Buttonwood Financial Advisors Inc.

Name: Buttonwood Financial Advisors Inc. 13F holdings, Q1 2025
Creator: Buttonwood Financial Advisors Inc.
Published: 2025-04-25

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 25, 2025), Buttonwood Financial Advisors Inc. reported 96 stock positions worth $227.5 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 10.6% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.5%) and Fidelity MSCI Health Care (FHLC, 5.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 3, added to 24 and reduced 61. The biggest buy was iShares Core 1-5 Year Usd Bo (ISTB, shares +14%) and the biggest sale Genuine Parts (GPC, shares −67%).

Most Recent 13F: Q2 2026
Location: BALTIMORE, MD
CIK: 0001904033
Portfolio Value: $227.5M (Q1 2025)
SEC Filing: 0001904033-25-000002 ↗ filed Apr 25, 2025

Holdings Value

Holdings 96 stocks · $227.5M


MOAT Vaneck Morningstar Wide Moat	10.57%	273,332	$24.1M	Add +6.8%
FBND Fidelity Total Bond ETF	5.47%	272,684	$12.4M	Add +6.6%
FHLC Fidelity MSCI Health Care	5.46%	181,826	$12.4M	Add +1.8%
BRK.B Berkshire Hathaway Inc. Class B	5.18%	22,123	$11.8M	Reduce -0.9%
GOOGL Alphabet Inc. Class A	4.61%	67,903	$10.5M	Add +5.9%
MSFT Microsoft Corp.	4.37%	26,471	$9.9M	Add +1.8%
META Meta Platforms Inc. Class A	4.08%	16,125	$9.3M	Reduce -3.9%
ISTB iShares Core 1-5 Year Usd Bo	3.94%	185,436	$9.0M	Add +13.8%
VIGI Vanguard Int Div App Indx FD	3.45%	94,766	$7.9M	Add +6.2%
SHY iShares 1-3 Year Treasury Bo	2.68%	73,622	$6.1M	Add +5.0%
ARW Arrow Electronics Inc.	2.61%	57,185	$5.9M	Add +22.0%
MKL Markel Group Inc.	2.51%	3,057	$5.7M	Add +6.3%
V Visa Inc. Class A	2.30%	14,927	$5.2M	Reduce -0.3%
MCHP Microchip Technology Inc.	2.27%	106,745	$5.2M	Add +19.4%
BUD Anheuser-Busch Inbev-SPN ADR	2.03%	75,028	$4.6M	Add +1.6%
AMZN Amazon.com Inc.	1.96%	23,403	$4.5M	Add +0.5%
SCHW Schwab (charles) Corp.	1.51%	43,867	$3.4M	Reduce -0.3%
VIG Vanguard Dividend Apprec ETF	1.50%	17,604	$3.4M	Reduce -3.3%
AAPL Apple Inc.	1.45%	14,843	$3.3M	Add +0.6%
XOM Exxon Mobil Corp.	1.44%	27,461	$3.3M	Reduce -0.1%
CNQ Canadian Natural Resources	1.36%	100,810	$3.1M	Add +1.4%
DFAC Dimensional US Core Equity 2	1.28%	88,260	$2.9M	Reduce -7.2%
FISV Fiserv Inc.	1.17%	12,085	$2.7M	Reduce -2.3%
AXP American Express Co.	1.16%	9,833	$2.6M	Reduce -1.8%
ITOT iShares Core S&P Total U.S.	1.15%	21,468	$2.6M	Reduce -1.9%
SBUX Starbucks Corp.	1.10%	25,444	$2.5M	Reduce -2.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	1.07%	24,740	$2.4M	Reduce -2.4%
HD Home Depot Inc.	0.99%	6,129	$2.2M	Reduce -1.4%
EMR Emerson Electric Co.	0.91%	18,784	$2.1M	Reduce -5.5%
NFLX Netflix Inc.	0.83%	2,025	$1.9M	Reduce -2.3%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.83%	9,326	$1.9M	Reduce -2.8%
ACN Accenture PLC Class A	0.81%	5,878	$1.8M	Reduce -0.6%
AMAT Applied Materials Inc.	0.80%	12,465	$1.8M	Add +1.5%
MCD McDonald's Corp.	0.63%	4,604	$1.4M	Reduce -0.5%
LOW Lowe's Cos Inc.	0.60%	5,853	$1.4M	Reduce -0.1%
BLK BlackRock Inc.	0.56%	1,337	$1.3M	Reduce -0.9%
PG The Procter & Gamble Co.	0.52%	6,944	$1.2M	Reduce -2.1%
PEP Pepsico Inc.	0.52%	7,874	$1.2M	Add +4.6%
LMT Lockheed Martin Corp.	0.50%	2,556	$1.1M	Reduce -0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.50%	27,114	$1.1M	Reduce -4.8%
