Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Buttonwood Financial Advisors Inc. (CIK 1904033) reported $298.8M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MOAT ($26.5M, 8.88%), FBND ($18.6M, 6.22%), GOOGL ($18.3M, 6.12%), ISTB ($14.5M, 4.84%), FHLC ($14.2M, 4.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $26.5M | 8.88% | 274,353 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $18.6M | 6.22% | 407,127 | Added |
| 3 | GOOGL | ALPHABET INC | $18.3M | 6.12% | 63,630 | Trimmed |
| 4 | ISTB | ISHARES TR | $14.5M | 4.84% | 298,194 | Added |
| 5 | FHLC | FIDELITY COVINGTON TRUST | $14.2M | 4.76% | 202,237 | Trimmed |
| 6 | VIGI | VANGUARD WHITEHALL FDS | $11.2M | 3.76% | 127,170 | Added |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.9M | 3.65% | 22,780 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $9.9M | 3.31% | 26,732 | Added |
| 9 | SHY | ISHARES TR | $9.1M | 3.06% | 110,735 | Added |
| 10 | META | META PLATFORMS INC | $8.3M | 2.77% | 14,465 | Trimmed |
| 11 | ARW | ARROW ELECTRS INC | $7.5M | 2.50% | 52,016 | Trimmed |
| 12 | TER | TERADYNE INC | $6.9M | 2.29% | 23,107 | Trimmed |
| 13 | MKL | MARKEL GROUP INC | $6.8M | 2.28% | 3,558 | Added |
| 14 | AMZN | AMAZON COM INC | $5.7M | 1.92% | 27,593 | Added |
| 15 | CNQ | CANADIAN NAT RES LTD MED TER | $5.3M | 1.76% | 107,873 | Trimmed |
| 16 | XOM | EXXON MOBIL CORP | $4.8M | 1.60% | 28,243 | Trimmed |
| 17 | AMAT | APPLIED MATLS INC | $4.5M | 1.50% | 13,135 | Trimmed |
| 18 | ASML | ASML HLDG NV | $4.4M | 1.48% | 3,345 | Trimmed |
| 19 | V | VISA INC | $4.4M | 1.47% | 14,504 | Trimmed |
| 20 | MCHP | MICROCHIP TECHNOLOGY INC. | $4.3M | 1.44% | 66,537 | Trimmed |
| 21 | SCHW | SCHWAB CHARLES CORP | $4.0M | 1.32% | 42,106 | Trimmed |
| 22 | AAPL | APPLE INC | $3.7M | 1.24% | 14,560 | Trimmed |
| 23 | VIG | VANGUARD SPECIALIZED FUNDS | $3.5M | 1.16% | 16,129 | Trimmed |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $3.3M | 1.11% | 85,618 | Trimmed |
| 25 | ADBE | ADOBE INC | $3.2M | 1.08% | 13,226 | Added |
Source: SEC Form 13F filings · as of 2026-03-31