Buttonwood Financial Advisors Inc.

Est. AUM

$298.8M

13F long equity, this entity only

Positions

108

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANECK ETF TRUST	MRNGSTR WDE MOAT	$26.5M	274353	8.88%	SOLE
2	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$18.6M	407127	6.22%	SOLE
3	ALPHABET INC	CAP STK CL A	$18.3M	63630	6.12%	SOLE
4	ISHARES TR	CORE 1 5 YR USD	$14.4M	298194	4.84%	SOLE
5	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$14.2M	202237	4.76%	SOLE
6	VANGUARD WHITEHALL FDS	INTL DVD ETF	$11.3M	127170	3.76%	SOLE
7	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.9M	22780	3.65%	SOLE
8	MICROSOFT CORP	COM	$9.9M	26732	3.31%	SOLE
9	ISHARES TR	1 3 YR TREAS BD	$9.1M	110735	3.06%	SOLE
10	META PLATFORMS INC	CL A	$8.3M	14465	2.77%	SOLE
11	ARROW ELECTRS INC	COM	$7.5M	52016	2.50%	SOLE
12	TERADYNE INC	COM	$6.8M	23107	2.29%	SOLE
13	MARKEL GROUP INC	COM	$6.8M	3558	2.28%	SOLE
14	AMAZON COM INC	COM	$5.7M	27593	1.92%	SOLE
15	CANADIAN NAT RES LTD MED TER	COM	$5.3M	107873	1.76%	SOLE
16	EXXON MOBIL CORP	COM	$4.8M	28243	1.60%	SOLE
17	APPLIED MATLS INC	COM	$4.5M	13135	1.50%	SOLE
18	ASML HLDG NV	N Y REGISTRY SHS	$4.4M	3345	1.48%	SOLE
19	VISA INC	COM CL A	$4.4M	14504	1.47%	SOLE
20	MICROCHIP TECHNOLOGY INC.	COM	$4.3M	66537	1.44%	SOLE
21	SCHWAB CHARLES CORP	COM	$4.0M	42106	1.32%	SOLE
22	APPLE INC	COM	$3.7M	14560	1.24%	SOLE
23	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	16129	1.16%	SOLE
24	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.3M	85618	1.11%	SOLE
25	ADOBE INC	COM	$3.2M	13226	1.08%	SOLE
26	FISERV INC	COM	$3.2M	57234	1.07%	SOLE
27	SERVICENOW INC	COM	$3.0M	29155	1.02%	SOLE
28	S&P GLOBAL INC	COM	$3.0M	7087	1.01%	SOLE
29	BROOKFIELD CORP	CL A LTD VT SH	$3.0M	74170	1.00%	SOLE
30	ISHARES TR	CORE S&P TTL STK	$2.9M	20057	0.96%	SOLE
31	ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$2.7M	39055	0.91%	SOLE
32	COPART INC	COM	$2.6M	79102	0.88%	SOLE
33	COSTAR GROUP INC	COM	$2.6M	64632	0.87%	SOLE
34	AMERICAN EXPRESS CO	COM	$2.5M	8102	0.82%	SOLE
35	LOCKHEED MARTIN CORP	COM	$2.2M	3583	0.72%	SOLE
36	CHIPOTLE MEXICAN GRILL INC	COM	$2.1M	66624	0.71%	SOLE
37	EMERSON ELEC CO	COM	$2.1M	15951	0.70%	SOLE
38	VANGUARD WORLD FD	MEGA CAP INDEX	$2.1M	8734	0.69%	SOLE
39	FAIR ISAAC CORP	COM	$2.1M	1931	0.69%	SOLE
40	DISNEY WALT CO	COM	$1.9M	20052	0.65%	SOLE
41	HOME DEPOT INC	COM	$1.9M	5850	0.64%	SOLE
42	STARBUCKS CORP	COM	$1.9M	21190	0.64%	SOLE
43	NETFLIX INC.	COM	$1.8M	19090	0.61%	SOLE
44	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.8M	9817	0.61%	SOLE
45	PEPSICO INC	COM	$1.8M	11627	0.60%	SOLE
46	HERSHEY CO	COM	$1.7M	8130	0.57%	SOLE
47	MCDONALDS CORP	COM	$1.4M	4437	0.46%	SOLE
48	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4279	0.46%	SOLE
49	LOWES COS INC	COM	$1.3M	5609	0.44%	SOLE
50	BLACKROCK INC	COM	$1.2M	1249	0.40%	SOLE

1–50 of 108

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.