Richard S. Fuld March 2026 Portfolio Update: Matrix Private Capital Holdings

Matrix Private Capital Group investor Richard S. Fuld's portfolio, valued at $207.4 million as of March 31, 2026, includes a diverse mix of ETFs and mutual funds. His holdings demonstrate active management with several positions experiencing notable share changes.

Fuld significantly increased his stake in Eaton Vance Tax-Managed Dividend Income Fund (XETYX), adding 163,944 shares. He also boosted his position in iShares Core S&P Small-Cap Quality Factor ETF (IJH) by 7.07%, and ISHARES TR (IEFA) by 4.48%. Conversely, his holdings in SELECT SECTOR SPDR TR (XLE) decreased by 3.46% in shares.

Other key holdings include VANGUARD INDEX FDS (VTV) and VANGUARD INDEX FDS (VUG), both showing modest increases. Fuld also holds GLOBAL X FDS (MLPA) and BLACKROCK ETF TRUST II (BINC), which saw substantial share growth of 12.2% and 7.06% respectively. For detailed analysis of these holdings, visit Richard S. Fuld's profile and the individual stock pages at XETYX, IJH, IEFA, and others.