35.32% | +0.019% |
| FLTB Fidelity Limited Term Bond ETF | 60,605 | $3.04M | $3.02M | - | -$17,569.8 | -0.58% | -0.138% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 67,046 | $1.3M | $1.28M | - | -$20,790.5 | -1.6% | 0.0 |
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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 - $894,488.31, iShares MSCI EAFE Value ETF - $819,793.91, JPMorgan Equity Premium Income Fund - $801,429.2, SPDR S&P 500 ETF Trust - $618,809.36, 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 - $37,448.25, Microsoft Corp - $37,242.13, iShares MSCI Emerging Markets ex China ETF - $36,111.98, Ares Capital Corporation - $19,744.08, 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 $6.62M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $801,175.54, Schwab U.S. Dividend Equity ETF - $592,536.92, Fidelity Total Bond ETF - $569,244.19, First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF - $494,099.58, and iShares Core MSCI EAFE ETF - $317,269.89. 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.
