Blueline Advisors Llc Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed

Blueline Advisors Llc's portfolio underwent significant adjustments during Q2 2026. The firm demonstrated substantial buying activity across several exchange-traded funds (ETFs), while also exiting positions in certain stocks.

Prominent Purchases: Blueline Advisors significantly increased its position in the VUG ETF (Vanguard Information Technology ETF), adding over 169,000 shares. Other notable additions included substantial increases in holdings of the PHB ETF, DGS ETF (WisdomTree Short Treasury), and SCZ ETF (iShares Core Small-Cap Quality Factor ETF). The firm also initiated a position in the MMC stock, acquiring all 3,735 shares at once.

Significant Sales and Exits: On the sell side, Blueline Advisors completely exited its position in STIP stock. Additionally, there was a reduction or exit from GSY ETF (iShares 0-5 Year Treasury Bond ETF). The firm also sold shares in the GOVT ETF, although this was a partial reduction.

Other Notable Changes: Beyond these major shifts, Blueline Advisors made various other adjustments. The firm increased its stake in the XLU ETF, added to positions in VTV and SRLN (though these were already top holdings), and purchased shares of the EMHY ETF. Conversely, it sold a portion of its position in VO.

Portfolio Context: These changes occurred within Blueline Advisors' broader portfolio valued at $140.05 million as of June 30, 2026. The firm holds over 250 positions across various sectors and types, including ETFs and individual stocks.

Further Information: For more detailed insights into Blueline Advisors' investment strategy or to explore their complete portfolio holdings for Q2 2026, please visit the Blueline Advisors Llc profile on Insiderset.