Silverleafe Capital Partners Activity Analysis: Q2 ETF Buys & Sells Detailed

For the period ending June 30th, 2026, Silverleafe Capital Partners, Llc demonstrated substantial activity in its portfolio. The firm significantly increased positions in several Vanguard ETFs and exited a large holding previously representing over 2% of their assets.

Among the most notable purchases, Silverleafe boosted its stake in Vanguard Intermediate-Term Treasury ETF (VGIT) by an impressive 128.15%. This significant increase suggests a strategic move towards potentially safer fixed-income assets or capitalizing on perceived value in intermediate-term bonds during this quarter.

The investor also showed strong interest in equity-focused Vanguard products, notably increasing their position in Vanguard Mid-Cap ETF (VO) by 304.09%. This substantial buy indicates confidence or a tactical decision regarding mid-cap US stocks.

Furthermore, Silverleafe Capital Partners added to their holdings of SPDR S&P Aerospace & Defense ETF (XAR), increasing by 100.0%, and similarly increased Vanguard's Small-Cap ETF (VB) and Long-Term Treasury ETF (VGLT). These additions, alongside the increase in Materials Select Sector SPDR ETF (XLB) by 100.0%, point towards a potential diversification effort or tactical allocation within specific sectors.

In contrast, the investor significantly reduced their exposure in other areas. The most substantial sale was of Westrock Coffee Co (WEST), which decreased by 79.47% from its previous position. This exit removed a holding that previously accounted for over 2% allocation, signaling a major shift away from this consumer stock.

Additionally, Silverleafe sold out NVIDIA Corp (GOOGL), although the exact percentage change isn't provided in the changed holdings data. Other notable decreases included a reduction in SPDR High Yield Bond ETF (JNK) by 3.03% and Vanguard Small-Cap ETF (VB) by 16.3%, indicating a more complex turnover pattern with both large-scale exits and smaller adjustments.

The overall portfolio turnover, as indicated by the data, reflects an active management style with significant changes in holdings during Q2 2026.