Buttonwood Financial Advisors Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Buttonwood Financial Advisors Inc. held in its portfolio 104 assets valued at $299,957,099 (i.e. $299.96M).
The most valuable assets in the portfolio included: VANECK ETF TRUST ($29.74M), ALPHABET INC ($21.99M), and FIDELITY MERRIMACK STR TR ($17.63M).
The chart below shows the top 10 valuable assets, and the table below shows the top 104 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Buttonwood Financial Advisors Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANECK ETF TRUST | 287210 | 29743487 | MRNGSTR WDE MOAT |
| ALPHABET INC | 70267 | 21993473 | CAP STK CL A |
| FIDELITY MERRIMACK STR TR | 382965 | 17631725 | TOTAL BD ETF |
| FIDELITY COVINGTON TRUST | 211054 | 15677128 | MSCI HLTH CARE I |
| ISHARES TR | 281339 | 13715267 | CORE 1 5 YR USD |
| MICROSOFT CORP | 26091 | 12618252 | COM |
| BERKSHIRE HATHAWAY INC DEL | 22990 | 11556008 | CL B NEW |
| VANGUARD WHITEHALL FDS | 120071 | 10980474 | INTL DVD ETF |
| META PLATFORMS INC | 14692 | 9698154 | CL A |
| ISHARES TR | 105123 | 8706272 | 1 3 YR TREAS BD |
| MARKEL GROUP INC | 3538 | 7605999 | COM |
| AMAZON COM INC | 26743 | 6172762 | COM |
| ARROW ELECTRS INC | 52917 | 5830377 | COM |
| TERADYNE INC | 26522 | 5133684 | COM |
| VISA INC | 14539 | 5098924 | COM CL A |
| MICROCHIP TECHNOLOGY INC. | 78762 | 5018744 | COM |
| SCHWAB CHARLES CORP | 42412 | 4237353 | COM |
| APPLE INC | 14692 | 3994168 | COM |
| FISERV INC | 58184 | 3908186 | COM |
| CANADIAN NAT RES LTD | 112834 | 3819430 | COM |
| EXXON MOBIL CORP | 30574 | 3679244 | COM |
| VANGUARD SPECIALIZED FUNDS | 16575 | 3642874 | DIV APP ETF |
| ASML HOLDING N V | 3390 | 3626670 | N Y REGISTRY SHS |
| APPLIED MATLS INC | 13869 | 3564108 | COM |
| DIMENSIONAL ETF TRUST | 88260 | 3494212 | US CORE EQUITY 2 |
| ADOBE INC | 9706 | 3397003 | COM |
| BROOKFIELD CORP | 73528 | 3374196 | CL A LTD VT SH |
| AMERICAN EXPRESS CO | 8435 | 3120697 | COM |
| ISHARES TR | 20555 | 3056341 | CORE S&P TTL STK |
| ANHEUSER BUSCH INBEV SA/NV | 46895 | 3003166 | SPONSORED ADR |
| DISNEY WALT CO | 22807 | 2594771 | COM |
| CHIPOTLE MEXICAN GRILL INC | 66947 | 2477039 | COM |
| VANGUARD WORLD FD | 8853 | 2223593 | MEGA CAP INDEX |
| EMERSON ELEC CO | 16474 | 2186403 | COM |
| HOME DEPOT INC | 5985 | 2059333 | COM |
| STARBUCKS CORP | 23925 | 2014734 | COM |
| NETFLIX INC | 19104 | 1791231 | COM |
| PEPSICO INC | 12205 | 1751702 | COM |
| LOCKHEED MARTIN CORP | 3605 | 1743732 | COM |
| ACCENTURE PLC IRELAND | 5810 | 1558826 | SHS CLASS A |
| VANGUARD INDEX FDS | 4648 | 1558388 | TOTAL STK MKT |
| GARTNER INC | 6033 | 1522005 | COM |
| HERSHEY CO | 8231 | 1497956 | COM |
| VANGUARD INDEX FDS | 8276 | 1467914 | MCAP VL IDXVIP |
| S&P GLOBAL INC | 2613 | 1365584 | COM |
