Buttonwood Financial Advisors Inc.

CIK 0001904033 • 6 13F filings • Apr 25, 2025 – Jul 13, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $249.1M99 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$939K	0.4%Prev: 0.3%	6,169 SH	Increased+57 SH
ABBOTT LABS	COM	$404K	0.2%	2,972 SH	New
ABBVIE INC	COM	$614K	0.2%Prev: 0.2%	3,310 SH	Decreased+119 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.7M	0.7%Prev: 0.4%	5,845 SH	Increased+55 SH
ALPHABET INC	CAP STK CL A	$12.1M	4.9%Prev: 6.0%	68,826 SH	Decreased+5,196 SH
ALPHABET INC	CAP STK CL C	$649K	0.3%Prev: 0.3%	3,661 SH	Decreased+401 SH
AMAZON COM INC	COM	$5.4M	2.2%Prev: 1.9%	24,748 SH	Decreased-2,845 SH
AMERICAN EXPRESS CO	COM	$3.0M	1.2%Prev: 0.8%	9,440 SH	Increased+1,338 SH
AMERICAN TOWER CORP NEW	COM	$667K	0.3%	3,017 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$4.7M	1.9%	68,460 SH	New
APPLE INC	COM	$3.0M	1.2%Prev: 1.2%	14,855 SH	Decreased+295 SH
APPLIED MATLS INC	COM	$2.3M	0.9%Prev: 1.5%	12,769 SH	Decreased-366 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$384K	0.2%Prev: 0.1%	2,217 SH	Increased+226 SH
ARROW ELECTRS INC	COM	$7.3M	2.9%Prev: 2.4%	56,901 SH	Decreased+4,885 SH
AUTOMATIC DATA PROCESSING IN	COM	$534K	0.2%Prev: 0.1%	1,733 SH	Increased+199 SH
BANK AMERICA CORP	COM	$650K	0.3%Prev: 0.2%	13,735 SH	Increased+830 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$10.4M	4.2%Prev: 3.6%	21,502 SH	Decreased-1,278 SH
BLACKROCK INC	COM	$1.4M	0.5%Prev: 0.4%	1,301 SH	Increased+52 SH
BOOKING HOLDINGS INC	COM	$1.1M	0.5%Prev: 0.3%	196 SH	Increased+2 SH
BROOKFIELD CORP	CL A LTD VT SH	$2.6M	1.0%Prev: 1.0%	42,118 SH	Decreased-32,052 SH
CANADIAN NAT RES LTD	COM	$3.3M	1.3%	103,880 SH	New
CAPITAL ONE FINL CORP	COM	$318K	0.1%Prev: 0.1%	1,494 SH	Increased+53 SH
CISCO SYS INC	COM	$221K	0.1%Prev: 0.1%	3,186 SH	Increased+560 SH
COCA COLA CO	COM	$589K	0.2%Prev: 0.2%	8,325 SH	Increased+1,485 SH
CONSTELLATION BRANDS INC	CL A	$337K	0.1%Prev: 0.1%	2,069 SH	Decreased-564 SH
CONSTELLATION ENERGY CORP	COM	$285K	0.1%Prev: 0.1%	882 SH	Increased+140 SH
COSTAR GROUP INC	COM	$431K	0.2%Prev: 0.9%	5,362 SH	Decreased-59,270 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.4%	1,119 SH	New
DIAGEO PLC	SPON ADR NEW	$529K	0.2%	5,242 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.2M	1.3%Prev: 1.1%	88,260 SH	Decreased+2,642 SH
DISNEY WALT CO	COM	$3.1M	1.2%Prev: 0.6%	24,617 SH	Increased+4,565 SH
DUKE ENERGY CORP NEW	COM NEW	$274K	0.1%Prev: 0.1%	2,326 SH	Decreased+132 SH
EBAY INC.	COM	$368K	0.1%Prev: 0.1%	4,948 SH	Increased+1,240 SH
EMERSON ELEC CO	COM	$2.4M	1.0%Prev: 0.7%	18,004 SH	Increased+2,053 SH
EXPEDITORS INTL WASH INC	COM	$247K	0.1%Prev: 0.1%	2,165 SH	Decreased
