Mkt Advisors Llc Portfolio Activity in Q2 2026: Significant Changes Observed
This report details observable purchase and sale activities by Mkt Advisors Llc for the period ending June 30, 2026. The investor adjusted several holdings within their portfolio.
For Q2 2026, Mkt Advisors Llc's portfolio saw notable adjustments as reflected in the filing dated June 30, 2026. The overall portfolio value stood at $313,355,855.
The investor demonstrated significant buying activity during this quarter. VANGUARD INDEX FDS (VUG) stands out with a remarkable increase of 62,881% in shares held ($149,276 vs $23,095 previously), indicating strong confidence or strategic allocation towards utilities sector exposure.
Other substantial purchases were observed across various funds. VUG, Vanguard's Utilities ETF, was the most significant addition in terms of share growth percentage. The investor also increased positions in several iShares Trust products and SPDR Series Trust holdings.
Conversely, Mkt Advisors Llc disposed of some assets during Q2 2026. SPROTT ASSET MANAGEMENT LP (PHYS) experienced a significant reduction, with shares decreasing by 40.25% ($18,350 held vs $30,710 previously). Similarly, the mutual fund NUVEEN CALIF AMT FREE MUNI I (XNCMX) saw its position reduced by 38.69%.
The filing also lists other changes to existing holdings, including increases in SPLG, IBTK, and others, alongside decreases for positions like IEMG (a drastic -62%) and XNCMX. The investor's portfolio shows a mix of concentrated holdings in major ETFs and diversification into specific sectors.
In summary, the period ending June 30, 2026, involved both strategic additions and disposals by Mkt Advisors Llc. Key purchases included large increases in VUG (utilities) and several iShares products, while notable sales were seen for XNCMX (municipal bonds) and PHYS. Further details on specific holdings can be found in the full filing.