Buttonwood Financial Advisors Inc. holds a diversified book of 110 stocks worth $328.7M as of Q2 2026 (disclosed Jul 13, 2026, a ~13-day 13F lag). This quarter they opened Mastercard Inc - A and trimmed Vaneck Morningstar Wide Moat. Their largest long position is Vaneck Morningstar Wide Moat at 9% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
63% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Buttonwood Financial Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.9T |
| FMR LLC | 80 / 80 | $627.0B |
| MORGAN STANLEY | 80 / 80 | $503.9B |
| JPMORGAN CHASE & CO | 80 / 80 | $464.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $336.0B |
| Bank of New York Mellon Corp | 80 / 80 | $183.7B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $162.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $157.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Buttonwood Financial Advisors Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vaneck ETF Trust MRNGSTR WDE MOAT | $28.2M | 271.2K | 8.6% | ▼−1.1% Reduced · −3K sh | |
| 2 | Alphabet Inc CAP STK CL A | $22.0M | 61.6K | 6.7% | ▼−3.3% Reduced · −2K sh | |
| 3 | Fidelity Merrimack STR TR TOTAL BD ETF | $19.4M | 426.5K | 5.9% | ▲+4.7% Added · +19K sh | |
| 4 | Fidelity Covington Trust MSCI HLTH CARE I | $15.5M | 200.9K | 4.7% | ▼−0.7% Reduced · −1K sh | |
| 5 | Vanguard Whitehall FDS INTL DVD ETF | $12.8M | 136.6K | 3.9% | ▲+7.4% Added · +9K sh | |
| 6 | Ishares TR CORE 1 5 YR USD | $12.6M | 261.4K | 3.8% | ▼−12% Reduced · −37K sh | |
| 7 | Microsoft Corp COM | $11.6M | 31.1K | 3.5% | ▲+16% Added · +4K sh | |
| 8 | Berkshire Hathaway Inc Del CL B NEW | $11.4M | 22.9K | 3.5% | ▲+0.4% Added · +94 sh | |
| 9 | Arrow Electrs Inc COM | $10.5M | 49.3K | 3.2% | ▼−5.1% Reduced · −3K sh | |
| 10 | Teradyne Inc COM | $10.2M | 21.1K | 3.1% | ▼−8.6% Reduced · −2K sh | |
| 11 | Ishares TR 1 3 YR TREAS BD | $9.4M | 114.4K | 2.9% | ▲+3.3% Added · +4K sh | |
| 12 | Applied Matls Inc COM | $8.9M | 12.3K | 2.7% | ▼−6.7% Reduced · −885 sh | |
| 13 | Meta Platforms Inc CL A | $8.1M | 14.3K | 2.5% | ▼−0.9% Reduced · −126 sh | |
| 14 | Markel Group Inc COM | $7.0M | 3.6K | 2.1% | ▲+0.9% Added · +32 sh | |
| 15 | ASML Hldg NV N Y REGISTRY SHS | $6.6M | 3.3K | 2.0% | ▼−0.5% Reduced · −16 sh | |
| 16 | Amazon Com Inc COM | $6.6M | 27.6K | 2.0% | ▼−0.1% Reduced · −41 sh | |
| 17 | Microchip Technology Inc. COM | $5.7M | 62.4K | 1.7% | ▼−6.2% Reduced · −4K sh | |
| 18 | Visa Inc COM CL A | $5.0M | 14.5K | 1.5% | ▼~0% Reduced · −3 sh | |
| 19 | Apple Inc COM | $4.2M | 14.4K | 1.3% | ▼−1.1% Reduced · −165 sh | |
| 20 | Canadian Nat Res Ltd Med Ter COM | $4.1M | 104.3K | 1.3% | ▼−3.4% Reduced · −4K sh | |
| 21 | Servicenow Inc COM | $4.0M | 40.3K | 1.2% | ▲+38% Added · +11K sh | |
| 22 | Schwab Charles Corp COM | $3.9M | 42.1K | 1.2% | ▼−0.1% Reduced · −23 sh | |
| 23 | Dimensional ETF Trust US COR EQU 2 ETF | $3.8M | 85.0K | 1.1% | ▼−0.7% Reduced · −580 sh | |
