account_balance
Investment manager · 13F filer · SEC CIK 1904033
Buttonwood Financial Advisors Inc.
Reported value$331Mas of Sep 30, 2026
Positions110 2 new, 2 sold out
Top 10 weight47.6%MOAT alone is 8%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MOATVaneck ETF Trust
8.3%Trimmed −4%
GOOGLAlphabet Inc.
6.3%
FBNDFidelity Merrimack STR Tr
5.6%
MSFTMicrosoft Corp
4.9%
FHLCFidelity Covington Trust
4.8%Trimmed −3%
VIGIVanguard Whitehall FDS
3.9%
ISTBiShares Tr
3.9%Added +3%
BRK-BBerkshire Hathaway Inc
3.4%
ARWArrow Electronics, Inc.
3.3%Trimmed −4%
METAMeta Platforms, Inc.
3.1%
SHYiShares Tr
2.8%
TERTeradyne, Inc
2.5%
MOATVaneck ETF Trust
8.3%Trimmed −4%
GOOGLAlphabet Inc.
6.3%
FBNDFidelity Merrimack STR Tr
5.6%
MSFTMicrosoft Corp
4.9%
FHLCFidelity Covington Trust
4.8%−3%
VIGIVanguard Whitehall FDS
3.9%
ISTBiShares Tr
3.9%
BRK-BBerkshire Hathaway Inc
3.4%
ARWArrow Electronics, Inc.
3.3%
META3.1%SHY2.8%
TER2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MOAT Vaneck ETF Trust 8.3% Trimmed −4%
GOOGL Alphabet Inc. 6.3% HeldFBND Fidelity Merrimack STR Tr 5.6% Held
MSFT Microsoft Corp 4.9% HeldFHLC Fidelity Covington Trust 4.8% Trimmed −3%
VIGI Vanguard Whitehall FDS 3.9% Held
ISTB iShares Tr 3.9% Added +3%
BRK-B Berkshire Hathaway Inc 3.4% HeldARW Arrow Electronics, Inc. 3.3% Trimmed −4%META Meta Platforms, Inc. 3.1% HeldSHY iShares Tr 2.8% Held
TER Teradyne, Inc 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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