Buttonwood Financial Discloses $290M Portfolio
The Baltimore-based firm’s latest disclosure reveals a diversified equity strategy focused on major U.S. sectors.
October 22, 2025
Buttonwood Financial Advisors Reveals Q3 Investment Positions Totaling $290M
Buttonwood Financial Advisors closed out Q3 2025 with $290.5 million in disclosed equity holdings, spread across 103 positions. The firm reported these figures in its most recent 13F, covering holdings as of September 30. The disclosure gives a clear picture of how Buttonwood is positioned heading into the final stretch of the year.
Based in Baltimore, Buttonwood submitted a full report—no amendments, no shared managers—which means these numbers reflect the firm’s complete investment posture for the quarter. The size and scope of the portfolio point to a strategy that leans on breadth. With over a hundred line items in the table, it’s clear Buttonwood favors diversification to manage exposure across sectors.
The $290 million figure sets the baseline for how the firm is allocating capital, but what stands out is the level of activity. This isn’t a static portfolio. The firm is managing a range of positions in real time, responding to the same market conditions that have kept the broader investment community on its toes.
While the summary doesn’t get into individual names or sector breakdowns, the filing meets the SEC requirement for firms with over $100 million in assets under management to report domestic equity positions. It's a standard disclosure, but one that gives institutional clients, counterparties, and regulators a solid reference point.
The report was signed and submitted by Portfolio Manager Jeffrey Malcom. For asset managers and advisors tracking Buttonwood’s approach, this filing offers a timestamped snapshot of how the firm is navigating the current market. It reflects discipline, scale, and a clearly defined strategy—anchored in U.S. equities and built to move with the market.
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