§ 13F · FUND PROFILE
Buttonwood Financial Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $249.1T (13F)Positions · 99Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 287K | $29.7T | 9.9% | −4% |
| 2 | GOOGL | ALPHABET INC | 70K | $22.0T | 7.3% | −4% |
| 3 | FBND | FIDELITY MERRIMACK STR TR | 383K | $17.6T | 5.9% | +2% |
| 4 | FHLC | FIDELITY COVINGTON TRUST | 211K | $15.7T | 5.2% | −1% |
| 5 | ISTB | ISHARES TR | 281K | $13.7T | 4.6% | +7% |
| 6 | MSFT | MICROSOFT CORP | 26K | $12.6T | 4.2% | −2% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11.6T | 3.9% | −1% |
| 8 | VIGI | VANGUARD WHITEHALL FDS | 120K | $11.0T | 3.7% | +2% |
| 9 | META | META PLATFORMS INC | 15K | $9.7T | 3.2% | −1% |
| 10 | SHY | ISHARES TR | 105K | $8.7T | 2.9% | +13% |
§ 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 $249126.7 trillion in assets. The fund runs a portfolio of 99 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed