Buttonwood Financial Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Baltimore, MD
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
108
Total value ($000)
$298,828
Net value change ($000)
-1,129 (-0.4%)
New positions
5
Sold out positions
1
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NOW 3,048 NEW
CSGP 2,131 447.7%
FICO 2,061 NEW
CPRT 1,933 278.9%
TER 1,716 33.4%
SPGI 1,649 120.7%
ARW 1,630 28.0%
CNQ 1,438 37.7%
XOM 1,113 30.3%
FBND 941 5.3%
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -3,696 -16.8%
MOAT -3,213 -10.8%
MSFT -2,723 -21.6%
IT -1,522 -100.0%
FHLC -1,448 -9.2%
META -1,422 -14.7%
MKL -795 -10.5%
MCHP -720 -14.3%
V -715 -14.0%
FISV -714 -18.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type