Buttonwood Financial Advisors Inc.

BALTIMORE, MD · CIK 1904033 · 13F filing filed 2026-07-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBaltimore, MD

$328.7m reported value +10.0% vs Q1 2026

110positions

46.9%in top 10

4 new 21 added 72 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	271,209	$28.2m8.58%	8.58%	Reduced -3.1k	-3,144 -1.1%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	61,556	$22.0m6.69%	6.69%	Reduced -2.1k	-2,074 -3.3%
3	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	426,451	$19.4m5.90%	5.90%	Added +19.3k	+19,324 4.8%
4	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	200,861	$15.5m4.72%	4.72%	Reduced -1.4k	-1,376 -0.7%
5	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	136,583	$12.8m3.88%	3.88%	Added +9.4k	+9,413 7.4%
6	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	261,384	$12.6m3.84%	3.84%	Reduced -36.8k	-36,810 -12.3%
7	MICROSOFT CORP COM MSFT	MSFT	31,133	$11.6m3.53%	3.53%	Added +4.4k	+4,401 16.5%
8	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	22,874	$11.4m3.48%	3.48%	Added +94	+94 0.4%
9	ARROW ELECTRS INC COM ARW	ARW	49,343	$10.5m3.20%	3.20%	Reduced -2.7k	-2,673 -5.1%
10	TERADYNE INC COM TER	TER	21,130	$10.2m3.11%	3.11%	Reduced -2.0k	-1,977 -8.6%
11	ISHARES TR 1 3 YR TREAS BD SHY	SHY	114,361	$9.4m2.86%	2.86%	Added +3.6k	+3,626 3.3%
12	APPLIED MATLS INC COM AMAT	AMAT	12,250	$8.9m2.69%	2.69%	Reduced -885	-885 -6.7%
13	META PLATFORMS INC CL A META	META	14,339	$8.1m2.46%	2.46%	Reduced -126	-126 -0.9%
14	MARKEL GROUP INC COM MKL	MKL	3,590	$7.0m2.13%	2.13%	Added +32	+32 0.9%
15	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,329	$6.6m2.01%	2.01%	Reduced -16	-16 -0.5%
16	AMAZON COM INC COM AMZN	AMZN	27,552	$6.6m2.00%	2.00%	Reduced -41	-41 -0.1%
17	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	62,382	$5.7m1.73%	1.73%	Reduced -4.2k	-4,155 -6.2%
18	VISA INC COM CL A V	V	14,501	$5.0m1.51%	1.51%	Reduced -3	-3 -0.0%
19	APPLE INC COM AAPL	AAPL	14,395	$4.2m1.27%	1.27%	Reduced -165	-165 -1.1%
20	CANADIAN NAT RES LTD COM CNQ	CNQ	104,258	$4.1m1.25%	1.25%	Reduced -3.6k	-3,615 -3.4%
21	SERVICENOW INC COM NOW	NOW	40,304	$4.0m1.22%	1.22%	Added +11.1k	+11,149 38.2%
22	SCHWAB CHARLES CORP COM SCHW	SCHW	42,083	$3.9m1.18%	1.18%	Reduced -23	-23 -0.1%
23	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	85,038	$3.8m1.15%	1.15%	Reduced -580	-580 -0.7%
24	EXXON MOBIL CORP COM XOM	XOM	27,322	$3.7m1.14%	1.14%	Reduced -921	-921 -3.3%
25	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	15,424	$3.6m1.11%	1.11%	Reduced -705	-705 -4.4%
26	S&P GLOBAL INC COM SPGI	SPGI	8,303	$3.4m1.03%	1.03%	Added +1.2k	+1,216 17.2%
27	ISHARES TR CORE S&P TTL STK ITOT	ITOT	19,474	$3.2m0.97%	0.97%	Reduced -583	-583 -2.9%
28	ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD	BUD	38,802	$3.2m0.97%	0.97%	Reduced -253	-253 -0.7%
29	BROOKFIELD CORP CL A LTD VT SH BN	BN	74,143	$3.2m0.96%	0.96%	Reduced -27	-27 -0.0%
30	COSTAR GROUP INC COM CSGP	CSGP	103,911	$2.9m0.90%	0.90%	Added +39.3k	+39,279 60.8%
