Manske Wealth Management Portfolio Analysis: Q2 2026 Activity Insights
Detailed review of holdings changes and sector allocation shifts observed in the portfolio managed by Manske Wealth Management as of June 30, 2026.
As of June 30, 2026, Manske Wealth Management's portfolio shows significant activity across various asset classes. The total portfolio value stands at $399 million.
Among the most notable movements this quarter are substantial increases in allocation for several Vanguard funds and other ETFs, while some previously held positions saw reductions or exits. Vanguard Total Stock Market ETF (VTI), a core holding, increased its share count by approximately 3% ($15 million value gain), suggesting continued confidence in broad market growth.
Two Vanguard funds experienced particularly large inflows: the Vanguard Tax-Managed ETF (VEA), which saw its portfolio weight nearly double to 4.15% with a significant share increase, and the Vanguard Charitable International Fund (BNDX) despite being small at $3 million value.
In addition to Vanguard products, institutional investors like Invesco (PGX) and Schwab (SCHZ) also increased their allocations substantially, adding considerable weight to the portfolio. The J P Morgan Exchange Traded Fund (JPIB) allocation grew significantly as well.
The investor's focus appears tilted towards growth sectors this quarter, with notable additions including positions in Intel (INTC) and McCormick (MKC), both increasing their portfolio weight by nearly 0.5%. Conversely, the Schwab Strategic Trust (SCHZ) allocation decreased slightly.
While most changes were increases in existing positions or new additions, some adjustments occurred. The portfolio shed its position in Galileo Asset Management ETF (GAL) and reduced holdings of Amazon (AMZN). No major divestments were observed, with the has_large_sells flag remaining false.