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Jeffrey Malcom

Buttonwood Financial Advisors Inc.

Assets Managed
$328.718M
Holdings
110
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.01%(2Q avg: 4.82%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Buttonwood Financial Advisors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 110 positions.

Assets under management

The assets under management (AUM) of Buttonwood Financial Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 328.718M in assets, with a quarterly growth rate of 10.01% and a 2-quarter average growth rate of 4.82%. The portfolio is managed by Jeffrey Malcom, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Decreased -1.14%
8.58%
$28.195M
271,209 shares@ $103.96 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -3.25%
6.7%
$21.998M
61,556 shares@ $357.37 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 4.75%
5.91%
$19.399M
426,451 shares@ $45.5 avg price
FHLC
Fidelity Health Care Etf
Recent Activity
Decreased -0.68%
4.73%
$15.517M
200,861 shares@ $77.26 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Increased 7.41%
3.88%
$12.754M
136,583 shares@ $93.39 avg price
ISTB
Ishares Core 1-5 Year Usd Bo
Recent Activity
Decreased -12.34%
3.84%
$12.612M
261,384 shares@ $48.25 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 16.47%
3.54%
$11.613M
31,133 shares@ $373.02 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.42%
3.49%
$11.446M
22,874 shares@ $500.4 avg price
ARW
Arrow Electronics Inc
Recent Activity
Decreased -5.13%
3.21%
$10.53M
49,343 shares@ $213.41 avg price
TER
Teradyne Inc
Recent Activity
Decreased -8.55%
3.12%
$10.223M
21,130 shares@ $483.84 avg price

1-10 of 110