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: $328.7M110 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$990K	0.3%Prev: 0.4%	6,113 SH	Increased-56 SH
ABBOTT LABORATORIES	COM	$253K	0.1%	2,789 SH	New
ABBVIE INC	COM	$804K	0.2%Prev: 0.2%	3,193 SH	Increased-117 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$718K	0.2%Prev: 0.7%	5,768 SH	Decreased-77 SH
ADOBE INC	COM	$2.6M	0.8%	12,798 SH	New
ADVANCED MICRO DEVICES INC	COM	$300K	0.1%	517 SH	New
ALPHABET INC	CAP STK CL A	$22.0M	6.7%Prev: 4.9%	61,556 SH	Increased-7,270 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.3%Prev: 0.3%	3,218 SH	Increased-443 SH
AMAZON COM INC	COM	$6.6M	2.0%Prev: 2.2%	27,552 SH	Increased+2,804 SH
AMERICAN EXPRESS CO	COM	$2.7M	0.8%Prev: 1.2%	8,084 SH	Decreased-1,356 SH
AMERICAN TOWER CORP	COM	$472K	0.1%	2,883 SH	New
ANHEUSER BUSCH INBEV SA NV	SPONSORED ADR	$3.2M	1.0%	38,802 SH	New
APPLE INC	COM	$4.2M	1.3%Prev: 1.2%	14,395 SH	Increased-460 SH
APPLIED MATLS INC	COM	$8.9M	2.7%Prev: 0.9%	12,250 SH	Increased-519 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$222K	0.1%Prev: 0.2%	1,991 SH	Decreased-226 SH
ARROW ELECTRS INC	COM	$10.5M	3.2%Prev: 2.9%	49,343 SH	Increased-7,558 SH
ASML HLDG NV	N Y REGISTRY SHS	$6.6M	2.0%	3,329 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$343K	0.1%Prev: 0.2%	1,534 SH	Decreased-199 SH
BANK OF AMER CORP	COM	$729K	0.2%	12,800 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$11.4M	3.5%Prev: 4.2%	22,874 SH	Increased+1,372 SH
BLACKROCK INC	COM	$1.2M	0.4%Prev: 0.5%	1,239 SH	Decreased-62 SH
BOOKING HOLDINGS INC	COM	$866K	0.3%Prev: 0.5%	4,856 SH	Decreased+4,660 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$990K	0.3%	7,232 SH	New
BROOKFIELD CORP	CL A LTD VT SH	$3.2M	1.0%Prev: 1.0%	74,143 SH	Increased+32,025 SH
CANADIAN NAT RES LTD MED TER	COM	$4.1M	1.3%	104,258 SH	New
CAPITAL ONE FINL CORP	COM	$289K	0.1%Prev: 0.1%	1,441 SH	Decreased-53 SH
CHEVRON CORPORATION	COM	$234K	0.1%	1,410 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$2.0M	0.6%	59,476 SH	New
CISCO SYS INC	COM	$303K	0.1%Prev: 0.1%	2,577 SH	Increased-609 SH
COCA COLA CO	COM	$542K	0.2%Prev: 0.2%	6,666 SH	Decreased-1,659 SH
CONSTELLATION BRANDS INC	CL A	$312K	0.1%Prev: 0.1%	2,246 SH	Decreased+177 SH
COPART INC	COM	$2.8M	0.9%	100,955 SH	New
COSTAR GROUP INC	COM	$2.9M	0.9%Prev: 0.2%	103,911 SH	Increased+98,549 SH
COSTCO WHOLESALE CORPORATION	COM	$945K	0.3%	1,010 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$3.8M	1.1%	85,038 SH	New
DISNEY WALT CO	COM	$1.9M	0.6%Prev: 1.2%	19,871 SH	Decreased-4,746 SH
DUKE ENERGY CORP NEW	COM NEW	$277K	0.1%Prev: 0.1%	2,190 SH	Increased-136 SH
EBAY INC.	COM	$334K	0.1%Prev: 0.1%	2,987 SH	Decreased-1,961 SH
EMERSON ELEC CO	COM	$2.3M	0.7%Prev: 1.0%	15,880 SH	Decreased-2,124 SH
