Buttonwood Financial Advisors Inc. Net Buys Q2 2026: Focus on Real Estate and Technology ETFs

As reported by insiderset.com for the period ending June 30, 2026, Buttonwood Financial Advisors Inc. demonstrated a pattern of net buying activity in its portfolio during this quarter.

Significant Purchases Observed This Quarter

The firm engaged in notable acquisitions, increasing positions in several stocks and ETFs:

• CSGP (Costar Group Inc.), a Real Estate stock, saw its holdings increase by approximately 39,279 shares and over $2.9 million in value.
• FBND (Fid. Merrimack STR TR), an ETF with no specific sector allocation, experienced a significant increase of about 19,324 shares and $1.9 million in value.
• VIGI (Vanguard Whitehall Fds), an ETF with no specific sector allocation, also showed substantial growth adding roughly 9,413 shares and $1.2 million to its position.
• VUG (Vanguard Index Fds), an ETF with no specific sector allocation, increased by nearly 7,872 shares and $0.8 million in value.
• MGK (Vanguard World Fund), an ETF with no specific sector allocation, added about 6,903 shares and $0.7 million to its stake.

In total, Buttonwood Financial Advisors Inc.'s portfolio held 110 distinct positions as of June 30, 2026, with the top five holdings accounting for approximately 29.8% of the total value.

Notable Sales Observed This Quarter

Conversely, Buttonwood Financial Advisors Inc. also disposed of some assets during this quarter:

• ISTB (ISHares TR), an ETF with no specific sector allocation, experienced a decrease in shares held by approximately 36,810 and saw its value drop by -12.34%.
• FHLC (Fid. Covington STR TR), an ETF with no specific sector allocation, decreased slightly by about 0.68%, removing roughly 1,376 shares.
• ARW (Arrow Electrs Inc.) saw its position reduced by approximately -5.14% (-2,673 shares).
• MOAT (Vaneck ETF Trust), an ETF with no specific sector allocation, decreased by about -1.15% (-3,144 shares).
• TER (Teradyne Inc.) experienced a reduction of approximately -8.56%, removing around -1,977 shares.
• SBUX (Starbucks Corp.), a Consumer Cyclical stock, saw its position decrease by approximately -45.05% (-9,546 shares).
• SHY (ISHares TR), an ETF with no specific sector allocation, decreased slightly by about -3.27%, removing roughly -1,143 shares.

The overall portfolio turnover rate was high as evidenced by the position change count of 98%, indicating active management strategies focused on capitalizing on market movements and optimizing returns.

Sector Analysis: Technology and Financial Services Remain Strong

Buttonwood Financial Advisors Inc.'s sector allocation, as reported for June 30, 2026:

• Technology: Remained a significant portion of the portfolio at approximately 20.4%.
• Financial Services: Held steady at around 12.8%, including a notable position in BRK-B (Berkshire Hathaway Inc.).
• Communication Services: Maintained its allocation around 10.5%.
• Unknown Sector: This category, which includes several ETFs and one stock (ISTB, FHLC, etc.), constituted the largest sector allocation at approximately 39.8%.
• Consumer Cyclical: Included holdings like BKNG, CMG, and MSFT (partially), totaling about 5.2%.
• Real Estate: Featured a small but significant allocation in the form of the CSGP position, totaling approximately 1.0%.
• Industrials: Included a small allocation via the CPRT ETF.
• Energy, Consumer Defensive, Healthcare: These sectors represented smaller portions of the portfolio (2.7%, 0.8%, and 0.3% respectively).

The changes observed reflect the firm's dynamic investment approach, adjusting positions based on performance and market opportunities.