Myriad Asset Management Advisors Llc's Q2 2026 Portfolio Activity

According to filings from Myriad Asset Management Advisors Llc, the portfolio held by this investment advisor showed notable changes during Q2 2026.

Prominent Purchases in Q2

The investor demonstrated strong buying interest, particularly evident in several Technology and Consumer Cyclical stocks. The most significant purchase was a full replacement of the position in AAPL (Apple), acquiring 55818 shares valued at $16,151,000 to replace its entirety. Similarly, they made a substantial entry into the market for V (Visa), adding enough shares to represent a 100% increase in their position.

Furthermore, Myriad Asset Management Advisors Llc significantly boosted its allocation of the Vanguard Russell 2000 ETF (VTWO) by acquiring an additional 44523 shares during this quarter. They also showed considerable interest in RSP (iShares S&P 500 Equal Weight ETF), establishing a new position with the same number of shares as previously held by another stock, LLY.

These actions suggest confidence in specific large-cap Technology names like Apple and Visa, alongside broad market exposure through VTWO. The establishment of a new position via RSP indicates potential interest in core S&P 500 components weighted equally regardless of sector cap size.

Notable Sales and Reductions

The investor's activity also included significant exits from certain sectors, particularly Financial Services. They completely exited their position in MU (Mitsubishi UFJ Financial Group), selling all 161926 shares held previously.

Additionally, they substantially reduced exposure to other Financial Services companies. The position in BHP (BHP Group ADR), which was valued at $2,608,000 before the quarter, saw a significant reduction of 41285 shares (-56.88%), leaving only a small allocation.

While not full exits, there were also notable reductions in other ETF holdings and some individual stocks. The portfolio's allocation to IEMG (iShares Core MSCI Emerging Markets ETF) decreased by 13.08% due to share reduction, though it remains the largest position at nearly 20%. Similarly, EMXC (another emerging markets ETF) saw a decrease of about 10.64%. Other individual stock holdings like NVO and DHR were also replaced entirely or significantly reduced.

Overall, Myriad Asset Management Advisors Llc appears to have strategically sold out positions in Financial Services while simultaneously increasing stakes in Technology and other sectors through direct stock purchases and ETF additions.