EXXON MOBIL CORP	COM	$3.1M	1.2%Prev: 1.6%	28,337 SH	Decreased+94 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$12.1M	4.9%Prev: 4.6%	189,730 SH	Decreased-12,507 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$12.4M	5.0%Prev: 6.1%	270,616 SH	Decreased-136,511 SH
FISERV INC	COM	$2.1M	0.8%Prev: 1.0%	12,022 SH	Decreased-45,212 SH
GE AEROSPACE	COM NEW	$1.2M	0.5%Prev: 0.4%	4,568 SH	Increased+454 SH
GE VERNOVA INC	COM	$633K	0.3%Prev: 0.3%	1,196 SH	Decreased+132 SH
GENERAL DYNAMICS CORP	COM	$612K	0.2%Prev: 0.2%	2,100 SH	Decreased+98 SH
GENUINE PARTS CO	COM	$439K	0.2%Prev: 0.1%	3,623 SH	Increased+1,212 SH
HERSHEY CO	COM	$619K	0.2%Prev: 0.6%	3,728 SH	Decreased-4,402 SH
HOME DEPOT INC	COM	$2.2M	0.9%Prev: 0.6%	6,040 SH	Increased+190 SH
HUNTINGTON INGALLS INDS INC	COM	$253K	0.1%Prev: 0.1%	1,049 SH	Decreased
INTERCONTINENTAL EXCHANGE IN	COM	$966K	0.4%Prev: 0.3%	5,267 SH	Increased+126 SH
ISHARES TR	1 3 YR TREAS BD	$6.2M	2.5%Prev: 3.0%	74,667 SH	Decreased-36,068 SH
ISHARES TR	CORE 1 5 YR USD	$9.1M	3.7%Prev: 4.7%	187,435 SH	Decreased-110,759 SH
ISHARES TR	CORE S&P MCP ETF	$1.1M	0.4%Prev: 0.4%	17,887 SH	Decreased+1,239 SH
ISHARES TR	CORE S&P SCP ETF	$381K	0.2%Prev: 0.1%	3,487 SH	Increased+544 SH
ISHARES TR	CORE S&P TTL STK	$2.9M	1.2%Prev: 0.9%	21,413 SH	Increased+1,356 SH
ISHARES TR	CORE S&P500 ETF	$516K	0.2%Prev: 0.2%	832 SH	Increased+80 SH
ISHARES TR	IBONDS DEC2026	$285K	0.1%Prev: 0.1%	11,761 SH	Increased+103 SH
ISHARES TR	ISHARES SEMICDTR	$368K	0.1%Prev: 0.2%	1,541 SH	Decreased
ISHARES TR	RUS 1000 ETF	$739K	0.3%Prev: 0.2%	2,177 SH	Increased+228 SH
ISHARES TR	RUS 1000 GRW ETF	$308K	0.1%Prev: 0.1%	725 SH	Increased+68 SH
ISHARES TR	S&P MC 400VL ETF	$224K	0.1%Prev: 0.1%	1,812 SH	Increased+153 SH
JOHNSON & JOHNSON	COM	$472K	0.2%Prev: 0.2%	3,090 SH	Decreased+450 SH
JPMORGAN CHASE & CO.	COM	$999K	0.4%	3,447 SH	New
KENVUE INC	COM	$452K	0.2%	21,605 SH	New
LOCKHEED MARTIN CORP	COM	$1.2M	0.5%Prev: 0.7%	2,520 SH	Decreased-1,063 SH
LOWES COS INC	COM	$1.3M	0.5%Prev: 0.4%	5,754 SH	Decreased+145 SH
MARKEL GROUP INC	COM	$6.2M	2.5%Prev: 2.2%	3,105 SH	Decreased-453 SH
MCDONALDS CORP	COM	$1.3M	0.5%Prev: 0.5%	4,504 SH	Decreased+67 SH
META PLATFORMS INC	CL A	$11.7M	4.7%Prev: 2.7%	15,793 SH	Increased+1,328 SH
MICROCHIP TECHNOLOGY INC.	COM	$7.4M	3.0%Prev: 1.4%	104,974 SH	Increased+38,437 SH
MICROSOFT CORP	COM	$13.5M	5.4%Prev: 3.2%	27,040 SH	Increased+308 SH
NETFLIX INC	COM	$2.6M	1.1%	1,965 SH	New
NVIDIA CORPORATION	COM	$333K	0.1%Prev: 0.1%	2,109 SH	Decreased-91 SH
ORACLE CORP	COM	$499K	0.2%Prev: 0.1%	2,281 SH	Increased+401 SH
PAYPAL HLDGS INC	COM	$531K	0.2%Prev: 0.1%	7,148 SH	Increased+1,485 SH
