← Every investor
Buttonwood Financial Advisors Inc. Portfolio
$331M across 110 positions as of 2026-09-30, with 48% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+8.7%
-5.7% a year vs the S&P 500
3 years
+15.0%
-6.3% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
8 of 19
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.2% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.6% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.4% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +2.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +4.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.4% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -1.7% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -1.5% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| MOATVanEck Morningstar Wide Moat ETF | $27.6M | 8.3% | 260,865 |
| GOOGLAlphabet Inc | $20.9M | 6.3% | 60,793 |
| FBNDFidelity Total Bond ETF | $18.6M | 5.6% | 430,577 |
| MSFTMicrosoft Corp | $16.1M | 4.9% | 31,336 |
| FHLCFIDELITY COVINGTON TRUST | $16M | 4.8% | 195,424 |
| VIGIVanguard International Dividend Appreciation ETF | $13M | 3.9% | 138,185 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $12.8M | 3.9% | 270,097 |
| BRK.BBerkshire Hathaway Inc | $11.4M | 3.4% | 22,844 |
| ARWArrow Electronics Inc | $10.8M | 3.3% | 47,554 |
| METAMeta Platforms Inc | $10.4M | 3.1% | 14,313 |
| SHYiShares 1-3 Year Treasury Bond ETF | $9.4M | 2.8% | 115,788 |
| TERTeradyne Inc | $8.4M | 2.5% | 20,838 |
| AMZNAmazon.com Inc | $6.8M | 2.1% | 27,459 |
| AMATApplied Materials Inc | $6.2M | 1.9% | 12,053 |
| MKLMarkel Group Inc | $6.1M | 1.9% | 3,584 |
| ASML HLDG NV | $6M | 1.8% | 3,318 |
| HONAHoneywell Aerospace Inc | $5.7M | 1.7% | 36,631 |
| NOWServiceNow Inc | $5.4M | 1.6% | 40,285 |
| VVisa Inc | $5.1M | 1.6% | 14,301 |
| MCHPMicrochip Technology Inc | $4.8M | 1.4% | 61,458 |
| CNQCanadian Natural Resources Ltd | $4.7M | 1.4% | 100,145 |
| AAPLApple Inc | $4.7M | 1.4% | 14,087 |
| CSGPCostar Group Inc | $4.5M | 1.4% | 165,778 |
| XOMExxonmobil Holdings Corp | $4.3M | 1.3% | 26,464 |
| SCHWCharles Schwab Corp | $4.1M | 1.2% | 42,041 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $3.8M | 1.1% | 85,038 |
| SPGIS&P Global Inc | $3.4M | 1.0% | 8,502 |
| VIGVanguard Div Appreciation ETF | $3.3M | 1.0% | 14,301 |
| CPRTCopart Inc | $3.2M | 1.0% | 118,947 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $3.2M | 1.0% | 19,209 |
| BUDAnheuser-Busch Inbev SA | $2.8M | 0.8% | 37,818 |
| AXPAmerican Express Co | $2.4M | 0.7% | 8,044 |
| FISVFiserv Inc | $2.4M | 0.7% | 53,598 |
| MGCVanguard Mega Cap ETF | $2.3M | 0.7% | 8,051 |
| EMREmerson Electric Co | $2.3M | 0.7% | 14,583 |
| BNBrookfield Corporation Class A Limited Voting Shares | $2.2M | 0.7% | 60,278 |
| VOEVanguard Mid-Cap Value ETF | $2.1M | 0.6% | 10,728 |
| DISWalt Disney Co | $2.1M | 0.6% | 19,553 |
| LMTLockheed Martin Corp | $1.8M | 0.6% | 3,607 |
| ADBEAdobe Inc | $1.7M | 0.5% | 7,283 |
| CMGChipotle Mexican Grill Inc | $1.7M | 0.5% | 52,510 |
| HDHome Depot Inc | $1.6M | 0.5% | 5,793 |
| VTIVanguard Total Stock Market ETF | $1.5M | 0.5% | 4,088 |
| MAMastercard Inc | $1.4M | 0.4% | 2,589 |
| NFLXNetflix Inc | $1.3M | 0.4% | 18,963 |
| BLKBlackRock Inc | $1.3M | 0.4% | 1,239 |
| PEPPepsiCo Inc | $1.3M | 0.4% | 10,115 |
| FICOFair Isaac Corp | $1.3M | 0.4% | 2,133 |
