Q3 2026 13F · SEC CIK 1904033

Buttonwood Financial Advisors Inc.

Wealth managerFiled 2026-10-13 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $331.0M
Reported positions: 110
Top holdings a year, 3 yrs: +15.5%
Assets under management: $483.2M

Buttonwood Financial Advisors Inc. is a wealth manager that reported 110 positions worth $331.0M in its Q3 2026 13F, filed 2026-10-13. Its largest holdings were Vaneck Morningstar Wide Moat ETF (MOAT, 8.3%), Alphabet Inc (GOOGL, 6.3%), Fidelity Merrimack Str Tr (FBND, 5.6%). A portfolio copying its top holdings returned 15.5% a year over the last 3 years, against 20.4% for the S&P 500.

Buttonwood Financial Advisors Inc. holdings largest 50 of 110 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buttonwood Financial Advisors Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
MOATVaneck Morningstar Wide Moat ETF	8.3%	8.6%	260,865	-3.8%	$27.6M
GOOGLAlphabet Inc	6.3%	6.7%	60,793	-1.2%	$20.9M
FBNDFidelity Merrimack Str Tr	5.6%	5.9%	430,577	+1.0%	$18.6M
MSFTMicrosoft Corp	4.9%	3.5%	31,336	+0.7%	$16.1M
FHLCFidelity Covington Trust	4.8%	4.7%	195,424	-2.7%	$16.0M
VIGIVanguard Whitehall Fds	3.9%	3.9%	138,185	+1.2%	$13.0M
ISTBIshares Tr	3.9%	3.8%	270,097	+3.3%	$12.8M
BRK-BBerkshire Hathaway Inc Del	3.4%	3.5%	22,844	-0.1%	$11.4M
ARWArrow Electrs Inc	3.3%	3.2%	47,554	-3.6%	$10.8M
METAMeta Platforms Inc	3.1%	2.5%	14,313	-0.2%	$10.4M
SHYIshares Tr	2.8%	2.9%	115,788	+1.2%	$9.4M
TERTeradyne Inc	2.5%	3.1%	20,838	-1.4%	$8.4M
AMZNAmazon Com Inc	2.1%	2.0%	27,459	-0.3%	$6.8M
AMATApplied Matls Inc	1.9%	2.7%	12,053	-1.6%	$6.2M
MKLMarkel Group Inc	1.9%	2.1%	3,584	-0.2%	$6.1M
ASMLAsml Hldg NV	1.8%	2.0%	3,318	-0.3%	$6.0M
HONAHoneywell Aerospace Inc	1.7%	—	36,631	—	$5.7M
NOWServicenow Inc	1.6%	1.2%	40,285	-0.0%	$5.4M
VVisa Inc	1.6%	1.5%	14,301	-1.4%	$5.1M
MCHPMicrochip Technology Inc.	1.4%	1.7%	61,458	-1.5%	$4.8M
CNQCanadian Nat Res Ltd Med Ter	1.4%	1.3%	100,145	-3.9%	$4.7M
AAPLApple Inc	1.4%	1.3%	14,087	-2.1%	$4.7M
CSGPCostar Group Inc	1.4%	0.9%	165,778	+59.5%	$4.5M
XOMExxonmobil Holdings Corp	1.3%	—	26,464	—	$4.3M
SCHWCharles Schwab Corp (the)	1.2%	1.2%	42,041	-0.1%	$4.1M
DFACDimensional ETF Trust	1.1%	1.1%	85,038	+0.0%	$3.8M
SPGIS&p Global Inc	1.0%	1.0%	8,502	+2.4%	$3.4M
VIGVanguard Specialized Funds	1.0%	1.1%	14,301	-7.3%	$3.3M
CPRTCopart Inc	1.0%	0.9%	118,947	+17.8%	$3.2M
ITOTIshares Tr	1.0%	1.0%	19,209	-1.4%	$3.2M
BUDAnheuser Busch Inbev SA NV	0.8%	1.0%	37,818	-2.5%	$2.8M
AXPAmerican Express Co	0.7%	0.8%	8,044	-0.5%	$2.4M
FISVFiserv Inc	0.7%	0.8%	53,598	-4.0%	$2.4M
MGCVanguard World Fd	0.7%	0.7%	8,051	-2.6%	$2.3M
EMREmerson Elec Co	0.7%	0.7%	14,583	-8.2%	$2.3M
BNBrookfield Corp	0.7%	1.0%	60,278	-18.7%	$2.2M
VOEVanguard Index Fds	0.6%	0.6%	10,728	+3.4%	$2.1M
DISDisney Walt Co	0.6%	0.6%	19,553	-1.6%	$2.1M
LMTLockheed Martin Corp	0.6%	0.6%	3,607	-0.4%	$1.8M
ADBEAdobe Inc	0.5%	0.8%	7,283	-43.1%	$1.7M
CMGChipotle Mexican Grill Inc	0.5%	0.6%	52,510	-11.7%	$1.7M
HDHome Depot Inc	0.5%	0.6%	5,793	-0.2%	$1.6M
VTIVanguard Index Fds	0.5%	0.5%	4,088	-0.8%	$1.5M
MAMastercard Incorporated	0.4%	0.4%	2,589	+4.4%	$1.4M
NFLXNetflix Inc.	0.4%	0.4%	18,963	-0.6%	$1.3M
BLKBlackrock Inc	0.4%	—	1,239	—	$1.3M
PEPPepsico Inc	0.4%	0.5%	10,115	-11.5%	$1.3M
FICOFair Isaac Corp	0.4%	0.8%	2,133	-0.5%	$1.3M
HSYHershey Co	0.4%	0.4%	7,965	-0.8%	$1.3M
GEGe Aerospace	0.4%	0.5%	3,964	-2.5%	$1.2M