PEPSICO INC	COM	$1.4M	0.6%Prev: 0.6%	10,781 SH	Decreased-846 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.4%	6,508 SH	New
RTX CORPORATION	COM	$324K	0.1%Prev: 0.1%	2,216 SH	Decreased+263 SH
S&P GLOBAL INC	COM	$751K	0.3%Prev: 1.0%	1,424 SH	Decreased-5,663 SH
SCHLUMBERGER LTD	COM STK	$503K	0.2%	14,881 SH	New
SCHWAB CHARLES CORP	COM	$4.0M	1.6%Prev: 1.3%	43,479 SH	Increased+1,373 SH
SOUTHERN CO	COM	$239K	0.1%Prev: 0.1%	2,600 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$873K	0.4%	1,413 SH	New
STARBUCKS CORP	COM	$2.3M	0.9%Prev: 0.6%	25,338 SH	Increased+4,148 SH
STRYKER CORPORATION	COM	$666K	0.3%Prev: 0.2%	1,685 SH	Increased+33 SH
TERADYNE INC	COM	$2.0M	0.8%Prev: 2.2%	22,260 SH	Decreased-847 SH
UNITED PARCEL SERVICE INC	CL B	$386K	0.2%	3,820 SH	New
UNITEDHEALTH GROUP INC	COM	$482K	0.2%Prev: 0.1%	1,544 SH	Increased+149 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$25.1M	10.1%Prev: 8.7%	267,249 SH	Decreased-7,104 SH
VANGUARD INDEX FDS	GROWTH ETF	$773K	0.3%Prev: 0.2%	1,764 SH	Increased+181 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.5%Prev: 0.6%	7,163 SH	Decreased-2,654 SH
VANGUARD INDEX FDS	MID CAP ETF	$672K	0.3%Prev: 0.2%	2,400 SH	Increased+108 SH
VANGUARD INDEX FDS	SMALL CP ETF	$251K	0.1%Prev: 0.1%	1,059 SH	Decreased+45 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$879K	0.4%Prev: 0.4%	2,891 SH	Decreased-1,388 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.4%Prev: 1.1%	17,506 SH	Increased+1,377 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$8.8M	3.5%Prev: 3.7%	97,755 SH	Decreased-29,415 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$2.1M	0.8%Prev: 0.7%	9,294 SH	Increased+560 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$745K	0.3%Prev: 0.2%	2,034 SH	Increased+201 SH
VISA INC	COM CL A	$5.2M	2.1%Prev: 1.4%	14,773 SH	Increased+269 SH
WALMART INC	COM	$333K	0.1%Prev: 0.1%	3,403 SH	Decreased+560 SH
WILLIAMS SONOMA INC	COM	$557K	0.2%Prev: 0.2%	3,408 SH	Decreased+51 SH
YUM BRANDS INC	COM	$281K	0.1%Prev: 0.1%	1,900 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $286K
ADOBE INC — $3.2M
AMERICAN TOWER CORP — $497K
ANHEUSER BUSCH INBEV SA NV — $2.7M
ASML HLDG NV — $4.4M
BROADRIDGE FINL SOLUTIONS IN — $746K
CANADIAN NAT RES LTD MED TER — $5.3M
CHIPOTLE MEXICAN GRILL INC — $2.1M
COPART INC — $2.6M
COSTCO WHOLESALE CORPORATION — $1.0M
FAIR ISAAC CORP — $2.1M
JPMORGAN CHASE & CO — $981K
KLA CORP — $315K
LPL FINL HLDGS INC — $787K
NETFLIX INC. — $1.8M
NEXTERA ENERGY INC — $233K
NORTHROP GRUMMAN CORP — $221K
PROCTER & GAMBLE CO — $692K
SERVICENOW INC — $3.0M
SLB LIMITED — $759K
… and 2 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001904033-26-000006	—	View
Feb 4, 2026	Q4 2025	13F-HR	0001904033-26-000001	$300.0M	View
Oct 21, 2025