Buttonwood Financial Advisors Inc. - Portfolio overview

Buttonwood Financial Advisors Inc. has 112 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. MOAT - VANECK ETF TRUST, 8.66%
2. FBND - FIDELITY MERRIMACK STR TR, 6.06%
3. GOOGL - ALPHABET INC, 5.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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