Buttonwood Financial Advisors Inc. — Q4 2025 13F Holdings

Name: Buttonwood Financial Advisors Inc. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001904033

Total reported value

$328.7M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MOAT	Vaneck Morningstar Wide Moat	ETF-Other	9.92%	-0.30%	-3.80%
2	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	7.33%	+0.57%	-3.98%
3	FBND	Fidelity Total Bond ETF	ETF-Other	5.88%	-0.32%	+1.58%
4	FHLC	Fidelity Msci Health Care	ETF-Other	5.23%	-0.04%	-1.27%
5	ISTB	Ishares Core 1-5 Year Usd Bo	ETF-Other	4.57%	-1.00%	+7.07%
6	MSFT	Microsoft CORP	Stock-Tech	4.21%	+0.22%	-2.50%
7	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	3.85%	-0.17%	-0.55%
8	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	3.66%	+0.12%	+1.53%
9	META	Meta Platforms Inc-class A	Stock-Comm Services	3.23%	—	-1.04%
10	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	2.90%	-0.20%	+13.18%
11	MKL	Markel Group INC	Stock-Financials	2.54%	—	-0.06%
12	AMZN	Amazon.com INC	Stock-Consumer Disc	2.06%	+0.08%	-0.85%
13	ARW	Arrow Electronics INC	Stock-Tech	1.94%	+0.70%	-11.64%
14	TER	Teradyne INC	Stock-Tech	1.71%	+0.82%	-1.06%
15	V	Visa Inc-class A Shares	Stock-Financials	1.70%	+0.04%	-0.57%
16	MCHP	Microchip Technology INC	Stock-Tech	1.67%	+0.29%	-15.70%
17	SCHW	Schwab (charles) CORP	Stock-Financials	1.41%	—	-1.32%
18	AAPL	Apple INC	Stock-Tech	1.33%	+0.03%	-0.57%
19	FISV	Fiserv INC	Stock-Other	1.30%	-0.24%	+41.46%
20	CNQ	Canadian Natural Resources	Stock-Energy	1.27%	-0.51%	-1.16%
21	XOM	Exxon Mobil CORP	Stock-Energy	1.23%	-0.46%	-1.75%
22	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.21%	—	-2.28%
23	ASML	ASML Holding N.V.	Stock-Tech	1.21%	+0.53%	-0.38%
24	AMAT	Applied Materials INC	Stock-Tech	1.19%	+1.19%	-2.17%
25	DFAC	Dimensional US Core Equity 2	ETF-Other	1.16%	+0.04%	—
26	ADBE	Adobe INC	Stock-Tech	1.13%	-0.28%	—
27	BN	Brookfield CORP	Stock-Financials	1.12%	—	+50.40%
28	AXP	American Express Co	Stock-Financials	1.04%	+0.01%	-2.87%
29	ITOT	Ishares Core S&p Total U.s.	ETF-Other	1.02%	+0.01%	-1.83%
30	BUD	Anheuser-busch Inbev-spn Adr	Stock-Consumer Staples	1.00%	+0.06%	-20.08%
31	DIS	Walt Disney Co/the	Stock-Comm Services	0.87%	—	-3.33%
32	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	0.83%	—	—
33	MGC	Vanguard Mega Cap ETF	ETF-Other	0.74%	—	-2.04%
34	EMR	Emerson Electric Co	Stock-Industrials	0.73%	—	-2.52%
35	HD	Home Depot INC	Stock-Consumer Disc	0.69%	—	-0.10%
36	SBUX	Starbucks CORP	Stock-Consumer Disc	0.67%	-0.28%	-1.72%
37	NFLX	Netflix INC	Stock-Comm Services	0.60%	-0.20%	+888.82%
38	PEP	Pepsico INC	Stock-Consumer Staples	0.58%	-0.13%	-14.21%
39	LMT	Lockheed Martin CORP	Stock-Industrials	0.58%	-0.16%	-0.80%
40	ACN	Accenture plc	Stock-Tech	0.52%	-0.16%	-0.36%
41	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.52%	—	-3.77%
42	IT	Gartner INC	Stock-Tech	0.51%	—	+0.33%
43	HSY	Hershey Co/the	Stock-Consumer Staples	0.50%	-0.14%	+6.81%
44	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.49%	+0.01%	+1.86%
45	SPGI	S&p Global INC	Stock-Financials	0.46%	+0.02%	+17.44%
46	LOW	Lowe's Cos INC	Stock-Consumer Disc	0.45%	—	-1.41%
47	BLK	Blackrock INC	Stock-Financials	0.45%	—	-0.86%
48	MCD	Mcdonald's CORP	Stock-Consumer Disc	0.45%	—	-1.19%
49	GE	General Electric	Stock-Industrials	0.43%	+0.07%	-2.67%
50	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.37%	—	-5.92%

1–50 of 104

Holding changes this quarter

Position changes disclosed by Buttonwood Financial Advisors Inc. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	GOOGL	Alphabet Inc-cl A	+1.2%	-3.98%	Trim
2	TER	Teradyne INC	+0.4%	-1.06%	Trim
3	FHLC	Fidelity Msci Health Care	+0.3%	-1.27%	Trim
4	SHY	Ishares 1-3 Year Treasury Bo	+0.3%	+13.18%	Add
5	MKL	Markel Group INC	+0.2%	-0.06%	Trim
6	AMAT	Applied Materials INC	+0.2%	-2.17%	Trim
7	ISTB	Ishares Core 1-5 Year Usd Bo	+0.2%	+7.07%	Add
8	CPRT	Copart INC	+0.1%	+135.07%	Add
9	SPGI	S&p Global INC	+0.1%	+17.44%	Add
10	ASML	ASML Holding N.V.	+0.1%	-0.38%	Trim
11	GOOG	Alphabet Inc-cl C	+0.1%	-3.80%	Trim
12	AXP	American Express Co	+0.1%	-2.87%	Trim
13	AAPL	Apple INC	0%	-0.57%	Trim
14	AMZN	Amazon.com INC	0%	-0.85%	Trim
15	XOM	Exxon Mobil CORP	0%	-1.75%	Trim
16	ACN	Accenture plc	0%	-0.36%	Trim
17	VIGI	Vanguard Int Div App Indx Fd	0%	+1.53%	Add
18	CNQ	Canadian Natural Resources	0%	-1.16%	Trim
19	SCHW	Schwab (charles) CORP	—	-1.32%	Trim
20	DFAC	Dimensional US Core Equity 2	0%	—	Unchanged
21	V	Visa Inc-class A Shares	0%	-0.57%	Trim
22	COST	Costco Wholesale CORP	0%	—	Unchanged
23	IT	Gartner INC	0%	+0.33%	Add
24	PYPL	Paypal Holdings INC	0%	-13.99%	Trim
25	PG	Procter & Gamble Co/the	0%	-6.37%	Trim
26	GPC	Genuine Parts Co	0%	-10.52%	Trim
27	LMT	Lockheed Martin CORP	0%	-0.80%	Trim
28	LOW	Lowe's Cos INC	-0.1%	-1.41%	Trim
29	ORCL	Oracle CORP	-0.1%	+0.05%	Add
30	BLK	Blackrock INC	-0.1%	-0.86%	Trim
31	DIS	Walt Disney Co/the	-0.1%	-3.33%	Trim
32	CSGP	Costar Group INC	-0.1%	-23.37%	Trim
33	PEP	Pepsico INC	-0.1%	-14.21%	Trim
34	FBND	Fidelity Total Bond ETF	-0.1%	+1.58%	Add
35	STZ	Constellation Brands Inc-a	-0.1%	-51.57%	Trim
36	HD	Home Depot INC	-0.2%	-0.10%	Trim
37	BRK-B	Berkshire Hathaway Inc-cl B	-0.2%	-0.55%	Trim
38	NFLX	Netflix INC	-0.2%	+888.82%	Add
39	BUD	Anheuser-busch Inbev-spn Adr	-0.2%	-20.08%	Trim
40	MOAT	Vaneck Morningstar Wide Moat	-0.3%	-3.80%	Trim
41	MCHP	Microchip Technology INC	-0.4%	-15.70%	Trim
42	META	Meta Platforms Inc-class A	-0.5%	-1.04%	Trim
43	FISV	Fiserv INC	-0.5%	+41.46%	Add
44	ARW	Arrow Electronics INC	-0.6%	-11.64%	Trim
45	MSFT	Microsoft CORP	-0.6%	-2.50%	Trim
46	ADBE	Adobe INC	—	NEW	New buy
47	CMG	Chipotle Mexican Grill INC	—	NEW	New buy
48	DEO	Diageo Plc-sponsored Adr	—	EXIT	Sold out
49	KVUE	Kenvue INC	—	EXIT	Sold out
50	NEE	Nextera Energy INC	—	NEW	New buy