MATRIX PRIVATE CAPITAL GROUP LLC: summary

MATRIX PRIVATE CAPITAL GROUP LLC reported 143 positions with a reported value of $229.93M in its 13F for Q2 2026. Compared with Q1 2026: 7 new positions, 5 exited.

Top positions

• VANGUARD MORNINGSTAR VALUE ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• ISHARES CORE MSCI EAFE ETF
• ISHARES CORE S&P MID-CAP ETF
• ISHARES CORE S&P SMALL CAP ETF
• EATON VANCE TAX-MANAGED DIVE
• VANGUARD FTSE EMERGING MARKETS ETF
• GLOBAL X MLP ETF
• STATE STREET ENERGY SELECT SECTOR SPDR ETF
• ISHARES FLEXIBLE INCOME ACTIVE ETF