Tempo Wealth LLC Q2 2026 Portfolio Activity: Strategic ETF Purchases and Sales
Tempo Wealth, Llc's portfolio saw a significant shift in allocation during the second quarter of 2026. The report highlights substantial increases in certain exchange-traded funds (ETFs) like VCSH and VUG, alongside notable sales or reductions.
Tempo Wealth, Llc made several noteworthy changes to its portfolio holdings during Q2 2026, as evidenced by the filing dated June 30th. The overall portfolio value stood at $671,979,114.
The investor's strategy appears focused on rebalancing and refining their exposure across different sectors. There was a discernible shift towards certain ETFs, particularly those categorized under 'Unknown' or specific fund names like Vanguard Scottsdale Fund (VCSH) and Vanguard Index Funds (VUG), while reducing allocations in other funds.
Significant Purchases: The most prominent buying activity occurred within the exchange-traded fund space. Tempo Wealth notably increased their position in Vanguard Scottsdale Fund (VCSH), which tracks large-cap growth stocks, by 1635% in terms of shares and saw a substantial increase from its previous allocation. Similarly, the investment in Vanguard Index Funds (VUG) surged with a nearly 494% share increase.
Other ETFs also showed significant growth this quarter: Schwab Strategic Trust (SCHD) experienced a large increase of over 109%, and the investor added shares to AB Active ETFs Inc. (TAFI), increasing their position by 100%. Additionally, new positions were initiated with funds like iShares TR (FLOT) and J P Morgan ETFs Fund (JMST), although their allocations remain relatively small.
Sales and Reductions: On the other side of the transaction spectrum, Tempo Wealth reduced or sold shares in several holdings. The largest reduction was observed in Vanguard ETF Trust (BND), which experienced a nearly 32% decrease in its position value and share count.
Furthermore, the investor sold shares of BlackRock ETF Trust II (BSCT) (-10%) and Advanced Micro Devices Inc. (AMD) (-0.68%), indicating a divestment from these specific stocks or funds.
In summary, Tempo Wealth's Q2 2026 activity involved substantial inflows into certain ETFs like VCSH and VUG, the initiation of new small-cap positions (TAFI), and significant reductions in other ETF holdings such as BND. The investor also sold shares from specific stock holdings.