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Buttonwood Financial Advisors Inc.

CIK 1904033 · latest 13F filed 13 October 2026 · Read the filing on EDGAR

Buttonwood Financial Advisors Inc. reported 110 US-listed holdings worth $331.0 million in its 13F for the quarter ended 30 September 2026, filed 13 October 2026. Its largest: Vaneck ETF Trust (8.3%), Alphabet Inc. (6.3%) and Fidelity Merrimack STR Trust (5.6%). Against the quarter before, it opened 3 positions, added to 15, trimmed 72 and sold out of 3.

Reported holdings$331.0M+0.7% on Q2 2026
Positions110as many as Q2 2026
The largest ten47.6%of its reported holdings
Latest 13FQ3 2026filed 13 October 2026
Where the money is
Added toTrimmed
MOAT8.3%GOOGL6.3%FBND5.6%MSFT4.9%FHLC4.8%VIGI3.9%ISTB3.9%BRKB3.4%ARW3.3%META3.1%SHY2.8%TER2.5%AMZN2.1%AMAT1.9%96 more43.1%

The 14 largest of its 110 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $229.3 million in 96 positions$229MQ3 24Q4 2024: $227.5 million in 97 positions$227MQ4 24Q1 2025: $227.5 million in 96 positions$228MQ1 25Q2 2025: $249.1 million in 99 positions$249MQ2 25Q3 2025: $290.5 million in 103 positions$290MQ3 25Q4 2025: $300.0 million in 104 positions$300MQ4 25Q1 2026: $298.8 million in 108 positions$299MQ1 26Q2 2026: $328.7 million in 110 positions$329MQ2 26Q3 2026: $331.0 million in 110 positions$331MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +19.0% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +19.0%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 3Added 15Held 20Trimmed 72Sold out 3
Opened: 3Added: 15Held: 20Trimmed: 72Sold out: 3

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 3

  1. Honeywell Aerospace Inc. HONA$5.7 million
  2. ExxonMobil Holdings Corp. XOM$4.3 million
  3. F5, Inc. FFIV$211,461

Added to 15

  1. Costar Group, Inc. CSGP+61,867 shares · +60%
  2. Copart Inc. CPRT+17,992 shares · +18%
  3. iShares Core 1-5 Year USD Bond ETF ISTB+8,713 shares · +3%
  4. Fidelity Merrimack STR Trust FBND+4,126 shares · +1%
  5. Vanguard Intl Div Apprec ETF VIGI+1,602 shares · +1%
  6. iShares Trust SHY+1,427 shares · +1%
  7. Microsoft Corp. MSFT+203 shares · +1%
  8. S&P Global Inc. SPGI+199 shares · +2%

and 7 more in the table below

Trimmed 72

  1. Adobe Inc. ADBE-5,515 shares · -43%
  2. Vaneck ETF Trust MOAT-10,344 shares · -4%
  3. Brookfield Corporation BN-13,865 shares · -19%
  4. Fidelity Covington Trust FHLC-5,437 shares · -3%
  5. Arrow Electronics, Inc. ARW-1,789 shares · -4%
  6. Alphabet Inc. GOOGL-763 shares · -1%
  7. Vanguard Specialized Funds VIG-1,123 shares · -7%
  8. Chipotle Mexican Grill Inc. CMG-6,966 shares · -12%

