Buttonwood Financial Advisors
Buttonwood Financial Advisors reported 110 stocks worth $331M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MOAT (8.3%), GOOGL (6.3%) and FBND (5.6%). Compared with Q2 2026, the fund opened new positions in HONA and XOM, added to FBND, MSFT and VIGI, trimmed MOAT, GOOGL and FHLC and sold out of XOM, STZ and NEE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  MOAT Vaneck Morningstar Wide Moat ETF | $27.6M | 8.3% | 261K | −10K (−4%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $20.9M | 6.3% | 61K | −763 (−1%) | 8 of 8 | |
| 3 |  FBND Fidelity Total Bond ETF | $18.6M | 5.6% | 431K | +4,126 (+1%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $16.1M | 4.8% | 31K | +203 (+1%) | 8 of 8 | |
| 5 |  FHLC Fidelity Msci Health Care Index ETF | $16M | 4.8% | 195K | −5,437 (−3%) | 8 of 8 | |
| 6 |  VIGI Vanguard Whitehall Fds | $13M | 3.9% | 138K | +1,602 (+1%) | 8 of 8 | |
| 7 |  ISTB Ishares TR | $12.8M | 3.9% | 270K | +8,713 (+3%) | 8 of 8 | |
| 8 |  BRK.B Berkshire Hathaway Inc Del | $11.4M | 3.4% | 23K | −30 (−0%) | 8 of 8 | |
| 9 |  ARW Arrow Electrs Inc | $10.8M | 3.3% | 48K | −1,789 (−4%) | 8 of 8 | |
| 10 |  META Meta Platforms Inc | $10.4M | 3.1% | 14K | −26 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Buttonwood Financial Advisors 13F FAQ
What does Buttonwood Financial Advisors own?
Buttonwood Financial Advisors reported 110 stocks worth $331M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are MOAT (8.3%), GOOGL (6.3%) and FBND (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Buttonwood Financial Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 15 added to, 72 trimmed and 3 sold out. New positions include HONA and XOM. It sold all of XOM, STZ and NEE.
When will Buttonwood Financial Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Buttonwood Financial Advisors's portfolio worth?
The Q3 2026 filing reports $331M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.