Buttonwood Financial Advisors Inc.

Name: Buttonwood Financial Advisors Inc. 13F holdings, Q2 2025
Creator: Buttonwood Financial Advisors Inc.
Published: 2025-07-15

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

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 15, 2025), Buttonwood Financial Advisors Inc. reported 99 stock positions worth $249.1 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 10.1% of the portfolio, followed by Microsoft (MSFT, 5.4%) and Fidelity Total Bond ETF (FBND, 5.0%). Compared with Q1 2025, it opened 6 new positions, sold out of 3, added to 27 and reduced 58. The biggest buy was a new position in Brookfield (BN) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −3%).

Most Recent 13F: Q2 2026
Location: BALTIMORE, MD
CIK: 0001904033
Portfolio Value: $249.1M (Q2 2025)
SEC Filing: 0001904033-25-000003 ↗ filed Jul 15, 2025

Holdings Value

Holdings 99 stocks · $249.1M


MOAT Vaneck Morningstar Wide Moat	10.06%	267,249	$25.1M	Reduce -2.2%
MSFT Microsoft Corp.	5.40%	27,040	$13.5M	Add +2.1%
FBND Fidelity Total Bond ETF	4.97%	270,616	$12.4M	Reduce -0.8%
FHLC Fidelity MSCI Health Care	4.87%	189,730	$12.1M	Add +4.3%
GOOGL Alphabet Inc. Class A	4.87%	68,826	$12.1M	Add +1.4%
META Meta Platforms Inc. Class A	4.68%	15,793	$11.7M	Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B	4.19%	21,502	$10.4M	Reduce -2.8%
ISTB iShares Core 1-5 Year Usd Bo	3.66%	187,435	$9.1M	Add +1.1%
VIGI Vanguard Int Div App Indx FD	3.54%	97,755	$8.8M	Add +3.1%
MCHP Microchip Technology Inc.	2.97%	104,974	$7.4M	Reduce -1.7%
ARW Arrow Electronics Inc.	2.91%	56,901	$7.3M	Reduce -0.5%
MKL Markel Group Inc.	2.49%	3,105	$6.2M	Add +1.6%
SHY iShares 1-3 Year Treasury Bo	2.48%	74,667	$6.2M	Add +1.4%
AMZN Amazon.com Inc.	2.18%	24,748	$5.4M	Add +5.8%
V Visa Inc. Class A	2.11%	14,773	$5.2M	Reduce -1.0%
BUD Anheuser-Busch Inbev-SPN ADR	1.89%	68,460	$4.7M	Reduce -8.8%
SCHW Schwab (charles) Corp.	1.59%	43,479	$4.0M	Reduce -0.9%
VIG Vanguard Dividend Apprec ETF	1.44%	17,506	$3.6M	Reduce -0.6%
CNQ Canadian Natural Resources	1.31%	103,880	$3.3M	Add +3.0%
DFAC Dimensional US Core Equity 2	1.27%	88,260	$3.2M	No change
XOM Exxon Mobil Corp.	1.23%	28,337	$3.1M	Add +3.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	1.23%	24,617	$3.1M	Reduce -0.5%
AAPL Apple Inc.	1.22%	14,855	$3.0M	Add +0.1%
AXP American Express Co.	1.21%	9,440	$3.0M	Reduce -4.0%
ITOT iShares Core S&P Total U.S.	1.16%	21,413	$2.9M	Reduce -0.3%
NFLX Netflix Inc.	1.06%	1,965	$2.6M	Reduce -3.0%
BN Brookfield Corp.	1.05%	42,118	$2.6M	New
EMR Emerson Electric Co.	0.96%	18,004	$2.4M	Reduce -4.2%
AMAT Applied Materials Inc.	0.94%	12,769	$2.3M	Add +2.4%
SBUX Starbucks Corp.	0.93%	25,338	$2.3M	Reduce -0.4%
HD Home Depot Inc.	0.89%	6,040	$2.2M	Reduce -1.4%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.84%	9,294	$2.1M	Reduce -0.3%
FISV Fiserv Inc.	0.83%	12,022	$2.1M	Reduce -0.5%
TER Teradyne Inc.	0.80%	22,260	$2.0M	New
ACN Accenture PLC Class A	0.70%	5,845	$1.7M	Reduce -0.6%
PEP Pepsico Inc.	0.57%	10,781	$1.4M	Add +36.9%
BLK BlackRock Inc.	0.55%	1,301	$1.4M	Reduce -2.7%
MCD McDonald's Corp.	0.53%	4,504	$1.3M	Reduce -2.2%
LOW Lowe's Cos Inc.	0.51%	5,754	$1.3M	Reduce -1.7%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.47%	7,163	$1.2M	Add +8.1%
GE General Electric filed as GE AEROSPACE	0.47%	4,568	$1.2M	Reduce -3.2%
