Garrett Wealth Advisory Group Q2 2026: Significant ETF Purchases Observed
The Garrett Wealth Advisory Group, Llc increased its holdings during the second quarter of 2026, focusing on new positions in exchange-traded funds and slight increases in existing ones.
For the period ending June 30th, 2026 (Q2), the Garrett Wealth Advisory Group, Llc registered notable changes to its portfolio holdings. According to available data from InsiderSet, this quarter saw a net increase in the number of positions held by the firm.
The most significant activity involved new purchases and substantial increases in existing ETF positions:
- AVIG: The Garrett Wealth Advisory Group acquired shares worth $20,611,924 (3.17% of portfolio) during Q2 2026.
- BSMR, BSMS, BSMT, BSMV, and BSMU: All these ETFs (part of the INVESCO EXCH TRD SLF IDX FD family) were newly added to the portfolio by the firm, representing a total allocation of approximately 0.74% combined.
- HELO: The firm increased its stake in J P MORGAN EXCHANGE TRADED F (HELO) by over 5.58%, adding $16,290 worth of shares based on the change data provided.
- SPDW: Similarly, SPDR INDEX SHS FDS (SPDW) saw a significant increase in position size for the Garrett Wealth Advisory Group during this quarter.
- JHMM: The firm also increased its stake in JOHN HANCOCK EXCHANGE TRADED (JHMM), adding $9,534 worth of shares based on change data provided.
- PRF: Another increase was noted for INVESCO EXCHANGE TRDED FD T (PRF) by the Garrett Wealth Advisory Group during Q2.
In contrast, no substantial selling activity was observed in these specific changed holdings. The data indicates that the firm primarily focused on adding new ETFs and increasing positions within existing ones this quarter.
Furthermore, the investor profile shows a continued emphasis on Exchange-Traded Funds (ETFs), as evidenced by their significant allocation to such products across the portfolio.