Bucket List Wealth Management Q2 2026 Portfolio Activity: Significant ETF Purchases and Sales Observed

Bucket List Wealth Management LLC's portfolio activity for the quarter ending June 30, 2026, reveals a dynamic investment strategy focused on exchange-traded funds (ETFs) and specific individual stocks. The total portfolio value stood at $193,359,822 as of that date.

Major Purchases Observed

This quarter saw significant buying activity concentrated in several key areas:

• PVAL (PUTNAM ETF TRUST): Bucket List Wealth Management demonstrated a strong preference for this fund, increasing its holdings by over 173,000 shares. This substantial purchase resulted in the fund's allocation growing to approximately $26.7 million.
• MGK (VANGUARD WORLD FD): Another notable addition was Vanguard World Fund Shares (MGK), with a significant increase of nearly 19,000 shares during this period.
• NLR (VANECK ETF TRUST): The investor also purchased Vaneck Vectors Short-Term Corporate Bond ETF (NLR) in Q2.

Furthermore, the portfolio showed continued interest in other funds:

• IDMO (INVESCO EXCH TRADED FD TR II): Invesco Exchange Traded Funds II - Institutional Shares (IDMO) saw a substantial increase of over 38,000 shares.
• REGL (PROSHARES TR): ProShares Short Term Treasury Inflation Protected Securities ETF (REGL) experienced significant buying as well.

Reductions and Exits Noted

In contrast to the buying activity, there were also instances of reducing or exiting positions:

• SPYV (SPDR SERIES TRUST): The investor significantly reduced its position in SPDR Series Trust - Institutional Shares (SPYV), decreasing holdings by over 72,000 shares.

The portfolio also saw reductions in other areas:

• IWR (ISHARES TR): iShares Core U.S. Aggregate Bond ETF (IWR) experienced a reduction of nearly 29,000 shares.

Individual Stock Activity

Beyond the prominent ETF holdings, Bucket List Wealth Management also adjusted its positions in individual stocks:

• FIDUCIAL BANK (FBND): Fidelity Merrimack Institutional Shares (FBND) saw an increase of over 15,000 shares.

The investor also sold a position in:

• NVIDIA CORPORATION (NVDA): The sale resulted in the stock's allocation decreasing to $2.7 million.

Overall Portfolio Strategy

Bucket List Wealth Management appears to be actively managing its portfolio, with a clear focus on ETFs for diversification and exposure to various market segments. The significant buying activity suggests confidence in certain sectors or funds during this period.