Buttonwood Financial Advisors Inc.

Name: Buttonwood Financial Advisors Inc. 13F holdings, Q3 2025
Creator: Buttonwood Financial Advisors Inc.
Published: 2025-10-21

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

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Buttonwood Financial Advisors Inc. reported 103 stock positions worth $290.5 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 10.2% of the portfolio, followed by Alphabet Class A (GOOGL, 6.1%) and Fidelity Total Bond ETF (FBND, 6.0%). Compared with Q2 2025, it opened 4 new positions, added to 29 and reduced 56. The biggest buy was Alphabet Class A (GOOGL, shares +6%) and the biggest sale Meta Platforms Class A (META, shares −6%).

Most Recent 13F: Q3 2026
Location: BALTIMORE, MD
CIK: 0001904033
Portfolio Value: $290.5M (Q3 2025)
SEC Filing: 0001904033-25-000006 ↗ filed Oct 21, 2025

Holdings Value

Holdings 103 stocks · $290.5M


MOAT Vaneck Morningstar Wide Moat	10.19%	298,563	$29.6M	Add +11.7%
GOOGL Alphabet Inc. Class A	6.13%	73,181	$17.8M	Add +6.3%
FBND Fidelity Total Bond ETF	6.00%	377,015	$17.4M	Add +39.3%
FHLC Fidelity MSCI Health Care	4.92%	213,775	$14.3M	Add +12.7%
MSFT Microsoft Corp.	4.77%	26,759	$13.9M	Reduce -1.0%
ISTB iShares Core 1-5 Year Usd Bo	4.42%	262,762	$12.8M	Add +40.2%
BRK.B Berkshire Hathaway Inc. Class B	4.00%	23,117	$11.6M	Add +7.5%
META Meta Platforms Inc. Class A	3.75%	14,846	$10.9M	Reduce -6.0%
VIGI Vanguard Int Div App Indx FD	3.65%	118,261	$10.6M	Add +21.0%
SHY iShares 1-3 Year Treasury Bo	2.65%	92,882	$7.7M	Add +24.4%
ARW Arrow Electronics Inc.	2.50%	59,890	$7.2M	Add +5.3%
MKL Markel Group Inc.	2.33%	3,540	$6.8M	Add +14.0%
MCHP Microchip Technology Inc.	2.07%	93,427	$6.0M	Reduce -11.0%
AMZN Amazon.com Inc.	2.04%	26,973	$5.9M	Add +9.0%
FISV Fiserv Inc.	1.83%	41,130	$5.3M	Add +242.1%
V Visa Inc. Class A	1.72%	14,623	$5.0M	Reduce -1.0%
SCHW Schwab (charles) Corp.	1.41%	42,979	$4.1M	Reduce -1.1%
AAPL Apple Inc.	1.30%	14,776	$3.8M	Reduce -0.5%
TER Teradyne Inc.	1.27%	26,807	$3.7M	Add +20.4%
VIG Vanguard Dividend Apprec ETF	1.26%	16,961	$3.7M	Reduce -3.1%
CNQ Canadian Natural Resources	1.26%	114,153	$3.6M	Add +9.9%
XOM Exxon Mobil Corp.	1.21%	31,117	$3.5M	Add +9.8%
BUD Anheuser-Busch Inbev-SPN ADR	1.20%	58,679	$3.5M	Reduce -14.3%
DFAC Dimensional US Core Equity 2	1.17%	88,260	$3.4M	No change
BN Brookfield Corp.	1.15%	48,887	$3.4M	Add +16.1%
ASML ASML Holding NV-NY Reg SHS	1.13%	3,403	$3.3M	New
ITOT iShares Core S&P Total U.S.	1.05%	20,939	$3.0M	Reduce -2.2%
AMAT Applied Materials Inc.	1.00%	14,176	$2.9M	Add +11.0%
AXP American Express Co.	0.99%	8,684	$2.9M	Reduce -8.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.93%	23,593	$2.7M	Reduce -4.2%
HD Home Depot Inc.	0.84%	5,991	$2.4M	Reduce -0.8%
NFLX Netflix Inc.	0.80%	1,932	$2.3M	Reduce -1.7%
EMR Emerson Electric Co.	0.76%	16,900	$2.2M	Reduce -6.1%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.76%	9,037	$2.2M	Reduce -2.8%
SBUX Starbucks Corp.	0.71%	24,343	$2.1M	Reduce -3.9%
PEP Pepsico Inc.	0.69%	14,227	$2.0M	Add +32.0%
LMT Lockheed Martin Corp.	0.62%	3,634	$1.8M	Add +44.2%
VTI VG Morningstar TS MKT ETF-US	0.55%	4,830	$1.6M	Add +67.1%
IT Gartner Inc.	0.54%	6,013	$1.6M	New
BLK BlackRock Inc.	0.51%	1,274	$1.5M	Reduce -2.1%
HSY The Hershey Co.	0.50%	7,706	$1.4M	Add +106.7%
LOW Lowe's Cos Inc.	0.50%	5,730	$1.4M	Reduce -0.4%
ACN Accenture PLC Class A	0.50%	5,831	$1.4M	Reduce -0.2%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.49%	8,125	$1.4M	Add +13.4%
