Buttonwood Financial Advisors Inc.

CIK

1904033

Location

BALTIMORE, MD

Portfolio Value

Small $328,720,064

Diversification

Diversified

Filing Date

Global Rank

#4,948 / 8,794 ▼ 157 · as of Jun 2026

Top Industry

Internet Content & Information 15.4%

Period ended 3 months ago

Filed Jul 13, 2026 · 3mo

19 quarters · since Dec 2021

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

94 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.1%

−0.8 pts

Top 5

35.4%

+1.7 pts

Top 10

52.6%

+2.7 pts

HHI

380

Diversified+22

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	38.3%	$125,832,525	12
Technology	21.6%	$70,893,009	18
Financial Services	13.2%	$43,297,698	16
Communication Services	10.5%	$34,486,406	4
Consumer Cyclical	5.1%	$16,783,152	11
Industrials	3.9%	$12,776,393	11
Consumer Defensive	2.7%	$8,945,793	8
Energy	2.7%	$8,752,693	4
Real Estate	1.0%	$3,414,331	2
Healthcare	0.8%	$2,791,969	5
Utilities	0.2%	$746,095	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
CSGP	Costar Group, Inc.	+39,279	103,911	$2,942,759
CPRT	Copart Inc	+21,853	100,955	$2,845,921
FAAA	Fidelity AAA CLO ETF	+19,324	426,451	$19,399,255
VB	Vanguard Morningstar Small-Cap ETF	+14,521	33,506	$5,352,617
NOW	ServiceNow, Inc.	+11,149	40,304	$4,001,381
VIGI	Vanguard International Dividend Appreciation ETF	+9,413	136,583	$12,754,120
EDV	Vanguard World Funds Extended Duration ETF	+6,439	17,006	$3,030,901
BKNG	Booking Holdings Inc.	+4,662	4,856	$865,533
MSFT	Microsoft Corp	+4,401	31,133	$11,613,231
BR	Broadridge Financial Solutions, Inc.	+2,638	7,232	$990,422
KLAC	Kla Corp	+1,924	2,138	$645,055
SPGI	S&P Global Inc.	+1,216	8,303	$3,381,479
LPLA	LPL Financial Holdings Inc.	+1,070	3,685	$1,037,990
FICO	Fair Isaac Corp	+212	2,143	$2,560,413
BRK-B	Berkshire Hathaway Inc	+94	22,874	$11,445,920
LMT	Lockheed Martin Corp	+40	3,623	$1,845,773
MKL	Markel Group Inc.	+32	3,590	$7,011,305
ABBV	AbbVie Inc.	+2	3,193	$803,486
ABT	Abbott Laboratories	+2	2,789	$253,073
AMT	American Tower Corp /Ma/	+2	2,883	$471,572
MMM	3M Co	+1	6,113	$989,755
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−31,961	434,832	$30,076,918
SBUX	Starbucks Corp	−9,546	11,644	$1,189,900
CMG	Chipotle Mexican Grill Inc	−7,148	59,476	$2,022,184
MCHP	Microchip Technology Inc	−4,155	62,382	$5,689,238
CNQ	CANADIAN NATURAL RESOURCES Ltd	−3,615	104,258	$4,118,191
AFK	VanEck Africa Index ETF	−3,144	271,209	$28,194,887
ARW	Arrow Electronics, Inc.	−2,673	49,343	$10,530,289
GOOGL	Alphabet Inc.	−2,116	64,774	$23,135,282
TER	Teradyne, Inc	−1,977	21,130	$10,223,539
FISV	Fiserv Inc	−1,393	55,841	$2,739,001
FBCG	Fidelity Blue Chip Growth ETF	−1,376	200,861	$15,516,512
XOM	ExxonMobil Holdings Corp	−921	27,322	$3,735,463
AMAT	Applied Materials Inc /De	−885	12,250	$8,856,750
EBAY	Ebay Inc	−721	2,987	$333,797
VIG	Vanguard Dividend Appreciation ETF	−705	15,424	$3,649,626
DCOR	Dimensional US Core Equity 1 ETF	−580	85,038	$3,772,285
SLB	Slb Limited/Nv	−463	14,311	$665,318
ADBE	Adobe Inc.	−428	12,798	$2,623,845
STZ	Constellation Brands, Inc.	−387	2,246	$312,396
BUD	Anheuser-Busch InBev SA/NV	−253	38,802	$3,197,284
WMT	Walmart Inc.	−222	2,621	$296,854
WSM	Williams Sonoma Inc	−201	3,156	$735,663
PEP	Pepsico Inc	−201	11,426	$1,547,080
DIS	Walt Disney Co	−181	19,871	$1,912,583
KO	Coca Cola Co	−174	6,666	$541,745
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
MA	Mastercard Inc	2,480	$1,273,728
AMD	Advanced Micro Devices Inc	517	$300,330
VXUS	Vanguard Total International Stock ETF	2,795	$238,944
CVX	Chevron Corp	1,410	$233,721
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NOC	Northrop Grumman Corp /De/	325	$221,728
CEG	Constellation Energy Corp	742	$207,203
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $328,720,064 total · filing declares 110 positions · $328,718,229 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	434,832	-31,961	$30,076,918	—	9.15%
AFK	VanEck Africa Index ETF	Reduced	271,209	-3,144	$28,194,887	+6.3%	8.58%
