Buttonwood Financial Advisors Inc.
CIK: 0001904033SEC EDGAR →
Portfolio Value
$300.0B
Holdings
104
As of
Q4 2025
New Positions
104
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 287,210 | $29.7B | 9.92% |
| 2 | ALPHABET INC | 70,267 | $22.0B | 7.33% |
| 3 | FIDELITY MERRIMACK STR TR | 382,965 | $17.6B | 5.88% |
| 4 | FIDELITY COVINGTON TRUST | 211,054 | $15.7B | 5.23% |
| 5 | ISHARES TR | 281,339 | $13.7B | 4.57% |
| 6 | MICROSOFT CORP | 26,091 | $12.6B | 4.21% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 22,990 | $11.6B | 3.85% |
| 8 | VANGUARD WHITEHALL FDS | 120,071 | $11.0B | 3.66% |
| 9 | META PLATFORMS INC | 14,692 | $9.7B | 3.23% |
| 10 | ISHARES TR | 105,123 | $8.7B | 2.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (104)
$29.7B · 287K shares
$22.0B · 70K shares
$17.6B · 383K shares
$15.7B · 211K shares
$13.7B · 281K shares
$12.6B · 26K shares
$11.6B · 23K shares
$11.0B · 120K shares
$9.7B · 15K shares
$8.7B · 105K shares
$7.6B · 4K shares
$6.2B · 27K shares
$5.8B · 53K shares
$5.1B · 27K shares
$5.1B · 15K shares
$5.0B · 79K shares
$4.2B · 42K shares
$4.0B · 15K shares
$3.9B · 58K shares
$3.8B · 113K shares
$3.7B · 31K shares
$3.6B · 17K shares
$3.6B · 3K shares
$3.6B · 14K shares
$3.5B · 88K shares
$3.4B · 10K shares
$3.4B · 74K shares
$3.1B · 8K shares
$3.1B · 21K shares
$3.0B · 47K shares
$2.6B · 23K shares
$2.5B · 67K shares
$2.2B · 9K shares
$2.2B · 16K shares
$2.1B · 6K shares
$2.0B · 24K shares
$1.8B · 19K shares
$1.8B · 12K shares
$1.7B · 4K shares
$1.6B · 5K shares
$1.6B · 6K shares
$1.5B · 6K shares
$1.5B · 8K shares
$1.5B · 8K shares
$1.4B · 3K shares
$1.4B · 6K shares
$1.4B · 1K shares
$1.4B · 4K shares
$1.3B · 4K shares
$1.1B · 17K shares
$1.1B · 3K shares
$1.1B · 3K shares
$1.0B · 194 shares
$1.0B · 1K shares
$986.0M · 6K shares
$918.0M · 1K shares
$834.0M · 5K shares
$807.0M · 2K shares
$800.0M · 2K shares
$777.0M · 2K shares
$766.0M · 5K shares
$733.0M · 3K shares
$725.0M · 13K shares
$725.0M · 1K shares
$692.0M · 18K shares
$680.0M · 2K shares
$667.0M · 2K shares
$599.0M · 3K shares
$598.0M · 3K shares
$580.0M · 2K shares
$567.0M · 15K shares
$525.0M · 3K shares
$524.0M · 8K shares
$518.0M · 758 shares
$496.0M · 2K shares
$476.0M · 7K shares
$464.0M · 2K shares
$413.0M · 5K shares
$410.0M · 2K shares
$408.0M · 3K shares
$405.0M · 2K shares
$398.0M · 3K shares
$398.0M · 2K shares
$394.0M · 2K shares
$372.0M · 3K shares
$362.0M · 1K shares
$359.0M · 3K shares
$358.0M · 2K shares
$358.0M · 4K shares
$357.0M · 3K shares
$356.0M · 1K shares
$350.0M · 6K shares
$343.0M · 725 shares
$322.0M · 2K shares
$287.0M · 2K shares
$286.0M · 1K shares
$282.0M · 12K shares
$264.0M · 749 shares
$262.0M · 2K shares
$259.0M · 214 shares
$226.0M · 3K shares
$218.0M · 2K shares
$210.0M · 3K shares
$202.0M · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $149.4B | 49.8% |
| Technology | 15 | $51.4B | 17.2% |
| Communication Services | 5 | $37.2B | 12.4% |
| Consumer Cyclical | 10 | $17.8B | 5.9% |
| Unknown | 2 | $12.0B | 4.0% |
| Industrials | 11 | $9.4B | 3.1% |
| Consumer Defensive | 8 | $9.2B | 3.1% |
| Energy | 3 | $8.1B | 2.7% |
| Healthcare | 5 | $2.8B | 0.9% |
| Utilities | 5 | $1.7B | 0.6% |
| Real Estate | 2 | $1.0B | 0.3% |