LMT Lockheed Martin Corp.	0.47%	2,520	$1.2M	Reduce -1.4%
BKNG Booking Holdings Inc.	0.46%	196	$1.1M	Add +0.5%
IJH iShares Core S&P Midcap ETF	0.45%	17,887	$1.1M	Add +6.8%
COST Costco Wholesale Corp.	0.44%	1,119	$1.1M	Reduce -0.2%
PG The Procter & Gamble Co.	0.42%	6,508	$1.0M	Reduce -6.3%
JPM JPMorgan Chase & Co.	0.40%	3,447	$999K	Reduce -21.3%
ICE Intercontinental Exchange Inc.	0.39%	5,267	$966K	Reduce -1.1%
MMM 3M Co.	0.38%	6,169	$939K	Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US	0.35%	2,891	$879K	Reduce -4.8%
SPY SS SPDR S&P 500 ETF Trust-US	0.35%	1,413	$873K	No change
VUG Vanguard Mrngstar GR ETF-Sui	0.31%	1,764	$773K	Reduce -1.6%
SPGI S&P Global Inc.	0.30%	1,424	$751K	Add +5.1%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.30%	2,034	$745K	Reduce -1.4%
IWB iShares Russell 1000 ETF	0.30%	2,177	$739K	Add +1.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.27%	2,400	$672K	Reduce -0.5%
AMT American Tower Corp.	0.27%	3,017	$667K	Add +0.0%
SYK Stryker Corp.	0.27%	1,685	$666K	Add +0.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.26%	13,735	$650K	Reduce -49.3%
GOOG Alphabet Inc. Class C	0.26%	3,661	$649K	Add +5.9%
GEV GE Vernova Inc.	0.25%	1,196	$633K	Reduce -3.9%
HSY The Hershey Co.	0.25%	3,728	$619K	Add +14.8%
ABBV Abbvie Inc.	0.25%	3,310	$614K	Reduce -0.5%
GD General Dynamics Corp.	0.25%	2,100	$612K	Reduce -0.1%
KO The Coca-Cola Co.	0.24%	8,325	$589K	Reduce -5.9%
WSM Williams-Sonoma Inc.	0.22%	3,408	$557K	No change
ADP Automatic Data Processing	0.21%	1,733	$534K	Reduce -4.8%
PYPL PayPal Holdings Inc.	0.21%	7,148	$531K	Add +0.7%
DEO Diageo PLC-Sponsored ADR	0.21%	5,242	$529K	Reduce -48.6%
IVV iShares Core S&P 500 ETF	0.21%	832	$516K	Reduce -0.6%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.20%	14,881	$503K	Reduce -0.5%
ORCL Oracle Corp.	0.20%	2,281	$499K	Reduce -0.6%
UNH Unitedhealth Group Inc.	0.19%	1,544	$482K	Reduce -7.3%
JNJ Johnson & Johnson	0.19%	3,090	$472K	Add +0.0%
KVUE Kenvue Inc.	0.18%	21,605	$452K	Reduce -4.7%
GPC Genuine Parts Co.	0.18%	3,623	$439K	No change
CSGP Costar Group Inc.	0.17%	5,362	$431K	New
ABT Abbott Laboratories	0.16%	2,972	$404K	Reduce -6.3%
UPS United Parcel Service Class B	0.15%	3,820	$386K	Reduce -15.1%
ARES Ares Management Corp. Class A	0.15%	2,217	$384K	Reduce -2.6%
IJR iShares Core S&P Small-Cap E	0.15%	3,487	$381K	Reduce -2.2%
EBAY eBay Inc.	0.15%	4,948	$368K	Reduce -11.0%
SOXX iShares Semiconductor ETF	0.15%	1,541	$368K	Reduce -0.1%
STZ Constellation Brands Inc. Class A	0.14%	2,069	$337K	Add +40.1%
NVDA Nvidia Corp.	0.13%	2,109	$333K	Reduce -0.8%
WMT Walmart Inc.	0.13%	3,403	$333K	Reduce -0.7%
RTX RTX Corp.	0.13%	2,216	$324K	Reduce -1.0%
COF Capital One Financial Corp.	0.13%	1,494	$318K	New
IWF iShares Russell 1000 Growth	0.12%	725	$308K	No change
IBDR iShares Ibonds Dec 2026 Term	0.11%	11,761	$285K	No change
CEG Constellation Energy	0.11%	882	$285K	New
YUM Yum! Brands Inc.	0.11%	1,900	$281K	No change
DUK Duke Energy Corp.	0.11%	2,326	$274K	Reduce -12.3%
HII Huntington Ingalls Industrie	0.10%	1,049	$253K	New
VB Vanguard Most SM-Cap ETF-Usd	0.10%	1,059	$251K	No change
EXPD Expeditors Intl Wash Inc.	0.10%	2,165	$247K	Add +0.1%
SO The Southern Co.	0.10%	2,600	$239K	Reduce -10.5%
IJJ iShares S&P Mid-Cap 400 Valu	0.09%	1,812	$224K	Add +1.4%
CSCO Cisco Systems Inc.	0.09%	3,186	$221K	Reduce -1.8%

