MATRIX PRIVATE CAPITAL GROUP LLC
MATRIX PRIVATE CAPITAL GROUP LLC reported 143 positions worth $229.9M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VTV (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTV | SH | $24.4M | 10.61% | 111,904 | — | — | |
| ▸ 2 | VUG | SH | $21.2M | 9.22% | 246,121 | — | — | |
| ▸ 3 | IEFA | SH | $17.3M | 7.52% | 178,919 | — | — | |
| ▸ 4 | IJH | SH | $14.6M | 6.36% | 189,764 | — | — | |
| ▸ 5 | IJR | SH | $12.4M | 5.38% | 83,359 | — | — | |
| ▸ 6 | XETYX | SH | $12.2M | 5.30% | 838,609 | — | — | |
| ▸ 7 | VWO | SH | $9.2M | 4.01% | 154,655 | — | — | |
| ▸ 8 | MLPA | SH | $8.0M | 3.46% | 149,900 | — | — | |
| ▸ 9 | XLE | SH | $7.7M | 3.35% | 144,817 | — | — | |
| ▸ 10 | BINC | SH | $6.5M | 2.82% | 124,076 | — | — |
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Frequently Asked Questions
What stocks does MATRIX PRIVATE CAPITAL GROUP LLC hold as of Q2 2026?
MATRIX PRIVATE CAPITAL GROUP LLC reported 143 positions worth $229.9M in its Q2 2026 13F filing. Largest positions: VTV (10.6%), VUG (9.2%), IEFA (7.5%), IJH (6.4%) and IJR (5.4%).
What did MATRIX PRIVATE CAPITAL GROUP LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MATRIX PRIVATE CAPITAL GROUP LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.