The mid-year 2026 special report shows how independent German wealth managers currently structure their portfolios. The analysis covers 51,217 portfolios from 190 wealth managers held in custody at V-BANK. The observation period spans 23 quarterly reporting dates from 31 December 2020 to 30 June 2026, ending six months later than the "Trendmonitor Vermögensverwaltung" 2026. It is published by the "Institut für Vermögensaufbau (IVA)" in cooperation with the Munich WealthTech QPLIX GmbH.

The report follows the structure of the Trendmonitor, but is based on a different data set and is therefore not a continuation of that study. All shares are shown on a volume-weighted basis and describe how total assets under management are invested. The typical portfolio holds 289 thousand euros, with the middle 50 percent ranging between 111 and 719 thousand euros.