Buttonwood Financial Advisors Inc.
CIK: 0001904033SEC EDGAR →
Portfolio Value
$300.0M
Holdings
104
As of
Q4 2025
New Positions
104
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANECK ETF TRUST | 287,210 | $29.7M | 9.92% |
| 2 | ALPHABET INC | 70,267 | $22.0M | 7.33% |
| 3 | FIDELITY MERRIMACK STR TR | 382,965 | $17.6M | 5.88% |
| 4 | FIDELITY COVINGTON TRUST | 211,054 | $15.7M | 5.23% |
| 5 | ISHARES TR | 281,339 | $13.7M | 4.57% |
| 6 | MICROSOFT CORP | 26,091 | $12.6M | 4.21% |
| 7 | BERKSHIRE HATHAWAY INC DEL | 22,990 | $11.6M | 3.85% |
| 8 | VANGUARD WHITEHALL FDS | 120,071 | $11.0M | 3.66% |
| 9 | META PLATFORMS INC | 14,692 | $9.7M | 3.23% |
| 10 | ISHARES TR | 105,123 | $8.7M | 2.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (104)
$29.7M · 287K shares
$22.0M · 70K shares
$17.6M · 383K shares
$15.7M · 211K shares
$13.7M · 281K shares
$12.6M · 26K shares
$11.6M · 23K shares
$11.0M · 120K shares
$9.7M · 15K shares
$8.7M · 105K shares
$7.6M · 4K shares
$6.2M · 27K shares
$5.8M · 53K shares
$5.1M · 27K shares
$5.1M · 15K shares
$5.0M · 79K shares
$4.2M · 42K shares
$4.0M · 15K shares
$3.9M · 58K shares
$3.8M · 113K shares
$3.7M · 31K shares
$3.6M · 17K shares
$3.6M · 3K shares
$3.6M · 14K shares
$3.5M · 88K shares
$3.4M · 10K shares
$3.4M · 74K shares
$3.1M · 8K shares
$3.1M · 21K shares
$3.0M · 47K shares
$2.6M · 23K shares
$2.5M · 67K shares
$2.2M · 9K shares
$2.2M · 16K shares
$2.1M · 6K shares
$2.0M · 24K shares
$1.8M · 19K shares
$1.8M · 12K shares
$1.7M · 4K shares
$1.6M · 5K shares
$1.6M · 6K shares
$1.5M · 6K shares
$1.5M · 8K shares
$1.5M · 8K shares
$1.4M · 3K shares
$1.4M · 6K shares
$1.4M · 1K shares
$1.4M · 4K shares
$1.3M · 4K shares
$1.1M · 17K shares
$1.1M · 3K shares
$1.1M · 3K shares
$1.0M · 194 shares
$1.0M · 1K shares
$986K · 6K shares
$918K · 1K shares
$834K · 5K shares
$807K · 2K shares
$800K · 2K shares
$777K · 2K shares
$766K · 5K shares
$733K · 3K shares
$725K · 13K shares
$725K · 1K shares
$692K · 18K shares
$680K · 2K shares
$667K · 2K shares
$599K · 3K shares
$598K · 3K shares
$580K · 2K shares
$567K · 15K shares
$525K · 3K shares
$524K · 8K shares
$518K · 758 shares
$496K · 2K shares
$476K · 7K shares
$464K · 2K shares
$413K · 5K shares
$410K · 2K shares
$408K · 3K shares
$405K · 2K shares
$398K · 3K shares
$398K · 2K shares
$394K · 2K shares
$372K · 3K shares
$362K · 1K shares
$359K · 3K shares
$358K · 2K shares
$358K · 4K shares
$357K · 3K shares
$356K · 1K shares
$350K · 6K shares
$343K · 725 shares
$322K · 2K shares
$287K · 2K shares
$286K · 1K shares
$282K · 12K shares
$264K · 749 shares
$262K · 2K shares
$259K · 214 shares
$226K · 3K shares
$218K · 2K shares
$210K · 3K shares
$202K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 38 | $149.4M | 49.8% |
| Technology | 15 | $51.4M | 17.2% |
| Communication Services | 5 | $37.2M | 12.4% |
| Consumer Cyclical | 10 | $17.8M | 5.9% |
| Unknown | 2 | $12.0M | 4.0% |
| Industrials | 11 | $9.4M | 3.1% |
| Consumer Defensive | 8 | $9.2M | 3.1% |
| Energy | 3 | $8.1M | 2.7% |
| Healthcare | 5 | $2.8M | 0.9% |
| Utilities | 5 | $1.7M | 0.6% |
| Real Estate | 2 | $1.0M | 0.3% |