Filed: 10/21/2025ACC: 0001904033-25-000006
📋 What this filing means
BUTTONWOOD FINANCIAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 103 equity positions with a total reported market value of $290.45M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
103
Positions
$290.45M
Total AUM (reported)
2.60M
Total Shares
Allocation by class
COM$112.91M38.9%
MRNGSTR WDE MOAT$29.59M10.2%
CAP STK CL A$17.79M6.1%
TOTAL BD ETF$17.43M6.0%
MSCI HLTH CARE I$14.30M4.9%
CORE 1 5 YR USD$12.83M4.4%
CL A$11.73M4.0%
Portfolio Concentration
Top 3$64.81M22.3%
4–10$81.81M28.2%
11–25$68.86M23.7%
Rest$74.97M25.8%
Top 3 weight
22.3%
Top 10 weight
50.5%
Voting Authority Distribution
Total shares with voting rights: 2.60M
Sole
Full voting authority
866.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole103
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings103
Rows:
VANECK ETF TRUST
SOLEShares298.56K
TypeSH
Market value$29.59M
10.19%
Sole
330.00
Shared
0.00
None
298.23K
ALPHABET INC
SOLEShares73.18K
TypeSH
Market value$17.79M
6.13%
Sole
45.00
Shared
0.00
None
73.14K
FIDELITY MERRIMACK STR TR
SOLEShares377.01K
TypeSH
Market value$17.43M
6.00%
Sole
0.00
Shared
0.00
None
377.01K
FIDELITY COVINGTON TRUST
SOLEShares213.78K
TypeSH
Market value$14.30M
4.92%
Sole
47.00
Shared
0.00
None
213.73K
MICROSOFT CORP
SOLEShares26.76K
TypeSH
Market value$13.86M
4.77%
Sole
0.00
Shared
0.00
None
26.76K
ISHARES TR
SOLEShares262.76K
TypeSH
Market value$12.83M
4.42%
Sole
0.00
Shared
0.00
None
262.76K
BERKSHIRE HATHAWAY INC DEL
SOLEShares23.12K
TypeSH
Market value$11.62M
4.00%
Sole
6.00
Shared
0.00
None
23.11K
META PLATFORMS INC
SOLEShares14.85K
TypeSH
Market value$10.90M
3.75%
Sole
0.00
Shared
0.00
None
14.85K
VANGUARD WHITEHALL FDS
SOLEShares118.26K
TypeSH
Market value$10.59M
3.65%
Sole
116.00
Shared
0.00
None
118.14K
ISHARES TR
SOLEShares92.88K
TypeSH
Market value$7.71M
2.65%
Sole
0.00
Shared
0.00
None
92.88K
ARROW ELECTRS INC
SOLEShares59.89K
TypeSH
Market value$7.25M
2.49%
Sole
34.00
Shared
0.00
None
59.86K
MARKEL GROUP INC
SOLEShares3.54K
TypeSH
Market value$6.77M
2.33%
Sole
4.00
Shared
0.00
None
3.54K
MICROCHIP TECHNOLOGY INC.
