Slatestone Wealth LLC Investment Activity Q2 2026: Key Purchases and Sales Revealed

As of June 30th, 2026, Slatestone Wealth, Llc has demonstrated substantial shifts within its investment strategy. The firm's portfolio, valued at $741,290 as of the reporting date, includes holdings across various sectors and asset classes.

Technology Sector Focus

Slatestone Wealth maintained a Technology focus but saw some adjustments in specific names during this quarter. The firm slightly reduced its position in Apple Inc (AAPL), which holds Apple's stock representing 4.45% of the portfolio, decreasing shares by approximately 6.3%. Conversely, Synopsys Inc (SNPS) gained significantly attention; this Technology holding increased its share count by over 71%, boosting its portfolio allocation to 0.72%. This suggests a strong conviction in semiconductor-related companies or design tools within the Technology sector.

Bond Funds and ETFs

The investor showed notable activity with fixed-income holdings this quarter. iShares 20 Yr Tr Bond ETF (TLT), representing iShares' long-term bond fund, experienced a slight decrease in its portfolio allocation, falling by about 13% to 0.92%. However, the firm significantly increased its position in iShares Core US Aggbd Et (AGG), which is part of Vanguard's investment lineup and holds government bonds. This holding saw an almost 77% increase in shares over the period, adding a small but noteworthy allocation to the portfolio.

Consumer Cyclical and Financial Services

In Consumer Cyclical, Western Union Co (WU) was added as a new position by Slatestone Wealth. This stock now contributes 0.01% to the portfolio value. Additionally, BorgWarner Inc (BWA), another Consumer Cyclical holding, entered the picture with an entirely new purchase during this period.

In Financial Services, KeyCorp (KEY) was sold by Slatestone Wealth, reducing its share count by over 11% and exiting a position that accounted for 0.16%. However, the firm also initiated two significant positions in this sector: Bgc Group Inc Cl A (BGC), now holding 0.01%, was purchased entirely new during the quarter; similarly, Western Union Co (WU) entered as a brand-new position.

Healthcare and Other Sectors

The Healthcare sector saw KeyCorp's stock exit at 0.16%, but no other changes were reported for major holdings like Johnson & Johnson (JNJ). In the Utilities sector, Amplify Etf Tr AMPLIFY JUNIOR (SILJ) was added as a new position contributing 0.06%. There are also allocations to sectors not detailed further in this filing.

The overall portfolio shows 151 holdings changed during the period, reflecting an active management style focused on specific Technology names like Synopsys (SNPS), additions of ETFs and junior stocks such as iShares Core US Aggbd Et (AGG) and Amplify Etf Tr AMPLIFY JUNIOR (SILJ), and exits from established Financial Services players like KeyCorp (KEY).