MCD McDonald's Corp.	0.47%	4,471	$1.4M	Reduce -0.7%
GE General Electric filed as GE AEROSPACE	0.45%	4,300	$1.3M	Reduce -5.9%
IJH iShares Core S&P Midcap ETF	0.40%	17,870	$1.2M	Reduce -0.1%
SPGI S&P Global Inc.	0.37%	2,225	$1.1M	Add +56.3%
JPM JPMorgan Chase & Co.	0.37%	3,408	$1.1M	Reduce -1.1%
BKNG Booking Holdings Inc.	0.36%	196	$1.1M	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.34%	1,483	$988K	Add +5.0%
COST Costco Wholesale Corp.	0.34%	1,065	$985K	Reduce -4.8%
MMM 3M Co.	0.33%	6,167	$957K	Reduce -0.0%
GOOG Alphabet Inc. Class C	0.30%	3,627	$883K	Reduce -0.9%
PG The Procter & Gamble Co.	0.30%	5,715	$878K	Reduce -12.2%
ICE Intercontinental Exchange Inc.	0.30%	5,201	$876K	Reduce -1.3%
VUG Vanguard Mrngstar GR ETF-Sui	0.29%	1,739	$834K	Reduce -1.4%
STZ Constellation Brands Inc. Class A	0.28%	6,114	$823K	Add +195.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.27%	1,978	$796K	Reduce -2.8%
CSGP Costar Group Inc.	0.27%	9,240	$780K	Add +72.3%
IWB iShares Russell 1000 ETF	0.26%	2,103	$769K	Reduce -3.4%
ABBV Abbvie Inc.	0.26%	3,209	$743K	Reduce -3.0%
GD General Dynamics Corp.	0.24%	2,070	$706K	Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.24%	13,476	$695K	Reduce -1.9%
GEV GE Vernova Inc.	0.24%	1,125	$692K	Reduce -5.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.23%	2,313	$679K	Reduce -3.6%
WSM Williams-Sonoma Inc.	0.23%	3,357	$656K	Reduce -1.5%
SYK Stryker Corp.	0.21%	1,672	$618K	Reduce -0.8%
ORCL Oracle Corp.	0.20%	2,079	$585K	Reduce -8.9%
AMT American Tower Corp.	0.20%	3,019	$581K	Add +0.1%
JNJ Johnson & Johnson	0.20%	3,090	$573K	No change
UNH Unitedhealth Group Inc.	0.18%	1,513	$522K	Reduce -2.0%
KO The Coca-Cola Co.	0.18%	7,865	$522K	Reduce -5.5%
IVV iShares Core S&P 500 ETF	0.18%	767	$513K	Reduce -7.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	0.18%	14,838	$510K	Reduce -0.3%
GPC Genuine Parts Co.	0.17%	3,623	$502K	No change
DEO Diageo PLC-Sponsored ADR	0.16%	4,974	$475K	Reduce -5.1%
PYPL PayPal Holdings Inc.	0.16%	6,977	$468K	Reduce -2.4%
ADP Automatic Data Processing	0.15%	1,534	$450K	Reduce -11.5%
EBAY eBay Inc.	0.15%	4,884	$444K	Reduce -1.3%
SOXX iShares Semiconductor ETF	0.14%	1,541	$418K	No change
NVDA Nvidia Corp.	0.14%	2,207	$412K	Add +4.7%
IJR iShares Core S&P Small-Cap E	0.14%	3,450	$410K	Reduce -1.1%
ABT Abbott Laboratories	0.13%	2,865	$384K	Reduce -3.6%
RTX RTX Corp.	0.13%	2,184	$366K	Reduce -1.4%
ARES Ares Management Corp. Class A	0.12%	2,217	$355K	No change
WMT Walmart Inc.	0.12%	3,302	$340K	Reduce -3.0%
IWF iShares Russell 1000 Growth	0.12%	725	$340K	No change
CPRT Copart Inc.	0.12%	7,530	$339K	New
COF Capital One Financial Corp.	0.11%	1,494	$318K	No change
UPS United Parcel Service Class B	0.11%	3,716	$310K	Reduce -2.7%
HII Huntington Ingalls Industrie	0.10%	1,049	$302K	No change
CEG Constellation Energy	0.10%	882	$290K	No change
YUM Yum! Brands Inc.	0.10%	1,900	$289K	No change
IBDR iShares Ibonds Dec 2026 Term	0.10%	11,761	$286K	No change
VB Vanguard Most SM-Cap ETF-Usd	0.10%	1,123	$286K	Add +6.0%
DUK Duke Energy Corp.	0.10%	2,286	$283K	Reduce -1.7%
EXPD Expeditors Intl Wash Inc.	0.09%	2,165	$265K	No change
KVUE Kenvue Inc.	0.09%	15,744	$256K	Reduce -27.1%
SO The Southern Co.	0.08%	2,600	$246K	No change
IJJ iShares S&P Mid-Cap 400 Valu	0.08%	1,785	$232K	Reduce -1.5%
KLAC KLA Corp.	0.08%	213	$230K	New
CSCO Cisco Systems Inc.	0.07%	3,158	$216K	Reduce -0.9%

