SEC Form 13F · Q1 2026

Buttonwood Financial Advisors Inc.

Institutional Holdings Report

13F-HRMD
$306.3M
Portfolio Value
108
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Buttonwood Financial Advisors Inc.
CIK
1904033
Accession No.
0001904033-26-000002
Location
BALTIMORE, MD
Form Type
13F-HR
Portfolio Value
$306.3M
Holdings Reported
108
Reporting Period
Q1 2026
Filed
April 21, 2026

About this Filing

Buttonwood Financial Advisors Inc. is an institutional investment manager based in BALTIMORE, MD reporting approximately $306.3M in 13(f) securities across 108 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.