Buttonwood Financial Advisors Inc.

Name: Buttonwood Financial Advisors Inc. 13F holdings, Q1 2026
Creator: Buttonwood Financial Advisors Inc.
Published: 2026-04-21

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

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Buttonwood Financial Advisors Inc. reported 108 stock positions worth $298.8 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 8.9% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.2%) and Alphabet Class A (GOOGL, 6.1%). Compared with Q4 2025, it opened 5 new positions, sold out of 1, added to 15 and reduced 76. The biggest buy was a new position in ServiceNow (NOW) and the biggest sale Alphabet Class A (GOOGL, shares −9%).

Most Recent 13F: Q2 2026
Location: BALTIMORE, MD
CIK: 0001904033
Portfolio Value: $298.8M (Q1 2026)
SEC Filing: 0001904033-26-000002 ↗ filed Apr 21, 2026

Holdings Value

Holdings 108 stocks · $298.8M


MOAT Vaneck Morningstar Wide Moat	8.88%	274,353	$26.5M	Reduce -4.5%
FBND Fidelity Total Bond ETF	6.22%	407,127	$18.6M	Add +6.3%
GOOGL Alphabet Inc. Class A	6.12%	63,630	$18.3M	Reduce -9.4%
ISTB iShares Core 1-5 Year Usd Bo	4.84%	298,194	$14.5M	Add +6.0%
FHLC Fidelity MSCI Health Care	4.76%	202,237	$14.2M	Reduce -4.2%
VIGI Vanguard Int Div App Indx FD	3.76%	127,170	$11.2M	Add +5.9%
BRK.B Berkshire Hathaway Inc. Class B	3.65%	22,780	$10.9M	Reduce -0.9%
MSFT Microsoft Corp.	3.31%	26,732	$9.9M	Add +2.5%
SHY iShares 1-3 Year Treasury Bo	3.06%	110,735	$9.1M	Add +5.3%
META Meta Platforms Inc. Class A	2.77%	14,465	$8.3M	Reduce -1.6%
ARW Arrow Electronics Inc.	2.50%	52,016	$7.5M	Reduce -1.7%
TER Teradyne Inc.	2.29%	23,107	$6.9M	Reduce -12.9%
MKL Markel Group Inc.	2.28%	3,558	$6.8M	Add +0.6%
AMZN Amazon.com Inc.	1.92%	27,593	$5.7M	Add +3.2%
CNQ Canadian Natural Resources	1.76%	107,873	$5.3M	Reduce -4.4%
XOM Exxon Mobil Corp.	1.60%	28,243	$4.8M	Reduce -7.6%
AMAT Applied Materials Inc.	1.50%	13,135	$4.5M	Reduce -5.3%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	1.48%	3,345	$4.4M	Reduce -1.3%
V Visa Inc. Class A	1.47%	14,504	$4.4M	Reduce -0.2%
MCHP Microchip Technology Inc.	1.44%	66,537	$4.3M	Reduce -15.5%
SCHW Schwab (charles) Corp.	1.32%	42,106	$4.0M	Reduce -0.7%
AAPL Apple Inc.	1.24%	14,560	$3.7M	Reduce -0.9%
