BUTTONWOOD FINANCIAL ADVISORS INC.

Filed: 4/21/2026ACC: 0001904033-26-000002

📋 What this filing means

BUTTONWOOD FINANCIAL ADVISORS INC. filed this quarterly 13F‑HR report disclosing 108 equity positions with a total reported market value of $298.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

108

Positions

$298.83M

Total AUM (reported)

2.84M

Total Shares

Allocation by class

COM$124.97M41.8%

MRNGSTR WDE MOAT$26.53M8.9%

TOTAL BD ETF$18.57M6.2%

CAP STK CL A$18.30M6.1%

CORE 1 5 YR USD$14.45M4.8%

MSCI HLTH CARE I$14.23M4.8%

INTL DVD ETF$11.25M3.8%

Portfolio Concentration

Top 3$63.40M21.2%

4–10$78.16M26.2%

11–25$72.17M24.2%

Rest$85.10M28.5%

Top 3 weight

21.2%

Top 10 weight

47.4%

Voting Authority Distribution

Total shares with voting rights: 2.84M

Sole

Full voting authority

2.31K

% of voting shares0.1%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.83M

% of voting shares99.9%

Investment Discretion (by position count)

Sole108

Shared0

Other0

Dominant voting typeNone · 99.9% of voting shares

Institutional Holdings108

Rows:

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares274.35K

TypeSH

Market value$26.53M

8.88%

Sole

434.00

Shared

0.00

None

273.92K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares407.13K

TypeSH

Market value$18.57M

6.22%

Sole

0.00

Shared

0.00

None

407.13K

ALPHABET INC

SOLE

CAP STK CL A

Shares63.63K

TypeSH

Market value$18.30M

6.12%

Sole

84.00

Shared

0.00

None

63.55K

ISHARES TR

SOLE

CORE 1 5 YR USD

Shares298.19K

TypeSH

Market value$14.45M

4.84%

Sole

0.00

Shared

0.00

None

298.19K

FIDELITY COVINGTON TRUST

SOLE

MSCI HLTH CARE I

Shares202.24K

TypeSH

Market value$14.23M

4.76%

Sole

195.00

Shared

0.00

None

202.04K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares127.17K

TypeSH

Market value$11.25M

3.76%

Sole

254.00

Shared

0.00

None

126.92K

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares22.78K

TypeSH

Market value$10.92M

3.65%

Sole

7.00

Shared

0.00

None

22.77K

MICROSOFT CORP

SOLE

COM

Shares26.73K

TypeSH

Market value$9.90M

3.31%

Sole

1.00

Shared

0.00

None

26.73K

ISHARES TR

SOLE

1 3 YR TREAS BD

Shares110.73K

TypeSH

Market value$9.14M

3.06%

Sole

0.00

Shared

0.00

None

110.73K

META PLATFORMS INC

SOLE

CL A

Shares14.46K

TypeSH

Market value$8.28M

2.77%

Sole

0.00

Shared

0.00

None

14.46K

ARROW ELECTRS INC

SOLE

COM

Shares52.02K

TypeSH

Market value$7.46M

2.50%

Sole

66.00

Shared

0.00

None

51.95K

TERADYNE INC

SOLE

COM

Shares23.11K

TypeSH

Market value$6.85M

2.29%

Sole

64.00

Shared

0.00

None

23.04K

MARKEL GROUP INC

SOLE

COM

Shares3.56K

TypeSH

Market value$6.81M

2.28%

Sole

6.00

Shared

0.00

None

3.55K

AMAZON COM INC

SOLE

COM

Shares27.59K

TypeSH

Market value$5.75M

1.92%

Sole

94.00

Shared

0.00

None

27.50K

CANADIAN NAT RES LTD MED TER

SOLE

COM

Shares107.87K

TypeSH

Market value$5.26M

1.76%

Sole

108.00

Shared

0.00

None

107.77K

EXXON MOBIL CORP

SOLE

COM

Shares28.24K

TypeSH

Market value$4.79M

1.60%

Sole

31.00

Shared

0.00

None

28.21K

APPLIED MATLS INC

SOLE

COM

Shares13.13K

TypeSH

Market value$4.49M

1.50%

Sole

1.00

Shared

0.00

None

13.13K

ASML HLDG NV

SOLE

N Y REGISTRY SHS

Shares3.35K

TypeSH

Market value$4.42M

1.48%

Sole

9.00

Shared

0.00

None

3.34K

VISA INC

SOLE

COM CL A

Shares14.50K

TypeSH

Market value$4.38M

1.47%

Sole

0.00

Shared

0.00

None

14.50K

MICROCHIP TECHNOLOGY INC.

