Mascagni Wealth Management Q2 2026 Portfolio Activity: Strategic Shifts in Tech, ETF Holdings

As of June 30th, 2026, Mascagni Wealth Management Inc.'s total portfolio value stands at $155 million. This comprehensive review focuses on the observable changes within their investment strategy during this quarter.

Mascagni holds 135 distinct positions in their portfolio. The allocation breakdown shows a heavy concentration in 'Unknown' sectors (74.45%) and significant exposure to Technology holdings, which collectively account for $23 million or 14.93% of the total value.

The investor demonstrated notable buying activity this quarter, adding positions to several highly-regarded exchange-traded funds (ETFs). Significant purchases include:

• VO (Vanguard Mid-Cap Index ETF), which saw its share count increase by 16,854 shares (+296.05%) and now represents $1.8 million of the portfolio.
• VUG (Vanguard Growth ETF), experiencing a massive 500% increase in shares (+10,605%) adding $1.1 million to the portfolio value.
• IWF (iShares Russell 1000 Growth ETF), with a substantial +275.17% increase (+5,941 shares) now worth $1 million.
• VGT (Vanguard Information Technology ETF), showing strong conviction with a +700.2% share increase (+7,121 shares) valued at $973k.
• JPM, the large-cap JPMorgan Chase ETF (though not detailed in this report's holdings), was also noted as a significant buy by Mascagni.

In contrast, the investor showed clear signs of reducing or exiting certain positions. The most notable sale during Q2 2026 is:

• RNST (Renasant Corp), which was completely sold out (-56.06% change, -10,521 shares). This exit removes $350k from the portfolio.
• Huntington Bancshares Inc. (HBAN), a bank ETF, saw its position reduced by 41.71%, indicating a significant shift in their Financial Services allocation strategy.

Additionally, other holdings experienced substantial reductions:

• HYDB (iShares High Yield ETF) decreased by 7.57% (-7,954 shares).
• FIDELITY TOTAL BOND ETF, symbol FBND, also saw a reduction of -6.79%.

While the Technology sector remains prominent in Mascagni's portfolio (14.93%), they have diversified into other sectors like Communication Services and Consumer Cyclical, though these allocations remain relatively small ($507k or 3.26%, $265k or 1.7%).