Cathy Pareto & Associates: Significant ETF Purchases in Q2 2026
Cathy Pareto & Associates, Inc increased its portfolio value by $14.3M to $168.6M as of June 30th, 2026.
As of June 30th, 2026, Cathy Pareto & Associates, Inc has maintained a substantial portfolio valued at $168.59 million.
The firm demonstrated active buying behavior this quarter, significantly increasing its allocation in several exchange-traded funds (ETFs). Notably, Vanguard World Fund ETF (VGT) saw an impressive 680.89% increase in shares, adding substantial value to the portfolio. SCHWAB STRATEGIC TR (SCHF) also experienced a significant boost with a 159.38% share increase.
Other notable purchases include WisdomTree ETF (EUSC), which increased by 9.28%, and J P MORGAN EXCHANGE TRADED FUND (JPST) with a 12.72% rise in shares. The firm also added to its position in Vanguard Index Funds ETF (VO) and SCHWAB STRATEGIC TR (SCHX), which increased by 402.35% and 15.64%, respectively.
While the investor primarily focused on buying, there was one recorded sale during this period: a decrease in allocation for SCHWAB STRATEGIC TR (SCHD) ETF by -8.49%. This represents a reduction from previous quarters but is not indicative of major selling activity overall.
For more detailed information about Cathy Pareto & Associates' portfolio holdings and performance, please visit their profile on Insiderset: Cathy Pareto & Associates Inc.
Further details regarding the specific ETFs involved can be found by visiting each stock's page on Insiderset, such as Vanguard World Fund ETF (VGT) and SCHWAB STRATEGIC TR (SCHF) (SCHF).