Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2026)

About Buttonwood Financial Advisors Inc.

Investment Activity

Buttonwood Financial Advisors Inc. has $328.72 million in total holdings as of June 30, 2026.
Buttonwood Financial Advisors Inc. owns shares of 110 different stocks, but just 33 companies or ETFs make up 80% of its holdings.
Approximately 4.16% of the portfolio was purchased this quarter.
About 2.69% of the portfolio was sold this quarter.
This quarter, Buttonwood Financial Advisors Inc. has purchased 108 new stocks and bought additional shares in 26 stocks.
Buttonwood Financial Advisors Inc. sold shares of 68 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

VanEck Morningstar Wide Moat ETF: $28,194,869
Alphabet: $21,998,119
Fidelity Total Bond ETF: $19,399,272
Fidelity MSCI Health Care Index ETF: $15,516,526
Vanguard International Dividend Appreciation ETF: $12,754,140

Largest New Holdings this Quarter

57636Q104 - Mastercard: $1,273,728 Holding
007903107 - Advanced Micro Devices: $300,293 Holding
921909768 - Vanguard Total International Stock ETF: $238,970 Holding
166764100 - Chevron: $233,698 Holding

Largest Purchases this Quarter

Microsoft: 4,401 shares (about $1.64M)
Mastercard: 2,480 shares (about $1.27M)
CoStar Group: 39,279 shares (about $1.11M)
ServiceNow: 11,149 shares (about $1.11M)
Fidelity Total Bond ETF: 19,324 shares (about $879.05K)

