Buttonwood Financial Advisors Inc.
•CIK: 1904033•Filing: Q4 2025
**Buttonwood Financial Advisors Inc.** manages $300M across a diversified portfolio of 104 positions. The firm maintains significant exposure to technology and defensive sectors, highlighted by top holdings including MOAT at $29.7M and GOOGL at $22.0M. Further notable allocations include FBND ($17.6M) and FHLC ($15.7M), indicating a strategic focus on established market leaders. This concentrated approach suggests a conviction-driven strategy within large-cap growth and value names.
Total AUM
$300.0M
QoQ Performance
+3.3%
Positions
88
Top 10 Concentration
50.8%
Latest Filing
Q4 2025
Top Holdings Allocation
MOAT
GOOGL
FBND
FHLC
MOAT9.9%
GOOGL7.3%
FBND5.9%
FHLC5.2%
ISTB4.6%
MSFT4.2%
BRK/B3.9%
VIGI3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other58.4%
Technology18.5%
Financial10.3%
Consumer5.9%
Industrial1.6%
Communication1.5%
Energy1.4%
Consumer Staples0.8%
Changes from Q3 2025
NEW3 new positions
↑16 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023