Buttonwood Financial Advisors Inc.
CIK: 0001904033Latest portfolio: $300.0M · Q4 2025
Holdings
104
Total Value
$300.0M
New Positions
104
Closed Positions
0
Top Holdings
View All 104 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | MOATVANECK ETF TRUST | 287,210 | $29.7M | 9.92% | NEW | |
| 2 | GOOGLALPHABET INC | 70,267 | $22.0M | 7.33% | NEW | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 382,965 | $17.6M | 5.88% | NEW | |
| 4 | FHLCFIDELITY COVINGTON TRUST | 211,054 | $15.7M | 5.23% | NEW | |
| 5 | ISTBISHARES TR | 281,339 | $13.7M | 4.57% | NEW | |
| 6 | MSFTMICROSOFT CORP | 26,091 | $12.6M | 4.21% | NEW | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 22,990 | $11.6M | 3.85% | NEW | |
| 8 | VIGIVANGUARD WHITEHALL FDS | 120,071 | $11.0M | 3.66% | NEW | |
| 9 | METAMETA PLATFORMS INC | 14,692 | $9.7M | 3.23% | NEW | |
| 10 | SHYISHARES TR | 105,123 | $8.7M | 2.90% | NEW | |
| 11 | MKLMARKEL GROUP INC | 3,538 | $7.6M | 2.54% | NEW | |
| 12 | AMZNAMAZON COM INC | 26,743 | $6.2M | 2.06% | NEW | |
| 13 | ARWARROW ELECTRS INC | 52,917 | $5.8M | 1.94% | NEW | |
| 14 | TERTERADYNE INC | 26,522 | $5.1M | 1.71% | NEW | |
| 15 | VVISA INC | 14,539 | $5.1M | 1.70% | NEW | |
| 16 | MCHPMICROCHIP TECHNOLOGY INC. | 78,762 | $5.0M | 1.67% | NEW | |
| 17 | SCHWSCHWAB CHARLES CORP | 42,412 | $4.2M | 1.41% | NEW | |
| 18 | AAPLAPPLE INC | 14,692 | $4.0M | 1.33% | NEW | |
| 19 | FISVFISERV INC | 58,184 | $3.9M | 1.30% | NEW | |
| 20 | CRCCANADIAN NAT RES LTD | 112,834 | $3.8M | 1.27% | NEW | |
| 21 | XOMEXXON MOBIL CORP | 30,574 | $3.7M | 1.23% | NEW | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 16,575 | $3.6M | 1.21% | NEW | |
| 23 | ASMLASML HOLDING N V | 3,390 | $3.6M | 1.21% | NEW | |
| 24 | AMATAPPLIED MATLS INC | 13,869 | $3.6M | 1.19% | NEW | |
| 25 | DFACDIMENSIONAL ETF TRUST | 88,260 | $3.5M | 1.16% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.974317631156771e+131T)
Technology0.0% ($1.261858305133502e+47T)
Consumer Cyclical0.0% ($6.172247720592014e+27T)
Industrials0.0% ($2.186174312899867e+26T)
Consumer Defensive0.0% ($300317511497918720.0T)
Communication Services0.0% ($219939698259.4T)
Healthcare0.0% ($733598.6T)
Utilities0.0% ($725264.3T)
Energy0.0% ($38.2T)
Unknown0.0% ($11.6B)
Real Estate0.0% ($525.5M)
Filing History
Fund Information
Buttonwood Financial Advisors Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $300.0M across 104 holdings. The largest position is VANECK ETF TRUST (MOAT), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 104 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.