JPM JPMorgan Chase & Co.	0.47%	4,378	$1.1M	Reduce -5.0%
DEO Diageo PLC-Sponsored ADR	0.47%	10,205	$1.1M	Add +36.8%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.47%	6,628	$1.1M	Add +18.5%
COST Costco Wholesale Corp.	0.47%	1,121	$1.1M	Reduce -17.3%
IJH iShares Core S&P Midcap ETF	0.43%	16,750	$977K	Reduce -9.7%
GE General Electric filed as GE AEROSPACE	0.42%	4,719	$945K	Reduce -8.1%
ICE Intercontinental Exchange Inc.	0.40%	5,327	$919K	Reduce -9.0%
MMM 3M Co.	0.40%	6,172	$906K	Reduce -3.4%
BKNG Booking Holdings Inc.	0.40%	195	$899K	No change
UNH Unitedhealth Group Inc.	0.38%	1,666	$873K	Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US	0.37%	3,038	$835K	Reduce -2.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.35%	1,413	$790K	No change
ABBV Abbvie Inc.	0.31%	3,327	$697K	Add +1.6%
SPGI S&P Global Inc.	0.30%	1,355	$688K	Reduce -0.9%
VUG Vanguard Mrngstar GR ETF-Sui	0.29%	1,793	$665K	No change
IWB iShares Russell 1000 ETF	0.29%	2,151	$660K	No change
AMT American Tower Corp.	0.29%	3,016	$656K	Reduce -5.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.28%	2,062	$637K	Add +3.6%
KO The Coca-Cola Co.	0.28%	8,848	$634K	Reduce -0.4%
SYK Stryker Corp.	0.28%	1,683	$627K	Reduce -0.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.27%	14,949	$625K	Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.27%	2,412	$624K	Reduce -4.2%
GD General Dynamics Corp.	0.25%	2,101	$573K	Reduce -0.8%
ADP Automatic Data Processing	0.24%	1,821	$556K	Reduce -1.3%
HSY The Hershey Co.	0.24%	3,246	$555K	Reduce -1.6%
KVUE Kenvue Inc.	0.24%	22,669	$544K	Reduce -47.4%
GOOG Alphabet Inc. Class C	0.24%	3,458	$540K	Reduce -1.4%
WSM Williams-Sonoma Inc.	0.24%	3,408	$539K	Reduce -24.1%
JNJ Johnson & Johnson	0.23%	3,089	$512K	Reduce -6.8%
UPS United Parcel Service Class B	0.22%	4,499	$495K	Reduce -4.1%
IVV iShares Core S&P 500 ETF	0.21%	837	$470K	No change
PYPL PayPal Holdings Inc.	0.20%	7,099	$463K	Add +5.6%
GPC Genuine Parts Co.	0.19%	3,623	$432K	Reduce -66.8%
ABT Abbott Laboratories	0.18%	3,171	$421K	Add +0.0%
GEV GE Vernova Inc.	0.17%	1,245	$380K	Reduce -8.3%
EBAY eBay Inc.	0.17%	5,561	$377K	Reduce -2.6%
IJR iShares Core S&P Small-Cap E	0.16%	3,565	$373K	Reduce -11.6%
ARES Ares Management Corp. Class A	0.15%	2,277	$334K	Reduce -16.0%
DUK Duke Energy Corp.	0.14%	2,653	$324K	Reduce -1.7%
ORCL Oracle Corp.	0.14%	2,294	$321K	Reduce -1.9%
ROK Rockwell Automation Inc.	0.14%	1,230	$318K	Reduce -13.2%
WMT Walmart Inc.	0.13%	3,426	$301K	Reduce -18.1%
YUM Yum! Brands Inc.	0.13%	1,900	$299K	Reduce -2.8%
RTX RTX Corp.	0.13%	2,238	$296K	Reduce -6.9%
SOXX iShares Semiconductor ETF	0.13%	1,543	$290K	No change
IBDR iShares Ibonds Dec 2026 Term	0.13%	11,761	$285K	No change
STZ Constellation Brands Inc. Class A	0.12%	1,477	$271K	New
SO The Southern Co.	0.12%	2,905	$267K	No change
IWF iShares Russell 1000 Growth	0.12%	725	$262K	No change
EXPD Expeditors Intl Wash Inc.	0.11%	2,164	$260K	Reduce -6.5%
SOLV Solventum Corp.	0.11%	3,211	$244K	Reduce -8.4%
WFC Wells Fargo & Co.	0.10%	3,315	$238K	Reduce -2.3%
VB Vanguard Most SM-Cap ETF-Usd	0.10%	1,059	$235K	Reduce -4.4%
NVDA Nvidia Corp.	0.10%	2,126	$230K	Reduce -3.4%
IJJ iShares S&P Mid-Cap 400 Valu	0.09%	1,787	$214K	Add +0.8%
CSCO Cisco Systems Inc.	0.09%	3,245	$200K	New

Portfolio Sells Q4 2024 → Q1 2025


GPC Genuine Parts Co.	Reduce -66.8%	0.19%	−0.37
META Meta Platforms Inc. Class A	Reduce -3.9%	4.08%	−0.24
EMR Emerson Electric Co.	Reduce -5.5%	0.91%	−0.18
DIS The Walt Disney Co.	Reduce -2.4%	1.07%	−0.17
DFAC Dimensional US Core Equity 2	Reduce -7.2%	1.28%	−0.17
KVUE Kenvue Inc.	Reduce -47.4%	0.24%	−0.17
AXP American Express Co.	Reduce -1.8%	1.16%	−0.14
WSM Williams-Sonoma Inc.	Reduce -24.1%	0.24%	−0.13
ACN Accenture PLC Class A	Reduce -0.6%	0.81%	−0.11
NEE Nextera Energy Inc.	Sold out	0.00%	−0.10
CEG Constellation Energy	Sold out	0.00%	−0.10
GNTX Gentex Corp.	Sold out	0.00%	−0.09
ITOT iShares Core S&P Total U.S.	Reduce -1.9%	1.15%	−0.09
COST Costco Wholesale Corp.	Reduce -17.3%	0.47%	−0.08
IJH iShares Core S&P Midcap ETF	Reduce -9.7%	0.43%	−0.08
HD Home Depot Inc.	Reduce -1.4%	0.99%	−0.08
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -2.8%	0.83%	−0.07
VIG Vanguard Dividend Apprec ETF	Reduce -3.3%	1.50%	−0.07
ARES Ares Management Corp. Class A	Reduce -16.0%	0.15%	−0.06
GOOG Alphabet Inc. Class C	Reduce -1.4%	0.24%	−0.06
BAC Bank of America Corp.	Reduce -4.8%	0.50%	−0.05
BLK BlackRock Inc.	Reduce -0.9%	0.56%	−0.05
LMT Lockheed Martin Corp.	Reduce -0.2%	0.50%	−0.05
UPS United Parcel Service Class B	Reduce -4.1%	0.22%	−0.04
IJR iShares Core S&P Small-Cap E	Reduce -11.6%	0.16%	−0.04
ROK Rockwell Automation Inc.	Reduce -13.2%	0.14%	−0.04
LOW Lowe's Cos Inc.	Reduce -0.1%	0.60%	−0.04
WMT Walmart Inc.	Reduce -18.1%	0.13%	−0.03
VTI VG Morningstar TS MKT ETF-US	Reduce -2.8%	0.37%	−0.03
ORCL Oracle Corp.	Reduce -1.9%	0.14%	−0.03
GEV GE Vernova Inc.	Reduce -8.3%	0.17%	−0.03
NVDA Nvidia Corp.	Reduce -3.4%	0.10%	−0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -4.2%	0.27%	−0.02
VB Vanguard Most SM-Cap ETF-Usd	Reduce -4.4%	0.10%	−0.01
JPM JPMorgan Chase & Co.	Reduce -5.0%	0.47%	−0.01
PG The Procter & Gamble Co.	Reduce -2.1%	0.52%	−0.00
HSY The Hershey Co.	Reduce -1.6%	0.24%	−0.00
WFC Wells Fargo & Co.	Reduce -2.3%	0.10%	−0.00
EXPD Expeditors Intl Wash Inc.	Reduce -6.5%	0.11%	+0.00
SPGI S&P Global Inc.	Reduce -0.9%	0.30%	+0.00
SOLV Solventum Corp.	Reduce -8.4%	0.11%	+0.01
GD General Dynamics Corp.	Reduce -0.8%	0.25%	+0.01
UNH Unitedhealth Group Inc.	Reduce -1.7%	0.38%	+0.01
ADP Automatic Data Processing	Reduce -1.3%	0.24%	+0.01
RTX RTX Corp.	Reduce -6.9%	0.13%	+0.01
SYK Stryker Corp.	Reduce -0.3%	0.28%	+0.01
EBAY eBay Inc.	Reduce -2.6%	0.17%	+0.01
DUK Duke Energy Corp.	Reduce -1.7%	0.14%	+0.01
JNJ Johnson & Johnson	Reduce -6.8%	0.23%	+0.01
YUM Yum! Brands Inc.	Reduce -2.8%	0.13%	+0.02

