Financially Speaking Inc: Portfolio Shifts and Holdings Changes Q2 2026
A detailed analysis of Financially Speaking Inc's portfolio changes during the second quarter of 2026, highlighting significant buy/sell activities.
As of June 30th, 2026, Financially Speaking Inc's portfolio shows notable shifts in holdings compared to the previous quarter. The total portfolio value stands at $20,582,645.
The data reveals that has_large_sells: true and significant_buy_symbols: [] for this period. This indicates a significant focus on selling activities rather than buying or establishing new large positions during Q2 2026.
Sell Activities Dominated the Quarter
The primary activity observed in Financially Speaking Inc's portfolio changes was the reduction of existing holdings and exit from certain stocks. The most substantial sell occurred with SCHG, where shares decreased by 18, representing a massive -52.94% change in position size during the quarter.
Other significant reductions were noted with Schwab Strategic TR (SCHB), which saw a decrease of 30 shares (-1.07% change), and iShares TR (IEV) with a reduction of 14 shares (-70.0%). The investor also exited the position in Global X FDS (SHLD), reducing its holdings by 2 shares (-0.41% change).
One Minor Increase Observed
In contrast to the widespread selling, there was one instance of a small increase in position size during Q2 2026: FIDELITY MERRIMACK STR TR (FLDR). The investor added an additional 29 shares, resulting in a negligible +0.02% change in the position's size.
It is important to note that while FLDR experienced a slight increase in share count (+0.02%), its overall portfolio allocation remained unchanged at approximately 36.61%. This suggests that although shares increased slightly, the value of these holdings did not change significantly during this period.
Overall Portfolio Changes
The changes observed across all positions indicate a dynamic adjustment within Financially Speaking Inc's portfolio for Q2 2026. The total number of holdings decreased by 5, reflecting the exits from SCHG and IEV alongside other minor adjustments.
Despite these reductions, the overall allocation percentages for most sectors remained stable according to this quarter's filing data. However, detailed sector analysis shows that while Technology remains a significant part of their portfolio (6.85%), they have also maintained exposure in Energy (2.84%) and Consumer Defensive (2.57%).
The investor's focus appears to be on refining their holdings rather than drastically altering the overall asset allocation, with most changes being minor adjustments or exits from smaller positions.