Richard S. Fuld's Portfolio Update: December 2025 Holdings

Matrix Private Capital Group investor Richard S. Fuld's portfolio, valued at $197.15 million as of December 31, 2025, reflects strategic adjustments in his holdings. Detailed analysis of his top positions reveals both increases and decreases compared to the previous period.

Fuld's portfolio features a diversified mix of ETFs and fixed income, with allocations ranging from 0.5% to 10.52%. Notable increases were seen in Eaton Vance Tax-Managed Dividend Income Fund (XETYX), up 3.4% in shares, and in the Energy Select Sector SPDR Fund (XLE), which saw a substantial 103.11% increase in shares. Similarly, BlackRock ETF Trust II (BINC) increased by 32.67% in shares.

Conversely, positions like ISHARES TR (IEFA) decreased by 5.51% in shares, ISHARES TR (IJR) by 4.61%, and VANGUARD INDEX FDS (VUG) by 2.88%. Several other holdings, including VANGUARD INDEX FDS (VTV), ISHARES TR (IJH), VANGUARD INTL EQUITY INDEX F (VWO), SELECT SECTOR SPDR TR (XLE), GLOBAL X FDS (MLPA), and BLACKROCK ETF TRUST II (BINC), maintained relatively stable share counts over the period.

For detailed information on investor holdings, visit Richard S. Fuld's profile. For specific stock details, explore the links below:

VANGUARD INDEX FDS (VTV) | VANGUARD INDEX FDS (VUG) | ISHARES TR (IEFA) | ISHARES TR (IJR) | EATON VANCE TAX-MANAGED DIVE (XETYX) | ISHARES TR (IJR) | VANGUARD INTL EQUITY INDEX F (VWO) | SELECT SECTOR SPDR TR (XLE) | GLOBAL X FDS (MLPA) | BLACKROCK ETF TRUST II (BINC)