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CIK: 0001904033
Total reported value
$331.0M
$331.0M
110 檔
29.6%
According to the latest 13F quarterly dataset, Buttonwood Financial Advisors Inc. managed an equity portfolio of $331.0M at the end of Q2 2026, spanning 110 distinct U.S. exchange-listed positions.
In Q2 2026, Buttonwood Financial Advisors Inc. adopted a defensive or profit-taking posture, trimming 68 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.58% | -0.25% | -1.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 6.69% | -0.37% | -3.26% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.90% | -0.27% | +4.75% | |
| 4 | FHLC | Fidelity Msci Health Care | ETF-Other | 4.72% | +0.10% | -0.68% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 3.88% | +0.06% | +7.40% | |
| 6 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 3.84% | +0.02% | -12.34% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | +1.33% | +16.46% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.48% | -0.04% | +0.41% | |
| 9 | ARW | Arrow Electronics Inc | Stock-Tech | 3.20% | +0.06% | -5.14% | |
| 10 | TER | Teradyne Inc | Stock-Tech | 3.11% | -0.59% | -8.56% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.86% | -0.02% | +3.27% | |
| 12 | AMAT | Applied Materials Inc | Stock-Tech | 2.69% | -0.83% | -6.74% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.46% | +0.68% | -0.87% | |
| 14 | MKL | Markel Group Inc | Stock-Financials | 2.13% | -0.28% | +0.90% | |
| 15 | ASML | ASML Holding N.V. | Stock-Tech | 2.01% | -0.19% | -0.48% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.07% | -0.15% | |
| 17 | MCHP | Microchip Technology Inc | Stock-Tech | 1.73% | -0.29% | -6.24% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.51% | +0.04% | -0.02% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.27% | +0.15% | -1.13% | |
| 20 | CNQ | Canadian Natural Resources | Stock-Energy | 1.25% | +0.17% | -3.35% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.22% | +0.41% | +38.24% | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.18% | +0.06% | -0.05% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.15% | -0.01% | -0.68% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 1.14% | -1.14% | EXIT | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.11% | -0.10% | -4.37% | |
| 26 | SPGI | S&p Global Inc | Stock-Financials | 1.03% | -0.02% | +17.16% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.97% | -0.01% | -2.91% | |
| 28 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.97% | -0.13% | -0.65% | |
| 29 | BN | Brookfield CORP | Stock-Financials | 0.96% | -0.30% | -0.04% | |
| 30 | CSGP | Costar Group Inc | Stock-Real Estate | 0.90% | +0.47% | +60.77% | |
| 31 | CPRT | Copart Inc | Stock-Industrials | 0.87% | +0.11% | +27.63% | |
| 32 | FISV | Fiserv Inc | Stock-Other | 0.83% | -0.10% | -2.43% | |
| 33 | AXP | American Express Co | Stock-Financials | 0.83% | -0.09% | -0.22% | |
| 34 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.27% | -3.24% | |
| 35 | FICO | Fair Isaac CORP | Stock-Tech | 0.78% | -0.40% | +10.98% | |
| 36 | EMR | Emerson Electric Co | Stock-Industrials | 0.69% | -0.01% | -0.45% | |
| 37 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.69% | — | -5.31% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.62% | +0.01% | +5.72% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.12% | -0.75% | |
| 40 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.62% | -0.11% | -10.73% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.58% | +0.04% | -0.90% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.56% | -0.01% | +1.12% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.08% | -1.73% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | -3.74% | |
| 45 | GE | General Electric | Stock-Industrials | 0.46% | -0.09% | -1.22% | |
