Buttonwood Financial Advisors Inc. Top Holdings and 13F Report (2026) About Buttonwood Financial Advisors Inc.Investment ActivityButtonwood 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 $28,194,869Alphabet $21,998,119Fidelity Total Bond ETF $19,399,272Fidelity MSCI Health Care Index ETF $15,516,526Vanguard International Dividend Appreciation ETF $12,754,140 Largest New Holdings this Quarter 57636Q104 - Mastercard $1,273,728 Holding007903107 - Advanced Micro Devices $300,293 Holding921909768 - Vanguard Total International Stock ETF $238,970 Holding166764100 - 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 TimeMap of 500 Largest Holdings ofButtonwood Financial Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMOATVanEck Morningstar Wide Moat ETF$28,194,869$326,850 â–¼-1.1%271,2098.6%ETFGOOGLAlphabet$21,998,119$741,180 â–¼-3.3%61,5566.7%Communication ServicesFBNDFidelity Total Bond ETF$19,399,272$879,049 â–²4.7%426,4515.9%ETFFHLCFidelity MSCI Health Care Index ETF$15,516,526$106,296 â–¼-0.7%200,8614.7%ETFVIGIVanguard International Dividend Appreciation ETF$12,754,140$878,987 â–²7.4%136,5833.9%ETFISTBiShares Core 1-5 Year USD Bond ETF$12,611,755$1,776,079 â–¼-12.3%261,3843.8%ETFMSFTMicrosoft$11,613,104$1,641,643 â–²16.5%31,1333.5%TechnologyBRK.BBerkshire Hathaway$11,446,005$47,037 â–²0.4%22,8743.5%FinanceARWArrow Electronics$10,530,254$570,443 â–¼-5.1%49,3433.2%TechnologyTERTeradyne$10,223,331$956,532 â–¼-8.6%21,1303.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$9,390,221$297,732 â–²3.3%114,3612.9%ETFAMATApplied Materials$8,856,518$639,838 â–¼-6.7%12,2502.7%TechnologyMETAMeta Platforms$8,076,838$70,973 â–¼-0.9%14,3392.5%Communication ServicesMKLMarkel Group$7,011,794$62,501 â–²0.9%3,5902.1%FinanceASMLASML$6,622,581$31,830 â–¼-0.5%3,3292.0%TechnologyAMZNAmazon.com$6,566,804$9,772 â–¼-0.1%27,5522.0%Consumer DiscretionaryMCHPMicrochip Technology$5,689,210$378,934 â–¼-6.2%62,3821.7%TechnologyVVisa$4,975,235$1,029 â–¼0.0%14,5011.5%FinanceAAPLApple$4,165,389$47,745 â–¼-1.1%14,3951.3%TechnologyCNQCanadian Natural Resources$4,118,194$142,793 â–¼-3.4%104,2581.3%EnergyNOWServiceNow$4,001,381$1,106,873 â–²38.2%40,3041.2%TechnologySCHWCharles Schwab$3,883,041$2,122 â–¼-0.1%42,0831.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$3,772,284$25,729 â–¼-0.7%85,0381.1%ETFXOMExxonMobil$3,735,471$125,919 â–¼-3.3%27,3221.1%EnergyVIGVanguard Dividend Appreciation ETF$3,649,645$166,818 â–¼-4.4%15,4241.1%ETFSPGIS&P Global$3,381,309$495,203 â–²17.2%8,3031.0%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$3,199,026$95,770 â–¼-2.9%19,4741.0%ETFBUDAnheuser-Busch InBev SA/NV$3,197,284$20,847 â–¼-0.6%38,8021.0%Consumer StaplesBNBrookfield$3,157,760$1,150 â–¼0.0%74,1431.0%FinanceCSGPCoStar Group$2,942,760$1,112,381 â–²60.8%103,9110.9%Real EstateCPRTCopart$2,845,921$616,036 â–²27.6%100,9550.9%IndustrialsFISERV INC$2,738,977$68,326 â–¼-2.4%55,8410.8%COMAXPAmerican Express$2,734,456$6,089 â–¼-0.2%8,0840.8%FinanceADBEAdobe$2,623,846$87,749 â–¼-3.2%12,7980.8%TechnologyFICOFair Isaac$2,560,414$253,293 â–²11.0%2,1430.8%TechnologyEMREmerson Electric$2,273,239$10,164 â–¼-0.4%15,8800.7%IndustrialsMGCVanguard Mega Cap ETF$2,262,832$126,959 â–¼-5.3%8,2700.7%ETFVOEVanguard Mid-Cap Value ETF$2,050,890$111,051 â–²5.7%10,3790.6%ETFHDHome Depot$2,047,552$15,517 â–¼-0.8%5,8060.6%Consumer DiscretionaryCMGChipotle Mexican Grill$2,022,184$243,032 â–¼-10.7%59,4760.6%Consumer DiscretionaryDISWalt Disney$1,912,600$17,421 â–¼-0.9%19,8710.6%Communication ServicesLMTLockheed Martin$1,845,740$20,378 â–²1.1%3,6230.6%IndustrialsPEPPepsiCo$1,547,082$27,215 â–¼-1.7%11,4260.5%Consumer