Buttonwood Financial Advisors Inc.

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

Import this data to Google Sheets with:

=jivedata("buttonwood-financial-advisors-inc-0001904033-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $290.5M103 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$957K	0.3%Prev: 0.3%	6,167 SH	Decreased+54 SH
ABBOTT LABS	COM	$384K	0.1%	2,865 SH	New
ABBVIE INC	COM	$743K	0.3%Prev: 0.2%	3,209 SH	Decreased+16 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$1.4M	0.5%Prev: 0.2%	5,831 SH	Increased+63 SH
ALPHABET INC	CAP STK CL A	$17.8M	6.1%Prev: 6.7%	73,181 SH	Decreased+11,625 SH
ALPHABET INC	CAP STK CL C	$883K	0.3%Prev: 0.3%	3,627 SH	Decreased+409 SH
AMAZON COM INC	COM	$5.9M	2.0%Prev: 2.0%	26,973 SH	Decreased-579 SH
AMERICAN EXPRESS CO	COM	$2.9M	1.0%Prev: 0.8%	8,684 SH	Increased+600 SH
AMERICAN TOWER CORP NEW	COM	$581K	0.2%	3,019 SH	New
ANHEUSER BUSCH INBEV SA/NV	SPONSORED ADR	$3.5M	1.2%	58,679 SH	New
APPLE INC	COM	$3.8M	1.3%Prev: 1.3%	14,776 SH	Decreased+381 SH
APPLIED MATLS INC	COM	$2.9M	1.0%Prev: 2.7%	14,176 SH	Decreased+1,926 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$355K	0.1%Prev: 0.1%	2,217 SH	Increased+226 SH
ARROW ELECTRS INC	COM	$7.2M	2.5%Prev: 3.2%	59,890 SH	Decreased+10,547 SH
ASML HOLDING N V	N Y REGISTRY SHS	$3.3M	1.1%	3,403 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$450K	0.2%Prev: 0.1%	1,534 SH	Increased
BANK AMERICA CORP	COM	$695K	0.2%	13,476 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.6M	4.0%Prev: 3.5%	23,117 SH	Increased+243 SH
BLACKROCK INC	COM	$1.5M	0.5%Prev: 0.4%	1,274 SH	Increased+35 SH
BOOKING HOLDINGS INC	COM	$1.1M	0.4%Prev: 0.3%	196 SH	Increased-4,660 SH
BROOKFIELD CORP	CL A LTD VT SH	$3.4M	1.2%Prev: 1.0%	48,887 SH	Increased-25,256 SH
CANADIAN NAT RES LTD	COM	$3.6M	1.3%	114,153 SH	New
CAPITAL ONE FINL CORP	COM	$318K	0.1%Prev: 0.1%	1,494 SH	Increased+53 SH
CISCO SYS INC	COM	$216K	0.1%Prev: 0.1%	3,158 SH	Decreased+581 SH
COCA COLA CO	COM	$522K	0.2%Prev: 0.2%	7,865 SH	Decreased+1,199 SH
CONSTELLATION BRANDS INC	CL A	$823K	0.3%Prev: 0.1%	6,114 SH	Increased+3,868 SH
CONSTELLATION ENERGY CORP	COM	$290K	0.1%	882 SH	New
COPART INC	COM	$339K	0.1%Prev: 0.9%	7,530 SH	Decreased-93,425 SH
COSTAR GROUP INC	COM	$780K	0.3%Prev: 0.9%	9,240 SH	Decreased-94,671 SH
COSTCO WHSL CORP NEW	COM	$985K	0.3%	1,065 SH	New
DIAGEO PLC	SPON ADR NEW	$475K	0.2%	4,974 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$3.4M	1.2%	88,260 SH	New
DISNEY WALT CO	COM	$2.7M	0.9%Prev: 0.6%	23,593 SH	Increased+3,722 SH
DUKE ENERGY CORP NEW	COM NEW	$283K	0.1%Prev: 0.1%	2,286 SH	Increased+96 SH
EBAY INC.	COM	$444K	0.2%Prev: 0.1%	4,884 SH	Increased+1,897 SH
EMERSON ELEC CO	COM	$2.2M	0.8%Prev: 0.7%	16,900 SH	Decreased+1,020 SH