EXPEDITORS INTL WASH INC	COM	$353K	0.1%Prev: 0.1%	2,165 SH	Increased
EXXON MOBIL CORP	COM	$3.7M	1.1%Prev: 1.2%	27,322 SH	Increased-1,015 SH
FAIR ISAAC CORP	COM	$2.6M	0.8%	2,143 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$15.5M	4.7%Prev: 4.9%	200,861 SH	Increased+11,131 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.4M	5.9%Prev: 5.0%	426,451 SH	Increased+155,835 SH
FISERV INC	COM	$2.7M	0.8%Prev: 0.8%	55,841 SH	Increased+43,819 SH
GE AEROSPACE	COM NEW	$1.5M	0.5%Prev: 0.5%	4,064 SH	Increased-504 SH
GE VERNOVA INC	COM	$1.2M	0.4%Prev: 0.3%	1,035 SH	Increased-161 SH
GENERAL DYNAMICS CORP	COM	$708K	0.2%Prev: 0.2%	2,000 SH	Increased-100 SH
GENUINE PARTS CO	COM	$284K	0.1%Prev: 0.2%	2,411 SH	Decreased-1,212 SH
HERSHEY CO	COM	$1.4M	0.4%Prev: 0.2%	8,027 SH	Increased+4,299 SH
HOME DEPOT INC	COM	$2.0M	0.6%Prev: 0.9%	5,806 SH	Decreased-234 SH
HUNTINGTON INGALLS INDS INC	COM	$294K	0.1%Prev: 0.1%	1,049 SH	Increased
INTERCONTINENTAL EXCHANGE IN	COM	$632K	0.2%Prev: 0.4%	5,131 SH	Decreased-136 SH
ISHARES TR	1 3 YR TREAS BD	$9.4M	2.9%Prev: 2.5%	114,361 SH	Increased+39,694 SH
ISHARES TR	CORE 1 5 YR USD	$12.6M	3.8%Prev: 3.7%	261,384 SH	Increased+73,949 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.4%Prev: 0.4%	16,651 SH	Increased-1,236 SH
ISHARES TR	CORE S&P SCP ETF	$426K	0.1%Prev: 0.2%	2,873 SH	Increased-614 SH
ISHARES TR	CORE S&P TTL STK	$3.2M	1.0%Prev: 1.2%	19,474 SH	Increased-1,939 SH
ISHARES TR	CORE S&P500 ETF	$546K	0.2%Prev: 0.2%	729 SH	Increased-103 SH
ISHARES TR	IBONDS DEC2026	$282K	0.1%Prev: 0.1%	11,658 SH	Decreased-103 SH
ISHARES TR	ISHARES SEMICDTR	$987K	0.3%Prev: 0.1%	1,540 SH	Increased-1 SH
ISHARES TR	RUS 1000 ETF	$786K	0.2%Prev: 0.3%	1,919 SH	Increased-258 SH
ISHARES TR	RUS 1000 GRW ETF	$326K	0.1%Prev: 0.1%	2,628 SH	Increased+1,903 SH
ISHARES TR	S&P MC 400VL ETF	$239K	0.1%Prev: 0.1%	1,615 SH	Increased-197 SH
JOHNSON & JOHNSON	COM	$658K	0.2%Prev: 0.2%	2,591 SH	Increased-499 SH
JPMORGAN CHASE & CO	COM	$1.1M	0.3%	3,329 SH	New
KLA CORP	COM NEW	$645K	0.2%	2,138 SH	New
LOCKHEED MARTIN CORP	COM	$1.8M	0.6%Prev: 0.5%	3,623 SH	Increased+1,103 SH
LOWES COS INC	COM	$1.2M	0.4%Prev: 0.5%	5,607 SH	Decreased-147 SH
LPL FINL HLDGS INC	COM	$1.0M	0.3%	3,685 SH	New
MARKEL GROUP INC	COM	$7.0M	2.1%Prev: 2.5%	3,590 SH	Increased+485 SH
MASTERCARD INCORPORATED	CL A	$1.3M	0.4%	2,480 SH	New
MCDONALDS CORP	COM	$1.2M	0.4%Prev: 0.5%	4,429 SH	Decreased-75 SH
META PLATFORMS INC	CL A	$8.1M	2.5%Prev: 4.7%	14,339 SH	Decreased-1,454 SH
MICROCHIP TECHNOLOGY INC.	COM	$5.7M	1.7%Prev: 3.0%	62,382 SH	Decreased-42,592 SH
MICROSOFT CORP	COM	$11.6M	3.5%Prev: 5.4%	31,133 SH	Decreased+4,093 SH
NETFLIX INC.	COM	$1.4M	0.4%	19,069 SH	New
NEXTERA ENERGY INC	COM	$220K	0.1%	2,507 SH	New
NVIDIA CORPORATION	COM	$440K	0.1%Prev: 0.1%	2,200 SH	Increased+91 SH