Portfolio Sells Q1 2025 → Q2 2025


BRK.B Berkshire Hathaway Inc. Class B	Reduce -2.8%	4.19%	−0.99
MOAT Vaneck Morningstar Wide Moat	Reduce -2.2%	10.06%	−0.51
FBND Fidelity Total Bond ETF	Reduce -0.8%	4.97%	−0.50
FISV Fiserv Inc.	Reduce -0.5%	0.83%	−0.34
DEO Diageo PLC-Sponsored ADR	Reduce -48.6%	0.21%	−0.26
BAC Bank of America Corp.	Reduce -49.3%	0.26%	−0.24
V Visa Inc. Class A	Reduce -1.0%	2.11%	−0.19
UNH Unitedhealth Group Inc.	Reduce -7.3%	0.19%	−0.19
SBUX Starbucks Corp.	Reduce -0.4%	0.93%	−0.17
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -8.8%	1.89%	−0.14
ROK Rockwell Automation Inc.	Sold out	0.00%	−0.14
SOLV Solventum Corp.	Sold out	0.00%	−0.11
ACN Accenture PLC Class A	Reduce -0.6%	0.70%	−0.10
WFC Wells Fargo & Co.	Sold out	0.00%	−0.10
MCD McDonald's Corp.	Reduce -2.2%	0.53%	−0.10
PG The Procter & Gamble Co.	Reduce -6.3%	0.42%	−0.10
HD Home Depot Inc.	Reduce -1.4%	0.89%	−0.10
LOW Lowe's Cos Inc.	Reduce -1.7%	0.51%	−0.09
SLB SLB Ltd.	Reduce -0.5%	0.20%	−0.07
JPM JPMorgan Chase & Co.	Reduce -21.3%	0.40%	−0.07
UPS United Parcel Service Class B	Reduce -15.1%	0.15%	−0.06
VIG Vanguard Dividend Apprec ETF	Reduce -0.6%	1.44%	−0.06
ABBV Abbvie Inc.	Reduce -0.5%	0.25%	−0.06
KVUE Kenvue Inc.	Reduce -4.7%	0.18%	−0.06
KO The Coca-Cola Co.	Reduce -5.9%	0.24%	−0.04
LMT Lockheed Martin Corp.	Reduce -1.4%	0.47%	−0.03
DUK Duke Energy Corp.	Reduce -12.3%	0.11%	−0.03
ADP Automatic Data Processing	Reduce -4.8%	0.21%	−0.03
ABT Abbott Laboratories	Reduce -6.3%	0.16%	−0.02
SO The Southern Co.	Reduce -10.5%	0.10%	−0.02
MMM 3M Co.	Reduce -0.1%	0.38%	−0.02
COST Costco Wholesale Corp.	Reduce -0.2%	0.44%	−0.02
EBAY eBay Inc.	Reduce -11.0%	0.15%	−0.02
ICE Intercontinental Exchange Inc.	Reduce -1.1%	0.39%	−0.02
VTI VG Morningstar TS MKT ETF-US	Reduce -4.8%	0.35%	−0.01
IJR iShares Core S&P Small-Cap E	Reduce -2.2%	0.15%	−0.01
BLK BlackRock Inc.	Reduce -2.7%	0.55%	−0.01
GD General Dynamics Corp.	Reduce -0.1%	0.25%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -0.5%	0.27%	−0.00
RTX RTX Corp.	Reduce -1.0%	0.13%	−0.00
CSCO Cisco Systems Inc.	Reduce -1.8%	0.09%	+0.00
IVV iShares Core S&P 500 ETF	Reduce -0.6%	0.21%	+0.00
WMT Walmart Inc.	Reduce -0.7%	0.13%	+0.00
ARES Ares Management Corp. Class A	Reduce -2.6%	0.15%	+0.01
ITOT iShares Core S&P Total U.S.	Reduce -0.3%	1.16%	+0.01
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -0.3%	0.84%	+0.01
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -1.6%	0.31%	+0.02
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Reduce -1.4%	0.30%	+0.02
SOXX iShares Semiconductor ETF	Reduce -0.1%	0.15%	+0.02
NVDA Nvidia Corp.	Reduce -0.8%	0.13%	+0.03

