Buttonwood Financial Advisors
Latest statistics and disclosures from Buttonwood Financial Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MOAT, FBND, GOOGL, ISTB, FHLC, and represent 30.81% of Buttonwood Financial Advisors's stock portfolio.
- Added to shares of these 10 stocks: NOW, CSGP, FICO, CPRT, SPGI, FBND, ADBE, ISTB, LPLA, BR.
- Started 5 new stock positions in BR, NOC, NOW, FICO, LPLA.
- Reduced shares in these 10 stocks: GOOGL, IT, MOAT, TER, MCHP, FHLC, BUD, XOM, DIS, AMAT.
- Sold out of its position in IT.
- Buttonwood Financial Advisors was a net buyer of stock by $6.3M.
- Buttonwood Financial Advisors has $299M in assets under management (AUM), dropping by -0.38%.
- Central Index Key (CIK): 0001904033
Tip: Access up to 7 years of quarterly data
Positions held by Buttonwood Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Buttonwood Financial Advisors
Buttonwood Financial Advisors holds 108 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 8.9 | $27M | -4% | 274k | 96.70 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 6.2 | $19M | +6% | 407k | 45.62 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $18M | -9% | 64k | 287.56 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 4.8 | $15M | +5% | 298k | 48.46 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 4.8 | $14M | -4% | 202k | 70.36 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 3.8 | $11M | +5% | 127k | 88.46 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $11M | 23k | 479.20 |
|
|
| Microsoft Corporation (MSFT) | 3.3 | $9.9M | +2% | 27k | 370.17 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 3.1 | $9.1M | +5% | 111k | 82.57 |
|
| Meta Platforms Cl A (META) | 2.8 | $8.3M | 15k | 572.15 |
|
|
| Arrow Electronics (ARW) | 2.5 | $7.5M | 52k | 143.41 |
|
|
| Teradyne (TER) | 2.3 | $6.9M | -12% | 23k | 296.45 |
|
| Markel Corporation (MKL) | 2.3 | $6.8M | 3.6k | 1914.20 |
|
|
| Amazon (AMZN) | 1.9 | $5.7M | +3% | 28k | 208.27 |
|
| Canadian Natural Resources (CNQ) | 1.8 | $5.3M | -4% | 108k | 48.73 |
|
| Exxon Mobil Corporation (XOM) | 1.6 | $4.8M | -7% | 28k | 169.66 |
|
| Applied Materials (AMAT) | 1.5 | $4.5M | -5% | 13k | 341.79 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $4.4M | 3.3k | 1320.78 |
|
|
| Visa Com Cl A (V) | 1.5 | $4.4M | 15k | 302.24 |
|
|
| Microchip Technology (MCHP) | 1.4 | $4.3M | -15% | 67k | 64.61 |
|
| Charles Schwab Corporation (SCHW) | 1.3 | $4.0M | 42k | 93.98 |
|
|
| Apple (AAPL) | 1.2 | $3.7M | 15k | 253.79 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 1.2 | $3.5M | -2% | 16k | 215.06 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 1.1 | $3.3M | -2% | 86k | 38.86 |
|
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.2M | +36% | 13k | 243.08 |
|
| Fiserv (FISV) | 1.1 | $3.2M | 57k | 55.80 |
|
|
| Servicenow (NOW) | 1.0 | $3.0M | NEW | 29k | 104.55 |
|
| S&p Global (SPGI) | 1.0 | $3.0M | +171% | 7.1k | 425.36 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.0 | $3.0M | 74k | 40.47 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.0 | $2.9M | -2% | 20k | 142.43 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.9 | $2.7M | -16% | 39k | 69.37 |
|
| Copart (CPRT) | 0.9 | $2.6M | +346% | 79k | 33.20 |
|
| CoStar (CSGP) | 0.9 | $2.6M | +812% | 65k | 40.34 |
|
| American Express Company (AXP) | 0.8 | $2.5M | -3% | 8.1k | 302.49 |
|
| Lockheed Martin Corporation (LMT) | 0.7 | $2.2M | 3.6k | 604.36 |
|
|
| Chipotle Mexican Grill (CMG) | 0.7 | $2.1M | 67k | 32.01 |
|
|
| Emerson Electric (EMR) | 0.7 | $2.1M | -3% | 16k | 131.02 |
|
| Vanguard World Mega Cap Index (MGC) | 0.7 | $2.1M | 8.7k | 236.36 |
|
|
| Fair Isaac Corporation (FICO) | 0.7 | $2.1M | NEW | 1.9k | 1067.54 |
|
| Walt Disney Company (DIS) | 0.6 | $1.9M | -12% | 20k | 96.38 |
|
| Home Depot (HD) | 0.6 | $1.9M | -2% | 5.9k | 328.87 |
|
| Starbucks Corporation (SBUX) | 0.6 | $1.9M | -11% | 21k | 89.59 |
|
| Netflix (NFLX) | 0.6 | $1.8M | 19k | 96.15 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $1.8M | +18% | 9.8k | 184.28 |
|
| Pepsi (PEP) | 0.6 | $1.8M | -4% | 12k | 155.30 |
|
| Hershey Company (HSY) | 0.6 | $1.7M | 8.1k | 207.89 |
|
|
| McDonald's Corporation (MCD) | 0.5 | $1.4M | 4.4k | 310.80 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.4M | -7% | 4.3k | 320.82 |
|
| Lowe's Companies (LOW) | 0.4 | $1.3M | 5.6k | 236.26 |
|
|
| Blackrock (BLK) | 0.4 | $1.2M | 1.2k | 961.44 |
