Buttonwood Financial Advisors
Latest statistics and disclosures from Buttonwood Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, GOOGL, FBND, FHLC, ISTB, and represent 32.93% of Buttonwood Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: ADBE, CMG, NFLX, FI, BN, SHY, ISTB, CPRT, FBND, NEE.
- Started 3 new stock positions in CMG, NEE, ADBE.
- Reduced shares in these 10 stocks: MOAT, MCHP, GOOGL, ARW, BUD, , STZ, MSFT, PEP, KVUE.
- Sold out of its positions in DEO, KVUE.
- Buttonwood Financial Advisors was a net buyer of stock by $4.5M.
- Buttonwood Financial Advisors has $300M in assets under management (AUM), dropping by 3.27%.
- Central Index Key (CIK): 0001904033
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Portfolio Holdings for Buttonwood Financial Advisors
Buttonwood Financial Advisors holds 104 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 9.9 | $30M | -3% | 287k | 103.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $22M | -3% | 70k | 313.00 |
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| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 5.9 | $18M | 383k | 46.04 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 5.2 | $16M | 211k | 74.28 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.6 | $14M | +7% | 281k | 48.75 |
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| Microsoft Corporation (MSFT) | 4.2 | $13M | -2% | 26k | 483.62 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.9 | $12M | 23k | 502.65 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.7 | $11M | 120k | 91.45 |
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| Meta Platforms Cl A (META) | 3.2 | $9.7M | 15k | 660.10 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.9 | $8.7M | +13% | 105k | 82.82 |
|
| Markel Corporation (MKL) | 2.5 | $7.6M | 3.5k | 2149.80 |
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| Amazon (AMZN) | 2.1 | $6.2M | 27k | 230.82 |
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| Arrow Electronics (ARW) | 1.9 | $5.8M | -11% | 53k | 110.18 |
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| Teradyne (TER) | 1.7 | $5.1M | 27k | 193.56 |
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| Visa Com Cl A (V) | 1.7 | $5.1M | 15k | 350.71 |
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| Microchip Technology (MCHP) | 1.7 | $5.0M | -15% | 79k | 63.72 |
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| Charles Schwab Corporation (SCHW) | 1.4 | $4.2M | 42k | 99.91 |
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| Apple (AAPL) | 1.3 | $4.0M | 15k | 271.86 |
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| Fiserv (FI) | 1.3 | $3.9M | +41% | 58k | 67.17 |
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| Canadian Natural Resources (CNQ) | 1.3 | $3.8M | 113k | 33.85 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $3.7M | 31k | 120.34 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $3.6M | -2% | 17k | 219.78 |
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| Asml Holding N V N Y Registry Shs (ASML) | 1.2 | $3.6M | 3.4k | 1069.81 |
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| Applied Materials (AMAT) | 1.2 | $3.6M | -2% | 14k | 256.98 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.2 | $3.5M | 88k | 39.59 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $3.4M | NEW | 9.7k | 349.99 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.1 | $3.4M | +50% | 74k | 45.89 |
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| American Express Company (AXP) | 1.0 | $3.1M | -2% | 8.4k | 369.97 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $3.1M | 21k | 148.69 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 1.0 | $3.0M | -20% | 47k | 64.04 |
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| Walt Disney Company (DIS) | 0.9 | $2.6M | -3% | 23k | 113.77 |
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| Chipotle Mexican Grill (CMG) | 0.8 | $2.5M | NEW | 67k | 37.00 |
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| Vanguard World Mega Cap Index (MGC) | 0.7 | $2.2M | -2% | 8.9k | 251.17 |
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| Emerson Electric (EMR) | 0.7 | $2.2M | -2% | 17k | 132.72 |
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| Home Depot (HD) | 0.7 | $2.1M | 6.0k | 344.08 |
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| Starbucks Corporation (SBUX) | 0.7 | $2.0M | 24k | 84.21 |
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| Netflix (NFLX) | 0.6 | $1.8M | +888% | 19k | 93.76 |
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| Pepsi (PEP) | 0.6 | $1.8M | -14% | 12k | 143.52 |
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| Lockheed Martin Corporation (LMT) | 0.6 | $1.7M | 3.6k | 483.70 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $1.6M | 5.8k | 268.30 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.6M | -3% | 4.6k | 335.28 |
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| Gartner (IT) | 0.5 | $1.5M | 6.0k | 252.28 |
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| Hershey Company (HSY) | 0.5 | $1.5M | +6% | 8.2k | 181.99 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.5 | $1.5M | 8.3k | 177.37 |
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| S&p Global (SPGI) | 0.5 | $1.4M | +17% | 2.6k | 522.61 |
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| Lowe's Companies (LOW) | 0.5 | $1.4M | 5.6k | 241.14 |
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| Blackrock (BLK) | 0.5 | $1.4M | 1.3k | 1070.52 |
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| McDonald's Corporation (MCD) | 0.5 | $1.4M | 4.4k | 305.60 |
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| Ge Aerospace Com New (GE) | 0.4 | $1.3M | -2% | 4.2k | 308.03 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.1M | -5% | 17k | 66.00 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | 3.4k | 322.20 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | -3% | 3.5k | 313.76 |
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| Booking Holdings (BKNG) | 0.3 | $1.0M | 194.00 | 5359.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $1.0M | 1.5k | 681.96 |
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| 3M Company (MMM) | 0.3 | $987k | 6.2k | 160.10 |