Largest Sales this Quarter

iShares Core 1-5 Year USD Bond ETF: 36,810 shares (about $1.78M)
Starbucks: 9,546 shares (about $975.53K)
Teradyne: 1,977 shares (about $956.53K)
Alphabet: 2,074 shares (about $741.18K)
Applied Materials: 885 shares (about $639.84K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MOAT VanEck Morningstar Wide Moat ETF	$28,194,869	$326,850 â–¼	-1.1%	271,209	8.6%	ETF
GOOGL Alphabet	$21,998,119	$741,180 â–¼	-3.3%	61,556	6.7%	Computer and Technology
FBND Fidelity Total Bond ETF	$19,399,272	$879,049 â–²	4.7%	426,451	5.9%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$15,516,526	$106,296 â–¼	-0.7%	200,861	4.7%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$12,754,140	$878,987 â–²	7.4%	136,583	3.9%	ETF
ISTB iShares Core 1-5 Year USD Bond ETF	$12,611,755	$1,776,079 â–¼	-12.3%	261,384	3.8%	Manufacturing
MSFT Microsoft	$11,613,104	$1,641,643 â–²	16.5%	31,133	3.5%	Computer and Technology
BRK.B Berkshire Hathaway	$11,446,005	$47,037 â–²	0.4%	22,874	3.5%	Finance
ARW Arrow Electronics	$10,530,254	$570,443 â–¼	-5.1%	49,343	3.2%	Computer and Technology
TER Teradyne	$10,223,331	$956,532 â–¼	-8.6%	21,130	3.1%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$9,390,221	$297,732 â–²	3.3%	114,361	2.9%	Manufacturing
AMAT Applied Materials	$8,856,518	$639,838 â–¼	-6.7%	12,250	2.7%	Computer and Technology
META Meta Platforms	$8,076,838	$70,973 â–¼	-0.9%	14,339	2.5%	Computer and Technology
MKL Markel Group	$7,011,794	$62,501 â–²	0.9%	3,590	2.1%	Multi-Sector Conglomerates
ASML ASML	$6,622,581	$31,830 â–¼	-0.5%	3,329	2.0%	Computer and Technology
AMZN Amazon.com	$6,566,804	$9,772 â–¼	-0.1%	27,552	2.0%	Retail/Wholesale
MCHP Microchip Technology	$5,689,210	$378,934 â–¼	-6.2%	62,382	1.7%	Computer and Technology
V Visa	$4,975,235	$1,029 â–¼	0.0%	14,501	1.5%	Business Services
AAPL Apple	$4,165,389	$47,745 â–¼	-1.1%	14,395	1.3%	Computer and Technology
CNQ Canadian Natural Resources	$4,118,194	$142,793 â–¼	-3.4%	104,258	1.3%	Energy
NOW ServiceNow	$4,001,381	$1,106,873 â–²	38.2%	40,304	1.2%	Computer and Technology
SCHW Charles Schwab	$3,883,041	$2,122 â–¼	-0.1%	42,083	1.2%	Finance
DFAC Dimensional U.S. Core Equity 2 ETF	$3,772,284	$25,729 â–¼	-0.7%	85,038	1.1%	ETF
XOM ExxonMobil	$3,735,471	$125,919 â–¼	-3.3%	27,322	1.1%	Energy
VIG Vanguard Dividend Appreciation ETF	$3,649,645	$166,818 â–¼	-4.4%	15,424	1.1%	ETF
SPGI S&P Global	$3,381,309	$495,203 â–²	17.2%	8,303	1.0%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$3,199,026	$95,770 â–¼	-2.9%	19,474	1.0%	ETF
BUD Anheuser-Busch InBev SA/NV	$3,197,284	$20,847 â–¼	-0.6%	38,802	1.0%	Consumer Staples
BN Brookfield	$3,157,760	$1,150 â–¼	0.0%	74,143	1.0%	Finance
CSGP CoStar Group	$2,942,760	$1,112,381 â–²	60.8%	103,911	0.9%	Computer and Technology
CPRT Copart	$2,845,921	$616,036 â–²	27.6%	100,955	0.9%	Business Services
FISERV INC	$2,738,977	$68,326 â–¼	-2.4%	55,841	0.8%	COM
AXP American Express	$2,734,456	$6,089 â–¼	-0.2%	8,084	0.8%	Finance
ADBE Adobe	$2,623,846	$87,749 â–¼	-3.2%	12,798	0.8%	Computer and Technology
FICO Fair Isaac	$2,560,414	$253,293 â–²	11.0%	2,143	0.8%	Computer and Technology
EMR Emerson Electric	$2,273,239	$10,164 â–¼	-0.4%	15,880	0.7%	Industrials
MGC Vanguard Mega Cap ETF	$2,262,832	$126,959 â–¼	-5.3%	8,270	0.7%	ETF
VOE Vanguard Mid-Cap Value ETF	$2,050,890	$111,051 â–²	5.7%	10,379	0.6%	ETF
HD Home Depot	$2,047,552	$15,517 â–¼	-0.8%	5,806	0.6%	Retail/Wholesale
CMG Chipotle Mexican Grill	$2,022,184	$243,032 â–¼	-10.7%	59,476	0.6%	Retail/Wholesale
DIS Walt Disney	$1,912,600	$17,421 â–¼	-0.9%	19,871	0.6%	Consumer Discretionary
LMT Lockheed Martin	$1,845,740	$20,378 â–²	1.1%	3,623	0.6%	Aerospace
PEP PepsiCo	$1,547,082	$27,215 â–¼	-1.7%	11,426	0.5%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,524,253	$59,209 â–¼	-3.7%	4,119	0.5%	ETF
GE GE Aerospace	$1,518,692	$18,685 â–¼	-1.2%	4,064	0.5%	Aerospace
HSY Hershey	$1,408,306	$18,071 â–¼	-1.3%	8,027	0.4%	Consumer Staples
NFLX Netflix	$1,361,557	$1,499 â–¼	-0.1%	19,069	0.4%	Consumer Discretionary