VIG Vanguard Dividend Apprec ETF	1.16%	16,129	$3.5M	Reduce -2.7%
DFAC Dimensional US Core Equity 2	1.11%	85,618	$3.3M	Reduce -3.0%
ADBE Adobe Inc.	1.08%	13,226	$3.2M	Add +36.3%
FISV Fiserv Inc.	1.07%	57,234	$3.2M	Reduce -1.6%
NOW ServiceNow Inc.	1.02%	29,155	$3.0M	New
SPGI S&P Global Inc.	1.01%	7,087	$3.0M	Add +171.2%
BN Brookfield Corp.	1.00%	74,170	$3.0M	Add +0.9%
ITOT iShares Core S&P Total U.S.	0.96%	20,057	$2.9M	Reduce -2.4%
BUD Anheuser-Busch Inbev-SPN ADR	0.91%	39,055	$2.7M	Reduce -16.7%
CPRT Copart Inc.	0.88%	79,102	$2.6M	Add +346.9%
CSGP Costar Group Inc.	0.87%	64,632	$2.6M	Add +812.8%
AXP American Express Co.	0.82%	8,102	$2.5M	Reduce -4.0%
LMT Lockheed Martin Corp.	0.72%	3,583	$2.2M	Reduce -0.6%
CMG Chipotle Mexican Grill Inc.	0.71%	66,624	$2.1M	Reduce -0.5%
EMR Emerson Electric Co.	0.70%	15,951	$2.1M	Reduce -3.2%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.69%	8,734	$2.1M	Reduce -1.3%
FICO Fair Isaac Corp.	0.69%	1,931	$2.1M	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.65%	20,052	$1.9M	Reduce -12.1%
HD Home Depot Inc.	0.64%	5,850	$1.9M	Reduce -2.3%
SBUX Starbucks Corp.	0.64%	21,190	$1.9M	Reduce -11.4%
NFLX Netflix Inc.	0.61%	19,090	$1.8M	Reduce -0.1%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.61%	9,817	$1.8M	Add +18.6%
PEP Pepsico Inc.	0.60%	11,627	$1.8M	Reduce -4.7%
HSY The Hershey Co.	0.57%	8,130	$1.7M	Reduce -1.2%
MCD McDonald's Corp.	0.46%	4,437	$1.4M	Add +0.4%
VTI VG Morningstar TS MKT ETF-US	0.46%	4,279	$1.4M	Reduce -7.9%
LOW Lowe's Cos Inc.	0.44%	5,609	$1.3M	Reduce -0.7%
BLK BlackRock Inc.	0.40%	1,249	$1.2M	Reduce -1.1%
GE General Electric filed as GE AEROSPACE	0.39%	4,114	$1.2M	Reduce -1.7%
ACN Accenture PLC Class A	0.38%	5,790	$1.1M	Reduce -0.3%
IJH iShares Core S&P Midcap ETF	0.38%	16,648	$1.1M	Reduce -1.0%
COST Costco Wholesale Corp.	0.35%	1,051	$1.0M	Reduce -1.3%
JPM JPMorgan Chase & Co.	0.33%	3,335	$981K	Reduce -1.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.32%	1,483	$965K	No change
GOOG Alphabet Inc. Class C	0.31%	3,260	$935K	Reduce -6.6%
GEV GE Vernova Inc.	0.31%	1,064	$928K	Reduce -4.2%
MMM 3M Co.	0.30%	6,112	$888K	Reduce -0.8%
BKNG Booking Holdings Inc.	0.27%	194	$818K	No change
ICE Intercontinental Exchange Inc.	0.27%	5,141	$809K	Reduce -0.2%