Portfolio Buys Q4 2024 → Q1 2025


ISTB iShares Core 1-5 Year Usd Bo	Add +13.8%	3.94%	+0.52
FBND Fidelity Total Bond ETF	Add +6.6%	5.47%	+0.43
BUD Anheuser-Busch Inbev-SPN ADR	Add +1.6%	2.03%	+0.40
MKL Markel Group Inc.	Add +6.3%	2.51%	+0.33
FHLC Fidelity MSCI Health Care	Add +1.8%	5.46%	+0.33
VIGI Vanguard Int Div App Indx FD	Add +6.2%	3.45%	+0.32
ARW Arrow Electronics Inc.	Add +22.0%	2.61%	+0.28
SHY iShares 1-3 Year Treasury Bo	Add +5.0%	2.68%	+0.15
MOAT Vaneck Morningstar Wide Moat	Add +6.8%	10.57%	+0.14
STZ Constellation Brands Inc. Class A	New	0.12%	+0.12
CSCO Cisco Systems Inc.	New	0.09%	+0.09
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +18.5%	0.47%	+0.07
DEO Diageo PLC-Sponsored ADR	Add +36.8%	0.47%	+0.05
ABBV Abbvie Inc.	Add +1.6%	0.31%	+0.05
ABT Abbott Laboratories	Add +0.0%	0.18%	+0.03
MCHP Microchip Technology Inc.	Add +19.4%	2.27%	+0.02
PEP Pepsico Inc.	Add +4.6%	0.52%	+0.02
CNQ Canadian Natural Resources	Add +1.4%	1.36%	+0.02
IJJ iShares S&P Mid-Cap 400 Valu	Add +0.8%	0.09%	−0.00
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Add +3.6%	0.28%	−0.02
PYPL PayPal Holdings Inc.	Add +5.6%	0.20%	−0.05
AMAT Applied Materials Inc.	Add +1.5%	0.80%	−0.08
AAPL Apple Inc.	Add +0.6%	1.45%	−0.18
AMZN Amazon.com Inc.	Add +0.5%	1.96%	−0.29
MSFT Microsoft Corp.	Add +1.8%	4.37%	−0.45
GOOGL Alphabet Inc. Class A	Add +5.9%	4.61%	−0.72

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	110	$328.7M	MOAT, GOOGL, FBND, FHLC, VIGI
Q1 2026	108	$298.8M	MOAT, FBND, GOOGL, ISTB, FHLC
Q4 2025	104	$300.0M	MOAT, GOOGL, FBND, FHLC, ISTB
Q3 2025	103	$290.5M	MOAT, GOOGL, FBND, FHLC, MSFT
Q2 2025	99	$249.1M	MOAT, MSFT, FBND, FHLC, GOOGL
Q1 2025	96	$227.5M	MOAT, FBND, FHLC, BRK.B, GOOGL
Q4 2024	97	$227.5M	MOAT, GOOGL, FHLC, FBND, MSFT
Q3 2024	96	$229.3M	MOAT, FHLC, MSFT, FBND, BRK.B
Q2 2024	99	$211.9M	MOAT, MSFT, FHLC, GOOGL, FBND
Q1 2024	103	$212.7M	MOAT, MSFT, FHLC, BRK.B, GOOGL