Buttonwood Financial Advisors Inc.

CIK 0001904033 · BALTIMORE, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

Buttonwood Financial Advisors Inc. reported 110 positions worth $328.7M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: MOAT (8.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$328.7M
2026 Q2
Positions
110
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.9%
Est. Net Flow (Q)
2026 Q2
10 / 110 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1MOATVANECK ETF TRUSTSH$28.2M8.58%271,209
2GOOGLALPHABET INCSH$22.0M6.69%61,556
3FBNDFIDELITY MERRIMACK STR TRSH$19.4M5.90%426,451
4FHLCFIDELITY COVINGTON TRUSTSH$15.5M4.72%200,861
5VIGIVANGUARD WHITEHALL FDSSH$12.8M3.88%136,583
6ISTBISHARES TRSH$12.6M3.84%261,384
7MSFTMICROSOFT CORPSH$11.6M3.53%31,133
8BRK-BBERKSHIRE HATHAWAY INC DELSH$11.4M3.48%22,874
9ARWARROW ELECTRS INCSH$10.5M3.20%49,343
10TERTERADYNE INCSH$10.2M3.11%21,130

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Buttonwood Financial Advisors Inc. hold as of Q2 2026?

Buttonwood Financial Advisors Inc. reported 110 positions worth $328.7M in its Q2 2026 13F filing. Largest positions: MOAT (8.6%), GOOGL (6.7%), FBND (5.9%), FHLC (4.7%) and VIGI (3.9%).

What did Buttonwood Financial Advisors Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Buttonwood Financial Advisors Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.