LPLA LPL Financial Holdings Inc.	0.26%	2,615	$787K	New
SLB SLB Ltd. filed as SLB LIMITED	0.25%	14,774	$759K	Reduce -0.1%
BR Broadridge Financial Solutio	0.25%	4,594	$746K	New
IWB iShares Russell 1000 ETF	0.23%	1,949	$695K	Reduce -6.4%
ABBV Abbvie Inc.	0.23%	3,191	$694K	Reduce -0.6%
PG The Procter & Gamble Co.	0.23%	4,789	$692K	Reduce -10.5%
VUG Vanguard Mrngstar GR ETF-Sui	0.23%	1,583	$691K	Reduce -3.5%
GD General Dynamics Corp.	0.23%	2,002	$687K	Reduce -1.0%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.23%	1,833	$673K	Reduce -6.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.22%	2,292	$658K	Reduce -0.3%
JNJ Johnson & Johnson	0.22%	2,640	$645K	Reduce -8.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.21%	12,905	$629K	Reduce -2.1%
WSM Williams-Sonoma Inc.	0.20%	3,357	$612K	No change
SYK Stryker Corp.	0.18%	1,652	$543K	Add +0.1%
KO The Coca-Cola Co.	0.17%	6,840	$520K	Reduce -8.8%
SOXX iShares Semiconductor ETF	0.17%	1,541	$506K	No change
AMT American Tower Corp.	0.17%	2,881	$497K	Reduce -3.8%
IVV iShares Core S&P 500 ETF	0.16%	752	$491K	Reduce -0.8%
HII Huntington Ingalls Industrie	0.13%	1,049	$399K	No change
STZ Constellation Brands Inc. Class A	0.13%	2,633	$395K	Reduce -11.1%
NVDA Nvidia Corp.	0.13%	2,200	$384K	Reduce -0.2%
UNH Unitedhealth Group Inc.	0.13%	1,395	$377K	Reduce -7.2%
RTX RTX Corp.	0.13%	1,953	$377K	Reduce -10.0%
IJR iShares Core S&P Small-Cap E	0.12%	2,943	$366K	Reduce -5.2%
WMT Walmart Inc.	0.12%	2,843	$353K	Reduce -11.4%
UPS United Parcel Service Class B	0.11%	3,463	$341K	Reduce -4.3%
EBAY eBay Inc.	0.11%	3,708	$337K	Reduce -21.9%
KLAC KLA Corp.	0.11%	214	$315K	No change
ADP Automatic Data Processing	0.10%	1,534	$312K	No change
EXPD Expeditors Intl Wash Inc.	0.10%	2,165	$310K	No change
YUM Yum! Brands Inc.	0.10%	1,900	$295K	No change
DUK Duke Energy Corp.	0.10%	2,194	$287K	Reduce -2.2%
ABT Abbott Laboratories	0.10%	2,787	$286K	Reduce -2.8%
IBDR iShares Ibonds Dec 2026 Term	0.09%	11,658	$283K	No change
IWF iShares Russell 1000 Growth	0.09%	657	$280K	Reduce -9.4%
ORCL Oracle Corp.	0.09%	1,880	$277K	Reduce -9.6%
VB Vanguard Most SM-Cap ETF-Usd	0.09%	1,014	$266K	Reduce -8.6%
COF Capital One Financial Corp.	0.09%	1,441	$263K	Reduce -3.5%
PYPL PayPal Holdings Inc.	0.09%	5,663	$256K	Reduce -5.6%

