Buttonwood Financial Advisors Inc. Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$249.1B
Holdings
99
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (99 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MOATVANECK ETF TRUST | 267,249 | $25.1B | 10.06% | |
| 2 | MSFTMICROSOFT CORP | 27,040 | $13.5B | 5.40% | |
| 3 | FBNDFIDELITY MERRIMACK STR TR | 270,616 | $12.4B | 4.97% | |
| 4 | FHLCFIDELITY COVINGTON TRUST | 189,730 | $12.1B | 4.87% | |
| 5 | GOOGLALPHABET INC | 68,826 | $12.1B | 4.87% | |
| 6 | METAMETA PLATFORMS INC | 15,793 | $11.7B | 4.68% | |
| 7 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,502 | $10.4B | 4.19% | |
| 8 | ISTBISHARES TR | 187,435 | $9.1B | 3.66% | |
| 9 | VIGIVANGUARD WHITEHALL FDS | 97,755 | $8.8B | 3.54% | |
| 10 | MCHPMICROCHIP TECHNOLOGY INC. | 104,974 | $7.4B | 2.97% | |
| 11 | ARWARROW ELECTRS INC | 56,901 | $7.3B | 2.91% | |
| 12 | MKLMARKEL GROUP INC | 3,105 | $6.2B | 2.49% | |
| 13 | SHYISHARES TR | 74,667 | $6.2B | 2.48% | |
| 14 | AMZNAMAZON COM INC | 24,748 | $5.4B | 2.18% | |
| 15 | VVISA INC | 14,773 | $5.2B | 2.11% | |
| 16 | BUDANHEUSER BUSCH INBEV SA/NV | 68,460 | $4.7B | 1.89% | |
| 17 | SCHWSCHWAB CHARLES CORP | 43,479 | $4.0B | 1.59% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 17,506 | $3.6B | 1.44% | |
| 19 | CRCCANADIAN NAT RES LTD | 103,880 | $3.3B | 1.31% | |
| 20 | DFACDIMENSIONAL ETF TRUST | 88,260 | $3.2B | 1.27% | |
| 21 | XOMEXXON MOBIL CORP | 28,337 | $3.1B | 1.23% | |
| 22 | DISDISNEY WALT CO | 24,617 | $3.1B | 1.23% | |
| 23 | AAPLAPPLE INC | 14,855 | $3.0B | 1.22% | |
| 24 | AXPAMERICAN EXPRESS CO | 9,440 | $3.0B | 1.21% | |
| 25 | ITOTISHARES TR | 21,413 | $2.9B | 1.16% | |
| 26 | NFLXNETFLIX INC | 1,965 | $2.6B | 1.06% | |
| 27 | BNBROOKFIELD CORP | 42,118 | $2.6B | 1.05% | |
| 28 | EMREMERSON ELEC CO | 18,004 | $2.4B | 0.96% | |
| 29 | AMATAPPLIED MATLS INC | 12,769 | $2.3B | 0.94% | |
| 30 | SBUXSTARBUCKS CORP | 25,338 | $2.3B | 0.93% | |
| 31 | HDHOME DEPOT INC | 6,040 | $2.2B | 0.89% | |
| 32 | MGCVANGUARD WORLD FD | 9,294 | $2.1B | 0.84% | |
| 33 | FISVFISERV INC | 12,022 | $2.1B | 0.83% | |
| 34 | TERTERADYNE INC | 22,260 | $2.0B | 0.80% | |
| 35 | ACNACCENTURE PLC IRELAND | 5,845 | $1.7B | 0.70% | |
| 36 | PEPPEPSICO INC | 10,781 | $1.4B | 0.57% | |
| 37 | BLKBLACKROCK INC | 1,301 | $1.4B | 0.55% | |
| 38 | MCDMCDONALDS CORP | 4,504 | $1.3B | 0.53% | |
| 39 | LOWLOWES COS INC | 5,754 | $1.3B | 0.51% | |
| 40 | VOEVANGUARD INDEX FDS | 7,163 | $1.2B | 0.47% | |
| 41 | GEGE AEROSPACE | 4,568 | $1.2B | 0.47% | |
| 42 | LMTLOCKHEED MARTIN CORP | 2,520 | $1.2B | 0.47% | |
| 43 | BKNGBOOKING HOLDINGS INC | 196 | $1.1B | 0.46% | |
| 44 | IJHISHARES TR | 17,887 | $1.1B | 0.45% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 1,119 | $1.1B | 0.44% | |
| 46 | PGPROCTER AND GAMBLE CO | 6,508 | $1.0B | 0.42% | |
| 47 | JPMJPMORGAN CHASE & CO. | 3,447 | $999.2M | 0.40% | |
| 48 | ICEINTERCONTINENTAL EXCHANGE IN | 5,267 | $966.3M | 0.39% | |
