Buttonwood Financial Advisors Inc. 13F Holdings · Q2 2026
Buttonwood Financial Advisors Inc. reported 110 securities worth $328.72M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: MOAT (8.58%), GOOGL (6.69%), FBND (5.90%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MOAT | VANECK ETF TRUST | $28.2M | 8.58% | 271,209 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $22.0M | 6.69% | 61,556 | Trimmed |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $19.4M | 5.90% | 426,451 | Added |
| 4 | FHLC | FIDELITY COVINGTON TRUST | $15.5M | 4.72% | 200,861 | Trimmed |
| 5 | VIGI | VANGUARD WHITEHALL FDS | $12.8M | 3.88% | 136,583 | Added |
| 6 | ISTB | ISHARES TR | $12.6M | 3.84% | 261,384 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $11.6M | 3.53% | 31,133 | Added |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.4M | 3.48% | 22,874 | Added |
| 9 | ARW | ARROW ELECTRS INC | $10.5M | 3.20% | 49,343 | Trimmed |
| 10 | TER | TERADYNE INC | $10.2M | 3.11% | 21,130 | Trimmed |
| 11 | SHY | ISHARES TR | $9.4M | 2.86% | 114,361 | Added |
| 12 | AMAT | APPLIED MATLS INC | $8.9M | 2.69% | 12,250 | Trimmed |
| 13 | META | META PLATFORMS INC | $8.1M | 2.46% | 14,339 | Trimmed |
| 14 | MKL | MARKEL GROUP INC | $7.0M | 2.13% | 3,590 | Added |
| 15 | ASML | ASML HLDG NV | $6.6M | 2.01% | 3,329 | Trimmed |
| 16 | AMZN | AMAZON COM INC | $6.6M | 2.00% | 27,552 | Trimmed |
| 17 | MCHP | MICROCHIP TECHNOLOGY INC. | $5.7M | 1.73% | 62,382 | Trimmed |
| 18 | V | VISA INC | $5.0M | 1.51% | 14,501 | Trimmed |
| 19 | AAPL | APPLE INC | $4.2M | 1.27% | 14,395 | Trimmed |
| 20 | CNQ | CANADIAN NAT RES LTD MED TER | $4.1M | 1.25% | 104,258 | Trimmed |
| 21 | NOW | SERVICENOW INC | $4.0M | 1.22% | 40,304 | Added |
| 22 | SCHW | SCHWAB CHARLES CORP | $3.9M | 1.18% | 42,083 | Trimmed |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $3.8M | 1.15% | 85,038 | Trimmed |
| 24 | XOM | EXXON MOBIL CORP | $3.7M | 1.14% | 27,322 | Trimmed |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $3.6M | 1.11% | 15,424 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR