Fft Wealth Management Llc Q2 2026 Portfolio Activity: Heavy Focus on S&P 500 & Growth ETFs
Fft Wealth Management Llc's portfolio analysis shows significant increases in holdings of SPY, IVV and DGRO while adding new positions like ICSH. The total portfolio value stood at $634 million.
As of June 30th, 2026, Fft Wealth Management Llc managed a substantial portfolio valued at approximately $634.1 million. The investment strategy appears heavily focused on exchange-traded funds (ETFs), particularly those tracking the S&P 500 index and technology-focused growth sectors.
Among the most notable changes this quarter, Fft Wealth Management Llc significantly increased its stake in ISHARES TR (IVV). The fund acquired an additional 46,003 shares, representing a nearly 28.17% increase in the position's share count and boosting its portfolio allocation percentage from previous levels to 24.56%. This ETF likely serves as a core holding.
The investor also showed strong interest in other S&P 500 related holdings, adding shares to both STATE STR SPDR S&P 500 ETF T (SPY) and ISHARES TR (DGRO). For SPY, the fund purchased 6,066 shares, increasing its allocation to 4.14%. Similarly, for DGRO, which focuses on small-cap growth, there was an increase of 37,485 shares (+5.29%) raising its portfolio percentage to 8.86%.
In addition to strengthening existing positions in broad market and small-cap ETFs, Fft Wealth Management Llc initiated several new holdings during Q2 2026. The investor established a position in ISHARES TR (ICSH) by buying all 111,337 shares available (+100%). Similarly, the fund bought all 692,590 shares of MNTN INC (55318A108) and a substantial portion (all 54,924 shares) of VANGUARD WORLD FD (VSGX). Other new positions included ISHARES INC (IEMG) and the more obscure holding of HA SUSTAINABLE INFRA CAP INC (HASI).
The investor also added a position in VANGUARD WHITEHALL FDS (VYM) by purchasing 9,693 shares (+100%). Furthermore, the fund acquired all 18,195 shares of VANGUARD SCOTTSDALE FDS (VCSH) and a small stake in HASI, the latter being part of the Real Estate sector.
In contrast, there were no major ETF sales reported this quarter. However, minor adjustments occurred across several holdings. For instance, the position in MISSION PRODUCE INC (AVO) was initiated by buying all available shares (+100%). Similarly, a small number of shares were added to other positions like QQQ and SCHB.