Fuld's Top Holdings: Focus on Growth ETFs
Richard S. Fuld's portfolio as of March 31, 2026, highlights significant positions in Vanguard and iShares ETFs, with notable increases in holdings like IEFA and IJR.
As of March 31, 2026, Richard S. Fuld's portfolio at Matrix Private Capital Group is valued at approximately $207.4 million. His top holdings include several Vanguard and iShares ETFs, which together account for a substantial portion of his portfolio.
Fuld's largest position is in VUG (Vanguard Index Funds (VUG)), with a portfolio allocation of 8.54%. The holding has increased by 686 shares and 1.72% over the prior period. For more details on VUG, visit https://www.insiderset.com/investors/stocks/VUG.
IEFA (iShares Total International Stock ETF) is another key holding, representing 7.56% of the portfolio. It has seen a significant increase of 7,420 shares and 4.48% in the prior period. Learn more about IEFA at https://www.insiderset.com/investors/stocks/IEFA.
VTV (Vanguard Index Funds (VTV)) is the third-largest holding at 10.34% allocation. Although the percentage change is minimal at 0.61%, the share increase of 663 is noteworthy. Find more information about VTV here: https://www.insiderset.com/investors/stocks/VTV.
Other significant holdings include IJR (iShares Core MSCI Japan Index Fund) with a 7.03% increase, MLPA (Global X Funds (MLPA)) with a substantial 12.2% increase, and XETYX (Eaton Vance Tax-Managed Dividend Income Fund (XETYX)) which saw a decrease of 16.39%.
For a complete view of Richard S. Fuld's investment profile, visit https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital.