Richard S. Fuld's Top Holdings: Matrix Private Capital Investments Analysis
Richard S. Fuld's portfolio, managed through Matrix Private Capital Group, shows significant allocations in tax-managed, international, and sector-specific funds as of March 31, 2026.
As of March 31, 2026, Richard S. Fuld's portfolio at Matrix Private Capital Group totals $207,422,390. This analysis focuses on his top holdings, highlighting significant allocations and recent share changes.
Leading the portfolio is the Eaton Vance Tax-Managed Diversified Income Fund (XETYX), holding a substantial 5.36% allocation. Fuld has significantly increased his position in this fund, adding 163,944 shares, representing a 16.39% increase from the prior period. This fund, which focuses on generating income with a tax-efficient approach, is available for more details at https://www.insiderset.com/investors/stocks/XETYX.
IEFA, the iShares Core Eurozone Bond ETF, follows with a 7.56% allocation, making it another key holding. Fuld's stake in IEFA has grown by 4,480 shares (4.48%) during the period, indicating continued confidence in Eurozone fixed income investments. For more information, visit https://www.insiderset.com/investors/stocks/IEFA.
The third-largest allocation is VUG, the Vanguard U.S. Dividend Appreciation ETF, at 8.54%. Fuld has modestly increased his holding in VUG by 686 shares (1.72%), suggesting ongoing interest in dividend-focused U.S. equities. Learn more about this fund at https://www.insiderset.com/investors/stocks/VUG.
Completing the top four holdings is IJR, the iShares Core JPMorgan Nasdaq 100 Bond ETF, with a 6.0% allocation. Fuld has added 12,164 shares (7.07%) to this position, reflecting a significant increase in exposure to Nasdaq 100 component bonds. Details are available at https://www.insiderset.com/investors/stocks/IJR.
Further strengthening Fuld's portfolio are several other significant holdings. VTV (Vanguard Total Stock Market ETF) at 10.34% allocation shows a slight increase of 663 shares (0.61%). IEFA and IJR, while already mentioned, are part of the core fixed income strategy. VWO (Vanguard FTSE Emerging Markets ETF) at 3.99% allocation saw a 10.9% share increase. MLPA (Global X Funds MLP ETF) at 3.68% allocation also experienced a 12.2% share growth. XLE (SPDR Select Sector Semiconductor ETF) at 4.23% allocation saw a slight decrease of 3.46% in shares. Finally, BINC (BlackRock ETF Trust II) at 2.65% allocation increased by 7.06% in shares. For comprehensive data on all holdings, including detailed performance metrics, please visit https://www.insiderset.com/investor/richard-s-fuld-matrix-private-capital.