Show all 108 holdings

Portfolio Sells Q4 2025 → Q1 2026


GOOGL Alphabet Inc. Class A	Reduce -9.4%	6.12%	−1.21
MOAT Vaneck Morningstar Wide Moat	Reduce -4.5%	8.88%	−1.04
IT Gartner Inc.	Sold out	0.00%	−0.51
FHLC Fidelity MSCI Health Care	Reduce -4.2%	4.76%	−0.46
META Meta Platforms Inc. Class A	Reduce -1.6%	2.77%	−0.46
MCHP Microchip Technology Inc.	Reduce -15.5%	1.44%	−0.23
FISV Fiserv Inc.	Reduce -1.6%	1.07%	−0.23
V Visa Inc. Class A	Reduce -0.2%	1.47%	−0.23
AXP American Express Co.	Reduce -4.0%	0.82%	−0.22
DIS The Walt Disney Co.	Reduce -12.1%	0.65%	−0.22
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.9%	3.65%	−0.20
ACN Accenture PLC Class A	Reduce -0.3%	0.38%	−0.14
CMG Chipotle Mexican Grill Inc.	Reduce -0.5%	0.71%	−0.11
AAPL Apple Inc.	Reduce -0.9%	1.24%	−0.10
BUD Anheuser-Busch Inbev-SPN ADR	Reduce -16.7%	0.91%	−0.09
SCHW Schwab (charles) Corp.	Reduce -0.7%	1.32%	−0.09
ITOT iShares Core S&P Total U.S.	Reduce -2.4%	0.96%	−0.06
VTI VG Morningstar TS MKT ETF-US	Reduce -7.9%	0.46%	−0.06
VIG Vanguard Dividend Apprec ETF	Reduce -2.7%	1.16%	−0.05
GOOG Alphabet Inc. Class C	Reduce -6.6%	0.31%	−0.05
DFAC Dimensional US Core Equity 2	Reduce -3.0%	1.11%	−0.05
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -1.3%	0.69%	−0.05
BLK BlackRock Inc.	Reduce -1.1%	0.40%	−0.05
GPC Genuine Parts Co.	Reduce -25.6%	0.09%	−0.05
ARES Ares Management Corp. Class A	Reduce -10.2%	0.07%	−0.05
MGK Vngrd Mrgstr MG CP GR ETF-Ui	Reduce -6.3%	0.23%	−0.04
HD Home Depot Inc.	Reduce -2.3%	0.64%	−0.04
ORCL Oracle Corp.	Reduce -9.6%	0.09%	−0.04
GE General Electric	Reduce -1.7%	0.39%	−0.04
UNH Unitedhealth Group Inc.	Reduce -7.2%	0.13%	−0.04
JPM JPMorgan Chase & Co.	Reduce -1.9%	0.33%	−0.04
SBUX Starbucks Corp.	Reduce -11.4%	0.64%	−0.04
VUG Vanguard Mrngstar GR ETF-Sui	Reduce -3.5%	0.23%	−0.04
COF Capital One Financial Corp.	Reduce -3.5%	0.09%	−0.03
MMM 3M Co.	Reduce -0.8%	0.30%	−0.03
BAC Bank of America Corp.	Reduce -2.1%	0.21%	−0.03
PYPL PayPal Holdings Inc.	Reduce -5.6%	0.09%	−0.03
EMR Emerson Electric Co.	Reduce -3.2%	0.70%	−0.03
IWB iShares Russell 1000 ETF	Reduce -6.4%	0.23%	−0.03
EBAY eBay Inc.	Reduce -21.9%	0.11%	−0.02
PG The Procter & Gamble Co.	Reduce -10.5%	0.23%	−0.02
ABT Abbott Laboratories	Reduce -2.8%	0.10%	−0.02
IWF iShares Russell 1000 Growth	Reduce -9.4%	0.09%	−0.02
CEG Constellation Energy	Reduce -0.9%	0.07%	−0.02
ABBV Abbvie Inc.	Reduce -0.6%	0.23%	−0.01
LOW Lowe's Cos Inc.	Reduce -0.7%	0.44%	−0.01
AMT American Tower Corp.	Reduce -3.8%	0.17%	−0.01
IVV iShares Core S&P 500 ETF	Reduce -0.8%	0.16%	−0.01
NVDA Nvidia Corp.	Reduce -0.2%	0.13%	−0.01
ICE Intercontinental Exchange Inc.	Reduce -0.2%	0.27%	−0.01

Portfolio Buys Q4 2025 → Q1 2026


NOW ServiceNow Inc.	New	1.02%	+1.02
CSGP Costar Group Inc.	Add +812.8%	0.87%	+0.71
FICO Fair Isaac Corp.	New	0.69%	+0.69
CPRT Copart Inc.	Add +346.9%	0.88%	+0.65
SPGI S&P Global Inc.	Add +171.2%	1.01%	+0.55
FBND Fidelity Total Bond ETF	Add +6.3%	6.22%	+0.34
ISTB iShares Core 1-5 Year Usd Bo	Add +6.0%	4.84%	+0.26
LPLA LPL Financial Holdings Inc.	New	0.26%	+0.26
BR Broadridge Financial Solutio	New	0.25%	+0.25
SHY iShares 1-3 Year Treasury Bo	Add +5.3%	3.06%	+0.16
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +18.6%	0.61%	+0.12
VIGI Vanguard Int Div App Indx FD	Add +5.9%	3.76%	+0.10
NOC Northrop Grumman Corp.	New	0.07%	+0.07
MCD McDonald's Corp.	Add +0.4%	0.46%	+0.01
SYK Stryker Corp.	Add +0.1%	0.18%	−0.01
ADBE Adobe Inc.	Add +36.3%	1.08%	−0.06
BN Brookfield Corp.	Add +0.9%	1.00%	−0.12
AMZN Amazon.com Inc.	Add +3.2%	1.92%	−0.13
MKL Markel Group Inc.	Add +0.6%	2.28%	−0.26
MSFT Microsoft Corp.	Add +2.5%	3.31%	−0.90

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