StockDriftsStockDriftsTop 50 Buttonwood Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MOAT | VANECK ETF TRUST | 8.33% | 260.9K | $27.6M | -3.81%(-10.34K) | $80.63(+37.01%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.32% | 60.8K | $20.9M | -1.24%(-763) | $141.39(+143.43%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.63% | 430.6K | $18.6M | +0.97%(+4.13K) | $45.44(-3.88%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.85% | 31.3K | $16.1M | +0.65%(+203) | $320.21(+66.62%) | 2026-09-30 | |
| FHLC | FIDELITY COVINGTON TRUST | 4.82% | 195.4K | $16.0M | -2.71%(-5.44K) | $66.05(+27.55%) | 2026-09-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 3.94% | 138.2K | $13.0M | +1.17%(+1.60K) | $83.48(+15.33%) | 2026-09-30 | |
| ISTB | ISHARES TR | 3.86% | 270.1K | $12.8M | +3.33%(+8.71K) | $49.01(-3.52%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.44% | 22.8K | $11.4M | -0.13%(-30) | $308.52(+72.51%) | 2026-09-30 | |
| ARW | ARROW ELECTRS INC | 3.26% | 47.6K | $10.8M | -3.63%(-1.79K) | $122.50(+76.54%) | 2026-09-30 | |
| META | META PLATFORMS INC | 3.14% | 14.3K | $10.4M | -0.18%(-26) | $251.14(+180.90%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.03% | +52.21% | — | — | +49.03% |
| Top 20 Holdings Unweighted | +16.89% | +59.72% | — | — | +60.83% |
Buttonwood Financial Advisors INC reports $331.05M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are MOAT (8.3%), GOOGL (6.3%) and FBND (5.6%). The top 20 holdings account for 66.59% of reported assets. Its disclosed equity book has returned +52.21% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buttonwood Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1904033). View Buttonwood Financial Advisors INC’s 13F filings on SEC