Farrell Financial Llc Activity in Q2 2026: Significant Increases in Vanguard Holdings

As reported by Farrell Financial Llc, significant changes occurred within its portfolio during the second quarter of 2026, ending on June 30th. The investor demonstrated notable buying activity across various Vanguard funds and specific equity positions.

The most substantial purchase was observed in Vanguard Index Funds (VO), where Farrell Financial Llc increased its stake by a staggering 296.82%. This translates to acquiring an additional 66,233 shares during the quarter.

Additionally, the investor boosted holdings in several other Vanguard funds:

• Vanguard Balanced Index Fund (BND), increasing by 8.38%.
• Vanguard Scottsdale Tax-Indexed Funds (VCIT), adding shares at a modest rate of 6.57%.
• Vanguard World Funds (VSGX), increasing by 2.52%.

Furthermore, Farrell Financial Llc initiated or significantly increased positions in several individual stocks:

• Apple Inc (AAPL), adding shares.
• iShares Core U.S. Aggregate Bond ETF (IUSB), increasing holdings by 18.24%.
• iShares 10-20 Year Treasury Bond ETF (LQD) saw a reduction, indicating an exit or partial sale.
• The investor also purchased shares in specific sector funds and individual stocks like JPMorgan Exchange-Traded Fund (JBND), Vanguard Information Technology ETF (VGT), and technology names such as Cisco Systems Inc (CSCO).

These actions resulted in a portfolio comprising 82 holdings, with the top five positions accounting for approximately 34.07% of the total value. The investor's Technology sector allocation increased to 8.48%, reflecting interest in specific technology companies like Apple and Cisco.

In summary, Farrell Financial Llc focused its buying activity during Q2 2026 on expanding its exposure within Vanguard index funds (VO, BND, VCIT, VSGX) and adding specific equity positions including major tech names. Conversely, the investor reduced holdings in certain fixed income ETFs like iShares 10-20 Year Treasury Bond ETF (LQD).