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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) |
|---|---|---|---|---|---|
| YUM BRANDS INC | COM | 988498101 | — | 1,900 shares | $259,000 |
| WALMART INC | COM | 931142103 | — | 2,457 shares | $255,311 |
| ORACLE CORP | COM | 68389X105 | — | 1,805 shares | $247,833 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 845 shares | $240,370 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 2,797 shares | $237,603 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 1,991 shares | $231,338 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 2,012 shares | $229,341 |
| ISHARES TR | S&P MC 400VL ETF | 464287705 | — | 1,615 shares | $222,427 |
| SOUTHERN CO | COM | 842587107 | — | 2,600 shares | $215,530 |
| F5 INC | COM | 315616102 | — | 475 shares | $211,461 |