StaplesVTIVanguard Total Stock Market ETF$1,524,253$59,209 â–¼-3.7%4,1190.5%ETFGEGE Aerospace$1,518,692$18,685 â–¼-1.2%4,0640.5%IndustrialsHSYHershey$1,408,306$18,071 â–¼-1.3%8,0270.4%Consumer StaplesNFLXNetflix$1,361,557$1,499 â–¼-0.1%19,0690.4%Communication ServicesIJHiShares Core S&P Mid-Cap ETF$1,283,987$231 â–²0.0%16,6510.4%ETFMAMastercard$1,273,728$1,273,728 â–²New Holding2,4800.4%FinanceLOWLowe's Companies$1,236,177$441 â–¼0.0%5,6070.4%Consumer DiscretionaryGE VERNOVA INC$1,215,588$34,060 â–¼-2.7%1,0350.4%COMMCDMcDonald's$1,197,210$2,162 â–¼-0.2%4,4290.4%Consumer DiscretionaryBLACKROCK INC$1,191,431$9,616 â–¼-0.8%1,2390.4%COMSBUXStarbucks$1,189,925$975,526 â–¼-45.0%11,6440.4%Consumer DiscretionaryGOOGAlphabet$1,136,940$14,839 â–¼-1.3%3,2180.3%Communication ServicesSPYSPDR S&P 500 ETF Trust$1,107,5290.0%1,4830.3%ETFJPMJPMorgan Chase & Co.$1,089,679$1,964 â–¼-0.2%3,3290.3%FinanceLPLALPL Financial$1,037,991$301,398 â–²40.9%3,6850.3%FinanceBRBroadridge Financial Solutions$990,422$361,274 â–²57.4%7,2320.3%IndustrialsMMM3M$989,800$162 â–²0.0%6,1130.3%IndustrialsSOXXiShares Semiconductor ETF$986,770$641 â–¼-0.1%1,5400.3%ETFCOSTCostco Wholesale$944,808$38,354 â–¼-3.9%1,0100.3%Consumer StaplesBKNGBooking$865,543$830,964 â–²2,403.1%4,8560.3%Consumer DiscretionaryVUGVanguard Growth ETF$814,443$678,085 â–²497.3%9,4550.2%ETFABBVAbbVie$803,536$503 â–²0.1%3,1930.2%HealthcareIWBiShares Russell 1000 ETF$785,831$12,285 â–¼-1.5%1,9190.2%ETFMGKVanguard Mega Cap Growth ETF$767,990$606,849 â–²376.6%8,7360.2%ETFWSMWilliams-Sonoma$735,690$46,855 â–¼-6.0%3,1560.2%Consumer DiscretionaryBACBank of America$729,344$5,983 â–¼-0.8%12,8000.2%FinanceACNAccenture$717,721$2,737 â–¼-0.4%5,7680.2%TechnologyGDGeneral Dynamics$708,451$708 â–¼-0.1%2,0000.2%IndustrialsVOVanguard Mid-Cap ETF$699,703$515,028 â–²278.9%8,6840.2%ETFPGProcter & Gamble$697,234$4,985 â–¼-0.7%4,7550.2%Consumer StaplesSLBSLB$665,332$21,525 â–¼-3.1%14,3110.2%EnergyJNJJohnson & Johnson$658,001$12,444 â–¼-1.9%2,5910.2%HealthcareKLACKLA$645,050$580,485 â–²899.1%2,1380.2%TechnologyICEIntercontinental Exchange$631,677$1,231 â–¼-0.2%5,1310.2%FinanceUNHUnitedHealth Group$567,464$12,472 â–¼-2.2%1,3650.2%HealthcareIVViShares Core S&P 500 ETF$545,566$17,213 â–¼-3.1%7290.2%ETFKOCocaCola$541,726$14,140 â–¼-2.5%6,6660.2%Consumer StaplesSYKStryker$509,993$10,074 â–¼-1.9%1,6200.2%HealthcareAMTAmerican Tower$471,511$327 â–²0.1%2,8830.1%Real EstateNVDANVIDIA$440,1430.0%2,2000.1%TechnologyIJRiShares Core S&P Small-Cap ETF$426,106$10,382 â–¼-2.4%2,8730.1%ETFUPSUnited Parcel Service$369,618$2,688 â–¼-0.7%3,4380.1%IndustrialsRTXRTX$362,457$8,160 â–¼-2.2%1,9100.1%IndustrialsEXPDExpeditors International of Washington$352,8430.0%2,1650.1%IndustrialsADPAutomatic Data Processing$343,4830.0%1,5340.1%IndustrialsEBAYeBay$333,747$80,560 â–¼-19.4%2,9870.1%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$326,319$244,739 â–²300.0%2,6280.1%ETFSTZConstellation Brands$312,420$53,832 â–¼-14.7%2,2460.1%Consumer StaplesYUMYum! Brands$303,6800.0%1,9000.1%Consumer DiscretionaryCSCOCisco Systems$302,659$5,755 â–¼-1.9%2,5770.1%TechnologyAMDAdvanced Micro Devices$300,293$300,293 â–²New Holding5170.1%TechnologyWALMART INC$296,899$25,147 â–¼-7.8%2,6210.1%COMHIIHuntington Ingalls Industries$293,6730.0%1,0490.1%IndustrialsCOFCapital One Financial$289,0340.0%1,4410.1%FinanceGPCGenuine Parts$284,4040.0%2,4110.1%Consumer DiscretionaryIBDRiShares iBonds Dec 2026 Term Corporate ETF$282,4730.0%11,6580.1%ETFDUKDuke Energy$277,158$506 â–¼-0.2%2,1900.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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