Mtc Wealth Management Llc Q1 2026 Portfolio Activity: Significant Buys in VUG & BYLD
This quarter, Mtc Wealth Management Llc saw its portfolio value increase to $222.9 million, with notable additions to Vanguard Growth ETF (VUG) and a new position in the ISHARES TR (BYLD).
As of June 30th, 2026, Mtc Wealth Management Llc's portfolio value stands at $222.9 million.
The firm recently made significant adjustments to its holdings during the quarter:
- Purchased a substantial position in Vanguard Growth ETF (VUG), adding 119,050 shares and increasing its allocation to 5.55%.
- Purchased a new position in ISHARES TR (BYLD), acquiring the entire stake which now represents 2.03% of the portfolio.
In addition to these major buys, Mtc Wealth Management Llc also made several other changes:
- Acquired a smaller position in ISHARES INC (IEMG), increasing its allocation by 0.27%.
- Sold shares of several established holdings, including:
- ISHARES TR (IEFA): Reduced allocation by 1.47%.
- ISHARES TR (IJR): Decreased allocation by 2.28%.
- ISHARES TR (LQD): Reduced allocation by 0.35%.
- SPDR S&P 500 ETF Trust (SPY): Decreased allocation by 2.56%.
These changes resulted in a slight decrease for several core holdings:
- Sold shares of ISHARES TR (AGG), reducing its allocation by 0.42%.
- Sold shares of Goldman Sachs ETF Trust (GSEW), decreasing the allocation by 1.83%.
- Sold shares of VANGUARD INDEX FDS (VTV), reducing its allocation by 1.88%.
- Sold shares of ISHARES TR (IGSB), decreasing the allocation by 0.45%.
The portfolio's structure remains dominated by fixed income and broad market exposure, with ISHARES TR (AGG) still holding the largest single position at 19.86%.
Vanguard Growth ETF (VUG), which now accounts for nearly 5.55% of the portfolio, represents a significant overweight position relative to its market cap weighting and aligns with an investor growth focus during Q1 2026.
The new BYLD stake adds diversification within the equity complex, while the acquisition of IEMG further solidifies exposure to emerging markets.
In summary, Mtc Wealth Management Llc's portfolio saw a mix of strategic additions and minor reductions during the quarter ending June 30th, 2026. The firm increased its allocation in VUG, added a new position with BYLD, and maintained slight sales across several other holdings.