Buttonwood Financial Advisors Inc.

Name: Buttonwood Financial Advisors Inc. 13F holdings, Q2 2026
Creator: Buttonwood Financial Advisors Inc.
Published: 2026-07-13

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 13, 2026), Buttonwood Financial Advisors Inc. reported 110 stock positions worth $328.7 million. Its top holding was Vaneck Morningstar Wide Moat (MOAT) at 8.6% of the portfolio, followed by Alphabet Class A (GOOGL, 6.7%) and Fidelity Total Bond ETF (FBND, 5.9%). Compared with Q1 2026, it opened 4 new positions, sold out of 2, added to 21 and reduced 71. The biggest buy was a new position in Mastercard Class A (MA) and the biggest sale iShares Core 1-5 Year Usd Bo (ISTB, shares −12%).

Most Recent 13F: Q3 2026
Location: BALTIMORE, MD
CIK: 0001904033
Portfolio Value: $328.7M (Q2 2026)
SEC Filing: 0001904033-26-000004 ↗ filed Jul 13, 2026

Holdings Value

Holdings 110 stocks · $328.7M


MOAT Vaneck Morningstar Wide Moat	8.58%	271,209	$28.2M	Reduce -1.1%
GOOGL Alphabet Inc. Class A	6.69%	61,556	$22.0M	Reduce -3.3%
FBND Fidelity Total Bond ETF	5.90%	426,451	$19.4M	Add +4.8%
FHLC Fidelity MSCI Health Care	4.72%	200,861	$15.5M	Reduce -0.7%
VIGI Vanguard Int Div App Indx FD	3.88%	136,583	$12.8M	Add +7.4%
ISTB iShares Core 1-5 Year Usd Bo	3.84%	261,384	$12.6M	Reduce -12.3%
MSFT Microsoft Corp.	3.53%	31,133	$11.6M	Add +16.5%
BRK.B Berkshire Hathaway Inc. Class B	3.48%	22,874	$11.4M	Add +0.4%
ARW Arrow Electronics Inc.	3.20%	49,343	$10.5M	Reduce -5.1%
TER Teradyne Inc.	3.11%	21,130	$10.2M	Reduce -8.6%
SHY iShares 1-3 Year Treasury Bo	2.86%	114,361	$9.4M	Add +3.3%
AMAT Applied Materials Inc.	2.69%	12,250	$8.9M	Reduce -6.7%
META Meta Platforms Inc. Class A	2.46%	14,339	$8.1M	Reduce -0.9%
MKL Markel Group Inc.	2.13%	3,590	$7.0M	Add +0.9%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV	2.01%	3,329	$6.6M	Reduce -0.5%
AMZN Amazon.com Inc.	2.00%	27,552	$6.6M	Reduce -0.1%
MCHP Microchip Technology Inc.	1.73%	62,382	$5.7M	Reduce -6.2%
V Visa Inc. Class A	1.51%	14,501	$5.0M	Reduce -0.0%
AAPL Apple Inc.	1.27%	14,395	$4.2M	Reduce -1.1%
CNQ Canadian Natural Resources	1.25%	104,258	$4.1M	Reduce -3.4%
NOW ServiceNow Inc.	1.22%	40,304	$4.0M	Add +38.2%
SCHW Schwab (charles) Corp.	1.18%	42,083	$3.9M	Reduce -0.1%
DFAC Dimensional US Core Equity 2	1.15%	85,038	$3.8M	Reduce -0.7%
XOM Exxon Mobil Corp.	1.14%	27,322	$3.7M	Reduce -3.3%
VIG Vanguard Dividend Apprec ETF	1.11%	15,424	$3.6M	Reduce -4.4%
SPGI S&P Global Inc.	1.03%	8,303	$3.4M	Add +17.2%
ITOT iShares Core S&P Total U.S.	0.97%	19,474	$3.2M	Reduce -2.9%
BUD Anheuser-Busch Inbev-SPN ADR	0.97%	38,802	$3.2M	Reduce -0.7%
BN Brookfield Corp.	0.96%	74,143	$3.2M	Reduce -0.0%
CSGP Costar Group Inc.	0.90%	103,911	$2.9M	Add +60.8%
CPRT Copart Inc.	0.87%	100,955	$2.8M	Add +27.6%
FISV Fiserv Inc.	0.83%	55,841	$2.7M	Reduce -2.4%
AXP American Express Co.	0.83%	8,084	$2.7M	Reduce -0.2%
ADBE Adobe Inc.	0.80%	12,798	$2.6M	Reduce -3.2%
FICO Fair Isaac Corp.	0.78%	2,143	$2.6M	Add +11.0%
EMR Emerson Electric Co.	0.69%	15,880	$2.3M	Reduce -0.5%
MGC Vngrd Mrngstr MG Cap ETF-Usd	0.69%	8,270	$2.3M	Reduce -5.3%
VOE Vngrd Mrngstr MD-Cap Val ETF	0.62%	10,379	$2.1M	Add +5.7%
HD Home Depot Inc.	0.62%	5,806	$2.0M	Reduce -0.8%
CMG Chipotle Mexican Grill Inc.	0.62%	59,476	$2.0M	Reduce -10.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.58%	19,871	$1.9M	Reduce -0.9%
LMT Lockheed Martin Corp.	0.56%	3,623	$1.8M	Add +1.1%
PEP Pepsico Inc.	0.47%	11,426	$1.5M	Reduce -1.7%
VTI VG Morningstar TS MKT ETF-US	0.46%	4,119	$1.5M	Reduce -3.7%
GE General Electric filed as GE AEROSPACE	0.46%	4,064	$1.5M	Reduce -1.2%
HSY The Hershey Co.	0.43%	8,027	$1.4M	Reduce -1.3%
NFLX Netflix Inc.	0.41%	19,069	$1.4M	Reduce -0.1%
IJH iShares Core S&P Midcap ETF	0.39%	16,651	$1.3M	Add +0.0%
MA Mastercard Inc. Class A	0.39%	2,480	$1.3M	New
LOW Lowe's Cos Inc.	0.38%	5,607	$1.2M	Reduce -0.0%
GEV GE Vernova Inc.	0.37%	1,035	$1.2M	Reduce -2.7%
MCD McDonald's Corp.	0.36%	4,429	$1.2M	Reduce -0.2%
BLK BlackRock Inc.	0.36%	1,239	$1.2M	Reduce -0.8%
SBUX Starbucks Corp.	0.36%	11,644	$1.2M	Reduce -45.0%
GOOG Alphabet Inc. Class C	0.35%	3,218	$1.1M	Reduce -1.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.34%	1,483	$1.1M	No change
JPM JPMorgan Chase & Co.	0.33%	3,329	$1.1M	Reduce -0.2%
LPLA LPL Financial Holdings Inc.	0.32%	3,685	$1.0M	Add +40.9%
BR Broadridge Financial Solutio	0.30%	7,232	$990K	Add +57.4%
MMM 3M Co.	0.30%	6,113	$990K	Add +0.0%
SOXX iShares Semiconductor ETF	0.30%	1,540	$987K	Reduce -0.1%
COST Costco Wholesale Corp.	0.29%	1,010	$945K	Reduce -3.9%
BKNG Booking Holdings Inc.	0.26%	4,856	$866K	Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui	0.25%	9,455	$814K	Reduce -0.5%
ABBV Abbvie Inc.	0.24%	3,193	$804K	Add +0.1%
IWB iShares Russell 1000 ETF	0.24%	1,919	$786K	Reduce -1.5%
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.23%	8,736	$768K	Reduce -4.7%
