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CIK: 0001904033
Total reported value
$328.7M
$328.7M
103 檔
28.3%
At the close of Q3 2025, Buttonwood Financial Advisors Inc. disclosed equity holdings valued at approximately $328.7M, spread across 103 reported holdings.
In Q3 2025, Buttonwood Financial Advisors Inc. displayed an active expansion posture, initiating 9 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 10.19% | -0.30% | +11.72% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.13% | +0.57% | +6.33% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.00% | -0.32% | +39.32% | |
| 4 | FHLC | Fidelity Msci Health Care | ETF-Other | 4.92% | -0.04% | +12.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | +0.22% | -1.04% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 4.42% | -1.00% | +40.19% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.00% | -0.17% | +7.51% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.75% | -0.31% | -6.00% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.65% | +0.12% | +20.98% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.65% | -0.20% | +24.39% | |
| 11 | ARW | Arrow Electronics Inc | Stock-Tech | 2.49% | +0.70% | +5.25% | |
| 12 | MKL | Markel Group Inc | Stock-Financials | 2.33% | -0.15% | +14.01% | |
| 13 | MCHP | Microchip Technology Inc | Stock-Tech | 2.07% | +0.29% | -11.00% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.04% | +0.08% | +8.99% | |
| 15 | FISV | Fiserv Inc | Stock-Other | 1.83% | -0.24% | +242.12% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.72% | +0.04% | -1.02% | |
| 17 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.41% | -0.14% | -1.15% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.30% | +0.03% | -0.53% | |
| 19 | TER | Teradyne Inc | Stock-Tech | 1.27% | +0.82% | +20.43% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.05% | -3.11% | |
| 21 | CNQ | Canadian Natural Resources | Stock-Energy | 1.26% | -0.51% | +9.89% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | -0.46% | +9.81% | |
| 23 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 1.20% | +0.06% | -14.29% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.17% | +0.04% | — | |
| 25 | BN | Brookfield CORP | Stock-Financials | 1.15% | -0.04% | +16.07% | |
| 26 | ASML | ASML Holding N.V. | Stock-Tech | 1.13% | +0.53% | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | +0.01% | -2.21% | |
| 28 | AMAT | Applied Materials Inc | Stock-Tech | 1.00% | +1.19% | +11.02% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.99% | +0.01% | -8.01% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.93% | -0.07% | -4.16% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | -0.02% | -0.81% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.80% | -0.20% | -1.68% | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | -0.01% | -6.13% | |
| 34 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.76% | — | -2.77% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.71% | -0.28% | -3.93% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.69% | -0.13% | +31.96% | |
| 37 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.62% | -0.16% | +44.21% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | — | +67.07% | |
| 39 | IT | Gartner Inc | Stock-Tech | 0.54% | — | — | |
| 40 | BLK | Blackrock Inc | Stock-Financials | 0.51% | -0.04% | -2.08% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.50% | -0.14% | +106.71% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.50% | -0.06% | -0.42% | |
| 43 | ACN | Accenture plc | Stock-Tech | 0.50% | -0.16% | -0.24% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.49% | +0.01% | +13.43% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.10% | -0.73% | |
| 46 | GE | General Electric | Stock-Industrials | 0.45% | +0.07% | -5.87% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.40% | +0.01% | -0.10% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.37% | +0.02% | +56.25% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | — | -1.13% | |
