TL Private Wealth Portfolio Analysis: Q2 2026 ETF Purchases & Sales
A detailed look at TL Private Wealth's portfolio changes during the second quarter of 2026, highlighting significant additions to Vanguard funds and First Trust ETFs.
TL Private Wealth has made notable adjustments to its investment strategy in Q2 2026. The analysis reveals a concentration on Exchange-Traded Funds (ETFs), particularly those tracking US indices, alongside some individual stock investments.
Prominent ETF Purchases
The portfolio shows substantial growth in several Vanguard exchange-traded funds during the quarter:
- VUG (Vanguard Information Technology ETF) increased its share count by 514,123 units, representing a staggering +484.04% change from the previous quarter.
- VO (Vanguard Total Stock Market ETF) saw its shares rise by 366,541 units (+301.24%) during Q2.
- The FTSL (First Trust Exchange-Traded Fund) increased its position by 7.72%, adding shares incrementally.
- HYDB experienced a significant +6.27% increase in holdings, indicating strong interest in this specific fund.
- VCSH (Vanguard Short-Term Corporate Bond ETF) also saw an increase of +6.62% during the quarter.
- The LMBS fund increased its position by 4.15%, adding to TL Private Wealth's exposure in this area.
New Positions and Continued Growth
Beyond the substantial increases, TL Private Wealth also initiated new positions or continued growth with:
- FMB (First Trust Mortgage Backed Securities Fund), which increased by +28.78%.
- The AGG ETF, known for tracking US investment-grade bonds, saw a remarkable increase of 100%, effectively doubling the position during Q2.
Slight Reductions and Individual Stock Investments
While primarily focused on additions, TL Private Wealth also made minor adjustments:
- The VEU (Vanguard Total International Stock ETF) allocation decreased slightly by -5.46%.
- VTV (Vanguard Mid-Cap ETF) saw a small reduction of -1.1% in its share count during the quarter.
In addition to these ETF movements, TL Private Wealth held several individual stocks at the end of Q2:
No Disclosed Sector Shifts
The data provided does not include information on significant sector shifts or changes in allocation percentages for sectors other than Technology, Financial Services, and the remainder categorized as 'Unknown'.