Portfolio Sells Q2 2025 → Q3 2025


META Meta Platforms Inc. Class A	Reduce -6.0%	3.75%	−0.93
MCHP Microchip Technology Inc.	Reduce -11.0%	2.07%	−0.90
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -14.3%	1.20%	−0.68
MSFT Microsoft Corp.	Reduce -1.0%	4.77%	−0.63
V Visa Inc. Class A	Reduce -1.0%	1.72%	−0.39
DIS The Walt Disney Co.	Reduce -4.2%	0.93%	−0.30
NFLX Netflix Inc.	Reduce -1.7%	0.80%	−0.26
SBUX Starbucks Corp.	Reduce -3.9%	0.71%	−0.22
AXP American Express Co.	Reduce -8.0%	0.99%	−0.22
ACN Accenture PLC Class A	Reduce -0.2%	0.50%	−0.21
EMR Emerson Electric Co.	Reduce -6.1%	0.76%	−0.20
SCHW Schwab (charles) Corp.	Reduce -1.1%	1.41%	−0.18
VIG Vanguard Dividend Apprec ETF	Reduce -3.1%	1.26%	−0.18
PG The Procter & Gamble Co.	Reduce -12.2%	0.30%	−0.11
ITOT iShares Core S&P Total U.S.	Reduce -2.2%	1.05%	−0.11
COST Costco Wholesale Corp.	Reduce -4.8%	0.34%	−0.11
KVUE Kenvue Inc.	Reduce -27.1%	0.09%	−0.09
ICE Intercontinental Exchange Inc.	Reduce -1.3%	0.30%	−0.09
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -2.8%	0.76%	−0.08
MCD McDonald's Corp.	Reduce -0.7%	0.47%	−0.06
ADP Automatic Data Processing	Reduce -11.5%	0.15%	−0.06
KO The Coca-Cola Co.	Reduce -5.5%	0.18%	−0.06
SYK Stryker Corp.	Reduce -0.8%	0.21%	−0.05
HD Home Depot Inc.	Reduce -0.8%	0.84%	−0.05
PYPL PayPal Holdings Inc.	Reduce -2.4%	0.16%	−0.05
DEO Diageo PLC-Sponsored ADR	Reduce -5.1%	0.16%	−0.05
UPS United Parcel Service Class B	Reduce -2.7%	0.11%	−0.05
MMM 3M Co.	Reduce -0.0%	0.33%	−0.05
IJH iShares Core S&P Midcap ETF	Reduce -0.1%	0.40%	−0.04
BLK BlackRock Inc.	Reduce -2.1%	0.51%	−0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -3.6%	0.23%	−0.04
IWB iShares Russell 1000 ETF	Reduce -3.4%	0.26%	−0.03
JPM JPMorgan Chase & Co.	Reduce -1.1%	0.37%	−0.03
IVV iShares Core S&P 500 ETF	Reduce -7.8%	0.18%	−0.03
ABT Abbott Laboratories	Reduce -3.6%	0.13%	−0.03
GE General Electric	Reduce -5.9%	0.45%	−0.03
SLB SLB Ltd.	Reduce -0.3%	0.18%	−0.03
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Reduce -2.8%	0.27%	−0.02
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -1.4%	0.29%	−0.02
BAC Bank of America Corp.	Reduce -1.9%	0.24%	−0.02
LOW Lowe's Cos Inc.	Reduce -0.4%	0.50%	−0.02
WMT Walmart Inc.	Reduce -3.0%	0.12%	−0.02
GEV GE Vernova Inc.	Reduce -5.9%	0.24%	−0.02
CSCO Cisco Systems Inc.	Reduce -0.9%	0.07%	−0.01
UNH Unitedhealth Group Inc.	Reduce -2.0%	0.18%	−0.01
DUK Duke Energy Corp.	Reduce -1.7%	0.10%	−0.01
IJR iShares Core S&P Small-Cap E	Reduce -1.1%	0.14%	−0.01
IJJ iShares S&P Mid-Cap 400 Valu	Reduce -1.5%	0.08%	−0.01
RTX RTX Corp.	Reduce -1.4%	0.13%	−0.00
GD General Dynamics Corp.	Reduce -1.4%	0.24%	−0.00

