Buttonwood Financial Advisors Inc.
RIA/Wealth
Buttonwood Financial Advisors Inc. is a RIA/Wealth based in Baltimore, MD led by Damian Joseph Gallina, reporting $393.2M in AUM as of Q3 2025 with 39% ETF concentration and 50% concentrated in top 10 holdings.
PresidentDamian Joseph Gallina
- Portfolio Value
- $290.5M
- Positions
- 103
- Top Holding
- MOAT at 10.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Buttonwood Financial Advisors Inc.'s portfolio (50.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $29.6M | 10.19% | +$3.1M Bought | — 298.6K shares | |
Internet Content & Information Communication Services | $17.8M | 6.13% | +$1.1M Bought | 0.00% 73.2K shares | |
ETF ETF | $17.4M | 6.00% | +$4.9M Bought | — 377.0K shares | |
ETF ETF | $14.3M | 4.92% | +$1.6M Bought | — 213.8K shares | |
Software - Infrastructure Technology | $13.9M | 4.77% | -$145.5K Sold | 0.00% 26.8K shares | |
ETF ETF | $12.8M | 4.42% | +$3.7M Bought | — 262.8K shares | |
Insurance - Diversified Financial Services | $11.6M | 4.00% | +$811.9K Bought | 0.00% 23.1K shares | |
Internet Content & Information Communication Services | $10.9M | 3.75% | -$695.5K Sold | 0.00% 14.8K shares | |
ETF ETF | $10.6M | 3.65% | +$1.8M Bought | — 118.3K shares | |
ETF ETF | $7.7M | 2.65% | +$1.5M Bought | — 92.9K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Buttonwood Financial Advisors Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+242.12% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-27.13% | |
-14.29% | |
-12.19% | |
-11.48% | |
-11.0% |
Analytics
Portfolio insights and performance metrics for Buttonwood Financial Advisors Inc.
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