Financial Discovery Group Inc Q2 2026 Portfolio Activity
Financial Discovery Group Inc's portfolio saw significant growth this quarter with notable purchases of SGOV and SPHD ETFs, while allocations for XLE and CTA increased substantially. No major sales were disclosed.
Financial Discovery Group Inc reported its portfolio activity as of June 30th, 2026, revealing several key changes in holdings during the second quarter.
The investor's largest holding by value, SGOV (ISHARES TR (SGOV)), experienced a significant increase this period. The position grew by 12.47% in terms of percentage change from the previous quarter, adding 15,126 shares to reach an allocation of approximately $29.3 million or 29.29% of the total portfolio value.
Several other holdings also saw substantial growth:
- XLE: SELECT SECTOR SPDR TR (XLE) increased by a notable 25.86%, adding 12,180 shares.
- SPHD: INVESCO EXCH TRADED FD TR II (SPHD) allocation jumped by a huge 50.84%, adding 11,612 shares.
- CTA: SIMPLIFY EXCHANGE TRADED FUN (CTA) increased by a strong 6.77%, adding 7,888 shares.
These large increases suggest confidence in these specific types of funds or ETFs within the investor's strategy.
In addition to significant boosts, there were also notable additions to the portfolio:
- IUSB: ISHARES TR (IUSB) was added at a full percentage change increase (100.0%) from prior period.
- VIG: VANGUARD SPECIALIZED FUNDS (VIG) was added at a full percentage change increase (100.0%) from prior period.
- SHY: ISHARES TR (SHY) was added at a full percentage change increase (100.0%) from prior period.
- MDY: STATE STR SPDR S&P MIDCAP 40 (MDY) was added at a full percentage change increase (100.0%) from prior period.
- VEU: VANGUARD INTL EQUITY INDEX F (VEU) was added at a full percentage change increase (100.0%) from prior period.
The portfolio also included other significant holdings like BOND (PIMCO ETF TR (BOND)), XLP, SHV, and XLV, though their changes were less dramatic than the new positions or large existing ones this quarter.