Certified Advisory Corp Q2 2026 Portfolio Shifts: Focus on Growth ETFs
This analysis details Certified Advisory Corp's significant stock purchases and sales during the second quarter of 2026, highlighting their strategic focus.
On behalf of Certified Advisory Corp, this report examines observable changes in holdings from Q1 to Q2 2026. The data reveals a dynamic portfolio with substantial buying and selling activity during the period.
Significant Purchases Observed by Certified Advisory Corp
Certified Advisory Corp demonstrated strong interest in exchange-traded funds (ETFs) this quarter, particularly those focused on technology growth. The most notable purchase was VANGUARD INDEX FDS (VUG), which saw a massive increase of 504.23% in its portfolio allocation, jumping from an unknown previous position to 4.03%. This suggests either the initiation of this position or a substantial accumulation.
Similarly, VANGUARD SCOTTSDALE FDS (VCSH) experienced an enormous allocation growth of 281.13%, solidifying its place at the investor's second-largest ETF position with a current weight of 2.63%. The VANGUARD WORLD FD (VGT) also showed significant buying, increasing by approximately 702.65% to reach an allocation of 1.4%, indicating renewed confidence or a large new investment.
The investor's activity extended beyond broad-market and tech ETFs into other specific areas. They significantly increased their stake in FIRST TR EXCHANGE-TRADED FD (LMBS) by 330,374 shares, boosting its allocation to 0.88%. Additionally, substantial buying was noted for the DBEF ETF held by DBX ETF TR, increasing its position significantly.
Major Sales and Portfolio Reductions
Certified Advisory Corp also made significant adjustments to its portfolio, reducing exposure in several areas. The most substantial sale was observed for FIDELITY MERRIMACK STR TR (FBND), where the allocation plummeted by 95.88% down to just 0.08%. This indicates a near-complete exit from this position.
Another major reduction occurred with SPDR SERIES TRUST (SPTI), which decreased by 47.29% to an allocation of only 0.59%. Similarly, the position in ISHARES TR (IHI) was significantly cut, reducing its weight from a previous level down to 0.17%, representing a nearly 68% reduction.
The investor also divested part of their position in VANGUARD BD INDEX FDS (BIV), reducing its allocation by 27.05%. Furthermore, they sold shares related to the symbol SPLG, although specific details like the ETF name are not provided.
Other Observed Changes and Portfolio Overview
Beyond these major shifts, Certified Advisory Corp made several other notable adjustments during Q2 2026. They purchased a smaller number of shares in PACER FDS TR (COWZ), increasing its allocation by just under 1% to reach 2.25%. Similarly, they added slightly more than half a percent exposure to the AVUV ETF.
While specific sector data for purchases and sales is limited due to incomplete information in the 'sector_allocations' section (only Technology and Financial Services are listed with values), the changes observed primarily involve ETFs. The investor also purchased shares related to LMBS, which was a significant increase despite its small allocation.
Overall, Certified Advisory Corp's portfolio saw considerable turnover this quarter. They initiated or massively increased positions in several Vanguard and iShares tech-focused funds while simultaneously exiting large holdings like FBND and reducing exposure significantly across other ETFs such as SPTI and IHI.