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Latest Buttonwood Financial Advisors Inc. Stock Portfolio

$328Million | No. of Holdings #109

Buttonwood Financial Advisors Inc. Performance

2026 Q2+7.06%
YTD+4.03%
2025+11.63%

About Buttonwood Financial Advisors Inc. and 13F Hedge Fund Stock Holdings

On 2026-07-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buttonwood Financial Advisors Inc. reported an equity portfolio of $328.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Buttonwood Financial Advisors Inc. are AFK, GOOG, FBND. The fund has invested 8.6% of it's portfolio in VANECK ETF TRUST and 6.7% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off NORTHROP GRUMMAN CORP (NOC) and CONSTELLATION ENERGY CORP (CEG) stocks. They significantly reduced their stock positions in STARBUCKS CORP (SBUX), EBAY INC. (EBAY) and CONSTELLATION BRANDS INC (STZ). Buttonwood Financial Advisors Inc. opened new stock positions in MASTERCARD INCORPORATED (MA), ADVANCED MICRO DEVICES INC (AMD) and VANGUARD STAR FDS (VXUS). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), VANGUARD WORLD FD (EDV) and ISHARES TR (IJR).
Buttonwood Financial Advisors Inc. Equity Portfolio Value
Last Reported on: 13 Jul, 2026
$328Million
  as of Jul 13, 2026

Buttonwood Financial Advisors Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Buttonwood Financial Advisors Inc. made a return of 7.06% in the last quarter. In trailing 12 months, it's portfolio return was 9.72%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mastercard incorporated1,273,730
advanced micro devices inc300,293
vanguard star fds238,970
chevron corporation233,698
New stocks bought by Buttonwood Financial Advisors Inc.

Additions

Ticker% Inc.
vanguard index fds497
vanguard world fd376
ishares tr300
vanguard index fds278
costar group inc60.77
broadridge finl solutions in57.42
lpl finl hldgs inc40.92
servicenow inc38.24
Additions to existing portfolio by Buttonwood Financial Advisors Inc.

Reductions

Ticker% Reduced
starbucks corp-45.05
ebay inc.-19.44
constellation brands inc-14.7
vanguard index fds-14.3
ishares tr-12.34
chipotle mexican grill inc-10.73
teradyne inc-8.56
walmart inc-7.81
Buttonwood Financial Advisors Inc. reduced stake in above stock

Sold off

Ticker$ Sold
constellation energy corp-207,135
northrop grumman corp-221,418
Buttonwood Financial Advisors Inc. got rid off the above stocks

Sector Distribution

Buttonwood Financial Advisors Inc. has about 47.6% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Consumer Defensive
  • Energy
Sector%
Others47.6
Technology19.5
Communication Services10.5
Financial Services8.4
Consumer Cyclical5.1
Industrials3.6
Consumer Defensive1.8
Energy1.4

Market Cap. Distribution

Buttonwood Financial Advisors Inc. has about 49.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED47.6
MEGA-CAP27.7
LARGE-CAP21.4
MID-CAP3.2

Stocks belong to which Index?

About 46.4% of the stocks held by Buttonwood Financial Advisors Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others53.6
S&P 50046.4
Top 5 Winners (%)%
AMAT
applied matls inc
107.8 %
KLAC
kla corp
105.1 %
IJR
ishares tr
94.9 %
TER
teradyne inc
60.5 %
UNH
unitedhealth group inc
53.1 %
Top 5 Winners ($)$
AMAT
applied matls inc
4.8 M
GOOG
alphabet inc
4.4 M
TER
teradyne inc
4.1 M
ARW
arrow electrs inc
3.5 M
ASML
asml hldg nv
2.2 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.4 %
EDV
vanguard world fd
-65.8 %
VB
vanguard index fds
-61.8 %
IJR
ishares tr
-60.3 %
ACN
accenture plc ireland
-37.2 %
Top 5 Losers ($)$
VB
vanguard index fds
-1.9 M
EDV
vanguard world fd
-1.5 M
VB
vanguard index fds
-1.1 M
CSGP
costar group inc
-1.0 M
CNQ
canadian nat res ltd med ter
-1.0 M

Buttonwood Financial Advisors Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buttonwood Financial Advisors Inc.

Buttonwood Financial Advisors Inc. has 109 stocks in it's portfolio. About 46.9% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for Buttonwood Financial Advisors Inc. last quarter.

$328.72MTotal Value
112Positions
13 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Buttonwood Financial Advisors Inc., last reported on 13 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Buttonwood Financial Advisors Inc.'s holding in Vaneck Etf Trust over time
8.58%271,209
$28.19M
8.58%
decreased 1.15 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Buttonwood Financial Advisors Inc.'s holding in Ishares Tr over time
0.09%11,658
$282.5K
0.09%
unchanged 0 percentunchanged
ASML
Asml Hldg Nv

Asml Hldg Nv

ASML
Buttonwood Financial Advisors Inc.'s holding in Asml Hldg Nv over time
2.02%3,329
$6.62M
2.02%
decreased 0.48 percentreduced
BUD
Anheuser Busch Inbev Sa Nv

Anheuser Busch Inbev Sa Nv

BUD
Buttonwood Financial Advisors Inc.'s holding in Anheuser Busch Inbev Sa Nv over time
0.97%38,802
$3.20M
0.97%
decreased 0.65 percentreduced