Modus Advisors LLC Portfolio Shifts: Key Changes in Q2 2026

Modus Advisors, Llc has made several notable changes to its investment strategy and holdings for the period leading up to Q2 2026. This review focuses on observable purchases and sales based on available data.

Prominent Purchases in Q2

The most significant purchase during this quarter appears to be related to Bitcoin exposure, with substantial increases noted in two trusts:

• IBIT (iShares Bitcoin Trust) saw a notable increase of 15.89% in its portfolio allocation.
• The Modus Advisors LLC also increased its stake in the FBTC (Fidelity Bitcoin Fund) by 13.14%.

Increased Holdings and Sector Shifts

Besides the direct cryptocurrency exposure, Modus Advisors also boosted its allocation in several other areas:

• The XLF (Financial Select Sector SPDR ETF) was increased by 8.59%.
• Treasuries gained prominence with a purchase of the SCHR (Schwab Intermediate-Term Treasury ETF), adding 2.94% to its portfolio allocation.
• The firm also purchased shares represented by the symbol NKE, increasing its stake significantly, though this specific stock's performance metrics are detailed in other sections.

Decreases and Portfolio Realignment

In contrast to these additions, Modus Advisors reduced exposure in several areas during Q2:

• The ARM holding decreased by 15.43%.
• The firm also sold shares of the UBER stock, reducing its stake by 5.75%.
• Additionally, holdings in the VTI (Vanguard Total Stock Market ETF) and AGG (iShares Aggregate Bond ETF) were decreased, contributing to a reduction in their respective portfolio percentages.

New Positions Introduced

The quarter also saw the introduction of new positions:

• The MU stock was added to Modus Advisors' holdings for this period.
• Purchases were noted in the VO (Vanguard Mid-Cap ETF) and SPLG (SPDR Portfolio S&P 500 ETF), though these specific symbols are already covered in the purchase section above.

No Disclosures for Certain Activities

The available data does not provide information on other potential activities, such as large-scale sales or changes across all sectors. Therefore, it cannot be confirmed whether Modus Advisors engaged in selling significant portions of its portfolio or experienced substantial shifts in allocation percentages for every sector.