Tranquilli Financial Advisor Llc Portfolio Activity Q2 2026: Key Purchases and Sales Observed

Tranquilli Financial Advisor Llc's portfolio activity during the quarter ending June 30, 2026, shows a dynamic mix of new positions and adjustments to existing holdings. The firm appears to have focused on adding exposure to specific sectors while reducing allocations in others.

Key Purchases Observed

• The investor initiated or significantly increased their position in VGT, a Vanguard fund, increasing its allocation by 1639.14%. This substantial move suggests confidence in the technology sector.
• There was also a notable increase of 20549% (or effectively a new position) in SHY, indicating potential interest in the financial services sector.
• New positions were created with funds allocated to PDBC, a PIMCO ETF, and VOX.
• The investor also increased their stake in BKNG, a stock known for its exposure to the technology sector.
• Furthermore, there was an increase of 4.8% (or approximately $10.9 million) in DFAX, a Dimensional fund.
• JPM, JPMorgan Chase & Co., also saw an increase of 7.45% (or about $3.2 million) in its allocation during this period.
• These purchases collectively suggest a strategic tilt towards technology and financial services, with significant additions to specific ETFs within these sectors.

Significant Sales or Reductions

• The investor reduced their position in BIL, a SPDR fund, by 52.84% (or about $1.3 million). This was one of the largest reductions observed.
• There were substantial decreases in other holdings: FLRN decreased by 43.05% (or roughly $2.9 million), and VGSH saw a reduction of 43.15%.
• The position in IDV, which experienced an increase from prior period, was reduced by 3019 shares (-4.4%) during this quarter.
• Other notable exits include VCSH, which decreased by 12509% (or effectively exited), and AAXJ was reduced to zero allocation.
• The sales were concentrated in funds like SPY, SHY, BIL, FLRN, and VGSH, which collectively accounted for a significant portion of the portfolio turnover during this quarter.

Overall Portfolio Changes

• In total, Tranquilli Financial Advisor Llc managed 132 holdings over the past quarter, indicating active management and potential adjustments across their investment universe.
• The top five holdings by weight accounted for approximately 22.28% of the portfolio value as of June 30, 2026.
• Several Dimensional funds (DFAX, DFAC) showed modest increases in allocation during this period.