SOLEShares93.43K
TypeSH
Market value$6.00M
2.07%
Sole
0.00
Shared
0.00
None
93.43K
AMAZON COM INC
SOLEShares26.97K
TypeSH
Market value$5.92M
2.04%
Sole
15.00
Shared
0.00
None
26.96K
FISERV INC
SOLEShares41.13K
TypeSH
Market value$5.30M
1.83%
Sole
31.00
Shared
0.00
None
41.10K
VISA INC
SOLEShares14.62K
TypeSH
Market value$4.99M
1.72%
Sole
0.00
Shared
0.00
None
14.62K
SCHWAB CHARLES CORP
SOLEShares42.98K
TypeSH
Market value$4.10M
1.41%
Sole
0.00
Shared
0.00
None
42.98K
APPLE INC
SOLEShares14.78K
TypeSH
Market value$3.76M
1.30%
Sole
0.00
Shared
0.00
None
14.78K
TERADYNE INC
SOLEShares26.81K
TypeSH
Market value$3.69M
1.27%
Sole
34.00
Shared
0.00
None
26.77K
VANGUARD SPECIALIZED FUNDS
SOLEShares16.96K
TypeSH
Market value$3.66M
1.26%
Sole
0.00
Shared
0.00
None
16.96K
CANADIAN NAT RES LTD
SOLEShares114.15K
TypeSH
Market value$3.65M
1.26%
Sole
47.00
Shared
0.00
None
114.11K
EXXON MOBIL CORP
SOLEShares31.12K
TypeSH
Market value$3.51M
1.21%
Sole
14.00
Shared
0.00
None
31.10K
ANHEUSER BUSCH INBEV SA/NV
SOLEShares58.68K
TypeSH
Market value$3.50M
1.20%
Sole
0.00
Shared
0.00
None
58.68K
DIMENSIONAL ETF TRUST
SOLEShares88.26K
TypeSH
Market value$3.40M
1.17%
Sole
0.00
Shared
0.00
None
88.26K
BROOKFIELD CORP
SOLEShares48.89K
TypeSH
Market value$3.35M
1.15%
Sole
48.00
Shared
0.00
None
48.84K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 298.56K | SH | $29.59M 10.19% | 330.00 | 0.00 | 298.23K |
ALPHABET INCSOLE | CAP STK CL A | 73.18K | SH | $17.79M 6.13% | 45.00 | 0.00 | 73.14K |
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 377.01K | SH | $17.43M 6.00% | 0.00 | 0.00 | 377.01K |
FIDELITY COVINGTON TRUSTSOLE | MSCI HLTH CARE I | 213.78K | SH | $14.30M 4.92% | 47.00 | 0.00 | 213.73K |
MICROSOFT CORPSOLE | COM | 26.76K | SH | $13.86M 4.77% | 0.00 | 0.00 | 26.76K |
ISHARES TRSOLE | CORE 1 5 YR USD | 262.76K | SH | $12.83M 4.42% | 0.00 | 0.00 | 262.76K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 23.12K | SH | $11.62M 4.00% | 6.00 | 0.00 | 23.11K |
META PLATFORMS INCSOLE | CL A | 14.85K | SH | $10.90M 3.75% | 0.00 | 0.00 | 14.85K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 118.26K | SH | $10.59M 3.65% | 116.00 | 0.00 | 118.14K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 92.88K | SH | $7.71M 2.65% | 0.00 | 0.00 | 92.88K |
ARROW ELECTRS INCSOLE | COM | 59.89K | SH | $7.25M 2.49% | 34.00 | 0.00 | 59.86K |
MARKEL GROUP INCSOLE | COM | 3.54K | SH | $6.77M 2.33% | 4.00 | 0.00 | 3.54K |
MICROCHIP TECHNOLOGY INC.SOLE | COM | 93.43K | SH | $6.00M 2.07% | 0.00 | 0.00 | 93.43K |
AMAZON COM INCSOLE | COM | 26.97K | SH | $5.92M 2.04% | 15.00 | 0.00 | 26.96K |
FISERV INCSOLE | COM | 41.13K | SH | $5.30M 1.83% | 31.00 | 0.00 | 41.10K |
VISA INCSOLE | COM CL A | 14.62K | SH | $4.99M 1.72% | 0.00 | 0.00 | 14.62K |
SCHWAB CHARLES CORPSOLE | COM | 42.98K | SH | $4.10M 1.41% | 0.00 | 0.00 | 42.98K |
APPLE INCSOLE | COM | 14.78K | SH | $3.76M 1.30% | 0.00 | 0.00 | 14.78K |
TERADYNE INCSOLE | COM | 26.81K | SH | $3.69M 1.27% | 34.00 | 0.00 | 26.77K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 16.96K | SH | $3.66M 1.26% | 0.00 | 0.00 | 16.96K |
CANADIAN NAT RES LTDSOLE | COM | 114.15K | SH | $3.65M 1.26% | 47.00 | 0.00 | 114.11K |
EXXON MOBIL CORPSOLE | COM | 31.12K | SH | $3.51M 1.21% | 14.00 | 0.00 | 31.10K |
ANHEUSER BUSCH INBEV SA/NVSOLE | SPONSORED ADR | 58.68K | SH | $3.50M 1.20% | 0.00 | 0.00 | 58.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 88.26K | SH | $3.40M 1.17% | 0.00 | 0.00 | 88.26K |
BROOKFIELD CORPSOLE | CL A LTD VT SH | 48.89K | SH | $3.35M 1.15% | 48.00 | 0.00 | 48.84K |
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