Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Sept. 30, 2025

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 103 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 10.2 $30M 299k 99.11
Alphabet Cap Stk Cl A (GOOGL) 6.1 $18M 73k 243.10
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.0 $17M 377k 46.24
Fidelity Covington Trust Msci Hlth Care I (FHLC) 4.9 $14M 214k 66.87
Microsoft Corporation (MSFT) 4.8 $14M 27k 517.95
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.4 $13M 263k 48.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.0 $12M 23k 502.74
Meta Platforms Cl A (META) 3.8 $11M 15k 734.38
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.6 $11M 118k 89.57
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.7 $7.7M 93k 82.96
Arrow Electronics (ARW) 2.5 $7.2M 60k 121.00
Markel Corporation (MKL) 2.3 $6.8M 3.5k 1911.49
Microchip Technology (MCHP) 2.1 $6.0M 93k 64.22
Amazon (AMZN) 2.0 $5.9M 27k 219.57
Fiserv (FI) 1.8 $5.3M 41k 128.93
Visa Com Cl A (V) 1.7 $5.0M 15k 341.37
Charles Schwab Corporation (SCHW) 1.4 $4.1M 43k 95.47
Apple (AAPL) 1.3 $3.8M 15k 254.63
Teradyne (TER) 1.3 $3.7M 27k 137.64
Vanguard Specialized Funds Div App Etf (VIG) 1.3 $3.7M 17k 215.78
Canadian Natural Resources (CNQ) 1.3 $3.6M 114k 31.96
Exxon Mobil Corporation (XOM) 1.2 $3.5M 31k 112.75
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 1.2 $3.5M 59k 59.61
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.2 $3.4M 88k 38.57
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.2 $3.4M 49k 68.58
Asml Holding N V N Y Registry Shs (ASML) 1.1 $3.3M 3.4k 968.05
Ishares Tr Core S&p Ttl Stk (ITOT) 1.1 $3.0M 21k 145.65
Applied Materials (AMAT) 1.0 $2.9M 14k 204.74
American Express Company (AXP) 1.0 $2.9M 8.7k 332.15
Walt Disney Company (DIS) 0.9 $2.7M 24k 114.50
Home Depot (HD) 0.8 $2.4M 6.0k 405.17
Netflix (NFLX) 0.8 $2.3M 1.9k 1199.20
Emerson Electric (EMR) 0.8 $2.2M 17k 131.18
Vanguard World Mega Cap Index (MGC) 0.8 $2.2M 9.0k 244.10
Starbucks Corporation (SBUX) 0.7 $2.1M 24k 84.60
Pepsi (PEP) 0.7 $2.0M 14k 140.44
Lockheed Martin Corporation (LMT) 0.6 $1.8M 3.6k 499.22
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.6M 4.8k 328.18
Gartner (IT) 0.5 $1.6M 6.0k 262.87
Blackrock (BLK) 0.5 $1.5M 1.3k 1165.74
Hershey Company (HSY) 0.5 $1.4M 7.7k 187.04
Lowe's Companies (LOW) 0.5 $1.4M 5.7k 251.29
Accenture Plc Ireland Shs Class A (ACN) 0.5 $1.4M 5.8k 246.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.5 $1.4M 8.1k 174.58
McDonald's Corporation (MCD) 0.5 $1.4M 4.5k 303.88
Ge Aerospace Com New (GE) 0.4 $1.3M 4.3k 300.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.2M 18k 65.26
S&p Global (SPGI) 0.4 $1.1M 2.2k 486.71
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.4k 315.45
Booking Holdings (BKNG) 0.4 $1.1M 196.00 5402.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $988k 1.5k 666.22
Costco Wholesale Corporation (COST) 0.3 $985k 1.1k 925.23
3M Company (MMM) 0.3 $957k 6.2k 155.18
Alphabet Cap Stk Cl C (GOOG) 0.3 $884k 3.6k 243.58
Procter & Gamble Company (PG) 0.3 $878k 5.7k 153.66
Intercontinental Exchange (ICE) 0.3 $876k 5.2k 168.48
Vanguard Index Fds Growth Etf (VUG) 0.3 $834k 1.7k 479.56
Constellation Brands Cl A (STZ) 0.3 $823k 6.1k 134.67
Vanguard World Mega Grwth Ind (MGK) 0.3 $796k 2.0k 402.34
CoStar (CSGP) 0.3 $780k 9.2k 84.37
Ishares Tr Rus 1000 Etf (IWB) 0.3 $769k 2.1k 365.48
Abbvie (ABBV) 0.3 $743k 3.2k 231.56
General Dynamics Corporation (GD) 0.2 $706k 2.1k 340.99
Bank of America Corporation (BAC) 0.2 $695k 14k 51.59
Ge Vernova (GEV) 0.2 $692k 1.1k 614.67
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $679k 2.3k 293.73
Williams-Sonoma (WSM) 0.2 $656k 3.4k 195.46
Stryker Corporation (SYK) 0.2 $618k 1.7k 369.61
Oracle Corporation (ORCL) 0.2 $585k 2.1k 281.28
American Tower Reit (AMT) 0.2 $581k 3.0k 192.34
Johnson & Johnson (JNJ) 0.2 $573k 3.1k 185.44
UnitedHealth (UNH) 0.2 $523k 1.5k 345.31
Coca-Cola Company (KO) 0.2 $522k 7.9k 66.32
Ishares Tr Core S&p500 Etf (IVV) 0.2 $513k 767.00 668.86
Schlumberger Com Stk (SLB) 0.2 $510k 15k 34.37
Genuine Parts Company (GPC) 0.2 $502k 3.6k 138.59
Diageo Spon Adr New (DEO) 0.2 $475k 5.0k 95.43
Paypal Holdings (PYPL) 0.2 $468k 7.0k 67.06
Automatic Data Processing (ADP) 0.2 $450k 1.5k 293.45
eBay (EBAY) 0.2 $444k 4.9k 90.95
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $418k 1.5k 271.12
NVIDIA Corporation (NVDA) 0.1 $412k 2.2k 186.56
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $410k 3.5k 118.82
Abbott Laboratories (ABT) 0.1 $384k 2.9k 133.93
Raytheon Technologies Corp (RTX) 0.1 $366k 2.2k 167.36
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $355k 2.2k 159.92
Wal-Mart Stores (WMT) 0.1 $340k 3.3k 103.05
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $340k 725.00 468.41
Copart (CPRT) 0.1 $339k 7.5k 44.97
Capital One Financial (COF) 0.1 $318k 1.5k 212.54
United Parcel Service CL B (UPS) 0.1 $310k 3.7k 83.54
Huntington Ingalls Inds (HII) 0.1 $302k 1.0k 287.98
Constellation Energy (CEG) 0.1 $290k 882.00 328.96
Yum! Brands (YUM) 0.1 $289k 1.9k 151.97
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $286k 12k 24.30
Vanguard Index Fds Small Cp Etf (VB) 0.1 $286k 1.1k 254.27
Duke Energy Corp Com New (DUK) 0.1 $283k 2.3k 123.73
Expeditors International of Washington (EXPD) 0.1 $265k 2.2k 122.57
Kenvue (KVUE) 0.1 $256k 16k 16.23
Southern Company (SO) 0.1 $246k 2.6k 94.78
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $232k 1.8k 129.73
Kla Corp Com New (KLAC) 0.1 $230k 213.00 1081.04
Cisco Systems (CSCO) 0.1 $216k 3.2k 68.43