and 64 more in the table below

Sold out of 3

  1. ExxonMobil Holdings Corp. XOM$3.7 million last quarter
  2. Constellation Brands, Inc. STZ$312,420 last quarter
  3. NextEra Energy Inc. NEE$220,004 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Vaneck ETF Trust MOAT260.9K$27.6 million8.33%-10.3K
Alphabet Inc. GOOGL60.8K$20.9 million6.32%-763
Fidelity Merrimack STR Trust FBND430.6K$18.6 million5.63%+4.1K
Microsoft Corp. MSFT31.3K$16.1 million4.85%+203
Fidelity Covington Trust FHLC195.4K$16.0 million4.82%-5.4K
Vanguard Intl Div Apprec ETF VIGI138.2K$13.0 million3.94%+1.6K
iShares Core 1-5 Year USD Bond ETF ISTB270.1K$12.8 million3.86%+8.7K
Berkshire Hathaway Inc. Class B BRKB22.8K$11.4 million3.44%-30
Arrow Electronics, Inc. ARW47.6K$10.8 million3.26%-1.8K
Meta Platforms, Inc. META14.3K$10.4 million3.14%-26
iShares Trust SHY115.8K$9.4 million2.84%+1.4K
Teradyne, Inc. TER20.8K$8.4 million2.52%-292
Amazon.com Inc. AMZN27.5K$6.8 million2.07%-93
Applied Materials Inc. AMAT12.1K$6.2 million1.86%-197
Markel Group Inc. MKL3.6K$6.1 million1.85%-6
ASML Holding N.V. ASML3.3K$6.0 million1.82%-11
Honeywell Aerospace Inc. HONA36.6K$5.7 million1.71%new
ServiceNow, Inc. NOW40.3K$5.4 million1.63%-19
Visa Inc. V14.3K$5.1 million1.55%-200
Microchip Technology Inc. MCHP61.5K$4.8 million1.44%-924
Canadian Natural Resources Limited CNQ100.1K$4.7 million1.42%-4.1K
Apple Inc. AAPL14.1K$4.7 million1.42%-308
Costar Group, Inc. CSGP165.8K$4.5 million1.37%+61.9K
ExxonMobil Holdings Corp. XOM26.5K$4.3 million1.30%new
Charles Schwab Corp. SCHW42.0K$4.1 million1.24%-42
Dimensional ETF Trust DFAC85.0K$3.8 million1.14%no change
S&P Global Inc. SPGI8.5K$3.4 million1.01%+199
Vanguard Specialized Funds VIG14.3K$3.3 million1.01%-1.1K
Copart Inc. CPRT118.9K$3.2 million0.98%+18.0K
iShares Trust ITOT19.2K$3.2 million0.96%-265
Anheuser-Busch InBev SA/NV BUD37.8K$2.8 million0.84%-984
American Express Co. AXP8.0K$2.4 million0.74%-40
Fiserv Inc. FISV53.6K$2.4 million0.73%-2.2K
Vanguard World FD MGC8.1K$2.3 million0.69%-219
Emerson Electric Co. EMR14.6K$2.3 million0.68%-1.3K
Brookfield Corporation BN60.3K$2.2 million0.66%-13.9K
Vanguard Mid Cap Value ETF VOE10.7K$2.1 million0.63%+349
Walt Disney Co. DIS19.6K$2.1 million0.62%-318
Lockheed Martin Corp. LMT3.6K$1.8 million0.55%-16
Adobe Inc. ADBE7.3K$1.7 million0.53%-5.5K
Chipotle Mexican Grill Inc. CMG52.5K$1.7 million0.51%-7.0K
Home Depot, Inc. HD5.8K$1.6 million0.50%-13
VG Totl STK Vprs VTI4.1K$1.5 million0.46%-31
Mastercard Inc. MA2.6K$1.4 million0.43%+109
Netflix Inc. NFLX19.0K$1.3 million0.40%-106
BlackRock, Inc. BLK1.2K$1.3 million0.40%no change
PepsiCo Inc. PEP10.1K$1.3 million0.39%-1.3K
Fair Isaac Corp. FICO2.1K$1.3 million0.38%-10
Hershey Co. HSY8.0K$1.3 million0.38%-62
General Electric Co. GE4.0K$1.2 million0.37%-100
