Buttonwood Financial Advisors Inc. Portfolio Holdings

Buttonwood Financial Advisors Inc.

  • $280 Million
  • Q3 2025

Buttonwood Financial Advisors Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $280 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vaneck Morningstar Wide Moat E with a value of $25.6M, Alphabet Inc. with a value of $17.8M, Fidelity Merrimack Str Tr Tota with a value of $17.4M, Fidelity Covington Tr Msci Hea with a value of $14.3M, and Microsoft Corp with a value of $13.9M.

Examining the 13F form we can see an increase of $39M in the current position value, from $241M to 280M.

Below you can find more details about Buttonwood Financial Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $280 Million
ETFs: $111 Million
Technology: $50.4 Million
Financial Services: $35.2 Million
Communication Services: $34.6 Million
Consumer Cyclical: $16.5 Million
Consumer Defensive: $11 Million
Industrials: $8.68 Million
Energy: $7.67 Million
Other: $5.02 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25.6 Million 9.16% of portfolio
298,563
Q3 2025 Added 11.72%
$1.65T
$17.8 Million 6.36% of portfolio
73,181
Q3 2025 Added 6.33%
$0
$17.4 Million 6.23% of portfolio
377,015
Q3 2025 Added 39.32%
$0
$14.3 Million 5.11% of portfolio
213,775
Q3 2025 Added 12.67%
$3.78T
$13.9 Million 4.95% of portfolio
26,759
Q3 2025 Reduced 1.04%
$0
$12.8 Million 4.58% of portfolio
262,762
Q3 2025 Added 40.19%
$662B
$11.6 Million 4.15% of portfolio
23,117
Q3 2025 Added 7.51%
$1.37T
$10.9 Million 3.89% of portfolio
14,846
Q3 2025 Reduced 6.0%
$0
$10.6 Million 3.78% of portfolio
118,261
Q3 2025 Added 20.98%
$0
$7.71 Million 2.75% of portfolio
92,882
Q3 2025 Added 24.39%
$6.94B
$7.25 Million 2.59% of portfolio
59,890
Q3 2025 Added 5.25%
$27.9B
$6.77 Million 2.42% of portfolio
3,540
Q3 2025 Added 14.01%
$29.5B
$6 Million 2.14% of portfolio
93,427
Q3 2025 Reduced 11.0%
$2.39T
$5.92 Million 2.12% of portfolio
26,973
Q3 2025 Added 8.99%
$79.5B
$5.15 Million 1.84% of portfolio
41,130
Q3 2025 Added 242.12%
$533B
$4.99 Million 1.78% of portfolio
14,623
Q3 2025 Reduced 1.02%
$4.3T
$3.76 Million 1.34% of portfolio
14,776
Q3 2025 Reduced 0.53%
$26.6B
$3.69 Million 1.32% of portfolio
26,807
Q3 2025 Added 20.43%
$38.8B
$3.65 Million 1.3% of portfolio
114,153
Q3 2025 Added 9.89%
$125B
$3.5 Million 1.25% of portfolio
58,679
Q3 2025 Reduced 14.29%
$490B
$3.51 Million 1.25% of portfolio
31,117
Q3 2025 Added 9.81%
$0
$3.4 Million 1.22% of portfolio
88,260
Q1 2025 Reduced 7.2%
$405B
$3.29 Million 1.18% of portfolio
3,403
Q3 2025 New
$0
$3.09 Million 1.1% of portfolio
16,961
Q3 2025 Reduced 3.11%
$0
$3.05 Million 1.09% of portfolio
20,939
Q3 2025 Reduced 2.21%
$197B
$2.9 Million 1.04% of portfolio
14,176
Q3 2025 Added 11.02%
$255B
$2.88 Million 1.03% of portfolio
8,684
Q3 2025 Reduced 8.01%
$193B
$2.7 Million 0.96% of portfolio
23,593
Q3 2025 Reduced 4.16%
$367B
$2.43 Million 0.87% of portfolio
5,991
Q3 2025 Reduced 0.81%
$49.1B
$2.32 Million 0.83% of portfolio
1,932
Q3 2025 Reduced 1.68%
$75.4B
$2.22 Million 0.79% of portfolio
16,900
Q3 2025 Reduced 6.13%
$0
$2.21 Million 0.79% of portfolio
9,037
Q3 2025 Reduced 2.77%
$97.3B
$2.06 Million 0.74% of portfolio
24,343
Q3 2025 Reduced 3.93%
$204B
$2 Million 0.71% of portfolio
14,227
Q3 2025 Added 31.96%
$123B
$1.81 Million 0.65% of portfolio
3,634
Q3 2025 Added 44.21%
$0
$1.59 Million 0.57% of portfolio
4,830
Q3 2025 Added 67.07%
$18.3B
$1.58 Million 0.56% of portfolio
6,013
Q3 2025 New
$26.3B
$1.44 Million 0.51% of portfolio
7,706
Q3 2025 Added 106.71%
$152B
$1.44 Million 0.51% of portfolio
5,831
Q3 2025 Reduced 0.24%
$140B
$1.44 Million 0.51% of portfolio
5,730
Q3 2025 Reduced 0.42%
$0
$1.42 Million 0.51% of portfolio
8,125
Q3 2025 Added 13.43%
$224B
$1.36 Million 0.49% of portfolio
4,471
Q3 2025 Reduced 0.73%
$328B
$1.29 Million 0.46% of portfolio
4,300
Q3 2025 Reduced 5.87%
$0
$1.17 Million 0.42% of portfolio
17,870
Q3 2025 Reduced 0.1%
$159B
$1.08 Million 0.39% of portfolio
2,225
Q3 2025 Added 56.25%
$191B
$1.06 Million 0.38% of portfolio
196
Q2 2025 Added 0.51%
$881B
$1.07 Million 0.38% of portfolio
3,408
Q3 2025 Reduced 1.13%
$404B
$985,000 0.35% of portfolio
1,065
Q3 2025 Reduced 4.83%
$0
$987,000 0.35% of portfolio
1,483
Q3 2025 Added 4.95%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $280 Million
  • Prior Value $241 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
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