Buttonwood Financial Advisors Inc.: 13F holdings
CIK 19040332026Q2
| Positions | 110 |
|---|
| Reported value | $328.7m |
|---|
| Filed | 2026-07-13 |
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Change since last quarter
| Positions | 110 (+2 vs prior quarter) |
|---|
| Reported value | $328.7m (+10.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MOAT VANECK ETF TRUST | 271,209 | $28.2m | 8.6% |
| GOOGL ALPHABET INC | 61,556 | $22.0m | 6.7% |
| FBND FIDELITY MERRIMACK STR TR | 426,451 | $19.4m | 5.9% |
| FHLC FIDELITY COVINGTON TRUST | 200,861 | $15.5m | 4.7% |
| VIGI VANGUARD WHITEHALL FDS | 136,583 | $12.8m | 3.9% |
| ISTB ISHARES TR | 261,384 | $12.6m | 3.8% |
| MSFT MICROSOFT CORP | 31,133 | $11.6m | 3.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 22,874 | $11.4m | 3.5% |
| ARW ARROW ELECTRS INC | 49,343 | $10.5m | 3.2% |
| TER TERADYNE INC | 21,130 | $10.2m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904033")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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