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Buttonwood Financial Advisors Inc.
Period ended Sep 30, 2026 · Latest filing Oct 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $331,046,507
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANECK ETF TRUST · MRNGSTR WDE MOAT · 92189F643 · shares: $27,576,020
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $20,917,798
- FIDELITY MERRIMACK STR TR · TOTAL BD ETF · 316188309 · shares: $18,643,999
- MICROSOFT CORP · COM · 594918104 · shares: $16,072,181
- FIDELITY COVINGTON TRUST · MSCI HLTH CARE I · 316092600 · shares: $15,966,149
- VANGUARD WHITEHALL FDS · INTL DVD ETF · 921946810 · shares: $13,047,444
- ISHARES TR · CORE 1 5 YR USD · 46432F859 · shares: $12,762,063
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $11,375,254
- ARROW ELECTRS INC · COM · 042735100 · shares: $10,794,721
- META PLATFORMS INC · CL A · 30303M102 · shares: $10,379,419
Reported holdings
110 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | — | 260,865 shares | $27,576,020 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 60,793 shares | $20,917,798 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | — | 430,577 shares | $18,643,999 |
| MICROSOFT CORP | COM | 594918104 | — | 31,336 shares | $16,072,181 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | — | 195,424 shares | $15,966,149 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 138,185 shares | $13,047,444 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 | — | 270,097 shares | $12,762,063 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 22,844 shares | $11,375,254 |
| ARROW ELECTRS INC | COM | 042735100 | — | 47,554 shares | $10,794,721 |
| META PLATFORMS INC | CL A | 30303M102 | — | 14,313 shares | $10,379,419 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 | — | 115,788 shares | $9,402,024 |
| TERADYNE INC | COM | 880770102 | — | 20,838 shares | $8,354,005 |
| AMAZON COM INC | COM | 023135106 | — | 27,459 shares | $6,841,473 |
| APPLIED MATLS INC | COM | 038222105 | — | 12,053 shares | $6,163,895 |
| MARKEL GROUP INC | COM | 570535104 | — | 3,584 shares | $6,137,849 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 3,318 shares | $6,010,880 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 36,631 shares | $5,676,706 |
| SERVICENOW INC | COM | 81762P102 | — | 40,285 shares | $5,398,593 |
| VISA INC | COM CL A | 92826C839 | — | 14,301 shares | $5,138,876 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 61,458 shares | $4,779,621 |
| CANADIAN NAT RES LTD MED TER | COM | 136385101 | — | 100,145 shares | $4,713,820 |
| APPLE INC | COM | 037833100 | — | 14,087 shares | $4,691,340 |
| COSTAR GROUP INC | COM | 22160N109 | — | 165,778 shares | $4,542,317 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 26,464 shares | $4,307,025 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 42,041 shares | $4,109,054 |
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 85,038 shares | $3,779,937 |
| S&P GLOBAL INC | COM | 78409V104 | — | 8,502 shares | $3,353,691 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 14,301 shares | $3,336,490 |
| COPART INC | COM | 217204106 | — | 118,947 shares | $3,244,874 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 19,209 shares | $3,194,032 |
| ANHEUSER BUSCH INBEV SA NV | SPONSORED ADR | 03524A108 | — | 37,818 shares | $2,778,487 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 8,044 shares | $2,446,186 |
| FISERV INC | COM | 337738108 | — | 53,598 shares | $2,421,535 |
| VANGUARD WORLD FD | MRNGSTR CAP ETF | 921910873 | — | 8,051 shares | $2,272,876 |
| EMERSON ELEC CO | COM | 291011104 | — | 14,583 shares | $2,261,841 |
| BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | — | 60,278 shares | $2,197,734 |
| VANGUARD INDEX FDS | MRNGSTR MD CP VA | 922908512 | — | 10,728 shares | $2,097,646 |
| DISNEY WALT CO | COM | 254687106 | — | 19,553 shares | $2,051,160 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 3,607 shares | $1,836,893 |
| ADOBE INC | COM | 00724F101 | — | 7,283 shares | $1,747,483 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 52,510 shares | $1,677,695 |
| HOME DEPOT INC | COM | 437076102 | — | 5,793 shares | $1,647,964 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 4,088 shares | $1,529,952 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 2,589 shares | $1,427,898 |
| NETFLIX INC. | COM | 64110L106 | — | 18,963 shares | $1,319,475 |
| BLACKROCK INC | COM | 09290D101 | — | 1,239 shares | $1,311,709 |
| PEPSICO INC | COM | 713448108 | — | 10,115 shares | $1,281,719 |
| FAIR ISAAC CORP | COM | 303250104 | — | 2,133 shares | $1,263,739 |
| HERSHEY CO | COM | 427866108 | — | 7,965 shares | $1,255,293 |
| GE AEROSPACE | COM NEW | 369604301 | — | 3,964 shares | $1,237,881 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 3,864 shares | $1,181,611 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 16,386 shares | $1,178,999 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 7,272 shares | $1,171,519 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 1,468 shares | $1,119,612 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 3,324 shares | $1,099,515 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 3,198 shares | $1,089,658 |
| STARBUCKS CORP | COM | 855244109 | — | 11,263 shares | $1,058,234 |
| MCDONALDS CORP | COM | 580135101 | — | 4,521 shares | $1,044,116 |
| LOWES COS INC | COM | 548661107 | — | 5,590 shares | $1,030,089 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 5,499 shares | $1,008,264 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,018 shares | $967,303 |
| 3M CO | COM | 88579Y101 | — | 5,763 shares | $946,055 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 1,540 shares | $875,706 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 907 shares | $825,852 |
| ABBVIE INC | COM | 00287Y109 | — | 3,136 shares | $820,258 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 8,643 shares | $800,782 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 4,849 shares | $789,969 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 5,124 shares | $779,002 |
| BANK OF AMER CORP | COM | 060505104 | — | 12,768 shares | $694,962 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 7,643 shares | $688,699 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 2,589 shares | $685,376 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 8,580 shares | $672,838 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 4,610 shares | $669,792 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 1,590 shares | $661,647 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 1,966 shares | $652,351 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 2,472 shares | $563,493 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 731 shares | $559,453 |
| SLB LIMITED | COM STK | 806857108 | — | 11,466 shares | $558,621 |
| COCA COLA CO | COM | 191216100 | — | 5,954 shares | $512,495 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,201 shares | $502,602 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,300 shares | $477,236 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 2,872 shares | $470,052 |
| STRYKER CORPORATION | COM | 863667101 | — | 1,621 shares | $446,435 |
| KLA CORP | COM NEW | 482480100 | — | 2,039 shares | $397,407 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,531 shares | $395,025 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 2,765 shares | $376,161 |
| RTX CORPORATION | COM | 75513E101 | — | 1,905 shares | $353,734 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 2,644 shares | $331,187 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 1,758 shares | $324,587 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 517 shares | $316,241 |
| GENUINE PARTS CO | COM | 372460105 | — | 2,411 shares | $303,110 |
| EBAY INC. | COM | 278642103 | — | 2,856 shares | $302,912 |
| CHEVRON CORPORATION | COM | 166764100 | — | 1,411 shares | $288,242 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 | — | 11,658 shares | $282,590 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 | — | 1,049 shares | $280,222 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 1,441 shares | $278,157 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,790 shares | $275,691 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 5,242 shares | $275,346 |
| CISCO SYS INC | COM | 17275R102 | — | 2,548 shares | $274,204 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 2,806 shares | $262,165 |