|
|
| Ge Aerospace Com New (GE) | 0.4 | $1.2M | 4.1k | 283.79 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.4 | $1.1M | 5.8k | 198.28 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $1.1M | 17k | 67.53 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.0M | 1.1k | 996.53 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $981k | 3.3k | 294.20 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $965k | 1.5k | 650.38 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $935k | -6% | 3.3k | 286.83 |
|
| Ge Vernova (GEV) | 0.3 | $929k | -4% | 1.1k | 872.61 |
|
| 3M Company (MMM) | 0.3 | $888k | 6.1k | 145.23 |
|
|
| Booking Holdings (BKNG) | 0.3 | $818k | 194.00 | 4214.77 |
|
|
| Intercontinental Exchange (ICE) | 0.3 | $809k | 5.1k | 157.28 |
|
|
| Lpl Financial Holdings (LPLA) | 0.3 | $787k | NEW | 2.6k | 300.83 |
|
| SLB Com Stk (SLB) | 0.3 | $759k | 15k | 51.39 |
|
|
| Broadridge Financial Solutions (BR) | 0.2 | $746k | NEW | 4.6k | 162.48 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $695k | -6% | 1.9k | 356.56 |
|
| Abbvie (ABBV) | 0.2 | $694k | 3.2k | 217.49 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $692k | -10% | 4.8k | 144.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $691k | -3% | 1.6k | 436.74 |
|
| General Dynamics Corporation (GD) | 0.2 | $687k | 2.0k | 343.21 |
|
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $673k | -6% | 1.8k | 367.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $658k | 2.3k | 287.22 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $645k | -8% | 2.6k | 244.43 |
|
| Bank of America Corporation (BAC) | 0.2 | $629k | -2% | 13k | 48.75 |
|
| Williams-Sonoma (WSM) | 0.2 | $612k | 3.4k | 182.34 |
|
|
| Stryker Corporation (SYK) | 0.2 | $543k | 1.7k | 328.65 |
|
|
| Coca-Cola Company (KO) | 0.2 | $520k | -8% | 6.8k | 76.06 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $507k | 1.5k | 328.66 |
|
|
| American Tower Reit (AMT) | 0.2 | $497k | -3% | 2.9k | 172.57 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $491k | 752.00 | 652.78 |
|
|
| Huntington Ingalls Inds (HII) | 0.1 | $399k | 1.0k | 379.99 |
|
|
| Constellation Brands Cl A (STZ) | 0.1 | $395k | -11% | 2.6k | 150.01 |
|
| NVIDIA Corporation (NVDA) | 0.1 | $384k | 2.2k | 174.38 |
|
|
| UnitedHealth (UNH) | 0.1 | $377k | -7% | 1.4k | 270.51 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $377k | -10% | 2.0k | 192.94 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $366k | -5% | 2.9k | 124.31 |
|
| Wal-Mart Stores (WMT) | 0.1 | $353k | -11% | 2.8k | 124.28 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $341k | -4% | 3.5k | 98.38 |
|
| eBay (EBAY) | 0.1 | $338k | -21% | 3.7k | 91.02 |
|
| Kla Corp Com New (KLAC) | 0.1 | $315k | 214.00 | 1470.56 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $312k | 1.5k | 203.15 |
|
|
| Expeditors International of Washington (EXPD) | 0.1 | $310k | 2.2k | 143.23 |
|
|
| Yum! Brands (YUM) | 0.1 | $295k | 1.9k | 155.45 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $287k | -2% | 2.2k | 130.92 |
|
| Abbott Laboratories (ABT) | 0.1 | $286k | -2% | 2.8k | 102.67 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $283k | 12k | 24.24 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $280k | -9% | 657.00 | 426.40 |
|
| Oracle Corporation (ORCL) | 0.1 | $277k | -9% | 1.9k | 147.12 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $266k | -8% | 1.0k | 261.97 |
|
| Capital One Financial (COF) | 0.1 | $263k | -3% | 1.4k | 182.39 |
|
| Paypal Holdings (PYPL) | 0.1 | $256k | -5% | 5.7k | 45.23 |
|
| Genuine Parts Company (GPC) | 0.1 | $255k | -25% | 2.4k | 105.73 |
|
| Southern Company (SO) | 0.1 | $251k | 2.6k | 96.53 |
|
|
| Nextera Energy (NEE) | 0.1 | $233k | -4% | 2.5k | 92.87 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $221k | NEW | 325.00 | 681.29 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $220k | 1.7k | 132.51 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $217k | -10% | 2.0k | 109.12 |
|
| Constellation Energy (CEG) | 0.1 | $207k | 742.00 | 279.16 |
|
|
| Cisco Systems (CSCO) | 0.1 | $204k | 2.6k | 77.59 |
|
Past Filings by Buttonwood Financial Advisors
SEC 13F filings are viewable for Buttonwood Financial Advisors going back to 2021
- Buttonwood Financial Advisors 2026 Q1 filed April 21, 2026
- 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