Portfolio (Quarterly) Guide ↗

Buttonwood Financial Advisors Inc.

· CIK 0001904033

13F Portfolio $299M AUM 108 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 13 Added 67 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IT	GARTNER INC	Technology	6,033	$1.5M	0.51%	SOLD

Sector Allocation

Technology 32.3%

Communication Services 18.1%

Financial Services 17.2%

Consumer Cyclical 9.7%

Industrials 6.7%

Energy 6.3%

Consumer Defensive 5.3%

Real Estate 1.8%

Healthcare 1.5%

Utilities 1.1%