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Buttonwood Financial Advisors Inc.
Buttonwood Financial Advisors, Inc. is an SEC-registered investment advisory firm headquartered in Baltimore, Maryland. Founded in 2011, the firm provides comprehensive investment management, financial planning, and wealth management services primarily to individuals, high net worth individuals, and a small number of charitable organizations and corporate clients. The firm has 8 employees and is committed to objective, fiduciary advice to help clients achieve their financial goals.
Investment Strategy
Buttonwood Financial Advisors, Inc. employs a client-focused approach, providing discretionary and non-discretionary portfolio management tailored to individual goals and risk tolerances. The firm manages diversified portfolios with a focus on equity and fixed income securities, balancing risk and long-term growth. Their investment philosophy emphasizes personalized financial planning and ongoing client communication, primarily serving high net worth individuals and families.
Latest 13F Filing Activity
Buttonwood Financial Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 103 equity positions with a total 13F market value of $290M. The fund increased holdings in Alphabet Inc., Fidelity Merrimack STR TR, Vaneck Etf Trust among other positions. Buttonwood Financial Advisors Inc. reduced exposure to Microchip Technology Inc., Anheuser Busch Inbev Sa/nv, Meta Platforms Inc. among others.
Top Holdings
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MOAT | VANECK ETF TRUST | 10.19% | $29.6M | 298,563 | $81.23 | $99.11 | +$4.5M |
| ALPHABET INC | 6.13% | $17.8M | 73,181 | $146.50 | $243.10 | +$5.7M | |
F FBND | FIDELITY MERRIMACK STR TR | 6.00% | $17.4M | 377,015 | $45.72 | $46.24 | +$5.1M |
F FHLC | FIDELITY COVINGTON TRUST | 4.92% | $14.3M | 213,775 | $67.58 | $66.87 | +$2.2M |
M MSFT | MICROSOFT CORP | 4.77% | $13.9M | 26,759 | $318.31 | $517.95 | +$409.8K |
Industry Allocation
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