Marotta Asset Management Portfolio Update: June 2026 Focus on Technology ETFs
Marotta Asset Management's portfolio saw significant additions to technology and international bond funds in Q2 2026, while experiencing slight reductions across several sectors.
As of June 30th, 2026, Marotta Asset Management has finalized updates to its investment strategy for the quarter. The firm's portfolio saw notable changes during this period.
Prominent Purchases: This quarter was characterized by substantial buying activity in specific sectors and instruments. Notably, Vanguard Information Technology ETF (VGT) experienced a significant increase of 627% year-over-year, adding over 0.5 million shares to its position which now accounts for approximately 31.4% of the total portfolio value based on prior period data.
The firm also bolstered its exposure to inflation-protected bonds and broad market international equities. SPDR S&P 500 Short Term Inflation Protected Security ETF (STIP) was added, though specific share counts or values for this new position are not detailed in the provided data.
International Equity Boost: The addition of Vanguard Total Stock Market ETF (VO), which represents a broad US equity market exposure, further strengthened the portfolio's domestic holdings. Similarly, adding Vanguard Emerging Markets Stock ETF (VEA) increased diversification into developing economies.
Sales and Reductions: While there was no disclosed activity indicating large-scale selling of existing positions, several holdings saw reductions in their portfolio weightings. The Columbia EMRG MKTS Core Ex-China ETF (XCEM) allocation decreased by 0.67 percentage points year-over-year.
Regional Bond ETF Reduction: There was a slight reduction in the Vanguard Short Inflation-Protected Security ETF (VTIP) allocation, decreasing by 1.68 percentage points year-over-year.
Overall Portfolio Impact: The portfolio now includes a total of 99 holdings. Technology sector exposure remains substantial through VGT and other ETFs like FTEC and FHLC which also saw increases this quarter, though their individual allocations are smaller (0.91% for Technology, 0.61% for Healthcare). Financial Services allocation is minimal at just 0.99%. The remaining portfolio value of approximately $587 million consists of various other sectors including Emerging Market Bonds and Real Estate ETFs.