Buttonwood Financial Advisors Inc.
Holdings as of 2026-06-30, filed 2026-07-13
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 13 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
110
Value reported by manager
$328.7M
Sum of our stored positions
$328.7M
should match the line above
Disclosure lag
13 d
quarter end to filing
Top 5 concentration
29.8%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
110 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $28.2M | 271,209 | — | 92189F643 |
| ALPHABET INC | CAP STK CL A | $22M | 61,556 | — | 02079K305 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $19.4M | 426,451 | — | 316188309 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $15.5M | 200,861 | — | 316092600 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $12.8M | 136,583 | — | 921946810 |
| ISHARES TR | CORE 1 5 YR USD | $12.6M | 261,384 | — | 46432F859 |
| MICROSOFT CORP | COM | $11.6M | 31,133 | — | 594918104 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $11.4M | 22,874 | — | 084670702 |
| ARROW ELECTRS INC | COM | $10.5M | 49,343 | — | 042735100 |
| TERADYNE INC | COM | $10.2M | 21,130 | — | 880770102 |
| ISHARES TR | 1 3 YR TREAS BD | $9.4M | 114,361 | — | 464287457 |
| APPLIED MATLS INC | COM | $8.9M | 12,250 | — | 038222105 |
| META PLATFORMS INC | CL A | $8.1M | 14,339 | — | 30303M102 |
| MARKEL GROUP INC | COM | $7M | 3,590 | — | 570535104 |
| ASML HLDG NV | N Y REGISTRY SHS | $6.6M | 3,329 | — | N07059210 |
| AMAZON COM INC | COM | $6.6M | 27,552 | — | 023135106 |
| MICROCHIP TECHNOLOGY INC. | COM | $5.7M | 62,382 | — | 595017104 |
| VISA INC | COM CL A | $5M | 14,501 | — | 92826C839 |
| APPLE INC | COM | $4.2M | 14,395 | — | 037833100 |
| CANADIAN NAT RES LTD MED TER | COM | $4.1M | 104,258 | — | 136385101 |
| SERVICENOW INC | COM | $4M | 40,304 | — | 81762P102 |
| SCHWAB CHARLES CORP | COM | $3.9M | 42,083 | — | 808513105 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | $3.8M | 85,038 | — | 25434V708 |
| EXXON MOBIL CORP | COM | $3.7M | 27,322 | — | 30231G102 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $3.6M | 15,424 | — | 921908844 |
| S&P GLOBAL INC | COM | $3.4M | 8,303 | — | 78409V104 |
| ISHARES TR | CORE S&P TTL STK | $3.2M | 19,474 | — | 464287150 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | $3.2M | 38,802 | — | 03524A108 |
| BROOKFIELD CORP | CL A LTD VT SH | $3.2M | 74,143 | — | 11271J107 |
| COSTAR GROUP INC | COM | $2.9M | 103,911 | — | 22160N109 |
| COPART INC | COM | $2.8M | 100,955 | — | 217204106 |
| FISERV INC | COM | $2.7M | 55,841 | — | 337738108 |
| AMERICAN EXPRESS CO | COM | $2.7M | 8,084 | — | 025816109 |
| ADOBE INC | COM | $2.6M | 12,798 | — | 00724F101 |
| FAIR ISAAC CORP | COM | $2.6M | 2,143 | — | 303250104 |
| EMERSON ELEC CO | COM | $2.3M | 15,880 | — | 291011104 |
| VANGUARD WORLD FD | MEGA CAP INDEX | $2.3M | 8,270 | — | 921910873 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | $2.1M | 10,379 | — | 922908512 |
| HOME DEPOT INC | COM | $2M | 5,806 | — | 437076102 |
| CHIPOTLE MEXICAN GRILL INC | COM | $2M | 59,476 | — | 169656105 |
| DISNEY WALT CO | COM | $1.9M | 19,871 | — | 254687106 |
| LOCKHEED MARTIN CORP | COM | $1.8M | 3,623 | — | 539830109 |
| PEPSICO INC | COM | $1.5M | 11,426 | — | 713448108 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.5M | 4,119 | — | 922908769 |
| GE AEROSPACE | COM NEW | $1.5M | 4,064 | — | 369604301 |
| HERSHEY CO | COM | $1.4M | 8,027 | — | 427866108 |
| NETFLIX INC. | COM | $1.4M | 19,069 | — | 64110L106 |
| ISHARES TR | CORE S&P MCP ETF | $1.3M | 16,651 | — | 464287507 |
| MASTERCARD INCORPORATED | CL A | $1.3M | 2,480 | — | 57636Q104 |
| LOWES COS INC | COM | $1.2M | 5,607 | — | 548661107 |
| GE VERNOVA INC | COM | $1.2M | 1,035 | — | 36828A101 |
| MCDONALDS CORP | COM | $1.2M | 4,429 | — | 580135101 |
