Bellevue Asset Management Q2 Portfolio Shifts: Heavy Investments in Tech ETFs

According to the latest filing from Bellevue Asset Management, Llc, investors observed notable shifts in their portfolio holdings during Q2 2026. The analysis focuses on changes detected within the filing period.

The most striking development was a massive increase in Vanguard World Fund (VGT). This fund allocation surged by an impressive +44,660 shares and saw its value grow by approximately +698% compared to the previous quarter. For detailed information on VGT, visit VGT.

Another significant purchase involved Kla Corporation (KLAC). The investment firm added 4,108 shares of KLAC this quarter. This semiconductor equipment manufacturer experienced a substantial allocation increase of +900.88%, indicating strong confidence in its prospects. You can find more details about Kla Corporation at KLAC.

Furthermore, the Vanguard Growth ETF (VUG) was added to the portfolio with a modest increase of 4,052 shares during Q2. This addition increased its allocation by approximately +499.63%. More information about VANGUARD INDEX FDS is available at VUG.

Conversely, the investor significantly reduced their position in First TR Exchange-Traded FD LMBS. This fund allocation decreased by -13,984 shares and its value dropped by approximately -7.22%. For further details on this fund, see LMBS.

Additionally, the filing period saw a notable increase in First TR Exchange-TRaded FD FTSM shares by +18,369. This resulted in an allocation rise of approximately +26.67% for this fund. Visit FTSM for more information.

In summary, Bellevue Asset Management demonstrated a clear preference for Technology sector investments and ETFs during Q2 2026, while strategically reducing exposure in certain fixed-income areas. The investor's activity highlights their focus on specific equity and fund positions within the current quarter timeframe.