SOLE

COM

Shares66.54K

TypeSH

Market value$4.30M

1.44%

Sole

0.00

Shared

0.00

None

66.54K

SCHWAB CHARLES CORP

SOLE

COM

Shares42.11K

TypeSH

Market value$3.96M

1.32%

Sole

0.00

Shared

0.00

None

42.11K

APPLE INC

SOLE

COM

Shares14.56K

TypeSH

Market value$3.70M

1.24%

Sole

50.00

Shared

0.00

None

14.51K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares16.13K

TypeSH

Market value$3.47M

1.16%

Sole

0.00

Shared

0.00

None

16.13K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares85.62K

TypeSH

Market value$3.33M

1.11%

Sole

0.00

Shared

0.00

None

85.62K

ADOBE INC

SOLE

COM

Shares13.23K

TypeSH

Market value$3.21M

1.08%

Sole

23.00

Shared

0.00

None

13.20K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	274.35K	SH	$26.53M 8.88%	434.00	273.92K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	407.13K	SH	$18.57M 6.22%	0.00	407.13K
ALPHABET INCSOLE	CAP STK CL A	63.63K	SH	$18.30M 6.12%	84.00	63.55K
ISHARES TRSOLE	CORE 1 5 YR USD	298.19K	SH	$14.45M 4.84%	0.00	298.19K
FIDELITY COVINGTON TRUSTSOLE	MSCI HLTH CARE I	202.24K	SH	$14.23M 4.76%	195.00	202.04K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	127.17K	SH	$11.25M 3.76%	254.00	126.92K
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	22.78K	SH	$10.92M 3.65%	7.00	22.77K
MICROSOFT CORPSOLE	COM	26.73K	SH	$9.90M 3.31%	1.00	26.73K
ISHARES TRSOLE	1 3 YR TREAS BD	110.73K	SH	$9.14M 3.06%	0.00	110.73K
META PLATFORMS INCSOLE	CL A	14.46K	SH	$8.28M 2.77%	0.00	14.46K
ARROW ELECTRS INCSOLE	COM	52.02K	SH	$7.46M 2.50%	66.00	51.95K
TERADYNE INCSOLE	COM	23.11K	SH	$6.85M 2.29%	64.00	23.04K
MARKEL GROUP INCSOLE	COM	3.56K	SH	$6.81M 2.28%	6.00	3.55K
AMAZON COM INCSOLE	COM	27.59K	SH	$5.75M 1.92%	94.00	27.50K
CANADIAN NAT RES LTD MED TERSOLE	COM	107.87K	SH	$5.26M 1.76%	108.00	107.77K
EXXON MOBIL CORPSOLE	COM	28.24K	SH	$4.79M 1.60%	31.00	28.21K
APPLIED MATLS INCSOLE	COM	13.13K	SH	$4.49M 1.50%	1.00	13.13K
ASML HLDG NVSOLE	N Y REGISTRY SHS	3.35K	SH	$4.42M 1.48%	9.00	3.34K
VISA INCSOLE	COM CL A	14.50K	SH	$4.38M 1.47%	0.00	14.50K
MICROCHIP TECHNOLOGY INC.SOLE	COM	66.54K	SH	$4.30M 1.44%	0.00	66.54K
SCHWAB CHARLES CORPSOLE	COM	42.11K	SH	$3.96M 1.32%	0.00	42.11K
APPLE INCSOLE	COM	14.56K	SH	$3.70M 1.24%	50.00	14.51K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	16.13K	SH	$3.47M 1.16%	0.00	16.13K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	85.62K	SH	$3.33M 1.11%	0.00	85.62K
ADOBE INCSOLE	COM	13.23K	SH	$3.21M 1.08%	23.00	13.20K

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