13F Insight
DOSSIER · 13F-HR · Q3 2026

Buttonwood Financial Advisors Inc.

$331M in tracked AUM across 110 positions as of Q3 2026.

BF
CIK 0001904033 · last filed Sep 30, 2026
Total AUM
$331M
as of Q3 2026
Holdings
110
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Buttonwood Financial Advisors Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MOAT
VANECK ETF TRUST
$28M261K8.3%02
GOOGL
ALPHABET INC
$21M61K6.3%03
FBND
FIDELITY MERRIMACK STR TR
$19M431K5.6%04
MSFT
MICROSOFT CORP
$16M31K4.9%05
FHLC
FIDELITY COVINGTON TRUST
$16M195K4.8%06
VIGI
VANGUARD WHITEHALL FDS
$13M138K3.9%07
ISTB
ISHARES TR
$13M270K3.9%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$11M23K3.4%09
ARW
ARROW ELECTRS INC
$11M48K3.3%10
META
META PLATFORMS INC
$10M14K3.1%

Filing history

2026Q3Sep 30
$331M▲ 0.7%
110 positionsView →2026Q2Jun 30
$329M▲ 10.0%
110 positionsView →2026Q1Mar 31
$299M▼ 0.4%
108 positionsView →2025Q4Dec 31
$300M▲ 3.3%
104 positionsView →2025Q3Sep 30
$290M▲ 16.6%
103 positionsLocked2025Q2Jun 30
$249M▲ 9.5%
99 positionsLocked2025Q1Mar 31
$228M▲ 0.0%
96 positionsLocked2024Q4Dec 31
$227M▼ 0.8%
97 positionsLocked2024Q3Sep 30
$229M▲ 8.2%
96 positionsLocked2024Q2Jun 30
$212M▼ 0.4%
99 positionsLocked2024Q1Mar 31
$213M▲ 15.9%
103 positionsLocked2023Q4Dec 31
$183M▲ 16.2%
99 positionsLocked
Showing 12 of 20