EXPEDITORS INTL WASH INC	COM	$265K	0.1%Prev: 0.1%	2,165 SH	Decreased
EXXON MOBIL CORP	COM	$3.5M	1.2%Prev: 1.1%	31,117 SH	Decreased+3,795 SH
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$14.3M	4.9%Prev: 4.7%	213,775 SH	Decreased+12,914 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.4M	6.0%Prev: 5.9%	377,015 SH	Decreased-49,436 SH
FISERV INC	COM	$5.3M	1.8%Prev: 0.8%	41,130 SH	Increased-14,711 SH
GARTNER INC	COM	$1.6M	0.5%	6,013 SH	New
GE AEROSPACE	COM NEW	$1.3M	0.4%Prev: 0.5%	4,300 SH	Decreased+236 SH
GE VERNOVA INC	COM	$692K	0.2%Prev: 0.4%	1,125 SH	Decreased+90 SH
GENERAL DYNAMICS CORP	COM	$706K	0.2%Prev: 0.2%	2,070 SH	Decreased+70 SH
GENUINE PARTS CO	COM	$502K	0.2%Prev: 0.1%	3,623 SH	Increased+1,212 SH
HERSHEY CO	COM	$1.4M	0.5%Prev: 0.4%	7,706 SH	Increased-321 SH
HOME DEPOT INC	COM	$2.4M	0.8%Prev: 0.6%	5,991 SH	Increased+185 SH
HUNTINGTON INGALLS INDS INC	COM	$302K	0.1%Prev: 0.1%	1,049 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$876K	0.3%Prev: 0.2%	5,201 SH	Increased+70 SH
ISHARES TR	1 3 YR TREAS BD	$7.7M	2.7%Prev: 2.9%	92,882 SH	Decreased-21,479 SH
ISHARES TR	CORE 1 5 YR USD	$12.8M	4.4%Prev: 3.8%	262,762 SH	Increased+1,378 SH
ISHARES TR	CORE S&P MCP ETF	$1.2M	0.4%Prev: 0.4%	17,870 SH	Decreased+1,219 SH
ISHARES TR	CORE S&P SCP ETF	$410K	0.1%Prev: 0.1%	3,450 SH	Decreased+577 SH
ISHARES TR	CORE S&P TTL STK	$3.0M	1.1%Prev: 1.0%	20,939 SH	Decreased+1,465 SH
ISHARES TR	CORE S&P500 ETF	$513K	0.2%Prev: 0.2%	767 SH	Decreased+38 SH
ISHARES TR	IBONDS DEC2026	$286K	0.1%Prev: 0.1%	11,761 SH	Increased+103 SH
ISHARES TR	ISHARES SEMICDTR	$418K	0.1%Prev: 0.3%	1,541 SH	Decreased+1 SH
ISHARES TR	RUS 1000 ETF	$769K	0.3%Prev: 0.2%	2,103 SH	Decreased+184 SH
ISHARES TR	RUS 1000 GRW ETF	$340K	0.1%Prev: 0.1%	725 SH	Increased-1,903 SH
ISHARES TR	S&P MC 400VL ETF	$232K	0.1%Prev: 0.1%	1,785 SH	Decreased+170 SH
JOHNSON & JOHNSON	COM	$573K	0.2%Prev: 0.2%	3,090 SH	Decreased+499 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%	3,408 SH	New
KENVUE INC	COM	$256K	0.1%	15,744 SH	New
KLA CORP	COM NEW	$230K	0.1%Prev: 0.2%	213 SH	Decreased-1,925 SH
LOCKHEED MARTIN CORP	COM	$1.8M	0.6%Prev: 0.6%	3,634 SH	Decreased+11 SH
LOWES COS INC	COM	$1.4M	0.5%Prev: 0.4%	5,730 SH	Increased+123 SH
MARKEL GROUP INC	COM	$6.8M	2.3%Prev: 2.1%	3,540 SH	Decreased-50 SH
MCDONALDS CORP	COM	$1.4M	0.5%Prev: 0.4%	4,471 SH	Increased+42 SH
META PLATFORMS INC	CL A	$10.9M	3.8%Prev: 2.5%	14,846 SH	Increased+507 SH
MICROCHIP TECHNOLOGY INC.	COM	$6.0M	2.1%Prev: 1.7%	93,427 SH	Increased+31,045 SH
MICROSOFT CORP	COM	$13.9M	4.8%Prev: 3.5%	26,759 SH	Increased-4,374 SH
NETFLIX INC	COM	$2.3M	0.8%	1,932 SH	New
NVIDIA CORPORATION	COM	$412K	0.1%Prev: 0.1%	2,207 SH	Decreased+7 SH
ORACLE CORP	COM	$585K	0.2%Prev: 0.1%	2,079 SH	Increased+263 SH