Portfolio Buys Q2 2025 → Q3 2025


GOOGL Alphabet Inc. Class A	Add +6.3%	6.13%	+1.26
ASML ASML Holding NV-NY Reg SHS	New	1.13%	+1.13
FBND Fidelity Total Bond ETF	Add +39.3%	6.00%	+1.03
FISV Fiserv Inc.	Add +242.1%	1.83%	+0.99
ISTB iShares Core 1-5 Year Usd Bo	Add +40.2%	4.42%	+0.76
IT Gartner Inc.	New	0.54%	+0.54
TER Teradyne Inc.	Add +20.4%	1.27%	+0.47
HSY The Hershey Co.	Add +106.7%	0.50%	+0.25
VTI VG Morningstar TS MKT ETF-US	Add +67.1%	0.55%	+0.19
SHY iShares 1-3 Year Treasury Bo	Add +24.4%	2.65%	+0.17
LMT Lockheed Martin Corp.	Add +44.2%	0.62%	+0.16
STZ Constellation Brands Inc. Class A	Add +195.5%	0.28%	+0.15
MOAT Vaneck Morningstar Wide Moat	Add +11.7%	10.19%	+0.13
CPRT Copart Inc.	New	0.12%	+0.12
PEP Pepsico Inc.	Add +32.0%	0.69%	+0.12
VIGI Vanguard Int Div App Indx FD	Add +21.0%	3.65%	+0.11
BN Brookfield Corp.	Add +16.1%	1.15%	+0.11
CSGP Costar Group Inc.	Add +72.3%	0.27%	+0.10
KLAC KLA Corp.	New	0.08%	+0.08
SPGI S&P Global Inc.	Add +56.3%	0.37%	+0.07
AMAT Applied Materials Inc.	Add +11.0%	1.00%	+0.06
FHLC Fidelity MSCI Health Care	Add +12.7%	4.92%	+0.05
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +13.4%	0.49%	+0.02
NVDA Nvidia Corp.	Add +4.7%	0.14%	+0.01
VB Vanguard Most SM-Cap ETF-Usd	Add +6.0%	0.10%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Add +5.0%	0.34%	−0.01
XOM Exxon Mobil Corp.	Add +9.8%	1.21%	−0.02
CNQ Canadian Natural Resources	Add +9.9%	1.26%	−0.05
AMT American Tower Corp.	Add +0.1%	0.20%	−0.07
AMZN Amazon.com Inc.	Add +9.0%	2.04%	−0.14
MKL Markel Group Inc.	Add +14.0%	2.33%	−0.16
BRK.B Berkshire Hathaway Inc. Class B	Add +7.5%	4.00%	−0.19
ARW Arrow Electronics Inc.	Add +5.3%	2.50%	−0.42

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q3 2026	110	$331.0M	MOAT, GOOGL, FBND, MSFT, FHLC
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