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| Costco Wholesale Corporation (COST) | 0.3 | $918k | 1.1k | 862.26 |
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| Intercontinental Exchange (ICE) | 0.3 | $834k | 5.2k | 161.96 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.3 | $808k | 2.0k | 412.69 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $801k | -5% | 1.6k | 487.80 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.3 | $778k | 2.1k | 373.44 |
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| Procter & Gamble Company (PG) | 0.3 | $767k | -6% | 5.4k | 143.30 |
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| Abbvie (ABBV) | 0.2 | $734k | 3.2k | 228.50 |
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| Ge Vernova (GEV) | 0.2 | $726k | 1.1k | 653.34 |
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| Bank of America Corporation (BAC) | 0.2 | $725k | -2% | 13k | 55.00 |
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| Copart (CPRT) | 0.2 | $693k | +135% | 18k | 39.15 |
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| General Dynamics Corporation (GD) | 0.2 | $681k | -2% | 2.0k | 336.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $668k | 2.3k | 290.24 |
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| Williams-Sonoma (WSM) | 0.2 | $600k | 3.4k | 178.60 |
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| Johnson & Johnson (JNJ) | 0.2 | $598k | -6% | 2.9k | 206.92 |
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| Stryker Corporation (SYK) | 0.2 | $580k | 1.7k | 351.46 |
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| SLB Com Stk (SLB) | 0.2 | $567k | 15k | 38.38 |
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| American Tower Reit (AMT) | 0.2 | $526k | 3.0k | 175.60 |
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| Coca-Cola Company (KO) | 0.2 | $524k | -4% | 7.5k | 69.91 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $519k | 758.00 | 684.49 |
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| UnitedHealth (UNH) | 0.2 | $496k | 1.5k | 330.15 |
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| CoStar (CSGP) | 0.2 | $476k | -23% | 7.1k | 67.24 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $464k | 1.5k | 301.15 |
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| eBay (EBAY) | 0.1 | $413k | -2% | 4.7k | 87.10 |
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| NVIDIA Corporation (NVDA) | 0.1 | $411k | 2.2k | 186.48 |
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| Constellation Brands Cl A (STZ) | 0.1 | $409k | -51% | 3.0k | 137.96 |
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| Oracle Corporation (ORCL) | 0.1 | $406k | 2.1k | 194.95 |
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| Genuine Parts Company (GPC) | 0.1 | $399k | -10% | 3.2k | 122.95 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $398k | 2.2k | 183.43 |
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| Automatic Data Processing (ADP) | 0.1 | $395k | 1.5k | 257.19 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $373k | -10% | 3.1k | 120.18 |
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| Capital One Financial (COF) | 0.1 | $362k | 1.5k | 242.31 |
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| Abbott Laboratories (ABT) | 0.1 | $359k | 2.9k | 125.28 |
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| United Parcel Service CL B (UPS) | 0.1 | $359k | -2% | 3.6k | 99.18 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $358k | 2.2k | 161.66 |
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| Wal-Mart Stores (WMT) | 0.1 | $358k | -2% | 3.2k | 111.40 |
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| Huntington Ingalls Inds (HII) | 0.1 | $357k | 1.0k | 340.15 |
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| Paypal Holdings (PYPL) | 0.1 | $350k | -13% | 6.0k | 58.38 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $343k | 725.00 | 473.30 |
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| Expeditors International of Washington (EXPD) | 0.1 | $323k | 2.2k | 149.01 |
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| Yum! Brands (YUM) | 0.1 | $287k | 1.9k | 151.25 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $286k | 1.1k | 257.89 |
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| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $283k | 12k | 24.23 |
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| Constellation Energy (CEG) | 0.1 | $265k | -15% | 749.00 | 353.14 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $263k | 2.2k | 117.19 |
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| Kla Corp Com New (KLAC) | 0.1 | $260k | 214.00 | 1213.15 |
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| Southern Company (SO) | 0.1 | $227k | 2.6k | 87.21 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $218k | -7% | 1.7k | 131.60 |
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| Nextera Energy (NEE) | 0.1 | $211k | NEW | 2.6k | 80.27 |
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| Cisco Systems (CSCO) | 0.1 | $203k | -16% | 2.6k | 77.02 |
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Past Filings by Buttonwood Financial Advisors
SEC 13F filings are viewable for Buttonwood Financial Advisors going back to 2021
- Buttonwood Financial Advisors 2025 Q4 filed Feb. 4, 2026
- Buttonwood Financial Advisors 2025 Q3 filed Oct. 21, 2025
- Buttonwood Financial Advisors 2025 Q2 filed July 15, 2025
- Buttonwood Financial Advisors 2025 Q1 filed April 25, 2025
- Buttonwood Financial Advisors 2024 Q4 filed Jan. 22, 2025
- Buttonwood Financial Advisors 2024 Q3 filed Oct. 28, 2024
- Buttonwood Financial Advisors 2024 Q2 filed Aug. 8, 2024
- Buttonwood Financial Advisors 2024 Q1 filed April 24, 2024
- Buttonwood Financial Advisors 2023 Q4 filed Jan. 22, 2024
- Buttonwood Financial Advisors 2023 Q3 filed Oct. 16, 2023
- Buttonwood Financial Advisors 2023 Q2 filed July 10, 2023
- Buttonwood Financial Advisors 2023 Q1 filed April 10, 2023
- Buttonwood Financial Advisors 2022 Q4 filed Jan. 13, 2023
- Buttonwood Financial Advisors 2022 Q3 filed Oct. 14, 2022
- Buttonwood Financial Advisors 2022 Q2 filed July 7, 2022
- Buttonwood Financial Advisors 2022 Q1 filed April 18, 2022