Manchester Financial Inc Portfolio Changes Q2 2026: Focus on ETFs and Tech

As of June 30, 2026, Manchester Financial Inc's portfolio has undergone several notable adjustments during the second quarter. The firm manages a substantial total value of $543,738,721 across its holdings.

The investor's focus appears heavily weighted towards exchange-traded funds (ETFs), particularly Schwab and iShares products. Among the top holdings by weight are SCHB ($97.9M or 17.4%), FDD ($35.6M or 6.3%), BSCT ($21.4M or 3.8%), FIIG ($32.8M or 5.8%), and SCHX ($26.6M or 4.7%).

Several key changes occurred this quarter:

• Purchasing FIRST TR EXCHANGE-TRADED FD (FIIG): Manchester Financial Inc significantly increased its position in FIIG by over half a million shares, representing an approximately 48.15% change from the previous period.
• Adding WMT: The investor established a new position in WALMART INC (WMT), acquiring shares valued at $194,000 during Q2.
• Purchasing XLK: SELECT SECTOR SPDR TR (XLK) was added to the portfolio or significantly increased. Manchester Financial Inc bought 18,900 shares of this stock in Q2.
• Increasing BSCT Holdings: INVESCO EXCH TRD SLF IDX FD (BSCT) saw an increase in its position by over 20,000 shares during the quarter.
• Growing SPMO Position: Another iShares ETF, INVESCO EXCH TRADED FD TR II (SPMO), also increased significantly for Manchester Financial Inc this period.

Conversely, the investor disposed of several holdings:

• Selling SCHM: The position in SCHWAB STRATEGIC TR (SCHM) was reduced by nearly 80.65% during Q2.
• FDD Decrease: FIRST TR EXCHANGE-TRADED FD (FDD) experienced a slight decrease of about 2.4% from the prior period.
• SCHX Reduction: SCHWAB STRATEGIC TR (SCHX) saw its position reduced by over 53,000 shares, impacting it significantly.
• BSCT Increase: INVESCO EXCH TRD SLF IDX FD (BSCT) increased slightly during the quarter.

The portfolio's sector allocation remains dominated by 'Unknown' holdings at 80.8%, followed by Technology at 8.7% ($47.3M). Manchester Financial Inc holds a position in NVIDIA CORPORATION (NVDA), which is categorized under Technology, accounting for approximately $19.2M or 3.4% of the portfolio.

Overall, Manchester Financial Inc's Q2 activity involved both strengthening existing ETF positions and establishing new ones like WMT and XLK. The firm also made adjustments to several other holdings including SCHB, BSCT, SPMO, FDD, and SCHX.