SEC Form 13F

Buttonwood Financial Advisors Inc. 13F Holdings

Inspect Buttonwood Financial Advisors Inc.'s 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-14
Reported value
$328,718,229
Positions
110

Read this manager's filing book

Step 1 of 3

Disclosed positions

Buttonwood Financial Advisors Inc.: source evidence dated 2026-07-14T03:59:59.999Z.

Issuer
VANECK ETF TRUST
Ticker
MOAT
Class
MRNGSTR WDE MOAT
Reported value
$28,194,869
Reported amount
271,209
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001904033-26-000004
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

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Disclosed positions

See the complete disclosed positions

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VANECK ETF TRUSTMOATMRNGSTR WDE MOAT$28,194,869271,209SHNone
ALPHABET INCGOOGLCAP STK CL A$21,998,11961,556SHNone
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$19,399,272426,451SHNone
FIDELITY COVINGTON TRUSTFHLCMSCI HLTH CARE I$15,516,526200,861SHNone
VANGUARD WHITEHALL FDSVIGIINTL DVD ETF$12,754,140136,583SHNone
ISHARES TRISTBCORE 1 5 YR USD$12,611,755261,384SHNone
MICROSOFT CORPMSFTCOM$11,613,10431,133SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$11,446,00522,874SHNone
ARROW ELECTRS INCARWCOM$10,530,25449,343SHNone
TERADYNE INCTERCOM$10,223,33121,130SHNone
ISHARES TRSHY1 3 YR TREAS BD$9,390,221114,361SHNone
APPLIED MATLS INCAMATCOM$8,856,51812,250SHNone
META PLATFORMS INCMETACL A$8,076,83814,339SHNone
MARKEL GROUP INCMKLCOM$7,011,7943,590SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$6,622,5813,329SHNone
AMAZON COM INCAMZNCOM$6,566,80427,552SHNone
MICROCHIP TECHNOLOGY INC.MCHPCOM$5,689,21062,382SHNone
VISA INCVCOM CL A$4,975,23514,501SHNone
APPLE INCAAPLCOM$4,165,38914,395SHNone
CANADIAN NAT RES LTD MED TERCNQCOM$4,118,194104,258SHNone
SERVICENOW INCNOWCOM$4,001,38140,304SHNone
SCHWAB CHARLES CORPSCHWCOM$3,883,04142,083SHNone
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$3,772,28485,038SHNone
EXXON MOBIL CORPXOMCOM$3,735,47127,322SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$3,649,64515,424SHNone
S&P GLOBAL INCSPGICOM$3,381,3098,303SHNone
ISHARES TRITOTCORE S&P TTL STK$3,199,02619,474SHNone
ANHEUSER BUSCH INBEV SA NVBUDSPONSORED ADR$3,197,28438,802SHNone
BROOKFIELD CORPBNCL A LTD VT SH$3,157,76074,143SHNone
COSTAR GROUP INCCSGPCOM$2,942,760103,911SHNone
COPART INCCPRTCOM$2,845,921100,955SHNone
FISERV INCFISVCOM$2,738,97755,841SHNone
AMERICAN EXPRESS COAXPCOM$2,734,4568,084SHNone
ADOBE INCADBECOM$2,623,84612,798SHNone
FAIR ISAAC CORPFICOCOM$2,560,4142,143SHNone
EMERSON ELEC COEMRCOM$2,273,23915,880SHNone
VANGUARD WORLD FDMGCMEGA CAP INDEX$2,262,8328,270SHNone
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$2,050,89010,379SHNone
HOME DEPOT INCHDCOM$2,047,5525,806SHNone
CHIPOTLE MEXICAN GRILL INCCMGCOM$2,022,18459,476SHNone
DISNEY WALT CODISCOM$1,912,60019,871SHNone
LOCKHEED MARTIN CORPLMTCOM$1,845,7403,623SHNone
PEPSICO INCPEPCOM$1,547,08211,426SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,524,2534,119SHNone
GE AEROSPACEGECOM NEW$1,518,6924,064SHNone
HERSHEY COHSYCOM$1,408,3068,027SHNone
NETFLIX INC.NFLXCOM$1,361,55719,069SHNone
ISHARES TRIJHCORE S&P MCP ETF$1,283,98716,651SHNone
MASTERCARD INCORPORATEDMACL A$1,273,7282,480SHNone
LOWES COS INCLOWCOM$1,236,1775,607SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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