Affinity Capital Advisors Q2 2026 Portfolio Activity: Major Buys in Exchange-Traded Funds
Affinity Capital Advisors' portfolio saw significant changes during Q1 2026, with notable purchases of VUG and IWF alongside substantial sales including Apple Inc. (AAPL). The firm's holdings reflect a focus on growth-oriented ETFs.
As part of its ongoing investment strategy, Affinity Capital Advisors (View Profile) has recently adjusted its portfolio holdings. This analysis focuses on the changes observed during Q2 2026.
The most significant purchase activity this quarter involved substantial increases in several exchange-traded fund (ETF) positions:
- VUG (Vanguard Information Technology ETF) saw a massive 514.58% increase in shares, making it one of the largest buying moves by Affinity Capital Advisors.
- IUSB (iShares U.S. Tech Bellwethers ETF) increased by 5.05%, adding to the firm's exposure in this sector.
- The position in EFG (iShares Core MSCI Europe Small Cap ETF) also grew significantly by 12.0%.
- PWZ (Invesco S&P 500 Equal Weight Technology ETF) experienced a substantial increase of 195.86%, highlighting the firm's interest in this specific technology-focused fund.
- Furthermore, Affinity Capital Advisors purchased shares in OEF (iShares Core MSCI USA Small Cap ETF) and VGT (Vanguard Information Technology ETF). The purchase of VGT was particularly large, with a 702.32% increase in shares.
- The firm also added to its position in VO (Vanguard Total Stock Market ETF) by increasing holdings by 298.42%.
In contrast, Affinity Capital Advisors also divested substantial portions of its portfolio during Q2:
- The largest sale involved AAPL (Apple Inc.). The firm sold shares resulting in a 7.95% decrease, impacting its Technology sector allocation.
- VTV (Vanguard Information Technology ETF) saw a smaller but still notable reduction of -0.34%, although this was actually part of the top holdings list.
- The firm also sold shares in SUSC (iShares Core MSCI USA Small Cap ETF) and exited positions in other funds like SCHZ (Schwab U.S. Small Cap ETF). The sale of SCHZ resulted in a -7.74% change.
Overall, the quarter demonstrated Affinity Capital Advisors' active management style, with significant buying momentum focused on various technology and growth-oriented ETFs, alongside strategic selling within its Technology sector holdings like Apple Inc. (AAPL).