| 24 | Exxon Mobil Corp COM | $3.7M | 27.3K | 1.1% | ▼−3.3% Reduced · −921 sh | |
| 25 | Vanguard Specialized Funds DIV APP ETF | $3.6M | 15.4K | 1.1% | ▼−4.4% Reduced · −705 sh | |
| 26 | S&P Global Inc COM | $3.4M | 8.3K | 1.0% | ▲+17% Added · +1K sh | |
| 27 | Ishares TR CORE S&P TTL STK | $3.2M | 19.5K | 1.0% | ▼−2.9% Reduced · −583 sh | |
| 28 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $3.2M | 38.8K | 1.0% | ▼−0.6% Reduced · −253 sh | |
| 29 | Brookfield Corp CL A LTD VT SH | $3.2M | 74.1K | 1.0% | ▼~0% Reduced · −27 sh | |
| 30 | Costar Group Inc COM | $2.9M | 103.9K | 0.9% | ▲+61% Added · +39K sh | |
| 31 | Copart Inc COM | $2.8M | 101.0K | 0.9% | ▲+28% Added · +22K sh | |
| 32 | Fiserv Inc COM | $2.7M | 55.8K | 0.8% | ▼−2.4% Reduced · −1K sh | |
| 33 | American Express Co COM | $2.7M | 8.1K | 0.8% | ▼−0.2% Reduced · −18 sh | |
| 34 | Adobe Inc COM | $2.6M | 12.8K | 0.8% | ▼−3.2% Reduced · −428 sh | |
| 35 | Fair Isaac Corp COM | $2.6M | 2.1K | 0.8% | ▲+11% Added · +212 sh | |
| 36 | Emerson Elec Co COM | $2.3M | 15.9K | 0.7% | ▼−0.4% Reduced · −71 sh | |
| 37 | Vanguard World FD MEGA CAP INDEX | $2.3M | 8.3K | 0.7% | ▼−5.3% Reduced · −464 sh | |
| 38 | Vanguard Index FDS MCAP VL IDXVIP | $2.1M | 10.4K | 0.6% | ▲+5.7% Added · +562 sh | |
| 39 | Home Depot Inc COM | $2.0M | 5.8K | 0.6% | ▼−0.8% Reduced · −44 sh | |
| 40 | Chipotle Mexican Grill Inc COM | $2.0M | 59.5K | 0.6% | ▼−11% Reduced · −7K sh | |
| 41 | Disney Walt Co COM | $1.9M | 19.9K | 0.6% | ▼−0.9% Reduced · −181 sh | |
| 42 | Lockheed Martin Corp COM | $1.8M | 3.6K | 0.6% | ▲+1.1% Added · +40 sh | |
| 43 | Pepsico Inc COM | $1.5M | 11.4K | 0.5% | ▼−1.7% Reduced · −201 sh | |
| 44 | Vanguard Index FDS TOTAL STK MKT | $1.5M | 4.1K | 0.5% | ▼−3.7% Reduced · −160 sh | |
| 45 | Ge Aerospace COM NEW | $1.5M | 4.1K | 0.5% | ▼−1.2% Reduced · −50 sh | |
| 46 | Hershey Co COM | $1.4M | 8.0K | 0.4% | ▼−1.3% Reduced · −103 sh | |
| 47 | Netflix Inc. COM | $1.4M | 19.1K | 0.4% | ▼−0.1% Reduced · −21 sh | |
| 48 | Ishares TR CORE S&P MCP ETF | $1.3M | 16.7K | 0.4% | ▲~0% Added · +3 sh | |
| 49 | Mastercard Incorporated CL A | $1.3M | 2.5K | 0.4% | ▲New New position | |
| 50 | Lowes Cos Inc COM | $1.2M | 5.6K | 0.4% | ▼~0% Reduced · −2 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1904033/holdings"
Use Arkolith to show Buttonwood Financial Advisors Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 13, 2026 | 110 | $328.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 108 | $298.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 104 | $300.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 103 | $290.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 99 | $249.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 96 | $227.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 97 | $227.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 28, 2024 | 96 | $229.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.