Buttonwood Financial Advisors Inc. ETF holdings
Baltimore, MD
Reported $123.1M in 26 ETFs in its Form 13F for June 30, 2026.
ETF value
$123.1M
ETFs held
26
Change from prior quarter
+5.8%
With price moves
ETFs as a share of its 13F
37.4%
of $328.7M
Top 10 of 26 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| MOAT | VanEck Morningstar Wide Moat ETF | $28.2M | 271,209 | −3,144 shares |
| FBND | Fidelity Total Bond ETF | $19.4M | 426,451 | +19,324 shares |
| FHLC | Fidelity MSCI Health Care Index ETF | $15.5M | 200,861 | −1,376 shares |
| VIGI | Vanguard International Dividend Appreciation ETF | $12.8M | 136,583 | +9,413 shares |
| ISTB | iShares Core 1-5 Year USD Bond ETF | $12.6M | 261,384 | −36,810 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $9.4M | 114,361 | +3,626 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $3.8M | 85,038 | −580 shares |
| VIG | Vanguard Dividend Appreciation ETF | $3.6M | 15,424 | −705 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $3.2M | 19,474 | −583 shares |
| MGC | Vanguard Morningstar Mega Cap ETF | $2.3M | 8,270 | −464 shares |
16 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001904033. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Buttonwood Financial Advisors Inc. own?
Buttonwood Financial Advisors Inc. reported 26 ETF positions worth $123.1M in its Form 13F for June 30, 2026. The largest was MOAT, at $28.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.