Koenig Investment Advisory Increases Mid-Cap Exposure, Buys Large Growth ETFs in Q2 2026
Koenig Investment Advisory's portfolio saw significant changes this quarter with notable increases in Vanguard Mid-Cap ETF (VO) and American Century Focused Large Cap Value ETF (FLV), alongside modest additions to other holdings.
As of June 30, 2026, Koenig Investment Advisory, Llc has shown active management within its portfolio during the second quarter. The firm's overall Koenig Investment Advisory holdings reflect strategic adjustments in various asset classes and sectors.
The most significant change observed was a substantial increase in shares of the Vanguard Mid-Cap ETF (VO). The holding count for VO surged by 298.2%, indicating strong confidence or alignment with mid-cap performance during this period.
Alongside the major shift in VO, Koenig also increased its stake in the American Century Focused Large Cap Value ETF (FLV), adding 12.22% more shares this quarter.
The firm continued diversifying by allocating capital to several other funds, including the iShares MSCI USA Min Vol Factor ETF (USMV) and the iShares MSCI Intl Quality Factor ETF (IQLT). Increases were also noted in holdings of the Pimco Enhanced Short Maturity Active ETF (MINT) and the iShares Core U.S. Aggregate Bond ETF (AGG), although these were less pronounced than the mid-cap allocation.
In terms of sector exposure, Technology remains a key focus for Koenig's investments, accounting for 9.44% of the portfolio value as disclosed in their filing.
Conversely, there were notable exits from certain positions this quarter. The firm significantly reduced its stake in the Vanguard Extended Market ETF (VXF), with a 41.83% decrease in shares and allocation dropping to just 0.29%. Similarly, Koenig exited its position entirely in the Vanguard High Dividend Yield ETF (VYM), which had a negative change percentage of -16.88%.