| HSYHershey Co | $1.3M | 0.4% | 7,965 |
| GEGeneral Electric Co | $1.2M | 0.4% | 3,964 |
| LPLALPL Financial Holdings Inc | $1.2M | 0.4% | 3,864 |
| IJHiShares Core S&P Mid-Cap ETF | $1.2M | 0.4% | 16,386 |
| BRBroadridge Financial Solutions Inc | $1.2M | 0.4% | 7,272 |
| SPYState Street SPDR S&P 500 ETF Trust | $1.1M | 0.3% | 1,468 |
| JPMJPMorgan Chase & Co | $1.1M | 0.3% | 3,324 |
| GOOGAlphabet Inc | $1.1M | 0.3% | 3,198 |
| SBUXStarbucks Corp | $1.1M | 0.3% | 11,263 |
| MCDMcDonald's Corp | $1M | 0.3% | 4,521 |
| LOWLowe's Companies Inc | $1M | 0.3% | 5,590 |
| ACCENTURE PLC IRELAND | $1M | 0.3% | 5,499 |
| GEVGE Vernova Inc | $967.3K | 0.3% | 1,018 |
| MMM3M Co | $946.1K | 0.3% | 5,763 |
| SOXXiShares Semiconductor ETF | $875.7K | 0.3% | 1,540 |
| COSTCostco Wholesale Corp | $825.9K | 0.2% | 907 |
| ABBVAbbVie Inc | $820.3K | 0.2% | 3,136 |
| MGKVanguard Mega Cap Growth ETF | $800.8K | 0.2% | 8,643 |
| BKNGBooking Holdings Inc | $790K | 0.2% | 4,849 |
| ICEIntercontinental Exchange Inc | $779K | 0.2% | 5,124 |
| BACBank of America Corp | $695K | 0.2% | 12,768 |
| VUGVanguard Growth ETF | $688.7K | 0.2% | 7,643 |
| JNJJohnson & Johnson | $685.4K | 0.2% | 2,589 |
| VOVanguard Mid-Cap ETF | $672.8K | 0.2% | 8,580 |
| PGProcter & Gamble Co | $669.8K | 0.2% | 4,610 |
| IWBiShares Russell 1000 ETF | $661.6K | 0.2% | 1,590 |
| GDGeneral Dynamics Corp | $652.4K | 0.2% | 1,966 |
| WSMWilliams-Sonoma Inc | $563.5K | 0.2% | 2,472 |
| IVViShares Core S&P 500 ETF | $559.5K | 0.2% | 731 |
| SLBSLB NV | $558.6K | 0.2% | 11,466 |
| KOCoca-Cola Co | $512.5K | 0.2% | 5,954 |
| NVDANVIDIA Corp | $502.6K | 0.2% | 2,201 |
| UNHUnitedHealth Group Inc | $477.2K | 0.1% | 1,300 |
| AMTAmerican Tower Corp | $470.1K | 0.1% | 2,872 |
| SYKStryker Corp | $446.4K | 0.1% | 1,621 |
| KLACKLA Corp | $397.4K | 0.1% | 2,039 |
| ADPAutomatic Data Processing Inc | $395K | 0.1% | 1,531 |
| IJRiShares Core S&P Small-Cap ETF | $376.2K | 0.1% | 2,765 |
| RTXRTX Corp | $353.7K | 0.1% | 1,905 |
| IWFiShares Russell 1000 Growth ETF | $331.2K | 0.1% | 2,644 |
| EXPDExpeditors International of Washington Inc | $324.6K | 0.1% | 1,758 |
| AMDAdvanced Micro Devices Inc | $316.2K | 0.1% | 517 |
| GPCGenuine Parts Co | $303.1K | 0.1% | 2,411 |
| EBAYeBay Inc | $302.9K | 0.1% | 2,856 |
| CVXChevron Corp | $288.2K | 0.1% | 1,411 |
| ISHARES TR | $282.6K | 0.1% | 11,658 |
| HIIHuntington Ingalls Industries Inc | $280.2K | 0.1% | 1,049 |
| COFCapital One Financial Corp | $278.2K | 0.1% | 1,441 |
| ABTAbbott Laboratories | $275.7K | 0.1% | 2,790 |
| PYPLPayPal Holdings Inc | $275.3K | 0.1% | 5,242 |
| CSCOCisco Systems Inc | $274.2K | 0.1% | 2,548 |
| UPSUnited Parcel Service Inc | $262.2K | 0.1% | 2,806 |
| YUMYum! Brands Inc | $259K | 0.1% | 1,900 |
| WMTWalmart Inc | $255.3K | 0.1% | 2,457 |
| ORCLOracle Corp | $247.8K | 0.1% | 1,805 |
| VBVanguard Small-Cap ETF | $240.4K | 0.1% | 845 |
| VXUSVanguard Total International Stock ETF | $237.6K | 0.1% | 2,797 |
| ARESAres Management Corp | $231.3K | 0.1% | 1,991 |
| DUKDuke Energy Corp | $229.3K | 0.1% | 2,012 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $222.4K | 0.1% | 1,615 |
| SOSouthern Co | $215.5K | 0.1% | 2,600 |
| FFIVF5 Inc | $211.5K | 0.1% | 475 |
Quarter ending 2026-09-30.
Follow Buttonwood Financial Advisors Inc. by email
Buttonwood Financial Advisors Inc.'s new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.