Buttonwood Financial Advisors Inc. holds a diversified book of 110 stocks worth $328.7M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-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.
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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.
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.
62% 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
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 |
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 ~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.