Richard S. Fuld's Top Holdings: Matrix Private Capital Portfolio Analysis

Matrix Private Capital Group managing director Richard S. Fuld's investment portfolio, valued at nearly $197 million as of December 2025, is dominated by large-cap value stocks and exchange-traded funds (ETFs). His largest position is in Vanguard's Value Index Fund (VTV), representing approximately 10.5% of his holdings. Fuld increased his stake in VTV by 4.25% year-over-year, adding 4,432 shares.

Close behind is iShares Core U.S. Total Stock Market ETF (IEFA), accounting for 7.52% of the portfolio. Fuld significantly boosted his IEFA position by 5.51%, adding 8,658 shares, showcasing a continued focus on broad U.S. equity exposure.

Another significant allocation is iShares Core S&P Small Cap Stock ETF (IJH), making up 5.76% of the portfolio. Fuld's stake in IJH grew by 4.61% during the period, adding 7,576 shares, indicating confidence in small-cap growth.

Eaton Vance Tax-Managed Dividend Income Fund (XETYX) holds a substantial 5.39% allocation. Fuld significantly increased his position in XETYX by 3.4%, adding 22,752 shares, highlighting a focus on tax-efficient income strategies.

Fuld also maintains significant exposure to large-cap value through Vanguard's Intl Equity Index Fund (VWO) at 3.76% and iShares Core Jumbo Cap Stock ETF (IJR) at 4.63%. His VWO position grew by 5.38% (7,043 shares added), while IJR increased by 3.53% (2,590 shares added).

The investor's portfolio includes exposure to the Energy sector via SPDR Select Sector Stock ETF (XLE) at 3.36%. Fuld significantly expanded his XLE position by 103.11% during the period, adding 75,271 shares, suggesting a strategic tilt towards energy stocks.

Additionally, Fuld holds 3.1% in Global X Funds (MLPA) and 2.65% in BlackRock ETF Trust II (BINC), both showing positive share growth during the reporting period.

For detailed insights into Fuld's investment patterns, you can explore his profile at https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital. For more information on specific holdings like Vanguard Value (VTV) or iShares Total Stock Market (IEFA), visit VTV, IEFA, and other relevant stock pages on Insiderset.com.