GOOGL	Alphabet Inc. Communication Services	Reduced	64,774	-2,116	$23,135,282	+20.3%	7.04%
FAAA	Fidelity AAA CLO ETF	Added	426,451	+19,324	$19,399,255	+4.4%	5.90%
FBCG	Fidelity Blue Chip Growth ETF	Reduced	200,861	-1,376	$15,516,512	+9.0%	4.72%
VIGI	Vanguard International Dividend Appreciation ETF	Added	136,583	+9,413	$12,754,120	+13.4%	3.88%
MSFT	Microsoft Corp Technology	Added	31,133	+4,401	$11,613,231	+17.4%	3.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	22,874	+94	$11,445,920	+4.9%	3.48%
ARW	Arrow Electronics, Inc. Technology	Reduced	49,343	-2,673	$10,530,289	+41.2%	3.20%
TER	Teradyne, Inc Technology	Reduced	21,130	-1,977	$10,223,539	+49.2%	3.11%
AMAT	Applied Materials Inc /De Technology	Reduced	12,250	-885	$8,856,750	+97.3%	2.69%
META	Meta Platforms, Inc. Communication Services	Reduced	14,339	-126	$8,077,015	−2.4%	2.46%
MKL	Markel Group Inc. Financial Services	Added	3,590	+32	$7,011,305	+3.0%	2.13%
ASML	Asml Holding NV Technology	Reduced	3,329	-16	$6,622,845	+49.9%	2.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	27,552	-41	$6,566,743	+14.3%	2.00%
MCHP	Microchip Technology Inc Technology	Reduced	62,382	-4,155	$5,689,238	+32.3%	1.73%
VB	Vanguard Morningstar Small-Cap ETF	Added	33,506	+14,521	$5,352,617	+43.6%	1.63%
V	Visa Inc. Financial Services	Reduced	14,501	-3	$4,975,148	+13.5%	1.51%
AAPL	Apple Inc. Technology	Reduced	14,395	-165	$4,165,337	+12.7%	1.27%
CNQ	CANADIAN NATURAL RESOURCES Ltd Energy	Reduced	104,258	-3,615	$4,118,191	−21.7%	1.25%
NOW	ServiceNow, Inc. Technology	Added	40,304	+11,149	$4,001,381	+31.3%	1.22%
SCHW	Schwab Charles Corp Financial Services	Reduced	42,083	-23	$3,882,998	−1.9%	1.18%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	85,038	-580	$3,772,285	+13.4%	1.15%
XOM	ExxonMobil Holdings Corp Energy	Reduced	27,322	-921	$3,735,463	−22.0%	1.14%
VIG	Vanguard Dividend Appreciation ETF	Reduced	15,424	-705	$3,649,626	+5.2%	1.11%
SPGI	S&P Global Inc. Financial Services	Added	8,303	+1,216	$3,381,479	+12.2%	1.03%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	Reduced	38,802	-253	$3,197,284	+18.0%	0.97%
BN	BROOKFIELD Corp /ON/ Financial Services	Reduced	74,143	-27	$3,157,750	+5.2%	0.96%
EDV	Vanguard World Funds Extended Duration ETF	Added	17,006	+6,439	$3,030,901	+37.8%	0.92%
CSGP	Costar Group, Inc. Real Estate	Added	103,911	+39,279	$2,942,759	+12.9%	0.90%
CPRT	Copart Inc Industrials	Added	100,955	+21,853	$2,845,921	+8.4%	0.87%
FISV	Fiserv Inc	Reduced	55,841	-1,393	$2,739,001	−14.2%	0.83%
AXP	American Express Co Financial Services	Reduced	8,084	-18	$2,734,413	+11.6%	0.83%
ADBE	Adobe Inc. Technology	Reduced	12,798	-428	$2,623,845	−18.4%	0.80%
FICO	Fair Isaac Corp Technology	Added	2,143	+212	$2,560,413	+24.2%	0.78%
EMR	Emerson Electric Co Industrials	Reduced	15,880	-71	$2,273,222	+8.8%	0.69%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,806	-44	$2,047,660	+6.4%	0.62%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	59,476	-7,148	$2,022,184	−5.2%	0.62%
DIS	Walt Disney Co Communication Services	Reduced	19,871	-181	$1,912,583	−1.0%	0.58%
LMT	Lockheed Martin Corp Industrials	Added	3,623	+40	$1,845,773	−14.8%	0.56%
PEP	Pepsico Inc Consumer Defensive	Reduced	11,426	-201	$1,547,080	−14.3%	0.47%
GE	General Electric Co Industrials	Reduced	4,064	-50	$1,518,838	+30.1%	0.46%
HSY	Hershey Co Consumer Defensive	Reduced	8,027	-103	$1,408,337	−16.7%	0.43%
NFLX	Netflix Inc Communication Services	Reduced	19,069	-21	$1,361,526	−25.8%	0.41%
MA	Mastercard Inc Financial Services	NEW	2,480	NEW	$1,273,728	NEW	0.39%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	5,607	-2	$1,236,287	−6.7%	0.38%
GEV	GE Vernova Inc. Industrials	Reduced	1,035	-29	$1,215,980	+30.9%	0.37%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	4,429	-8	$1,197,202	−13.2%	0.36%
BLK	BlackRock, Inc. Financial Services	Reduced	1,239	-10	$1,191,372	−0.8%	0.36%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	11,644	-9,546	$1,189,900	−37.3%	0.36%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.