Institutional Fund
Buttonwood Financial Advisors Inc.
Baltimore, MDCIK 19040335 filings on record
Portfolio Value
$298.83M
Q1 2026
Holdings
108
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-0.4%
from $299.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vaneck ETF Trust8.9%
- Fidelity Merrimack Str Tr6.2%
- Alphabet Inc6.1%
- Ishares Tr4.8%
- Fidelity Covington Trust4.8%
- Vanguard Whitehall Fds3.8%
- Other65.4%
Portfolio Holdings
108 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust | 274.4K | $26.53M | 8.9% | −12.9K | Reduced |
| 2 | Fidelity Merrimack Str Tr | 407.1K | $18.57M | 6.2% | +24.2K | Added |
| 3 | Alphabet Inc | 63.6K | $18.30M | 6.1% | −6.6K | Reduced |
| 4 | Ishares Tr | 298.2K | $14.45M | 4.8% | +16.9K | Added |
| 5 | Fidelity Covington Trust | 202.2K | $14.23M | 4.8% | −8.8K | Reduced |
| 6 | Vanguard Whitehall Fds | 127.2K | $11.25M | 3.8% | +7.1K | Added |
| 7 | Berkshire Hathaway Inc Del | 22.8K | $10.92M | 3.7% | −210 | Reduced |
| 8 | Microsoft Corp | 26.7K | $9.90M | 3.3% | +641 | Added |
| 9 | Ishares Tr | 110.7K | $9.14M | 3.1% | +5.6K | Added |
| 10 | Meta Platforms Inc | 14.5K | $8.28M | 2.8% | −227 | Reduced |
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