Long-term investor
Buttonwood Financial Advisors Inc. @buttonwoodfinancialadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001904033).
Record
- Tracked since 2025-06-30 (471 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days -7.4% · 6 months +8.1% · 1 year +16.5% · all +16.5%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92189F643 · 8.3% · long · since 2025-09-30
- GOOGL · 6.3% · long · since 2025-09-30
- 316188309 · 5.6% · long · since 2025-09-30
- MSFT · 4.9% · long · since 2025-09-30
- 316092600 · 4.8% · long · since 2025-09-30
- 921946810 · 3.9% · long · since 2025-09-30
- 46432F859 · 3.9% · long · since 2025-09-30
- BRK-B · 3.4% · long · since 2025-09-30
- 042735100 · 3.3% · long · since 2025-09-30
- META · 3.1% · long · since 2025-09-30
- 464287457 · 2.8% · long · since 2025-09-30
- TER · 2.5% · long · since 2025-09-30