Buttonwood Financial Advisors

Buttonwood Financial Advisors as of March 31, 2026

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 274k 96.70
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 6.2 $19M 407k 45.62
Alphabet Cap Stk Cl A (GOOGL) 6.1 $18M 64k 287.56
Ishares Tr Core 1 5 Yr Usd (ISTB) 4.8 $15M 298k 48.46
Fidelity Covington Trust Msci Hlth Care I (FHLC) 4.8 $14M 202k 70.36
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.8 $11M 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 27k 370.17
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.1 $9.1M 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 23k 296.45
Markel Corporation (MKL) 2.3 $6.8M 3.6k 1914.20
Amazon (AMZN) 1.9 $5.7M 28k 208.27
Canadian Natural Resources (CNQ) 1.8 $5.3M 108k 48.73
Exxon Mobil Corporation (XOM) 1.6 $4.8M 28k 169.66
Applied Materials (AMAT) 1.5 $4.5M 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 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 16k 215.06
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $3.3M 86k 38.86
Adobe Systems Incorporated (ADBE) 1.1 $3.2M 13k 243.08
Fiserv (FISV) 1.1 $3.2M 57k 55.80
Servicenow (NOW) 1.0 $3.0M 29k 104.55
S&p Global (SPGI) 1.0 $3.0M 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 20k 142.43
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 0.9 $2.7M 39k 69.37
Copart (CPRT) 0.9 $2.6M 79k 33.20
CoStar (CSGP) 0.9 $2.6M 65k 40.34
American Express Company (AXP) 0.8 $2.5M 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 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 1.9k 1067.54
Walt Disney Company (DIS) 0.6 $1.9M 20k 96.38
Home Depot (HD) 0.6 $1.9M 5.9k 328.87
Starbucks Corporation (SBUX) 0.6 $1.9M 21k 89.59
Netflix (NFLX) 0.6 $1.8M 19k 96.15
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $1.8M 9.8k 184.28
Pepsi (PEP) 0.6 $1.8M 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 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 3.3k 286.83
Ge Vernova (GEV) 0.3 $929k 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 2.6k 300.83
SLB Com Stk (SLB) 0.3 $759k 15k 51.39
Broadridge Financial Solutions (BR) 0.2 $746k 4.6k 162.48
Ishares Tr Rus 1000 Etf (IWB) 0.2 $695k 1.9k 356.56
Abbvie (ABBV) 0.2 $694k 3.2k 217.49
Procter & Gamble Company (PG) 0.2 $692k 4.8k 144.44
Vanguard Index Fds Growth Etf (VUG) 0.2 $691k 1.6k 436.74
General Dynamics Corporation (GD) 0.2 $687k 2.0k 343.21
Vanguard World Mega Grwth Ind (MGK) 0.2 $673k 1.8k 367.36
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $658k 2.3k 287.22
Johnson & Johnson (JNJ) 0.2 $645k 2.6k 244.43
Bank of America Corporation (BAC) 0.2 $629k 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 6.8k 76.06
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $507k 1.5k 328.66
American Tower Reit (AMT) 0.2 $497k 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 2.6k 150.01
NVIDIA Corporation (NVDA) 0.1 $384k 2.2k 174.38
UnitedHealth (UNH) 0.1 $377k 1.4k 270.51
Raytheon Technologies Corp (RTX) 0.1 $377k 2.0k 192.94
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $366k 2.9k 124.31
Wal-Mart Stores (WMT) 0.1 $353k 2.8k 124.28
United Parcel Svcs CL B (UPS) 0.1 $341k 3.5k 98.38
eBay (EBAY) 0.1 $338k 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 2.2k 130.92
Abbott Laboratories (ABT) 0.1 $286k 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 657.00 426.40
Oracle Corporation (ORCL) 0.1 $277k 1.9k 147.12
Vanguard Index Fds Small Cp Etf (VB) 0.1 $266k 1.0k 261.97
Capital One Financial (COF) 0.1 $263k 1.4k 182.39
Paypal Holdings (PYPL) 0.1 $256k 5.7k 45.23
Genuine Parts Company (GPC) 0.1 $255k 2.4k 105.73
Southern Company (SO) 0.1 $251k 2.6k 96.53
Nextera Energy (NEE) 0.1 $233k 2.5k 92.87
Northrop Grumman Corporation (NOC) 0.1 $221k 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 2.0k 109.12
Constellation Energy (CEG) 0.1 $207k 742.00 279.16
Cisco Systems (CSCO) 0.1 $204k 2.6k 77.59