Powerhouse Assets Llc Q2 2026 Portfolio Shifts: Major Sale of XLY, New Holdings in Dimensional Funds
Powerhouse Assets Llc's portfolio saw significant changes during the second quarter of 2026. The largest disclosed change was a nearly 66% reduction in shares of SPDR Select Sector Stock ETF (XLRE). Conversely, new positions were established in Dimensional Fund Advisors Equity ETF (DFAE) and Vanguard Small-Cap ETF (VO), both acquired at 100% increases from the previous quarter.
By Insiderset.Jul 25, 2026, 1:39 PM
Powerhouse Assets Llc's portfolio saw significant changes during the second quarter of 2026. The largest disclosed change was a nearly 66% reduction in shares of SPDR Select Sector Stock ETF (XLRE). Conversely, new positions were established in Dimensional Fund Advisors Equity ETF (DFAE) and Vanguard Small-Cap ETF (VO), both acquired at 100% increases from the previous quarter.