Brindle & Bay Financial Advisors Q2 2026 Portfolio Shifts: Focus on Growth and Value ETFs

As reported for Brindle & Bay Financial Advisors, Llc as of June 30th, 2026, the investment firm's portfolio experienced notable shifts during Q2. These changes reflect strategic adjustments in their holdings.

The most prominent activity was a substantial increase in VOO, Vanguard Index Fund (Vanguard). The fund saw its share count rise by 10,889 units and its value within the portfolio increased significantly by 451.63%. This suggests a strong conviction in US large-cap equities during this period.

Alongside VOO, other equity-focused funds also showed significant buying activity. The firm notably added to their positions in QQQ, INVESCO QQQ Trust (Invesco), increasing shares by 22,391 units and value by 247.93%. Similarly, they boosted holdings in JNK, SPDR Series Trust (Johnson & Johnson Select Sector), with a share increase of 24,315 units and value growth of 50.33%. The emerging market tech fund VUG, Vanguard Index Fund (Global ex-US) also received a large allocation increase, with shares rising by 48,830 units and value growing by 675.29%.

Conversely, the firm reduced exposure in certain areas during Q2. The gold-focused fund GLDM, World Gold Trust, experienced a dramatic decrease of 120,162 shares and saw its value plummet by 94.53%. This represents one of the largest reductions in the portfolio.

Additionally, there were adjustments in bond funds and other ETFs. The Vanguard Balanced Index Fund (BIV) allocation decreased by 64.97%, while the Vanguard Short-Term Bond Index Fund (VMBS, symbol VGSH) showed a significant increase of 36.69%. The firm also slightly trimmed their position in BND, Vanguard Index Fund (Bond Market).

Furthermore, the portfolio saw changes in its sector allocation this quarter. While specific details are not provided for all sectors, notable movements occurred within Technology and Financial Services ETFs.