Buttonwood Financial Advisors Inc.
All 13F Filings
- Location
- Baltimore, MD
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 299,957
- 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 |
|---|---|---|---|---|---|
| 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 | 248.1 K | 82.7% | 8.147 K | 0 | 8.147 K |
| ETFs | 37.81 K | 12.6% | 481 | 0 | 481 |
| Debt | 282 | 0.1% | 0 | 4 | -4 |
| Other | 13.72 K | 4.6% | 882 | 0 | 882 |
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Fund Snapshot
Q4 2025
Latest filed
2/4/2026
Total value ($000)
299,957
Holdings
104
QoQ value change ($000)
9,507
(3.3%)
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.