C2P Capital Buys Growth ETFs, Sells Tech Concentrated Funds

C2P Capital Advisory Group has demonstrated active management of its substantial $1.8 billion portfolio during the second quarter, with notable shifts observed across various ETF categories.

Significant Purchases This Quarter

The firm significantly increased exposure to several broad market and sector-specific exchange-traded funds (ETFs). The largest share increase was recorded in VANGUARD INDEX FDS (VUG), which saw a staggering 598.18% growth in its portfolio weighting, now accounting for approximately $75 million or 3.7% of the total assets.

Other notable buys include SPDR SERIES TRUST (SPLG), which increased by 21.63%, and VANGUARD TAX-MANAGED FDS (VEA) with a 10.27% increase, now representing $3.5 million in the portfolio.

The firm also added positions to ISHARES GOLD TR (IAU), increasing its weighting by approximately 59.07%, and made a small purchase of BLACKROCK ETF TRUST (BALI) which increased by about 100.3% in allocation.

C2P Capital's buying pattern appears to favor diversified and tax-managed growth strategies, as evidenced by the substantial increases in VUG, GOVT, and VEA.

Notable Sales This Quarter

In contrast to its purchasing activity, C2P Capital also divested significant portions of several holdings during Q2 2026. The most dramatic exit was from ISHARES TR (TFLO), which decreased by an astronomical -88.35%, effectively removing it almost entirely from the portfolio.

Similarly, ISHARES TR (QUAL) experienced a near-total liquidation with its weighting dropping by -90.98% to just $0.14 million.

The firm also sold out positions in other ETFs, including ISHARES INC (IEMG) (-29.75%), and made moderate reductions in holdings like VANGUARD EXTENDED MARKET FUND ETF (VYM), though this specific sale isn't detailed here.

C2P Capital's selling activity suggests a strategic rebalancing or unwinding of certain concentrated positions, particularly in technology-related areas like QUAL and IEMG.

Portfolio Structure Insights

The portfolio structure remains dominated by large ETF holdings. The top two allocations are SPDR SERIES TRUST (SPLG) at 12.37% and VANGUARD INDEX FDS (VUG) at 3.7%, together representing nearly $900 million.

The total portfolio value is distributed across various sectors, with Technology holding the highest allocation of approximately $75 million or 4.17%. Financial Services ETFs account for about $22 million or 1.23% of assets.

Interestingly, most holdings are categorized as 'Unknown' in terms of sector breakdown, totaling nearly $1.6 billion across the portfolio and representing a significant portion (89.97%) with no specific industry exposure disclosed for these positions.