§ 13F · FUND PROFILE
Buttonwood Financial Advisors Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $290M (13F)Positions · 103Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | 274K | $27M | 8.9% | −4% |
| 2 | FBND | FIDELITY MERRIMACK STR TR | 407K | $19M | 6.2% | +6% |
| 3 | GOOGL | ALPHABET INC | 64K | $18M | 6.1% | −9% |
| 4 | ISTB | ISHARES TR | 298K | $14M | 4.8% | +6% |
| 5 | FHLC | FIDELITY COVINGTON TRUST | 202K | $14M | 4.8% | −4% |
| 6 | VIGI | VANGUARD WHITEHALL FDS | 127K | $11M | 3.8% | +6% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 3.7% | −1% |
| 8 | MSFT | MICROSOFT CORP | 27K | $10M | 3.3% | +2% |
| 9 | SHY | ISHARES TR | 111K | $9M | 3.1% | +5% |
| 10 | META | META PLATFORMS INC | 14K | $8M | 2.8% | −2% |
§ 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 $290 million in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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