Buttonwood Financial Advisors Inc.

Q4 2025 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
12/31/2025
Date filed
2/4/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$299,957
Net value change ($000)
+9,507 (3.3%)
New positions
3
Sold out positions
2
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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 4,203 23.6%
ADBE 3,397 NEW
CMG 2,477 NEW
TER 1,444 39.1%
FHLC 1,382 9.7%
SHY 1,001 13.0%
ISTB 882 6.9%
MKL 839 12.4%
AMAT 662 22.8%
VIGI 387 3.7%
Top Reduces (Value $000, Stocks/ETFs)
ARW -1,417 -19.6%
FISV -1,395 -26.3%
MSFT -1,242 -9.0%
META -1,205 -11.1%
MCHP -981 -16.4%
NFLX -526 -22.7%
BUD -495 -14.2%
DEO -475 -100.0%
STZ -414 -50.3%
HD -368 -15.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type