IJH iShares Core S&P Mid-Cap ETF	$1,283,987	$231 â–²	0.0%	16,651	0.4%	ETF
MA Mastercard	$1,273,728	$1,273,728 â–²	New Holding	2,480	0.4%	Business Services
LOW Lowe's Companies	$1,236,177	$441 â–¼	0.0%	5,607	0.4%	Retail/Wholesale
GE VERNOVA INC	$1,215,588	$34,060 â–¼	-2.7%	1,035	0.4%	COM
MCD McDonald's	$1,197,210	$2,162 â–¼	-0.2%	4,429	0.4%	Retail/Wholesale
BLACKROCK INC	$1,191,431	$9,616 â–¼	-0.8%	1,239	0.4%	COM
SBUX Starbucks	$1,189,925	$975,526 â–¼	-45.0%	11,644	0.4%	Retail/Wholesale
GOOG Alphabet	$1,136,940	$14,839 â–¼	-1.3%	3,218	0.3%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,107,529		0.0%	1,483	0.3%	Finance
JPM JPMorgan Chase & Co.	$1,089,679	$1,964 â–¼	-0.2%	3,329	0.3%	Finance
LPLA LPL Financial	$1,037,991	$301,398 â–²	40.9%	3,685	0.3%	Finance
BR Broadridge Financial Solutions	$990,422	$361,274 â–²	57.4%	7,232	0.3%	Computer and Technology
MMM 3M	$989,800	$162 â–²	0.0%	6,113	0.3%	Multi-Sector Conglomerates
SOXX iShares Semiconductor ETF	$986,770	$641 â–¼	-0.1%	1,540	0.3%	ETF
COST Costco Wholesale	$944,808	$38,354 â–¼	-3.9%	1,010	0.3%	Retail/Wholesale
BKNG Booking	$865,543	$830,964 â–²	2,403.1%	4,856	0.3%	Retail/Wholesale
VUG Vanguard Growth ETF	$814,443	$678,085 â–²	497.3%	9,455	0.2%	ETF
ABBV AbbVie	$803,536	$503 â–²	0.1%	3,193	0.2%	Medical
IWB iShares Russell 1000 ETF	$785,831	$12,285 â–¼	-1.5%	1,919	0.2%	ETF
MGK Vanguard Mega Cap Growth ETF	$767,990	$606,849 â–²	376.6%	8,736	0.2%	ETF
WSM Williams-Sonoma	$735,690	$46,855 â–¼	-6.0%	3,156	0.2%	Retail/Wholesale
BAC Bank of America	$729,344	$5,983 â–¼	-0.8%	12,800	0.2%	Finance
ACN Accenture	$717,721	$2,737 â–¼	-0.4%	5,768	0.2%	Computer and Technology
GD General Dynamics	$708,451	$708 â–¼	-0.1%	2,000	0.2%	Aerospace
VO Vanguard Mid-Cap ETF	$699,703	$515,028 â–²	278.9%	8,684	0.2%	ETF
PG Procter & Gamble	$697,234	$4,985 â–¼	-0.7%	4,755	0.2%	Consumer Staples
SLB SLB	$665,332	$21,525 â–¼	-3.1%	14,311	0.2%	Energy
JNJ Johnson & Johnson	$658,001	$12,444 â–¼	-1.9%	2,591	0.2%	Medical
KLAC KLA	$645,050	$580,485 â–²	899.1%	2,138	0.2%	Computer and Technology
ICE Intercontinental Exchange	$631,677	$1,231 â–¼	-0.2%	5,131	0.2%	Finance
UNH UnitedHealth Group	$567,464	$12,472 â–¼	-2.2%	1,365	0.2%	Medical
IVV iShares Core S&P 500 ETF	$545,566	$17,213 â–¼	-3.1%	729	0.2%	ETF
KO CocaCola	$541,726	$14,140 â–¼	-2.5%	6,666	0.2%	Consumer Staples
SYK Stryker	$509,993	$10,074 â–¼	-1.9%	1,620	0.2%	Medical
AMT American Tower	$471,511	$327 â–²	0.1%	2,883	0.1%	Finance
NVDA NVIDIA	$440,143		0.0%	2,200	0.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$426,106	$10,382 â–¼	-2.4%	2,873	0.1%	ETF
UPS United Parcel Service	$369,618	$2,688 â–¼	-0.7%	3,438	0.1%	Transportation
RTX RTX	$362,457	$8,160 â–¼	-2.2%	1,910	0.1%	Aerospace
EXPD Expeditors International of Washington	$352,843		0.0%	2,165	0.1%	Transportation
ADP Automatic Data Processing	$343,483		0.0%	1,534	0.1%	Computer and Technology
EBAY eBay	$333,747	$80,560 â–¼	-19.4%	2,987	0.1%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$326,319	$244,739 â–²	300.0%	2,628	0.1%	ETF
STZ Constellation Brands	$312,420	$53,832 â–¼	-14.7%	2,246	0.1%	Consumer Staples
YUM Yum! Brands	$303,680		0.0%	1,900	0.1%	Retail/Wholesale
CSCO Cisco Systems	$302,659	$5,755 â–¼	-1.9%	2,577	0.1%	Computer and Technology
AMD Advanced Micro Devices	$300,293	$300,293 â–²	New Holding	517	0.1%	Computer and Technology
WALMART INC	$296,899	$25,147 â–¼	-7.8%	2,621	0.1%	COM
HII Huntington Ingalls Industries	$293,673		0.0%	1,049	0.1%	Aerospace
COF Capital One Financial	$289,034		0.0%	1,441	0.1%	Finance
GPC Genuine Parts	$284,404		0.0%	2,411	0.1%	Retail/Wholesale
IBDR iShares iBonds Dec 2026 Term Corporate ETF	$282,473		0.0%	11,658	0.1%	ETF
DUK Duke Energy	$277,158	$506 â–¼	-0.2%	2,190	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2026)

About Buttonwood Financial Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2026)

About Buttonwood Financial Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofButtonwood Financial Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools