Hengehold Capital Management Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed

As reported in filings up to June 30, 2026, Hengehold Capital Management Llc demonstrated substantial buying and selling activity within its portfolio during the second quarter. The firm's holdings underwent significant changes compared to previous periods.

The investor was notably active in acquiring new positions or increasing existing ones. Significant purchases included Vanguard World Fund (MGK), where shares increased by a substantial 406.29%. Another major acquisition was the newly initiated position in Litman Gregory Funds TR (DBMF). The investor also significantly boosted holdings of iShares Inc. (PICK) and added to positions in several other funds, including Vanguard Index Fund (VUG) and INVESCO Exchange-Traded Single Index Funds.

In contrast, Hengehold Capital Management Llc also showed considerable selling activity during Q2 2026. The most prominent sale was the complete exit from INVESCO CurrencyShares Swiss Franc ETF (FXF), which saw a staggering -97.63% change in shares, effectively removing it from the portfolio. Other notable selling activities involved exiting positions like HEI and RBA.

Furthermore, the investor adjusted its allocations for several existing holdings. Shares of SCHWAB Strategic TR (SCHB) decreased by 1.06%, while positions in other ETFs like SPY and IVV saw moderate share increases.

The overall portfolio turnover rate was high, reflecting substantial changes across many holdings. This quarter's actions suggest a dynamic investment strategy focused on capitalizing on perceived opportunities through both strategic additions and disposals of assets.