Buttonwood Financial Advisors Inc. 13F Holdings

CIK 0001904033 · BALTIMORE, MD

As of Sep 30, 2025, Buttonwood Financial Advisors Inc. reported 103 positions worth $290.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANECK MORNINGSTAR WIDE MOAT ETFMOAT—298,563$29.6M10.19%
ALPHABET INCGOOGLEquity73,181 7.8M6.13%
FIDELITY TOTAL BOND ETFFBND—377,015 7.4M6.00%
FIDELITY MSCI HEALTH CARE INDEX ETFFHLC—213,775 4.3M4.92%
MICROSOFT CORPMSFTTechnology26,759 3.9M4.77%
ISHARES CORE 1-5 YEAR USD BOND ETFISTB—262,762 2.8M4.42%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services23,117 1.6M4.00%
META PLATFORMS INCMETACommunication Services14,846 0.9M3.75%
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUNDVIGI—118,261 0.6M3.65%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—92,882$7.7M2.65%
ARROW ELECTRONICS INCARWTechnology59,890$7.2M2.49%
MARKEL GROUP INCMKLFinancial Services3,540$6.8M2.33%
MICROCHIP TECHNOLOGY INCMCHPTechnology93,427$6.0M2.07%
AMAZON.COM INCAMZNEquity26,973$5.9M2.04%
FISERV INCFISVTechnology41,130$5.3M1.83%
VISA INC-CLASS A SHARESVFinancial Services14,623$5.0M1.72%
SCHWAB CHARLES CORPSCHWEquity42,979$4.1M1.41%
APPLE INCAAPLTechnology14,776$3.8M1.30%
TERADYNE INCTERTechnology26,807$3.7M1.27%
VANGUARD DIVIDEND APPREC ETFVIG—16,961$3.7M1.26%
CANADIAN NATURAL RESOURCES LTDCNQEnergy114,153$3.6M1.26%
EXXON MOBIL CORPXOMEnergy31,117$3.5M1.21%
ANHEUSER-BUSCH INBEV SABUDConsumer Defensive58,679$3.5M1.20%
DIMENSIONAL US CORE EQUITY 2 ETFDFAC—88,260$3.4M1.17%
BROOKFIELD CORPBNFinancial Services48,887$3.4M1.15%