Buttonwood Financial Advisors Inc.

Q3 2025 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
103
Total value ($000)
$290,450
Net value change ($000)
+41,323 (16.6%)
New positions
4
Sold out positions
0
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 2/4/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 5,661 46.7%
FBND 5,052 40.8%
MOAT 4,526 18.1%
ISTB 3,714 40.7%
ASML 3,294 NEW
FISV 3,230 155.8%
FHLC 2,162 17.8%
VIGI 1,783 20.2%
TER 1,688 84.3%
IT 1,581 NEW
Top Reduces (Value $000, Stocks/ETFs)
MCHP -1,387 -18.8%
BUD -1,207 -25.7%
META -753 -6.5%
DIS -352 -11.5%
NFLX -315 -12.0%
ACN -309 -17.7%
SBUX -263 -11.3%
V -253 -4.8%
KVUE -196 -43.4%
EMR -184 -7.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type