| 46 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.43% | -0.05% | -1.27% | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.01% | -0.11% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.39% | -0.03% | +0.02% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.04% | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.38% | -0.07% | -0.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.2% | -6.74% | Trim |
| 2 | TER | Teradyne Inc | +0.8% | -8.56% | Trim |
| 3 | ARW | Arrow Electronics Inc | +0.7% | -5.14% | Trim |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -3.26% | Trim |
| 5 | ASML | ASML Holding N.V. | +0.5% | -0.48% | Trim |
| 6 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 7 | MCHP | Microchip Technology Inc | +0.3% | -6.24% | Trim |
| 8 | MSFT | Microsoft CORP | +0.2% | +16.46% | Add |
| 9 | NOW | Servicenow Inc | +0.2% | +38.24% | Add |
| 10 | SOXX | Ishares Semiconductor ETF | +0.1% | -0.06% | Trim |
| 11 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +7.40% | Add |
| 12 | FICO | Fair Isaac CORP | +0.1% | +10.98% | Add |
| 13 | KLAC | Kla CORP | +0.1% | +899.07% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 15 | AMZN | Amazon.com Inc | +0.1% | -0.15% | Trim |
| 16 | GE | General Electric | +0.1% | -1.22% | Trim |
| 17 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | New buy |
| 18 | CVX | Chevron CORP | +0.1% | NEW | New buy |
| 19 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -0.65% | Trim |
| 20 | GEV | GE Vernova Inc | +0.1% | -2.73% | Trim |
| 21 | LPLA | Lpl Financial Holdings Inc | +0.1% | +40.92% | Add |
| 22 | BR | Broadridge Financial Solutio | +0.1% | +57.42% | Add |
| 23 | V | Visa Inc-class A Shares | 0% | -0.02% | Trim |
| 24 | DFAC | Dimensional US Core Equity 2 | 0% | -0.68% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | 0% | -1.29% | Trim |
| 26 | UNH | Unitedhealth Group Inc | 0% | -2.15% | Trim |
| 27 | AAPL | Apple Inc | 0% | -1.13% | Trim |
| 28 | CSGP | Costar Group Inc | 0% | +60.77% | Add |
| 29 | SPGI | S&p Global Inc | 0% | +17.16% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 31 | WSM | Williams-sonoma Inc | 0% | -5.99% | Trim |
| 32 | VUG | Vanguard Growth ETF | 0% | +497.28% | Add |
| 33 | CSCO | Cisco Systems Inc | 0% | -1.87% | Trim |
| 34 | ITOT | Ishares Core S&p Total U.s. | 0% | -2.91% | Trim |
| 35 | AXP | American Express Co | 0% | -0.22% | Trim |
| 36 | VOE | Vanguard Mid-cap Value ETF | 0% | +5.72% | Add |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.02% | Add |
| 38 | ABBV | Abbvie Inc | 0% | +0.06% | Add |
| 39 | BAC | Bank Of America CORP | 0% | -0.81% | Trim |
| 40 | IWB | Ishares Russell 1000 ETF | 0% | -1.54% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | -2.38% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | 0% | -3.06% | Trim |
| 43 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 44 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 45 | MGC | Vanguard Mega Cap ETF | — | -5.31% | Trim |
| 46 | VTI | Vanguard Total Stock Mkt ETF | — | -3.74% | Trim |
| 47 | JPM | Jpmorgan Chase & Co | — | -0.18% | Trim |
| 48 | MMM | 3m Co | — | +0.02% | Add |
| 49 | MGK | Vanguard Mega Cap Growth ETF | — | +376.60% | Add |
| 50 | NVDA | Nvidia CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Buttonwood Financial Advisors Inc. reported a total U.S. public equity portfolio value of $331.0M across 110 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MOAT, GOOGL, FBND) accounted for 29.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
MA
市值: $1.3M
Top Position Liquidated / Trimmed
NOC
前期市值: $221.4K
During Q2 2026, Buttonwood Financial Advisors Inc.'s top holdings by market value included MOAT (8.6%)、GOOGL (6.7%)、FBND (5.9%). The largest single position, MOAT, represented 8.6% of total portfolio value.
In Q2 2026, Buttonwood Financial Advisors Inc. made 100 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 68 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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