Successful Portfolios LLC Q2 2026: Strategic ETF Purchases and Minimal Sales Observed
Successful Portfolios LLC significantly increased its position in Vanguard Balanced Index Fund (BSV) during the second quarter of 2026, while also adding several other ETFs like SCHWAB STRATEGIC TRUST BIV. No major stock sales were disclosed.
Portfolio Overview
The portfolio held by Successful Portfolios Llc as of June 30th, 2026, totals $211,500,199 and includes a diverse range of holdings. The focus here is on changes observed during the most recent quarter.
Significant Purchases
In Q2 2026, Successful Portfolios LLC demonstrated notable buying activity across several Vanguard ETFs and other investment vehicles:
- The largest increase was seen in VANGUARD BD INDEX FDS (BSV), which experienced a +10.19% change, adding 11,135 shares.
- SCHWAB STRATEGIC TRUST also showed strong buying momentum through multiple funds:
- SCHWAB STRATEGIC TRUST BIV (BIV), a bond fund, saw an impressive +33.91% increase in its position.
- SCHWAB STRATEGIC TRUST SCHO (SCHO) increased by +3.24%, adding 7,218 shares.
- SCHWAB STRATEGIC TRUST SCHF (SCHF), a short-term bond fund, grew its position by +7.62% through increased share count.
- Another SCHWAB trust fund, SCHWAB STRATEGIC TRUST SCHD (SCHD), added shares with a modest +12.09% increase in its position.
- Additionally, the portfolio incorporated new positions or significantly increased existing ones in other funds:
- ISHARES TR SGOV (SGOV), a government bond fund, was added with +12.21% growth.
- There were purchases in VIRTU FINL INC (VIRT), an ETF focused on the Financial Services sector.
- New positions also appeared for funds like ISHARES INC IEMG (IEMG) and ISHARES TR DVY (DVY).
- The portfolio's largest holding, ISHARES TR IVV (IVV), saw a slight decrease in shares (-0.89%), but its overall allocation remained stable at 5.06%.
- AAPL experienced a small reduction of -0.73%, though this was likely insignificant compared to the overall portfolio size.
- The most significant change in share count for an existing stock holding was actually an increase (+1.88%) in SELECT SECTOR SPDR TR XLK (XLK).
- SCHWAB STRATEGIC TR SCHX (SCHX) decreased by -2.92%.
Diversification Across Sectors
The buying activity wasn't limited to bonds or ETFs; Successful Portfolios LLC also added a position in Virtu Financial Inc. (VIRT), which falls under the Financial Services sector.
Minimal Sales Activity
In contrast to the buying activity, there was very little evidence of stock sales during this quarter:
Furthermore, the portfolio shed some of its smaller holdings: