Buttonwood Financial Advisors Inc.
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 328,718
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/13/2026 | 110 | 328,718 | 13F-HR | Buttonwood Financial Advisors Inc. |
| Q1 2026 | 4/21/2026 | 108 | 298,828 | 13F-HR | Buttonwood Financial Advisors Inc. |
| Q4 2025 | 2/4/2026 | 104 | 299,957 | 13F-HR | Buttonwood Financial Advisors Inc. |
| Q3 2025 | 10/21/2025 | 103 | 290,450 | 13F-HR | Buttonwood Financial Advisors Inc. |
| Q2 2025 | 7/15/2025 | 99 | 249,127 | 13F-HR | Buttonwood Financial Advisors Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 221.1 K | 67.3% | 24.38 K | 0 | 24.38 K |
| ETFs | 107.3 K | 32.6% | 5.515 K | 0 | 5.515 K |
| Debt | 282 | 0.1% | 0 | 1 | -1 |
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Fund Snapshot
Q2 2026
Latest filed
7/13/2026
Total value ($000)
328,718
Holdings
110
QoQ value change ($000)
29,890
(10.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.