| LOWES COS INC | 5649 | 1362192 | COM |
| BLACKROCK INC | 1263 | 1352071 | COM |
| MCDONALDS CORP | 4418 | 1350121 | COM |
| GE AEROSPACE | 4185 | 1289108 | COM NEW |
| ISHARES TR | 16812 | 1109607 | CORE S&P MCP ETF |
| JPMORGAN CHASE & CO. | 3398 | 1094848 | COM |
| ALPHABET INC | 3489 | 1094699 | CAP STK CL C |
| BOOKING HOLDINGS INC | 194 | 1039807 | COM |
| SPDR S&P 500 ETF TR | 1483 | 1011351 | TR UNIT |
| 3M CO | 6163 | 986690 | COM |
| COSTCO WHSL CORP NEW | 1065 | 918306 | COM |
| INTERCONTINENTAL EXCHANGE IN | 5152 | 834418 | COM |
| VANGUARD WORLD FD | 1957 | 807633 | MEGA GRWTH IND |
| VANGUARD INDEX FDS | 1641 | 800487 | GROWTH ETF |
| ISHARES TR | 2083 | 777876 | RUS 1000 ETF |
| PROCTER AND GAMBLE CO | 5351 | 766811 | COM |
| ABBVIE INC | 3211 | 733705 | COM |
| GE VERNOVA INC | 1111 | 725859 | COM |
| BANK AMERICA CORP | 13184 | 725120 | COM |
| COPART INC | 17701 | 692994 | COM |
| GENERAL DYNAMICS CORP | 2022 | 680699 | COM |
| VANGUARD INDEX FDS | 2300 | 667550 | MID CAP ETF |
| WILLIAMS SONOMA INC | 3357 | 599547 | COM |
| JOHNSON & JOHNSON | 2891 | 598218 | COM |
| STRYKER CORPORATION | 1651 | 580263 | COM |
| SLB LIMITED | 14781 | 567276 | COM STK |
| AMERICAN TOWER CORP NEW | 2994 | 525737 | COM |
| COCA COLA CO | 7500 | 524357 | COM |
| ISHARES TR | 758 | 518842 | CORE S&P500 ETF |
| UNITEDHEALTH GROUP INC | 1503 | 496220 | COM |
| COSTAR GROUP INC | 7081 | 476126 | COM |
| ISHARES TR | 1541 | 464072 | ISHARES SEMICDTR |
| EBAY INC. | 4746 | 413370 | COM |
| NVIDIA CORPORATION | 2204 | 410995 | COM |
| CONSTELLATION BRANDS INC | 2961 | 408500 | CL A |
| ORACLE CORP | 2080 | 405499 | COM |
| GENUINE PARTS CO | 3242 | 398589 | COM |
| RTX CORPORATION | 2171 | 398231 | COM |
| AUTOMATIC DATA PROCESSING IN | 1534 | 394527 | COM |
| ISHARES TR | 3103 | 372907 | CORE S&P SCP ETF |
| CAPITAL ONE FINL CORP | 1494 | 362014 | COM |
| ABBOTT LABS | 2866 | 359059 | COM |
| UNITED PARCEL SERVICE INC | 3617 | 358746 | CL B |
| ARES MANAGEMENT CORPORATION | 2217 | 358394 | CL A COM STK |
| WALMART INC | 3210 | 357587 | COM |
| HUNTINGTON INGALLS INDS INC | 1049 | 356817 | COM |
| PAYPAL HLDGS INC | 6001 | 350358 | COM |
| ISHARES TR | 725 | 343143 | RUS 1000 GRW ETF |
| EXPEDITORS INTL WASH INC | 2165 | 322610 | COM |
| YUM BRANDS INC | 1900 | 287381 | COM |
| VANGUARD INDEX FDS | 1109 | 286004 | SMALL CP ETF |
| ISHARES TR | 11658 | 282473 | IBONDS DEC2026 |
| CONSTELLATION ENERGY CORP | 749 | 264503 | COM |
| DUKE ENERGY CORP NEW | 2243 | 262854 | COM NEW |
| KLA CORP | 214 | 259615 | COM NEW |
| SOUTHERN CO | 2600 | 226737 | COM |
| ISHARES TR | 1659 | 218332 | S&P MC 400VL ETF |
| NEXTERA ENERGY INC | 2625 | 210703 | COM |
| CISCO SYS INC | 2635 | 202952 | COM |
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