Buttonwood Financial Advisors Inc.
CIK 0001904033 · BALTIMORE, MD · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source ↗
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
Top Holdings
MOAT
VANECK ETF TRUST
8.6%
GOOGL
ALPHABET INC
6.7%
FBND
FIDELITY MERRIMACK STR TR
5.9%
FHLC
FIDELITY COVINGTON TRUST
4.7%
VIGI
VANGUARD WHITEHALL FDS
3.9%
ISTB
ISHARES TR
3.8%
MSFT
MICROSOFT CORP
3.5%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.