Portfolio Buys Q1 2025 → Q2 2025


BN Brookfield Corp.	New	1.05%	+1.05
MSFT Microsoft Corp.	Add +2.1%	5.40%	+1.03
TER Teradyne Inc.	New	0.80%	+0.80
GOOGL Alphabet Inc. Class A	Add +1.4%	4.87%	+0.25
AMZN Amazon.com Inc.	Add +5.8%	2.18%	+0.22
CSGP Costar Group Inc.	New	0.17%	+0.17
AMAT Applied Materials Inc.	Add +2.4%	0.94%	+0.14
COF Capital One Financial Corp.	New	0.13%	+0.13
CEG Constellation Energy	New	0.11%	+0.11
HII Huntington Ingalls Industrie	New	0.10%	+0.10
VIGI Vanguard Int Div App Indx FD	Add +3.1%	3.54%	+0.08
BKNG Booking Holdings Inc.	Add +0.5%	0.46%	+0.06
PEP Pepsico Inc.	Add +36.9%	0.57%	+0.05
GOOG Alphabet Inc. Class C	Add +5.9%	0.26%	+0.02
STZ Constellation Brands Inc. Class A	Add +40.1%	0.14%	+0.02
IJH iShares Core S&P Midcap ETF	Add +6.8%	0.45%	+0.02
PYPL PayPal Holdings Inc.	Add +0.7%	0.21%	+0.01
IWB iShares Russell 1000 ETF	Add +1.2%	0.30%	+0.01
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +8.1%	0.47%	+0.01
HSY The Hershey Co.	Add +14.8%	0.25%	+0.00
SPGI S&P Global Inc.	Add +5.1%	0.30%	−0.00
IJJ iShares S&P Mid-Cap 400 Valu	Add +1.4%	0.09%	−0.00
SYK Stryker Corp.	Add +0.1%	0.27%	−0.01
EXPD Expeditors Intl Wash Inc.	Add +0.1%	0.10%	−0.02
AMT American Tower Corp.	Add +0.0%	0.27%	−0.02
MKL Markel Group Inc.	Add +1.6%	2.49%	−0.02
JNJ Johnson & Johnson	Add +0.0%	0.19%	−0.04
CNQ Canadian Natural Resources	Add +3.0%	1.31%	−0.06
SHY iShares 1-3 Year Treasury Bo	Add +1.4%	2.48%	−0.19
XOM Exxon Mobil Corp.	Add +3.2%	1.23%	−0.21
AAPL Apple Inc.	Add +0.1%	1.22%	−0.23
ISTB iShares Core 1-5 Year Usd Bo	Add +1.1%	3.66%	−0.28
FHLC Fidelity MSCI Health Care	Add +4.3%	4.87%	−0.59

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