Seacrest Wealth Management Portfolio Shifts: Major Buys & Sells in Q2 2026
Seacrest Wealth Management's portfolio experienced significant changes during the second quarter of 2026, marked by substantial purchases and sales across various sectors.
As reported for the period ending June 30th, 2026, Seacrest Wealth Management (Llc) saw notable shifts in its investment portfolio. The firm's holdings underwent significant changes compared to the previous quarter.
The most prominent activity involved substantial reductions in certain fixed income and ETF positions. Shares of SCHG were significantly decreased (-63.19%), indicating a major divestment from this Schwab Strategic Trust fund, which can be viewed here. Similarly, VANGUARD TAX-MANAGED FDS (VEA) experienced a large sell (-50.22%), and WISDOMTREE TR (DGRW) was also substantially reduced (-58.22%). These actions suggest a strategic shift away from some of these trusts.
Conversely, Seacrest Wealth Management demonstrated strong buying activity in several funds during Q2 2026. The firm significantly increased its position in VANGUARD WORLD FUND (VGT), acquiring shares at an approximate +700% change from the prior period, available for more details here. Other notable purchases included INVESCO MORTGAGE CAPITAL INC (IVR) (+100.0%), SCHWAB STRATEGIC TR (SCHZ) (+60.07%), and ISHARES ETF (IWF) (+261.46%). These additions point towards diversification or a focus on specific asset classes.
Additionally, the portfolio saw new positions established with smaller allocations but significant recent growth. AGNC INVT CORP (AGNC), a Real Estate Investment Trust, was added to the portfolio at this link, showing strong buying (+20.12%). Similarly, NUVEEN CR STRATEGIES INCOME (XJQCX) and PIMCO ETF TR (PYLD) were initiated or significantly boosted recently.
The overall portfolio allocation reflects a mix of technology leaders like APPLE INC (AAPL), ALPHABET INC (GOOGL & GOOG), NVIDIA CORPORATION (NVDA), MICROSOFT CORP (MSFT), and AMAZON COM INC (AMZN) which remain significant weightings, alongside diversification into fixed income trusts, real estate vehicles, and other sectors like Financial Services with holdings such as JEFFERIES INVESTMENT PARTNERS FUND (JEPI) showing notable growth.
These transactions highlight Seacrest Wealth Management's active management style during Q2 2026. The firm simultaneously sold large positions in some trusts while buying into others, suggesting a dynamic approach to rebalancing and optimizing the portfolio structure based on market conditions or investment strategy adjustments.