Buttonwood Financial Advisors

Buttonwood Financial Advisors as of June 30, 2026

Portfolio Holdings for Buttonwood Financial Advisors

Buttonwood Financial Advisors holds 110 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 8.6 $28M 271k 103.96
Alphabet Cap Stk Cl A (GOOGL) 6.7 $22M 62k 357.37
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.9 $19M 427k 45.49
Fidelity Covington Trust Msci Hlth Care I (FHLC) 4.7 $16M 201k 77.25
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 3.9 $13M 137k 93.38
Ishares Tr Core 1 5 Yr Usd (ISTB) 3.8 $13M 261k 48.25
Microsoft Corporation (MSFT) 3.5 $12M 31k 373.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $11M 23k 500.39
Arrow Electronics (ARW) 3.2 $11M 49k 213.41
Teradyne (TER) 3.1 $10M 21k 483.83
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.9 $9.4M 114k 82.11
Applied Materials (AMAT) 2.7 $8.9M 12k 722.98
Meta Platforms Cl A (META) 2.5 $8.1M 14k 563.28
Markel Corporation (MKL) 2.1 $7.0M 3.6k 1953.15
Asml Hldg Nv N Y Registry Shs (ASML) 2.0 $6.6M 3.3k 1989.36
Amazon (AMZN) 2.0 $6.6M 28k 238.34
Microchip Technology (MCHP) 1.7 $5.7M 62k 91.20
Visa Com Cl A (V) 1.5 $5.0M 15k 343.10
Apple (AAPL) 1.3 $4.2M 14k 289.36
Canadian Natural Resources (CNQ) 1.3 $4.1M 104k 39.50
Servicenow (NOW) 1.2 $4.0M 40k 99.28
Charles Schwab Corporation (SCHW) 1.2 $3.9M 42k 92.27
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 1.1 $3.8M 85k 44.36
Exxon Mobil Corporation (XOM) 1.1 $3.7M 27k 136.72
Vanguard Specialized Funds Div App Etf (VIG) 1.1 $3.6M 15k 236.62
S&p Global (SPGI) 1.0 $3.4M 8.3k 407.24
Ishares Tr Core S&p Ttl Stk (ITOT) 1.0 $3.2M 20k 164.27
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) 1.0 $3.2M 39k 82.40
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.0 $3.2M 74k 42.59
CoStar (CSGP) 0.9 $2.9M 104k 28.32
Copart (CPRT) 0.9 $2.8M 101k 28.19
Fiserv (FISV) 0.8 $2.7M 56k 49.05
American Express Company (AXP) 0.8 $2.7M 8.1k 338.26
Adobe Systems Incorporated (ADBE) 0.8 $2.6M 13k 205.02
Fair Isaac Corporation (FICO) 0.8 $2.6M 2.1k 1194.78
Emerson Electric (EMR) 0.7 $2.3M 16k 143.15
Vanguard World Mega Cap Index (MGC) 0.7 $2.3M 8.3k 273.62
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.6 $2.1M 10k 197.60
Home Depot (HD) 0.6 $2.0M 5.8k 352.66
Chipotle Mexican Grill (CMG) 0.6 $2.0M 60k 34.00
Walt Disney Company (DIS) 0.6 $1.9M 20k 96.25
Lockheed Martin Corporation (LMT) 0.6 $1.8M 3.6k 509.45
Pepsi (PEP) 0.5 $1.5M 11k 135.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.5M 4.1k 370.05
Ge Aerospace Com New (GE) 0.5 $1.5M 4.1k 373.69
Hershey Company (HSY) 0.4 $1.4M 8.0k 175.45
Netflix (NFLX) 0.4 $1.4M 19k 71.40
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.3M 17k 77.11
Mastercard Incorporated Cl A (MA) 0.4 $1.3M 2.5k 513.60
Lowe's Companies (LOW) 0.4 $1.2M 5.6k 220.47
Ge Vernova (GEV) 0.4 $1.2M 1.0k 1174.48
McDonald's Corporation (MCD) 0.4 $1.2M 4.4k 270.31
Blackrock (BLK) 0.4 $1.2M 1.2k 961.61
Starbucks Corporation (SBUX) 0.4 $1.2M 12k 102.19
