Richard S. Fuld's Top Holdings in Portfolio
Richard S. Fuld's portfolio, valued at $197.1 million as of December 31, 2025, includes significant holdings in VUG, IEFA, and XLE, with notable changes in shares.
As of December 31, 2025, Richard S. Fuld's portfolio at Matrix Private Capital Group is valued at $197.1 million. His top holdings include VUG, IEFA, and XLE, which together account for a significant portion of the portfolio.
Among the top holdings, VUG (Vanguard Index Funds (VUG)) saw an increase in shares by 2.88%, while IEFA (iShares TR (IEFA)) increased by 5.51%. XLE (Select Sector SPDR TR (XLE)) showed a substantial increase of 103.11% in shares, making it one of the most significant changes in the portfolio.
For more detailed information on Richard S. Fuld's investment activities, you can visit his profile on Insiderset: Richard S. Fuld at Insiderset. You can also explore the individual holdings by visiting their respective pages on Insiderset: VUG, IEFA, and XLE.