31	COPART INC COM CPRT	CPRT	100,955	$2.8m0.87%	0.87%	Added +21.9k	+21,853 27.6%
32	FISERV INC COM FISV	FISV	55,841	$2.7m0.83%	0.83%	Reduced -1.4k	-1,393 -2.4%
33	AMERICAN EXPRESS CO COM AXP	AXP	8,084	$2.7m0.83%	0.83%	Reduced -18	-18 -0.2%
34	ADOBE INC COM ADBE	ADBE	12,798	$2.6m0.80%	0.80%	Reduced -428	-428 -3.2%
35	FAIR ISAAC CORP COM FICO	FICO	2,143	$2.6m0.78%	0.78%	Added +212	+212 11.0%
36	EMERSON ELEC CO COM EMR	EMR	15,880	$2.3m0.69%	0.69%	Reduced -71	-71 -0.5%
37	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	8,270	$2.3m0.69%	0.69%	Reduced -464	-464 -5.3%
38	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	10,379	$2.1m0.62%	0.62%	Added +562	+562 5.7%
39	HOME DEPOT INC COM HD	HD	5,806	$2.0m0.62%	0.62%	Reduced -44	-44 -0.8%
40	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	59,476	$2.0m0.62%	0.62%	Reduced -7.1k	-7,148 -10.7%
41	DISNEY WALT CO COM DIS	DIS	19,871	$1.9m0.58%	0.58%	Reduced -181	-181 -0.9%
42	LOCKHEED MARTIN CORP COM LMT	LMT	3,623	$1.8m0.56%	0.56%	Added +40	+40 1.1%
43	PEPSICO INC COM PEP	PEP	11,426	$1.5m0.47%	0.47%	Reduced -201	-201 -1.7%
44	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	4,119	$1.5m0.46%	0.46%	Reduced -160	-160 -3.7%
45	GE AEROSPACE COM NEW GE	GE	4,064	$1.5m0.46%	0.46%	Reduced -50	-50 -1.2%
46	HERSHEY CO COM HSY	HSY	8,027	$1.4m0.43%	0.43%	Reduced -103	-103 -1.3%
47	NETFLIX INC COM NFLX	NFLX	19,069	$1.4m0.41%	0.41%	Reduced -21	-21 -0.1%
48	ISHARES TR CORE S&P MCP ETF IJH	IJH	16,651	$1.3m0.39%	0.39%	Added +3	+3 0.0%
49	MASTERCARD INCORPORATED CL A MA	MA	2,480	$1.3m0.39%	0.39%	New
50	LOWES COS INC COM LOW	LOW	5,607	$1.2m0.38%	0.38%	Reduced -2	-2 -0.0%
51	GE VERNOVA INC COM GEV	GEV	1,035	$1.2m0.37%	0.37%	Reduced -29	-29 -2.7%
52	MCDONALDS CORP COM MCD	MCD	4,429	$1.2m0.36%	0.36%	Reduced -8	-8 -0.2%
53	BLACKROCK INC COM BLK	BLK	1,239	$1.2m0.36%	0.36%	Reduced -10	-10 -0.8%
54	STARBUCKS CORP COM SBUX	SBUX	11,644	$1.2m0.36%	0.36%	Reduced -9.5k	-9,546 -45.0%
55	ALPHABET INC CAP STK CL C GOOG	GOOG	3,218	$1.1m0.35%	0.35%	Reduced -42	-42 -1.3%
56	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,483	$1.1m0.34%	0.34%	Unchanged
57	JPMORGAN CHASE & CO COM JPM	JPM	3,329	$1.1m0.33%	0.33%	Reduced -6	-6 -0.2%
58	LPL FINL HLDGS INC COM LPLA	LPLA	3,685	$1.0m0.32%	0.32%	Added +1.1k	+1,070 40.9%
59	BROADRIDGE FINL SOLUTIONS IN COM BR	BR	7,232	$990.4k0.30%	0.30%	Added +2.6k	+2,638 57.4%
60	3M CO COM MMM	MMM	6,113	$989.8k0.30%	0.30%	Added +1	+1 0.0%
61	ISHARES TR ISHARES SEMICDTR SOXX	SOXX	1,540	$986.8k0.30%	0.30%	Reduced -1	-1 -0.1%
62	COSTCO WHSL CORP NEW COM COST	COST	1,010	$944.8k0.29%	0.29%	Reduced -41	-41 -3.9%
63	BOOKING HOLDINGS INC COM BKNG	BKNG	4,856	$865.5k0.26%	0.26%	Added +6	+6 0.1%
64	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	9,455	$814.4k0.25%	0.25%	Reduced -43	-43 -0.5%
65	ABBVIE INC COM ABBV	ABBV	3,193	$803.5k0.24%	0.24%	Added +2	+2 0.1%
66	ISHARES TR RUS 1000 ETF IWB	IWB	1,919	$785.8k0.24%	0.24%	Reduced -30	-30 -1.5%