| 50 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.36% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.5% | +6.33% | Add |
| 2 | FISV | Fiserv Inc | +0.7% | +242.12% | Add |
| 3 | FBND | Fidelity Total Bond ETF | +0.5% | +39.32% | Add |
| 4 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.5% | +40.19% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | -1.04% | Add |
| 6 | HSY | Hershey Co/the | +0.3% | +106.71% | Add |
| 7 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +20.98% | Add |
| 8 | AMAT | Applied Materials Inc | +0.2% | +11.02% | Add |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +67.07% | Add |
| 10 | PEP | Pepsico Inc | +0.2% | +31.96% | Add |
| 11 | STZ | Constellation Brands Inc-a | +0.2% | +195.51% | Add |
| 12 | LMT | Lockheed Martin CORP | +0.1% | +44.21% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +8.99% | Add |
| 14 | SPGI | S&p Global Inc | +0.1% | +56.25% | Add |
| 15 | GEV | GE Vernova Inc | +0.1% | -5.94% | Trim |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.93% | Add |
| 17 | GE | General Electric | 0% | -5.87% | Trim |
| 18 | VOE | Vanguard Mid-cap Value ETF | 0% | +13.43% | Add |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +24.39% | Add |
| 20 | NFLX | Netflix Inc | 0% | -1.68% | Trim |
| 21 | MGC | Vanguard Mega Cap ETF | -0.1% | -2.77% | Trim |
| 22 | SCHW | Schwab (charles) CORP | -0.1% | -1.15% | Trim |
| 23 | CNQ | Canadian Natural Resources | -0.1% | +9.89% | Add |
| 24 | ITOT | Ishares Core S&p Total U.s. | -0.1% | -2.21% | Trim |
| 25 | ARW | Arrow Electronics Inc | -0.1% | +5.25% | Add |
| 26 | DFAC | Dimensional US Core Equity 2 | -0.1% | — | Unchanged |
| 27 | AAPL | Apple Inc | -0.2% | -0.53% | Trim |
| 28 | KVUE | Kenvue Inc | -0.2% | -27.13% | Trim |
| 29 | MKL | Markel Group Inc | -0.2% | +14.01% | Add |
| 30 | MCHP | Microchip Technology Inc | -0.2% | -11.00% | Trim |
| 31 | UNH | Unitedhealth Group Inc | -0.2% | -2.01% | Trim |
| 32 | PG | Procter & Gamble Co/the | -0.2% | -12.19% | Trim |
| 33 | BAC | Bank Of America CORP | -0.3% | -1.89% | Trim |
| 34 | DEO | Diageo Plc-sponsored Adr | -0.3% | -5.11% | Trim |
| 35 | ACN | Accenture plc | -0.3% | -0.24% | Trim |
| 36 | META | Meta Platforms Inc-class A | -0.3% | -6.00% | Trim |
| 37 | MOAT | Vaneck Morningstar Wide Moat | -0.4% | +11.72% | Add |
| 38 | SBUX | Starbucks CORP | -0.4% | -3.93% | Trim |
| 39 | FHLC | Fidelity Msci Health Care | -0.5% | +12.67% | Add |
| 40 | BUD | Anheuser-busch Inbev-spn Adr | -0.8% | -14.29% | Trim |
| 41 | TER | Teradyne Inc | — | NEW | New buy |
| 42 | BN | Brookfield CORP | — | NEW | New buy |
| 43 | ASML | ASML Holding N.V. | — | NEW | New buy |
| 44 | IT | Gartner Inc | — | NEW | New buy |
| 45 | CSGP | Costar Group Inc | — | NEW | New buy |
| 46 | CPRT | Copart Inc | — | NEW | New buy |
| 47 | ROK | Rockwell Automation Inc | — | EXIT | Sold out |
| 48 | COF | Capital One Financial CORP | — | NEW | New buy |
| 49 | HII | Huntington Ingalls Industrie | — | NEW | New buy |
| 50 | CEG | Constellation Energy | — | NEW | New buy |
According to official SEC Form 13F filings, Buttonwood Financial Advisors Inc. reported a total U.S. public equity portfolio value of $328.7M across 103 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, GOOGL, FBND) accounted for 28.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
TER
市值: $3.7M
Top Position Liquidated / Trimmed
ROK
前期市值: $317.8K
During Q3 2025, Buttonwood Financial Advisors Inc.'s top holdings by market value included MOAT (10.2%)、GOOGL (6.1%)、FBND (6.0%). The largest single position, MOAT, represented 10.2% of total portfolio value.
In Q3 2025, Buttonwood Financial Advisors Inc. made 49 total portfolio adjustments, initiating 9 new buys, adding to 22 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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