Institutions / Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors Inc.
CIK 1904033 · Institution · as of Dec 31, 2025
Portfolio value
$299.96M
Positions
104
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 104 →
| Company | Value | % of portfolio |
|---|---|---|
| VanEck ETF Trust | $29.74M | 9.9% |
| Alphabet Inc. | $21.99M | 7.3% |
| Fidelity Merrimack Str Tr | $17.63M | 5.9% |
| Fidelity Covington Trust | $15.68M | 5.2% |
| iShares Tr | $13.72M | 4.6% |
| Microsoft Corp | $12.62M | 4.2% |
| Warren E. Buffett | $11.56M | 3.9% |
| Vanguard Whitehall Fds | $10.98M | 3.7% |
| Meta Platforms Inc | $9.70M | 3.2% |
| iShares Tr | $8.71M | 2.9% |
| Markel Group Inc | $7.61M | 2.5% |
| Amazon.com Inc | $6.17M | 2.1% |
| Arrow Electronics, Inc. | $5.83M | 1.9% |
| Teradyne, Inc | $5.13M | 1.7% |
| Visa Inc | $5.10M | 1.7% |
| Microchip Technology Inc | $5.02M | 1.7% |
| Schwab Charles Corp | $4.24M | 1.4% |
| Apple Inc. | $3.99M | 1.3% |
| Fiserv Inc | $3.91M | 1.3% |
| Canadian Nat Res Ltd | $3.82M | 1.3% |
| Exxon Mobil Corp | $3.68M | 1.2% |
| Vanguard Specialized Funds | $3.64M | 1.2% |
| Asml Holding N V | $3.63M | 1.2% |
| Applied Materials Inc /De | $3.56M | 1.2% |
| Dimensional ETF Trust | $3.49M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.