Richard S. Fuld's Q1 Portfolio Highlights Significant Increases in IEFA and XETYX ETFs
Matrix Capital's top holdings show notable share increases in IEFA and XETYX, while XLE experienced a decrease, reflecting quarterly adjustments.
As of March 31, 2026, Richard S. Fuld's portfolio at Matrix Private Capital Group totals approximately $207.4 million, with significant quarterly adjustments observed in key holdings.
Among the top holdings, substantial share increases were noted in ISHARES TR (IEFA), which saw a 4.48% rise in shares and an allocation increase to 7.56%. Similarly, Eaton Vance Tax-Managed Diversified Income Fund (XETYX) experienced a significant 16.39% increase in shares, boosting its portfolio allocation to 5.36%.
In contrast, SELECT SECTOR SPDR TR (XLE) showed a decrease, with a 3.46% reduction in shares, leading to a slight decrease in its portfolio percentage allocation.
Other notable movements include increases in VANGUARD INDEX FDS (VTV), VANGUARD INDEX FDS (VUG), ISHARES TR (IJH), VANGUARD INTL EQUITY INDEX F (VWO), GLOBAL X FDS (MLPA), and BLACKROCK ETF TRUST II (BINC), while ISHARES TR (IJR) also saw an uptick in shares.
For detailed insights into Mr. Fuld's investment strategy and performance, visit his profile at https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital. Specific stock analyses can be found at https://www.insiderset.com/investors/stocks/IEFA, https://www.insiderset.com/investors/stocks/XETYX, and other relevant stock pages.