LPL Financial Holdings Inc. LPLA3.9K$1.2 million0.36%+179
iShares Core S&P Mid-Cap ETF IJH16.4K$1.2 million0.36%-265
Broadridge Financial Solutions, Inc. BR7.3K$1.2 million0.35%+40
SPDR S&P 500 SPY1.5K$1.1 million0.34%-15
JPMorgan Chase & Co. JPM3.3K$1.1 million0.33%-5
Alphabet Inc. GOOG3.2K$1.1 million0.33%-20
Starbucks Corp. SBUX11.3K$1.1 million0.32%-381
McDonald's Corp. MCD4.5K$1.0 million0.32%+92
Lowe's Companies Inc. LOW5.6K$1.0 million0.31%-17
Accenture plc ACN5.5K$1.0 million0.30%-269
GE Vernova Inc. GEV1.0K$967,3030.29%-17
3M Co. MMM5.8K$946,0550.29%-350
iShares Trust SOXX1.5K$875,7060.26%no change
Costco Wholesale Corp. COST907$825,8520.25%-103
AbbVie Inc. ABBV3.1K$820,2580.25%-57
Vanguard Mega Cap Growth ETF MGK8.6K$800,7820.24%-93
Booking Holdings Inc. BKNG4.8K$789,9690.24%-7
Intercontinental Exchange, Inc. ICE5.1K$779,0020.24%-7
Bank of America Corp. BAC12.8K$694,9620.21%-32
Vanguard Growth ETF VUG7.6K$688,6990.21%-1.8K
Johnson & Johnson JNJ2.6K$685,3760.21%-2
Vanguard Mid Cap Index ETF VO8.6K$672,8380.20%-104
Procter & Gamble Co. PG4.6K$669,7920.20%-145
iShares Trust IWB1.6K$661,6470.20%-329
General Dynamics Corp. GD2.0K$652,3510.20%-34
Williams Sonoma Inc. WSM2.5K$563,4930.17%-684
iShares Core S&P 500 ETF IVV731$559,4530.17%+2
SLB Limited SLB11.5K$558,6210.17%-2.8K
Coca-Cola Co. KO6.0K$512,4950.15%-712
NVIDIA Corp. NVDA2.2K$502,6020.15%+1
UnitedHealth Group Inc. UNH1.3K$477,2360.14%-65
American Tower Corp. AMT2.9K$470,0520.14%-11
Stryker Corp. SYK1.6K$446,4350.13%+1
KLA Corp. KLAC2.0K$397,4070.12%-99
Automatic Data Processing Inc. ADP1.5K$395,0250.12%-3
iShares Core S&P Small-Cap ETF IJR2.8K$376,1610.11%-108
RTX Corp. RTX1.9K$353,7340.11%-5
iShares Trust IWF2.6K$331,1870.10%+16
Expeditors International of Washington Inc. EXPD1.8K$324,5870.10%-407
Advanced Micro Devices Inc. AMD517$316,2410.10%no change
Genuine Parts Co. GPC2.4K$303,1100.09%no change
Ebay Inc. EBAY2.9K$302,9120.09%-131
Chevron Corp. CVX1.4K$288,2420.09%+1
iShares Trust IBDR11.7K$282,5900.09%no change
Huntington Ingalls Industries, Inc. HII1.0K$280,2220.08%no change
Capital One Financial Corp. COF1.4K$278,1570.08%no change
Abbott Laboratories ABT2.8K$275,6910.08%+1
PayPal Holdings, Inc. PYPL5.2K$275,3460.08%-413
Cisco Systems, Inc. CSCO2.5K$274,2040.08%-29
United Parcel Service Inc. UPS2.8K$262,1650.08%-632
Yum! Brands, Inc. YUM1.9K$259,0000.08%no change
Walmart Inc. WMT2.5K$255,3110.08%-164
Oracle Corp. ORCL1.8K$247,8330.07%-11
Vanguard Small Cap ETF VB845$240,3700.07%-24
Vanguard Star FDS VXUS2.8K$237,6030.07%+2
Ares Management Corp. ARES2.0K$231,3380.07%no change
Duke Energy Corp. DUK2.0K$229,3410.07%-178
iShares S&P Midcap 400 Value in IJJ1.6K$222,4270.07%no change
Southern Co. SO2.6K$215,5300.07%no change
F5, Inc. FFIV475$211,4610.06%new
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.