Matrix Capital's Richard Fuld Q1 2026 Portfolio Shifts: Focus on Growth and Income ETFs

Matrix Private Capital Group investor Richard S. Fuld maintained a diversified portfolio worth approximately $207.4 million as of March 31, 2026. His strategy appears focused on core ETF holdings, with adjustments made throughout the quarter.

Fuld's portfolio featured significant allocations to established ETFs, with Vanguard's VTV, VUG, IEFA, IJR, and Eaton Vance's XETYX leading the holdings by percentage allocation. The largest allocation was VTV (Vanguard Index Fund for Small-Cap Value), representing 10.34% of the portfolio.

This quarter, Fuld demonstrated a clear preference for increasing positions in several funds. Notably, he increased his stake in Eaton Vance's XETYX (tax-managed dividend income fund) by 16.39% in terms of shares, representing one of the most significant buying activities. Increases were also observed in MLPA (Global X Fintech ETF), IJR (iShares Core Small-Cap ETF), BINC (BlackRock ETF Trust II), IEFA (iShares Core Pacific ex-US ETF), and VWO (Vanguard FTSE Emerging Markets ETF).

Conversely, Fuld reduced his position in XLE (SPDR Select Sector Semiconductor ETF) by 3.46% in shares during the quarter. This was the only position shown to decrease in allocation percentage, indicating a strategic shift away from this sector.

No new positions were disclosed in this filing, and no existing positions appear to have been fully exited, as all listed holdings maintain positive allocations.

For more detailed information on Richard S. Fuld's investment activities, please visit InsiderSet. You can explore the specific holdings like VTV, IEFA, and XETYX on our platform.