| 49 | MMM3M CO | 6,169 | $939.1M | 0.38% | |
| 50 | VTIVANGUARD INDEX FDS | 2,891 | $878.7M | 0.35% | |
| 51 | SPYSPDR S&P 500 ETF TR | 1,413 | $873.1M | 0.35% | |
| 52 | VUGVANGUARD INDEX FDS | 1,764 | $773.3M | 0.31% | |
| 53 | SPGIS&P GLOBAL INC | 1,424 | $750.8M | 0.30% | |
| 54 | MGKVANGUARD WORLD FD | 2,034 | $744.6M | 0.30% | |
| 55 | IWBISHARES TR | 2,177 | $739.2M | 0.30% | |
| 56 | VOVANGUARD INDEX FDS | 2,400 | $671.5M | 0.27% | |
| 57 | AMTAMERICAN TOWER CORP NEW | 3,017 | $666.9M | 0.27% | |
| 58 | SYKSTRYKER CORPORATION | 1,685 | $666.5M | 0.27% | |
| 59 | BACBANK AMERICA CORP | 13,735 | $649.9M | 0.26% | |
| 60 | GOOGALPHABET INC | 3,661 | $649.5M | 0.26% | |
| 61 | GEVGE VERNOVA INC | 1,196 | $632.6M | 0.25% | |
| 62 | HSYHERSHEY CO | 3,728 | $618.7M | 0.25% | |
| 63 | ABBVABBVIE INC | 3,310 | $614.5M | 0.25% | |
| 64 | GDGENERAL DYNAMICS CORP | 2,100 | $612.5M | 0.25% | |
| 65 | KOCOCA COLA CO | 8,325 | $589.0M | 0.24% | |
| 66 | WSMWILLIAMS SONOMA INC | 3,408 | $556.8M | 0.22% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 1,733 | $534.4M | 0.21% | |
| 68 | PYPLPAYPAL HLDGS INC | 7,148 | $531.2M | 0.21% | |
| 69 | DEODIAGEO PLC | 5,242 | $528.6M | 0.21% | |
| 70 | IVVISHARES TR | 832 | $516.3M | 0.21% | |
| 71 | SLBSCHLUMBERGER LTD | 14,881 | $503.0M | 0.20% | |
| 72 | ORCLORACLE CORP | 2,281 | $498.8M | 0.20% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 1,544 | $481.7M | 0.19% | |
| 74 | JNJJOHNSON & JOHNSON | 3,090 | $472.0M | 0.19% | |
| 75 | KVUEKENVUE INC | 21,605 | $452.2M | 0.18% | |
| 76 | GPCGENUINE PARTS CO | 3,623 | $439.5M | 0.18% | |
| 77 | CSGPCOSTAR GROUP INC | 5,362 | $431.1M | 0.17% | |
| 78 | ABTABBOTT LABS | 2,972 | $404.2M | 0.16% | |
| 79 | UPSUNITED PARCEL SERVICE INC | 3,820 | $385.6M | 0.15% | |
| 80 | ARESARES MANAGEMENT CORPORATION | 2,217 | $384.1M | 0.15% | |
| 81 | IJRISHARES TR | 3,487 | $381.1M | 0.15% | |
| 82 | EBAEBAY INC. | 4,948 | $368.4M | 0.15% | |
| 83 | SOXXISHARES TR | 1,541 | $367.8M | 0.15% | |
| 84 | STZCONSTELLATION BRANDS INC | 2,069 | $336.6M | 0.14% | |
| 85 | NVDANVIDIA CORPORATION | 2,109 | $333.2M | 0.13% | |
| 86 | WMTWALMART INC | 3,403 | $332.8M | 0.13% | |
| 87 | RTXRTX CORPORATION | 2,216 | $323.6M | 0.13% | |
| 88 | COFCAPITAL ONE FINL CORP | 1,494 | $317.8M | 0.13% | |
| 89 | IWFISHARES TR | 725 | $307.8M | 0.12% | |
| 90 | IBDRISHARES TR | 11,761 | $285.2M | 0.11% | |
| 91 | CEGCONSTELLATION ENERGY CORP | 882 | $284.6M | 0.11% | |
| 92 | YUMYUM BRANDS INC | 1,900 | $281.5M | 0.11% | |
| 93 | DUKDUKE ENERGY CORP NEW | 2,326 | $274.4M | 0.11% | |
| 94 | HIIHUNTINGTON INGALLS INDS INC | 1,049 | $253.4M | 0.10% | |
| 95 | VBVANGUARD INDEX FDS | 1,059 | $250.9M | 0.10% | |
| 96 | EXPDEXPEDITORS INTL WASH INC | 2,165 | $247.3M | 0.10% | |
| 97 | SOSOUTHERN CO | 2,600 | $238.8M | 0.10% | |
| 98 | IJJISHARES TR | 1,812 | $223.9M | 0.09% | |
| 99 | CSCOCISCO SYS INC | 3,186 | $221.0M | 0.09% |