67	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	8,736	$768.0k0.23%	0.23%	Reduced -429	-429 -4.7%
68	WILLIAMS SONOMA INC COM WSM	WSM	3,156	$735.7k0.22%	0.22%	Reduced -201	-201 -6.0%
69	BANK AMERICA CORP COM BAC	BAC	12,800	$729.3k0.22%	0.22%	Reduced -105	-105 -0.8%
70	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	5,768	$717.7k0.22%	0.22%	Reduced -22	-22 -0.4%
71	GENERAL DYNAMICS CORP COM GD	GD	2,000	$708.5k0.22%	0.22%	Reduced -2	-2 -0.1%
72	VANGUARD INDEX FDS MID CAP ETF VO	VO	8,684	$699.7k0.21%	0.21%	Reduced -484	-484 -5.3%
73	PROCTER AND GAMBLE CO COM PG	PG	4,755	$697.2k0.21%	0.21%	Reduced -34	-34 -0.7%
74	SCHLUMBERGER LTD COM STK SLB	SLB	14,311	$665.3k0.20%	0.20%	Reduced -463	-463 -3.1%
75	JOHNSON & JOHNSON COM JNJ	JNJ	2,591	$658.0k0.20%	0.20%	Reduced -49	-49 -1.9%
76	KLA CORP COM NEW KLAC	KLAC	2,138	$645.0k0.20%	0.20%	Reduced -2	-2 -0.1%
77	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	5,131	$631.7k0.19%	0.19%	Reduced -10	-10 -0.2%
78	UNITEDHEALTH GROUP INC COM UNH	UNH	1,365	$567.5k0.17%	0.17%	Reduced -30	-30 -2.1%
79	ISHARES TR CORE S&P500 ETF IVV	IVV	729	$545.6k0.17%	0.17%	Reduced -23	-23 -3.1%
80	COCA COLA CO COM KO	KO	6,666	$541.7k0.16%	0.16%	Reduced -174	-174 -2.5%
81	STRYKER CORPORATION COM SYK	SYK	1,620	$510.0k0.16%	0.16%	Reduced -32	-32 -1.9%
82	AMERICAN TOWER CORP NEW COM AMT	AMT	2,883	$471.5k0.14%	0.14%	Added +2	+2 0.1%
83	NVIDIA CORPORATION COM NVDA	NVDA	2,200	$440.1k0.13%	0.13%	Unchanged
84	ISHARES TR CORE S&P SCP ETF IJR	IJR	2,873	$426.1k0.13%	0.13%	Reduced -70	-70 -2.4%
85	UNITED PARCEL SERVICE INC CL B UPS	UPS	3,438	$369.6k0.11%	0.11%	Reduced -25	-25 -0.7%
86	RTX CORPORATION COM RTX	RTX	1,910	$362.5k0.11%	0.11%	Reduced -43	-43 -2.2%
87	EXPEDITORS INTL WASH INC COM EXPD	EXPD	2,165	$352.8k0.11%	0.11%	Unchanged
88	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	1,534	$343.5k0.10%	0.10%	Unchanged
89	EBAY INC. COM EBAY	EBAY	2,987	$333.7k0.10%	0.10%	Reduced -721	-721 -19.4%
90	ISHARES TR RUS 1000 GRW ETF IWF	IWF	2,628	$326.3k0.10%	0.10%	Unchanged
91	CONSTELLATION BRANDS INC CL A STZ	STZ	2,246	$312.4k0.10%	0.10%	Reduced -387	-387 -14.7%
92	YUM BRANDS INC COM YUM	YUM	1,900	$303.7k0.09%	0.09%	Unchanged
93	CISCO SYS INC COM CSCO	CSCO	2,577	$302.7k0.09%	0.09%	Reduced -49	-49 -1.9%
94	ADVANCED MICRO DEVICES INC COM AMD	AMD	517	$300.3k0.09%	0.09%	New
95	WALMART INC COM WMT	WMT	2,621	$296.9k0.09%	0.09%	Reduced -222	-222 -7.8%
96	HUNTINGTON INGALLS INDS INC COM HII	HII	1,049	$293.7k0.09%	0.09%	Unchanged
97	CAPITAL ONE FINL CORP COM COF	COF	1,441	$289.0k0.09%	0.09%	Unchanged
98	GENUINE PARTS CO COM GPC	GPC	2,411	$284.4k0.09%	0.09%	Unchanged
99	ISHARES TR IBONDS DEC2026 IBDR	IBDR	11,658	$282.5k0.09%	0.09%	Unchanged
100	DUKE ENERGY CORP NEW COM NEW DUK	DUK	2,190	$277.2k0.08%	0.08%	Reduced -4	-4 -0.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NORTHROP GRUMMAN CORP NOC	NOC	325	$221.4k325 shares
CONSTELLATION ENERGY CORP CEG	CEG	742	$207.1k742 shares