§ 13F · FUND PROFILE
Buttonwood Financial Advisors Inc..
AUM · $329M (13F)Positions · 110Turnover · n/a · Q2Filed · Jul 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 271K | $28M | 8.6% | −1% |
| 2 | GOOGL | ALPHABET INC | 62K | $22M | 6.7% | −3% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 426K | $19M | 5.9% | +5% |
| 4 | FHLC | FIDELITY COVINGTON TRUST | 201K | $16M | 4.7% | −1% |
| 5 | VIGI | VANGUARD WHITEHALL FDS | 137K | $13M | 3.9% | +7% |
| 6 | ISTB | ISHARES TR | 261K | $13M | 3.8% | −12% |
| 7 | MSFT | MICROSOFT CORP | 31K | $12M | 3.5% | +16% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 3.5% | ±0% |
| 9 | ARW | ARROW ELECTRS INC | 49K | $11M | 3.2% | −5% |
| 10 | TER | TERADYNE INC | 21K | $10M | 3.1% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUTTONWOOD SIGNAL
AC read
Buttonwood Financial Advisors Inc. is a Other fund managing $329 million in assets. The fund runs a portfolio of 110 positions.
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