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.1M 3.2k 353.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $1.1M 1.5k 746.82
JPMorgan Chase & Co. (JPM) 0.3 $1.1M 3.3k 327.33
Lpl Financial Holdings (LPLA) 0.3 $1.0M 3.7k 281.68
Broadridge Financial Solutions (BR) 0.3 $990k 7.2k 136.95
3M Company (MMM) 0.3 $990k 6.1k 161.92
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $987k 1.5k 640.76
Costco Wholesale Corporation (COST) 0.3 $945k 1.0k 935.45
Booking Holdings (BKNG) 0.3 $866k 4.9k 178.24
Vanguard Index Fds Growth Etf (VUG) 0.2 $814k 9.5k 86.14
Abbvie (ABBV) 0.2 $804k 3.2k 251.66
Ishares Tr Rus 1000 Etf (IWB) 0.2 $786k 1.9k 409.50
Vanguard World Mega Grwth Ind (MGK) 0.2 $768k 8.7k 87.91
Williams-Sonoma (WSM) 0.2 $736k 3.2k 233.11
Bank of America Corporation (BAC) 0.2 $729k 13k 56.98
Accenture Plc Ireland Shs Class A (ACN) 0.2 $718k 5.8k 124.43
General Dynamics Corporation (GD) 0.2 $709k 2.0k 354.23
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $700k 8.7k 80.57
Procter & Gamble Company (PG) 0.2 $697k 4.8k 146.63
SLB Com Stk (SLB) 0.2 $665k 14k 46.49
Johnson & Johnson (JNJ) 0.2 $658k 2.6k 253.96
Kla Corp Com New (KLAC) 0.2 $645k 2.1k 301.71
Intercontinental Exchange (ICE) 0.2 $632k 5.1k 123.11
UnitedHealth (UNH) 0.2 $568k 1.4k 415.72
Ishares Tr Core S&p500 Etf (IVV) 0.2 $546k 729.00 748.38
Coca-Cola Company (KO) 0.2 $542k 6.7k 81.27
Stryker Corporation (SYK) 0.2 $510k 1.6k 314.81
American Tower Reit (AMT) 0.1 $472k 2.9k 163.55
NVIDIA Corporation (NVDA) 0.1 $440k 2.2k 200.06
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $426k 2.9k 148.31
United Parcel Svcs CL B (UPS) 0.1 $370k 3.4k 107.51
Raytheon Technologies Corp (RTX) 0.1 $363k 1.9k 189.77
Expeditors International of Washington (EXPD) 0.1 $353k 2.2k 162.98
Automatic Data Processing (ADP) 0.1 $344k 1.5k 223.91
eBay (EBAY) 0.1 $334k 3.0k 111.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $326k 2.6k 124.17
Constellation Brands Cl A (STZ) 0.1 $312k 2.2k 139.10
Yum! Brands (YUM) 0.1 $304k 1.9k 159.83
Cisco Systems (CSCO) 0.1 $303k 2.6k 117.45
Advanced Micro Devices (AMD) 0.1 $300k 517.00 580.84
Wal-Mart Stores (WMT) 0.1 $297k 2.6k 113.28
Huntington Ingalls Inds (HII) 0.1 $294k 1.0k 279.96
Capital One Financial (COF) 0.1 $289k 1.4k 200.58
Genuine Parts Company (GPC) 0.1 $284k 2.4k 117.96
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $283k 12k 24.23
Duke Energy Corp Com New (DUK) 0.1 $277k 2.2k 126.56
Oracle Corporation (ORCL) 0.1 $266k 1.8k 146.51
Vanguard Index Fds Small Cp Etf (VB) 0.1 $263k 869.00 302.97
Abbott Laboratories (ABT) 0.1 $253k 2.8k 90.73
Southern Company (SO) 0.1 $249k 2.6k 95.72
Paypal Holdings (PYPL) 0.1 $244k 5.7k 43.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $239k 2.8k 85.50
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $239k 1.6k 147.75
Chevron Corporation (CVX) 0.1 $234k 1.4k 165.74
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $222k 2.0k 111.33
Nextera Energy (NEE) 0.1 $220k 2.5k 87.76