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 as of March 31, 2026, with a total value of $207,422,390. His strategy appears focused on core ETF holdings, complemented by income-oriented funds, as evidenced by the changes disclosed in this period.

The portfolio saw continued investment in several Vanguard and iShares ETFs, with the largest absolute increase occurring in the Eaton Vance Tax-Managed Dividend Income Fund (XETYX), where shares rose by 16.39%. This fund allocation increased from 5.36% to 5.36% (calculated based on share change, though percentage remained stable) of the total portfolio value, highlighting a sustained interest in tax-managed dividend strategies.

Other significant purchases during this quarter included the iShares Core S&P Small-Cap Value ETF (IJH), where shares increased by 7.07%, and the iShares Core MSCI EAFE ETF (IEFA), with a 4.48% share increase. Fuld also added to his Vanguard Intl Equity (VWO) and MLPA holdings, showing continued confidence in international and MLP sectors respectively.

Conversely, Fuld reduced his position in the Vanguard Total Stock Market ETF (VTV), which experienced a slight decrease of 0.61% in shares. He also partially divested from the SPDR Select Sector Energy ETF (XLE), seeing a 3.46% reduction in shares, and the MLPA position, although the latter saw a significant absolute increase but a slight percentage decrease.

No new positions were disclosed to have been initiated, nor were any existing holdings fully exited during this quarter.

For a detailed view of Mr. Fuld's investment profile, you can visit his profile on Insiderset: Richard S. Fuld at Insiderset. Specific stock positions can be explored further at Insiderset's stock database.