| BLACKROCK INC | COM | $1.2M | 1,239 | — | 09290D101 |
| STARBUCKS CORP | COM | $1.2M | 11,644 | — | 855244109 |
| ALPHABET INC | CAP STK CL C | $1.1M | 3,218 | — | 02079K107 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.1M | 1,483 | — | 78462F103 |
| JPMORGAN CHASE & CO | COM | $1.1M | 3,329 | — | 46625H100 |
| LPL FINL HLDGS INC | COM | $1M | 3,685 | — | 50212V100 |
| BROADRIDGE FINL SOLUTIONS IN | COM | $990.4K | 7,232 | — | 11133T103 |
| 3M CO | COM | $989.8K | 6,113 | — | 88579Y101 |
| ISHARES TR | ISHARES SEMICDTR | $986.8K | 1,540 | — | 464287523 |
| COSTCO WHOLESALE CORPORATION | COM | $944.8K | 1,010 | — | 22160K105 |
| BOOKING HOLDINGS INC | COM | $865.5K | 4,856 | — | 09857L108 |
| VANGUARD INDEX FDS | GROWTH ETF | $814.4K | 9,455 | — | 922908736 |
| ABBVIE INC | COM | $803.5K | 3,193 | — | 00287Y109 |
| ISHARES TR | RUS 1000 ETF | $785.8K | 1,919 | — | 464287622 |
| VANGUARD WORLD FD | MEGA GRWTH IND | $768K | 8,736 | — | 921910816 |
| WILLIAMS SONOMA INC | COM | $735.7K | 3,156 | — | 969904101 |
| BANK OF AMER CORP | COM | $729.3K | 12,800 | — | 060505104 |
| ACCENTURE PLC IRELAND | SHS CLASS A | $717.7K | 5,768 | — | G1151C101 |
| GENERAL DYNAMICS CORP | COM | $708.5K | 2,000 | — | 369550108 |
| VANGUARD INDEX FDS | MID CAP ETF | $699.7K | 8,684 | — | 922908629 |
| PROCTER & GAMBLE CO | COM | $697.2K | 4,755 | — | 742718109 |
| SLB LIMITED | COM STK | $665.3K | 14,311 | — | 806857108 |
| JOHNSON & JOHNSON | COM | $658K | 2,591 | — | 478160104 |
| KLA CORP | COM NEW | $645.1K | 2,138 | — | 482480100 |
| INTERCONTINENTAL EXCHANGE IN | COM | $631.7K | 5,131 | — | 45866F104 |
| UNITEDHEALTH GROUP INC | COM | $567.5K | 1,365 | — | 91324P102 |
| ISHARES TR | CORE S&P500 ETF | $545.6K | 729 | — | 464287200 |
| COCA COLA CO | COM | $541.7K | 6,666 | — | 191216100 |
| STRYKER CORPORATION | COM | $510K | 1,620 | — | 863667101 |
| AMERICAN TOWER CORP | COM | $471.5K | 2,883 | — | 03027X100 |
| NVIDIA CORPORATION | COM | $440.1K | 2,200 | — | 67066G104 |
| ISHARES TR | CORE S&P SCP ETF | $426.1K | 2,873 | — | 464287804 |
| UNITED PARCEL SVCS INC | CL B | $369.6K | 3,438 | — | 911312106 |
| RTX CORPORATION | COM | $362.5K | 1,910 | — | 75513E101 |
| EXPEDITORS INTL WASH INC | COM | $352.8K | 2,165 | — | 302130109 |
| AUTOMATIC DATA PROCESSING IN | COM | $343.5K | 1,534 | — | 053015103 |
| EBAY INC. | COM | $333.7K | 2,987 | — | 278642103 |
| ISHARES TR | RUS 1000 GRW ETF | $326.3K | 2,628 | — | 464287614 |
| CONSTELLATION BRANDS INC | CL A | $312.4K | 2,246 | — | 21036P108 |
| YUM BRANDS INC | COM | $303.7K | 1,900 | — | 988498101 |
| CISCO SYS INC | COM | $302.7K | 2,577 | — | 17275R102 |
| ADVANCED MICRO DEVICES INC | COM | $300.3K | 517 | — | 007903107 |
| WALMART INC | COM | $296.9K | 2,621 | — | 931142103 |
| HUNTINGTON INGALLS INDS INC | COM | $293.7K | 1,049 | — | 446413106 |
| CAPITAL ONE FINL CORP | COM | $289K | 1,441 | — | 14040H105 |
| GENUINE PARTS CO | COM | $284.4K | 2,411 | — | 372460105 |
| ISHARES TR | IBONDS DEC2026 | $282.5K | 11,658 | — | 46435GAA0 |
| DUKE ENERGY CORP NEW | COM NEW | $277.2K | 2,190 | — | 26441C204 |
| ORACLE CORP | COM | $266.1K | 1,816 | — | 68389X105 |
| VANGUARD INDEX FDS | SMALL CP ETF | $263.3K | 869 | — | 922908751 |
| ABBOTT LABORATORIES | COM | $253K | 2,789 | — | 002824100 |
| SOUTHERN CO | COM | $248.9K | 2,600 | — | 842587107 |
| PAYPAL HLDGS INC | COM | $244.2K | 5,655 | — | 70450Y103 |
| VANGUARD STAR FDS | VG TL INTL STK F | $239K | 2,795 | — | 921909768 |
| ISHARES TR | S&P MC 400VL ETF | $238.6K | 1,615 | — | 464287705 |
| CHEVRON CORPORATION | COM | $233.7K | 1,410 | — | 166764100 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | $221.7K | 1,991 | — | 03990B101 |
| NEXTERA ENERGY INC | COM | $220K | 2,507 | — | 65339F101 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-13