WSM Williams-Sonoma Inc.	0.22%	3,156	$736K	Reduce -6.0%
BAC Bank of America Corp.	0.22%	12,800	$729K	Reduce -0.8%
ACN Accenture PLC Class A	0.22%	5,768	$718K	Reduce -0.4%
GD General Dynamics Corp.	0.22%	2,000	$708K	Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.21%	8,684	$700K	Reduce -5.3%
PG The Procter & Gamble Co.	0.21%	4,755	$697K	Reduce -0.7%
SLB SLB Ltd. filed as SLB LIMITED	0.20%	14,311	$665K	Reduce -3.1%
JNJ Johnson & Johnson	0.20%	2,591	$658K	Reduce -1.9%
KLAC KLA Corp.	0.20%	2,138	$645K	No change
ICE Intercontinental Exchange Inc.	0.19%	5,131	$632K	Reduce -0.2%
UNH Unitedhealth Group Inc.	0.17%	1,365	$567K	Reduce -2.1%
IVV iShares Core S&P 500 ETF	0.17%	729	$546K	Reduce -3.1%
KO The Coca-Cola Co.	0.16%	6,666	$542K	Reduce -2.5%
SYK Stryker Corp.	0.16%	1,620	$510K	Reduce -1.9%
AMT American Tower Corp.	0.14%	2,883	$472K	Add +0.1%
NVDA Nvidia Corp.	0.13%	2,200	$440K	No change
IJR iShares Core S&P Small-Cap E	0.13%	2,873	$426K	Reduce -2.4%
UPS United Parcel Service Class B	0.11%	3,438	$370K	Reduce -0.7%
RTX RTX Corp.	0.11%	1,910	$362K	Reduce -2.2%
EXPD Expeditors Intl Wash Inc.	0.11%	2,165	$353K	No change
ADP Automatic Data Processing	0.10%	1,534	$343K	No change
EBAY eBay Inc.	0.10%	2,987	$334K	Reduce -19.4%
IWF iShares Russell 1000 Growth	0.10%	2,628	$326K	No change
STZ Constellation Brands Inc. Class A	0.10%	2,246	$312K	Reduce -14.7%
YUM Yum! Brands Inc.	0.09%	1,900	$304K	No change
CSCO Cisco Systems Inc.	0.09%	2,577	$303K	Reduce -1.9%
AMD Advanced Micro Devices	0.09%	517	$300K	New
WMT Walmart Inc.	0.09%	2,621	$297K	Reduce -7.8%
HII Huntington Ingalls Industrie	0.09%	1,049	$294K	No change
COF Capital One Financial Corp.	0.09%	1,441	$289K	No change
GPC Genuine Parts Co.	0.09%	2,411	$284K	No change
IBDR iShares Ibonds Dec 2026 Term	0.09%	11,658	$282K	No change
DUK Duke Energy Corp.	0.08%	2,190	$277K	Reduce -0.2%
ORCL Oracle Corp.	0.08%	1,816	$266K	Reduce -3.4%
VB Vanguard Most SM-Cap ETF-Usd	0.08%	869	$263K	Reduce -14.3%
ABT Abbott Laboratories	0.08%	2,789	$253K	Add +0.1%
SO The Southern Co.	0.08%	2,600	$249K	No change
PYPL PayPal Holdings Inc.	0.07%	5,655	$244K	Reduce -0.1%
VXUS Vanguard Total Intl Stock	0.07%	2,795	$239K	New
IJJ iShares S&P Mid-Cap 400 Valu	0.07%	1,615	$239K	Reduce -2.6%
CVX Chevron Corp.	0.07%	1,410	$234K	New
ARES Ares Management Corp. Class A	0.07%	1,991	$222K	No change
NEE Nextera Energy Inc.	0.07%	2,507	$220K	No change