ORACLE CORP	COM	$266K	0.1%Prev: 0.2%	1,816 SH	Decreased-465 SH
PAYPAL HLDGS INC	COM	$244K	0.1%Prev: 0.2%	5,655 SH	Decreased-1,493 SH
PEPSICO INC	COM	$1.5M	0.5%Prev: 0.6%	11,426 SH	Increased+645 SH
PROCTER & GAMBLE CO	COM	$697K	0.2%	4,755 SH	New
RTX CORPORATION	COM	$362K	0.1%Prev: 0.1%	1,910 SH	Increased-306 SH
S&P GLOBAL INC	COM	$3.4M	1.0%Prev: 0.3%	8,303 SH	Increased+6,879 SH
SCHWAB CHARLES CORP	COM	$3.9M	1.2%Prev: 1.6%	42,083 SH	Decreased-1,396 SH
SERVICENOW INC	COM	$4.0M	1.2%	40,304 SH	New
SLB LIMITED	COM STK	$665K	0.2%	14,311 SH	New
SOUTHERN CO	COM	$249K	0.1%Prev: 0.1%	2,600 SH	Increased
STARBUCKS CORP	COM	$1.2M	0.4%Prev: 0.9%	11,644 SH	Decreased-13,694 SH
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.1M	0.3%	1,483 SH	New
STRYKER CORPORATION	COM	$510K	0.2%Prev: 0.3%	1,620 SH	Decreased-65 SH
TERADYNE INC	COM	$10.2M	3.1%Prev: 0.8%	21,130 SH	Increased-1,130 SH
UNITED PARCEL SVCS INC	CL B	$370K	0.1%	3,438 SH	New
UNITEDHEALTH GROUP INC	COM	$567K	0.2%Prev: 0.2%	1,365 SH	Increased-179 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$28.2M	8.6%Prev: 10.1%	271,209 SH	Increased+3,960 SH
VANGUARD INDEX FDS	GROWTH ETF	$814K	0.2%Prev: 0.3%	9,455 SH	Increased+7,691 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.1M	0.6%Prev: 0.5%	10,379 SH	Increased+3,216 SH
VANGUARD INDEX FDS	MID CAP ETF	$700K	0.2%Prev: 0.3%	8,684 SH	Increased+6,284 SH
VANGUARD INDEX FDS	SMALL CP ETF	$263K	0.1%Prev: 0.1%	869 SH	Increased-190 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	0.5%Prev: 0.4%	4,119 SH	Increased+1,228 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.6M	1.1%Prev: 1.4%	15,424 SH	Increased-2,082 SH
VANGUARD STAR FDS	VG TL INTL STK F	$239K	0.1%	2,795 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.8M	3.9%Prev: 3.5%	136,583 SH	Increased+38,828 SH
VANGUARD WORLD FD	MEGA CAP INDEX	$2.3M	0.7%Prev: 0.8%	8,270 SH	Increased-1,024 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$768K	0.2%Prev: 0.3%	8,736 SH	Increased+6,702 SH
VISA INC	COM CL A	$5.0M	1.5%Prev: 2.1%	14,501 SH	Decreased-272 SH
WALMART INC	COM	$297K	0.1%Prev: 0.1%	2,621 SH	Decreased-782 SH
WILLIAMS SONOMA INC	COM	$736K	0.2%Prev: 0.2%	3,156 SH	Increased-252 SH
YUM BRANDS INC	COM	$304K	0.1%Prev: 0.1%	1,900 SH	Increased

Sold (vs prior filing)

ABBOTT LABS — $404K
AMERICAN TOWER CORP NEW — $667K
ANHEUSER BUSCH INBEV SA/NV — $4.7M
BANK AMERICA CORP — $650K
CANADIAN NAT RES LTD — $3.3M
CONSTELLATION ENERGY CORP — $285K
COSTCO WHSL CORP NEW — $1.1M
DIAGEO PLC — $529K
DIMENSIONAL ETF TRUST — $3.2M
JPMORGAN CHASE & CO. — $999K
KENVUE INC — $452K
NETFLIX INC — $2.6M
PROCTER AND GAMBLE CO — $1.0M
SCHLUMBERGER LTD — $503K
SPDR S&P 500 ETF TR — $873K
UNITED PARCEL SERVICE INC — $386K

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