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 (431 days), 52 trades recorded
  • Returns: week n/a · month n/a · 90 days +6.4% · 6 months +6.3% · 1 year +10.6% · all +10.6%
  • Max drawdown -2.5% · Sharpe 0.68 · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 92189F643 · 8.6% · long · since 2025-06-30
  • GOOGL · 6.7% · long · since 2025-06-30
  • 316188309 · 5.9% · long · since 2025-06-30
  • 316092600 · 4.7% · long · since 2025-06-30
  • 921946810 · 3.9% · long · since 2025-06-30
  • 46432F859 · 3.8% · long · since 2025-06-30
  • MSFT · 3.5% · long · since 2025-06-30
  • BRK-B · 3.5% · long · since 2025-06-30
  • 042735100 · 3.2% · long · since 2025-06-30
  • TER · 3.1% · long · since 2025-06-30
  • 464287457 · 2.9% · long · since 2025-06-30
  • AMAT · 2.7% · long · since 2025-06-30

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