What Buttonwood Financial Advisors Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

CSGP Costar Group Inc+59.5% shares
CPRT Copart Inc+17.8% shares

Reduced

ADBE Adobe Inc-43.1% shares
BN Brookfield Corp-18.7% shares
CMG Chipotle Mexican Grill Inc-11.7% shares
PEP Pepsico Inc-11.5% shares
EMR Emerson Elec Co-8.2% shares
VIG Vanguard Specialized Funds-7.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +15.5% /yr; S&P 500 +20.4%
5 years: +10.7% /yr; S&P 500 +13.0%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$331.0M	110
Q2 2026	$328.7M	110
Q1 2026	$298.8M	108
Q4 2025	$300.0M	104
Q3 2025	$290.5M	103
Q2 2025	$249.1M	99
Q1 2025	$227.5M	96
Q4 2024	$227.5M	97
Q3 2024	$229.3M	96
Q2 2024	$211.9M	99
Q1 2024	$212.7M	103
Q4 2023	$183.5M	99

Questions about Buttonwood Financial Advisors Inc.'s portfolio

What stocks does Buttonwood Financial Advisors Inc. own?

Buttonwood Financial Advisors Inc.'s latest 13F, for Q3 2026 and filed Oct 13, 2026, lists 110 positions worth $331.0M. The largest are Vaneck Morningstar Wide Moat ETF (MOAT) at 8.3%, Alphabet Inc (GOOGL) at 6.3%, Fidelity Merrimack Str Tr (FBND) at 5.6%, Microsoft Corp (MSFT) at 4.9% and Fidelity Covington Trust (FHLC) at 4.8%.

What did Buttonwood Financial Advisors Inc. buy last quarter?

In Q3 2026, Buttonwood Financial Advisors Inc. added Costar Group Inc (CSGP) (+59.5% shares) and Copart Inc (CPRT) (+17.8% shares), compared with its Q2 2026 filing.

What did Buttonwood Financial Advisors Inc. sell last quarter?

In Q3 2026, Buttonwood Financial Advisors Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Tr (IJH), cut from its top 50 Lowes Cos Inc (LOW), Adobe Inc (ADBE) (-43.1% shares), Brookfield Corp (BN) (-18.7% shares) and Chipotle Mexican Grill Inc (CMG) (-11.7% shares), compared with its Q2 2026 filing.

How has Buttonwood Financial Advisors Inc.'s portfolio performed?

A portfolio copying Buttonwood Financial Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +10.7% a year against +13.0%.

When is Buttonwood Financial Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Buttonwood Financial Advisors Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Buttonwood Financial Advisors Inc. manage?

Buttonwood Financial Advisors Inc. reported $483.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $331.0M.