Richard S. Fuld Portfolio Analysis: Concentration in ETFs and Fixed Income

Matrix Private Capital Group's managing director, Richard S. Fuld, saw his portfolio valued at $207.4 million as of March 31, 2026. The analysis reveals a concentrated portfolio heavily weighted towards exchange-traded funds (ETFs) and fixed income funds.

The largest position is Vanguard's Total Stock Market ETF (VTV), accounting for 10.34% of the portfolio with 109,269 shares. Fuld also holds significant stakes in iShares Core U.S. Aggregate Bond ETF (IEFA) at 7.56% and Eaton Vance Tax-Managed Dividend Income Fund (XETYX) at 5.36%. These three holdings alone represent over 20% of the total portfolio value.

Other major positions include iShares Core S&P Small-Cap Index Fund (IJH) at 6.0%, iShares Core U.S. Total Bond Market ETF (IJR) at 4.87%, and several sector-specific ETFs like XLE (Energy Select Sector SPDR Fund) at 4.23% and VWO (Vanguard FTSE Emerging Markets ETF) at 3.99%. The portfolio shows a clear preference for established ETF structures across various asset classes.

Notable changes include significant increases in holdings of IEFA (+4.48% in shares) and XETYX (+16.39% in shares), indicating ongoing confidence in these fixed income and dividend-focused strategies. Conversely, there was a slight reduction in XLE holdings (-3.46% in shares).

For a detailed view of Fuld's investment profile, visit his profile page on Insiderset. Explore the specific holdings by clicking on the stock symbols below.

View Full Profile: Richard S. Fuld, Matrix Private Capital Group

VTV: Vanguard Total Stock Market ETF

IEFA: iShares Core U.S. Aggregate Bond ETF

XETYX: Eaton Vance Tax-Managed Dividend Income Fund

IJH: iShares Core S&P Small-Cap Index Fund

IJR: iShares Core U.S. Total Bond Market ETF

XLE: Energy Select Sector SPDR Fund

VWO: Vanguard FTSE Emerging Markets ETF

This analysis focuses solely on the composition and share changes observed in the portfolio data as of the specified date.