Conrad Siegel Investment Advisors: Portfolio Shifts in Q2 2026
Conrad Siegel Investment Advisors Inc.'s portfolio saw notable changes this quarter, with significant additions and reductions observed across various holdings.
Conrad Siegel Investment Advisors Inc. has released its latest portfolio data as of June 30th, 2026, revealing several key shifts in stock positions during the second quarter.
Prominent Purchases This Quarter
The firm's largest acquisition by allocation percentage this period was shares of Vanguard Index Funds (VOO), which saw its portfolio weight increase from 18.83% to an unchanged but significant position in the context of overall changes.
Conrad Siegel Investment Advisors Inc. also significantly bolstered their position in Vanguard Index Funds (VO), increasing holdings by 369,710 shares and raising the allocation percentage from its previous level to a substantial 6.45%.
Furthermore, they added considerable weight through iShares ETFs (IDEV), increasing their share count by an impressive 367,270 shares, resulting in a portfolio allocation of 5.32%.
Significant Reductions and Exits
The firm divested from several holdings during Q2. Vanguard Tax-Managed Funds (VEA) experienced a notable decrease, with shares down by 17,999 and its portfolio weight dropping to 7.13%.
Dimensional ETF Trusts (DFAC) also saw slight reduction in allocation percentage (-0.5%), with a decrease of just over 15,000 shares.
Other Notable Changes
In addition to the major shifts, Conrad Siegel Investment Advisors Inc. made adjustments elsewhere:
- iShares ETFs (LRGF)' allocation percentage decreased by -2.3%, with a share reduction of over 12,000.
- They added shares to Dimensional ETF Trusts (DFEM), increasing the position slightly from its previous allocation percentage.
Focus on Technology and Communication Services
The portfolio's sector allocations remain dominated by 'Unknown' holdings at 96.77%, with minimal exposure to other sectors as of this filing.