Quattro Financial Advisors Llc: Significant ETF Purchases & Sales in Q2 2026

Quattro Financial Advisors Llc's portfolio saw notable changes during the period leading up to Q2 2026. The firm demonstrated significant buying activity in several exchange-traded funds (ETFs) while also exiting some positions.

Major Purchases This Quarter

The most substantial additions to Quattro's portfolio this quarter were concentrated within the ETF space. The firm significantly increased its holdings of SPY, adding over 8,500 shares and boosting its allocation by approximately 36.8%. Similarly, MBB saw a massive increase with nearly 170,000 additional shares purchased.

Quattro also showed strong interest in other ETFs like VGSH (adding about 493k shares), SPSB (adding over 991k shares), and VGIT (acquiring more than 261k shares). These purchases reflect a continued focus on broad-based exposure through exchange-traded instruments.

Significant Sales & Portfolio Shifts

In contrast to the large ETF buys, Quattro also divested from certain holdings. Notably, the firm sold shares of MU entirely during this period, representing a 50% reduction in its position for that stock.

The sale of IGV is another key point, as it completely exited this holding which experienced an allocation decrease of approximately 76%. This action significantly reduced Quattro's exposure to specific sectors or strategies tied to these funds.

New Positions & Minor Adjustments

Beyond the major moves, Quattro established new positions with smaller allocations. These include EGO (0.48%), HL (0.21%), AG (0.20%), and EWZ (0.43%). The firm also made relatively small additions to other holdings like IBIT.

Conversely, there were minor reductions in positions such as IUSB (-28.85%) and EMB (-76.1%), though these changes did not significantly impact the overall portfolio structure given their smaller size allocations.

Sector Allocation Changes

The observed transactions influenced Quattro's sector allocation strategy for Q2 2026. The firm maintained its largest position in Technology, with MSFT and QQQ showing significant increases (though the latter was partially sold).

Consumer Cyclical remained strong through AMZN, while Financial Services saw a boost from BRK-B. However, Communication Services allocation decreased due to the sale of IGV.

Overall Portfolio Activity

The portfolio held 89 distinct positions as of June 30, 2026. The top five holdings accounted for approximately 30.4% of the total value (down slightly from previous quarters). Quattro's activity included both large purchases and significant sales during this quarter.