Portfolio Sells Q1 2026 → Q2 2026


ISTB iShares Core 1-5 Year Usd Bo	Reduce -12.3%	3.84%	−1.00
CNQ Canadian Natural Resources	Reduce -3.4%	1.25%	−0.51
XOM Exxon Mobil Corp.	Reduce -3.3%	1.14%	−0.47
META Meta Platforms Inc. Class A	Reduce -0.9%	2.46%	−0.31
MOAT Vaneck Morningstar Wide Moat	Reduce -1.1%	8.58%	−0.30
ADBE Adobe Inc.	Reduce -3.2%	0.80%	−0.28
SBUX Starbucks Corp.	Reduce -45.0%	0.36%	−0.27
FISV Fiserv Inc.	Reduce -2.4%	0.83%	−0.24
NFLX Netflix Inc.	Reduce -0.1%	0.41%	−0.20
ACN Accenture PLC Class A	Reduce -0.4%	0.22%	−0.17
SCHW Schwab (charles) Corp.	Reduce -0.1%	1.18%	−0.14
HSY The Hershey Co.	Reduce -1.3%	0.43%	−0.14
PEP Pepsico Inc.	Reduce -1.7%	0.47%	−0.13
CMG Chipotle Mexican Grill Inc.	Reduce -10.7%	0.62%	−0.10
MCD McDonald's Corp.	Reduce -0.2%	0.36%	−0.10
ICE Intercontinental Exchange Inc.	Reduce -0.2%	0.19%	−0.08
NOC Northrop Grumman Corp.	Sold out	0.00%	−0.07
CEG Constellation Energy	Sold out	0.00%	−0.07
LOW Lowe's Cos Inc.	Reduce -0.0%	0.38%	−0.07
DIS The Walt Disney Co.	Reduce -0.9%	0.58%	−0.06
COST Costco Wholesale Corp.	Reduce -3.9%	0.29%	−0.06
SLB SLB Ltd.	Reduce -3.1%	0.20%	−0.05
VIG Vanguard Dividend Apprec ETF	Reduce -4.4%	1.11%	−0.05
BN Brookfield Corp.	Reduce -0.0%	0.96%	−0.04
FHLC Fidelity MSCI Health Care	Reduce -0.7%	4.72%	−0.04
BLK BlackRock Inc.	Reduce -0.8%	0.36%	−0.04
STZ Constellation Brands Inc. Class A	Reduce -14.7%	0.10%	−0.04
WMT Walmart Inc.	Reduce -7.8%	0.09%	−0.03
SYK Stryker Corp.	Reduce -1.9%	0.16%	−0.03
HD Home Depot Inc.	Reduce -0.8%	0.62%	−0.02
PG The Procter & Gamble Co.	Reduce -0.7%	0.21%	−0.02
JNJ Johnson & Johnson	Reduce -1.9%	0.20%	−0.02
RTX RTX Corp.	Reduce -2.2%	0.11%	−0.02
GD General Dynamics Corp.	Reduce -0.1%	0.22%	−0.01
DUK Duke Energy Corp.	Reduce -0.2%	0.08%	−0.01
ORCL Oracle Corp.	Reduce -3.4%	0.08%	−0.01
EBAY eBay Inc.	Reduce -19.4%	0.10%	−0.01
PYPL PayPal Holdings Inc.	Reduce -0.1%	0.07%	−0.01
KO The Coca-Cola Co.	Reduce -2.5%	0.16%	−0.01
VB Vanguard Most SM-Cap ETF-Usd	Reduce -14.3%	0.08%	−0.01
EMR Emerson Electric Co.	Reduce -0.5%	0.69%	−0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd	Reduce -5.3%	0.21%	−0.01
MGC Vngrd Mrngstr MG Cap ETF-Usd	Reduce -5.3%	0.69%	−0.00
UPS United Parcel Service Class B	Reduce -0.7%	0.11%	−0.00
IJJ iShares S&P Mid-Cap 400 Valu	Reduce -2.6%	0.07%	−0.00
IVV iShares Core S&P 500 ETF	Reduce -3.1%	0.17%	+0.00
JPM JPMorgan Chase & Co.	Reduce -0.2%	0.33%	+0.00
VTI VG Morningstar TS MKT ETF-US	Reduce -3.7%	0.46%	+0.00
IWB iShares Russell 1000 ETF	Reduce -1.5%	0.24%	+0.01
IJR iShares Core S&P Small-Cap E	Reduce -2.4%	0.13%	+0.01

Portfolio Buys Q1 2026 → Q2 2026


MA Mastercard Inc. Class A	New	0.39%	+0.39
MSFT Microsoft Corp.	Add +16.5%	3.53%	+0.22
NOW ServiceNow Inc.	Add +38.2%	1.22%	+0.20
VIGI Vanguard Int Div App Indx FD	Add +7.4%	3.88%	+0.12
AMD Advanced Micro Devices	New	0.09%	+0.09
FICO Fair Isaac Corp.	Add +11.0%	0.78%	+0.09
VXUS Vanguard Total Intl Stock	New	0.07%	+0.07
CVX Chevron Corp.	New	0.07%	+0.07
LPLA LPL Financial Holdings Inc.	Add +40.9%	0.32%	+0.05
BR Broadridge Financial Solutio	Add +57.4%	0.30%	+0.05
CSGP Costar Group Inc.	Add +60.8%	0.90%	+0.02
SPGI S&P Global Inc.	Add +17.2%	1.03%	+0.02
VOE Vngrd Mrngstr MD-Cap Val ETF	Add +5.7%	0.62%	+0.02
IJH iShares Core S&P Midcap ETF	Add +0.0%	0.39%	+0.01
ABBV Abbvie Inc.	Add +0.1%	0.24%	+0.01
MMM 3M Co.	Add +0.0%	0.30%	+0.00
BKNG Booking Holdings Inc.	Add +0.1%	0.26%	−0.01
CPRT Copart Inc.	Add +27.6%	0.87%	−0.01
ABT Abbott Laboratories	Add +0.1%	0.08%	−0.02
AMT American Tower Corp.	Add +0.1%	0.14%	−0.02
MKL Markel Group Inc.	Add +0.9%	2.13%	−0.15
LMT Lockheed Martin Corp.	Add +1.1%	0.56%	−0.16
BRK.B Berkshire Hathaway Inc. Class B	Add +0.4%	3.48%	−0.17
SHY iShares 1-3 Year Treasury Bo	Add +3.3%	2.86%	−0.20
FBND Fidelity Total Bond ETF	Add +4.8%	5.90%	−0.31

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