PAYPAL HLDGS INC	COM	$468K	0.2%Prev: 0.1%	6,977 SH	Increased+1,322 SH
PEPSICO INC	COM	$2.0M	0.7%Prev: 0.5%	14,227 SH	Increased+2,801 SH
PROCTER AND GAMBLE CO	COM	$878K	0.3%	5,715 SH	New
RTX CORPORATION	COM	$366K	0.1%Prev: 0.1%	2,184 SH	Increased+274 SH
S&P GLOBAL INC	COM	$1.1M	0.4%Prev: 1.0%	2,225 SH	Decreased-6,078 SH
SCHLUMBERGER LTD	COM STK	$510K	0.2%	14,838 SH	New
SCHWAB CHARLES CORP	COM	$4.1M	1.4%Prev: 1.2%	42,979 SH	Increased+896 SH
SOUTHERN CO	COM	$246K	0.1%Prev: 0.1%	2,600 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$988K	0.3%	1,483 SH	New
STARBUCKS CORP	COM	$2.1M	0.7%Prev: 0.4%	24,343 SH	Increased+12,699 SH
STRYKER CORPORATION	COM	$618K	0.2%Prev: 0.2%	1,672 SH	Increased+52 SH
TERADYNE INC	COM	$3.7M	1.3%Prev: 3.1%	26,807 SH	Decreased+5,677 SH
UNITED PARCEL SERVICE INC	CL B	$310K	0.1%	3,716 SH	New
UNITEDHEALTH GROUP INC	COM	$522K	0.2%Prev: 0.2%	1,513 SH	Decreased+148 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$29.6M	10.2%Prev: 8.6%	298,563 SH	Increased+27,354 SH
VANGUARD INDEX FDS	GROWTH ETF	$834K	0.3%Prev: 0.2%	1,739 SH	Increased-7,716 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.5%Prev: 0.6%	8,125 SH	Decreased-2,254 SH
VANGUARD INDEX FDS	MID CAP ETF	$679K	0.2%Prev: 0.2%	2,313 SH	Decreased-6,371 SH
VANGUARD INDEX FDS	SMALL CP ETF	$286K	0.1%Prev: 0.1%	1,123 SH	Increased+254 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.5%Prev: 0.5%	4,830 SH	Increased+711 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.7M	1.3%Prev: 1.1%	16,961 SH	Increased+1,537 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$10.6M	3.6%Prev: 3.9%	118,261 SH	Decreased-18,322 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$2.2M	0.8%Prev: 0.7%	9,037 SH	Decreased+767 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$796K	0.3%Prev: 0.2%	1,978 SH	Increased-6,758 SH
VISA INC	COM CL A	$5.0M	1.7%Prev: 1.5%	14,623 SH	Increased+122 SH
WALMART INC	COM	$340K	0.1%Prev: 0.1%	3,302 SH	Increased+681 SH
WILLIAMS SONOMA INC	COM	$656K	0.2%Prev: 0.2%	3,357 SH	Decreased+201 SH
YUM BRANDS INC	COM	$289K	0.1%Prev: 0.1%	1,900 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $253K
ADOBE INC — $2.6M
ADVANCED MICRO DEVICES INC — $300K
AMERICAN TOWER CORP — $472K
ANHEUSER BUSCH INBEV SA NV — $3.2M
ASML HLDG NV — $6.6M
BANK OF AMER CORP — $729K
BROADRIDGE FINL SOLUTIONS IN — $990K
CANADIAN NAT RES LTD MED TER — $4.1M
CHEVRON CORPORATION — $234K
CHIPOTLE MEXICAN GRILL INC — $2.0M
COSTCO WHOLESALE CORPORATION — $945K
DIMENSIONAL ETF TRUST — $3.8M
FAIR ISAAC CORP — $2.6M
JPMORGAN CHASE & CO — $1.1M
LPL FINL HLDGS INC — $1.0M
MASTERCARD INCORPORATED — $1.3M
NETFLIX INC. — $1.4M
NEXTERA ENERGY INC — $220K
PROCTER & GAMBLE CO — $697K
… and 5 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