Firethorn Wealth Partners Q2 2026 Portfolio Activity: Significant Real Estate Focus & Strategic ETF Adjustments

As part of its regular investment disclosures, Firethorn Wealth Partners Llc has provided detailed data on portfolio changes for the period ending June 30, 2026. This analysis reveals a dynamic investment strategy focused primarily on Real Estate and Fixed Income sectors.

The most striking development this quarter was Firethorn's substantial increase in holdings of INVESCO MORTGAGE CAPITAL INC (IVR), a mortgage REIT. The position saw an 87.38% jump in shares and represents approximately 0.55% of the total portfolio value, indicating a significant focus on this asset class.

Other notable purchases include STARBOARD INVT TR (AGOX), which experienced an impressive 58.94% increase in shares, and the addition of a position to QQQ (not detailed here but mentioned as significant). The investor also bolstered positions in several Dimensional Fund ETFs like DFAU and DFAC.

In terms of moderate increases, Firethorn continued to build its exposure across various Dimensional Fund Trust holdings. DIMENSIONAL ETF TRUST (DFAU) saw a 7.59% increase in shares, while DIMENSIONAL ETF TRUST (DFAC) increased by just over 3%. Similarly, iShares Trust holdings like IVW and IVE showed significant share growth of 32.7% and 14.24%, respectively.

The investor also demonstrated strategic exits from certain positions during this quarter. The largest reduction was observed in ISHARES TR (IAGG), which decreased by 50.11% in portfolio weight, despite a slight increase in shares from prior periods. Additionally, the position in SCHWAB STRATEGIC TR (SCHZ) was reduced by 17.95%, and Firethorn disposed of positions held previously in AVEM and OEF.

Furthermore, purchases were noted for INVESCO EXCH TRADED FD TR II (RWL), which saw a 56.32% increase in shares this quarter, and AGOX.