Buttonwood Financial Advisors Inc. Portfolio Holdings

Buttonwood Financial Advisors Inc.

  • $280 Million
  • Q3 2025

Buttonwood Financial Advisors Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $25.6M, Alphabet Inc. with a value of $17.8M, Fidelity Merrimack Str Tr Tota with a value of $17.4M, Fidelity Covington Tr Msci Hea with a value of $14.3M, and Microsoft Corp with a value of $13.9M.

Examining the 13F form we can see an increase of $39M in the current position value, from $241M to 280M.

Below you can find more details about Buttonwood Financial Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $111 Million
Technology: $50.4 Million
Financial Services: $35.2 Million
Communication Services: $34.6 Million
Consumer Cyclical: $16.5 Million
Consumer Defensive: $11 Million
Industrials: $8.68 Million
Energy: $7.67 Million
Other: $5.02 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Million 9.16% of portfolio
298,563
Q3 2025 Added 11.72%
$0
$17.4 Million 6.23% of portfolio
377,015
Q3 2025 Added 39.32%
$0
$14.3 Million 5.11% of portfolio
213,775
Q3 2025 Added 12.67%
$0
$12.8 Million 4.58% of portfolio
262,762
Q3 2025 Added 40.19%
$0
$10.6 Million 3.78% of portfolio
118,261
Q3 2025 Added 20.98%
$0
$7.71 Million 2.75% of portfolio
92,882
Q3 2025 Added 24.39%
$0
$3.4 Million 1.22% of portfolio
88,260
Q1 2025 Reduced 7.2%
$0
$3.09 Million 1.1% of portfolio
16,961
Q3 2025 Reduced 3.11%
$0
$3.05 Million 1.09% of portfolio
20,939
Q3 2025 Reduced 2.21%
$0
$2.21 Million 0.79% of portfolio
9,037
Q3 2025 Reduced 2.77%
$0
$1.59 Million 0.57% of portfolio
4,830
Q3 2025 Added 67.07%
$0
$1.42 Million 0.51% of portfolio
8,125
Q3 2025 Added 13.43%
$0
$1.17 Million 0.42% of portfolio
17,870
Q3 2025 Reduced 0.1%
$0
$987,000 0.35% of portfolio
1,483
Q3 2025 Added 4.95%
$0
$834,000 0.3% of portfolio
1,739
Q3 2025 Reduced 1.42%
$0
$795,000 0.28% of portfolio
1,978
Q3 2025 Reduced 2.75%
$0
$679,000 0.24% of portfolio
2,313
Q3 2025 Reduced 3.62%
$0
$513,000 0.18% of portfolio
767
Q3 2025 Reduced 7.81%
$0
$417,000 0.15% of portfolio
1,541
Q2 2025 Reduced 0.13%
$0
$409,000 0.15% of portfolio
3,450
Q3 2025 Reduced 1.06%
$0
$339,000 0.12% of portfolio
725
Q3 2024 New
$0
$285,000 0.1% of portfolio
1,123
Q3 2025 Added 6.04%
$0
$279,000 0.1% of portfolio
11,761
Q4 2024 New
$0
$231,000 0.08% of portfolio
1,785
Q3 2025 Reduced 1.49%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $280 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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