Richard S. Fuld's Top Holdings: Analysis of Matrix Private Capital Investments as of March 31, 2026
An analysis of the top holdings in Richard S. Fuld's portfolio as of March 31, 2026, highlighting significant allocations and recent share changes.
As of March 31, 2026, Richard S. Fuld, the managing investor at Matrix Private Capital Group, has strategically allocated a significant portion of his portfolio to various equity funds and ETFs. His top holdings, representing the largest allocations, include Eaton Vance Tax-Managed Dividend Income Fund (XETYX), IShares Core U.S. Bond ETF (IEFA), and Vanguard U.S. Growth ETF (VUG). These positions, detailed below, reflect a focus on established funds with strong performance histories.
Eaton Vance Tax-Managed Dividend Income Fund (XETYX) stands as the largest holding in Fuld's portfolio, accounting for 5.36% of the total value of $207,422,390. The fund experienced substantial growth, with shares increasing by 16.39% during the period, indicating strong confidence or a positive outlook from the investor.
The second-largest allocation is held by IShares Core U.S. Bond ETF (IEFA), contributing 7.56% to the portfolio. Fuld's stake in this bond fund also saw an increase, with a 4.48% rise in shares, suggesting a continued interest in fixed income investments during this timeframe.
Third on the list is Vanguard U.S. Growth ETF (VUG), which holds a 8.54% allocation. This growth-focused fund also benefited from increased investment, with Fuld adding shares at a rate corresponding to a 1.72% increase in holdings.
Further strengthening his position in broad-based index funds, Fuld's investment in Vanguard U.S. Total Stock Market ETF (VTV) represents 10.34% of the portfolio, the highest allocation among the listed holdings. This fund saw a modest increase in shares (0.61%) but maintained its significant position.
Other notable positions include IShares Core U.S. Bond ETF (IEFA) (7.56%), IShares Core U.S. Small Cap ETF (IJR) (6.0%), and SPDR Select Sector Fund - Energy (XLE) (4.23%). Fuld's portfolio demonstrates a mix of core fixed income, broad equity exposure, and sector-specific investments, with a clear emphasis on large-cap and growth-oriented vehicles.
For a complete overview of Richard S. Fuld's investment profile, including all holdings and performance metrics, visit Matrix Private Capital Group's investor profile.