Portfolio (Quarterly) Guide ↗

Buttonwood Financial Advisors Inc.

· CIK 0001904033

13F Portfolio $329M AUM 110 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 20 Added 51 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	NOC	NORTHROP GRUMMAN CORP	Industrials	325	$221K	0.07%	SOLD
2	CEG	CONSTELLATION ENERGY CORP	Utilities	742	$207K	0.07%	SOLD

Sector Allocation

Technology 37.7%

Communication Services 17.2%

Financial Services 17.0%

Consumer Cyclical 8.6%

Industrials 6.1%

Consumer Defensive 4.6%

Energy 4.5%

Real Estate 1.8%

Healthcare 1.4%

Utilities 1.0%