13F Filings History of Buttonwood Financial Advisors Inc.

Latest 13F report
Q4 2025 - 04 Feb 2026
Value $
$299,957,099
Signature - Title
Jeffrey Malcom - Portfolio Manager
Location
Baltimore, MD
Summary
This page shows a list of all the recent 13F filings made by Buttonwood Financial Advisors Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Buttonwood Financial Advisors Inc. reported 104 stock holdings with total value $299,957,099 as of Q4 2025. Top holdings included MOAT, GOOGL, FBND, FHLC, and ISTB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 104 $299,957,099 +$13,060,329 -$8,570,363 +$4,489,966 MOAT, GOOGL, FBND, FHLC, ISTB 13F-HR 04 Feb 2026, 14:45
Q3 2025 103 $290,450,070 +$35,358,811 -$4,112,770 +$31,246,041 MOAT, GOOGL, FBND, FHLC, MSFT 13F-HR 21 Oct 2025, 13:40
Q2 2025 99 $249,126,717 +$8,751,409 -$5,240,162 +$3,511,247 MOAT, MSFT, FBND, FHLC, GOOGL 13F-HR 15 Jul 2025, 15:06
Q1 2025 96 $227,539,372 +$8,581,172 -$4,863,017 +$3,718,155 MOAT, FBND, FHLC, BRKB, GOOGL 13F-HR 25 Apr 2025, 09:47
Q4 2024 97 $227,476,935 +$11,150,019 -$9,276,196 +$1,873,823 MOAT, GOOGL, FHLC, FBND, MSFT 13F-HR 22 Jan 2025, 11:14
Q3 2024 96 $229,271,205 +$10,228,925 -$5,321,364 +$4,907,561 MOAT, FHLC, MSFT, FBND, BRKB 13F-HR 28 Oct 2024, 11:40
Q2 2024 99 $211,878,455 +$10,851,307 -$9,678,468 +$1,172,839 MOAT, MSFT, FHLC, GOOGL, FBND 13F-HR 08 Aug 2024, 12:41
Q1 2024 103 $212,680,792 +$19,071,587 -$4,326,709 +$14,744,878 MOAT, MSFT, FHLC, BRKB, GOOGL 13F-HR 24 Apr 2024, 11:16
Q4 2023 99 $183,482,405 +$15,199,946 -$5,543,292 +$9,656,654 MOAT, MSFT, FHLC, GOOGL, BRKB 13F-HR 22 Jan 2024, 11:48
Q3 2023 99 $157,834,446 +$12,527,131 -$10,011,674 +$2,515,457 MOAT, MSFT, FHLC, GOOGL, BRKB 13F-HR 16 Oct 2023, 12:13
Q2 2023 97 $159,558,751 +$24,859,571 -$2,593,663 +$22,265,908 ISTB, MOAT, MSFT, FHLC, BRKB 13F-HR 10 Jul 2023, 15:41
Q1 2023 71 $128,921,559 +$3,307,197 -$1,351,683 +$1,955,514 ISTB, MOAT, MSFT, FHLC, BRKB 13F-HR 10 Apr 2023, 11:55
Q4 2022 71 $118,816,725 +$3,803,097 -$2,809,873 +$993,224 ISTB, FHLC, MOAT, MSFT, BRKB 13F-HR 13 Jan 2023, 14:55
Q3 2022 71 $110,239,000 +$9,907,242 -$1,468,264 +$8,438,978 ISTB, FHLC, MSFT, MOAT, BRKB 13F-HR 14 Oct 2022, 11:14
Q2 2022 71 $110,861,000 +$21,095,400 -$4,204,216 +$16,891,184 ISTB, FHLC, MSFT, GOOGL, MOAT 13F-HR 07 Jul 2022, 14:42
Q1 2022 68 $110,857,000 +$16,045,037 -$3,484,621 +$12,560,416 ISTB, FHLC, MSFT, GOOGL, BRKB 13F-HR 18 Apr 2022, 10:52
Q4 2021 50 $102,276,000 $0 $0 $0 ISTB, FHLC, GOOGL, MSFT, BRKB 13F-HR 27 Jan 2022, 12:42