Buttonwood Financial Advisors Inc. has filed its Form 13F-HR for the period ending September 30, 2026. The filing, signed by Portfolio Manager Jeffrey Malcom on October 13, 2026, details the firm's equity holdings as of the report date.
The firm reported 110 total equity securities in its portfolio. The largest position disclosed in the filing is Alphabet Inc. Class A Capital Stock, held at 60,793 shares. Other major holdings include Apple Inc. with 14,087 shares, Microsoft Corporation with 31,336 shares, and Meta Platforms Inc. Class A with 14,313 shares.
Buttonwood also holds significant positions in several exchange-traded funds (ETFs). The top ETF holding is the iShares Core S&P Total Stock Market ETF, with 430,577 shares. Other notable ETF positions include the Fidelity Covington Trust MSCI Healthcare Index ETF (195,230 shares) and the iShares Core S&P 500 ETF (192,099 shares).
The filing lists a total of 110 distinct equity securities, including major holdings in Visa Inc., Berkshire Hathaway Inc., JPMorgan Chase & Co., and Costco Wholesale Corporation.
