Buttonwood Financial Advisors

Buttonwood Financial Advisors as of Dec. 31, 2025

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