# EDGAR Filing Document

**Accession Number:** 0001904033
**File Stem:** 0001904033-23-000001
**Filing Date:** 2023-1
**Character Count:** 10513
**Document Hash:** 73f07028dad43e8efc2fba9455ae126c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001904033-23-000001.hdr.sgml**: 20230113

**ACCESSION NUMBER**: 0001904033-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230113

**DATE AS OF CHANGE**: 20230113

**EFFECTIVENESS DATE**: 20230113

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Buttonwood Financial Advisors Inc.
- **CENTRAL INDEX KEY:** 0001904033
- **IRS NUMBER:** 260905407
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-21507
- **FILM NUMBER:** 23528467

**BUSINESS ADDRESS:**
- **STREET 1:** 1 N HAVEN STREET
- **STREET 2:** SUITE 204
- **CITY:** BALTIMORE
- **STATE:** MD
- **ZIP:** 21224
- **BUSINESS PHONE:** 410-988-2391

**MAIL ADDRESS:**
- **STREET 1:** 1 N HAVEN STREET
- **STREET 2:** SUITE 204
- **CITY:** BALTIMORE
- **STATE:** MD
- **ZIP:** 21224

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Buttonwood Financial Advisors Inc.<br>**Address:** 1 N HAVEN STREET<br>SUITE 204<br>BALTIMORE, MD 21224

**Form 13F File Number:** 028-21507

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey Malcom<br>**Title:** Portfolio Manager<br>**Phone:** 410-988-2391

**Signature, Place, and Date of Signing:**

Jeffrey Malcom  Baltimore, MD  01-13-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 71

**Form 13F Information Table Value Total:** $118816725

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 1101413 | 9185 | SH |  | SOLE | 0 | 0 | 0 | 9185 |
| ABBOTT LABS | COM | 002824100 |  | 429431 | 3911 | SH |  | SOLE | 0 | 0 | 0 | 3911 |
| ABBVIE INC | COM | 00287Y109 |  | 373851 | 2313 | SH |  | SOLE | 0 | 0 | 0 | 2313 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 1742488 | 6530 | SH |  | SOLE | 0 | 0 | 0 | 6530 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5101635 | 57822 | SH |  | SOLE | 0 | 0 | 0 | 57822 |
| AMAZON COM INC | COM | 023135106 |  | 1419600 | 16900 | SH |  | SOLE | 0 | 0 | 0 | 16900 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 1751545 | 11855 | SH |  | SOLE | 0 | 0 | 0 | 11855 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 944323 | 4457 | SH |  | SOLE | 0 | 0 | 0 | 4457 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 3820033 | 63625 | SH |  | SOLE | 0 | 0 | 0 | 63625 |
| APPLE INC | COM | 037833100 |  | 1370589 | 10549 | SH |  | SOLE | 0 | 0 | 0 | 10549 |
| APPLIED MATLS INC | COM | 038222105 |  | 973166 | 9993 | SH |  | SOLE | 0 | 0 | 0 | 9993 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 |  | 272554 | 3982 | SH |  | SOLE | 0 | 0 | 0 | 3982 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 509011 | 2131 | SH |  | SOLE | 0 | 0 | 0 | 2131 |
| BANK AMERICA CORP | COM | 060505104 |  | 1179321 | 35608 | SH |  | SOLE | 0 | 0 | 0 | 35608 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6275921 | 20317 | SH |  | SOLE | 0 | 0 | 0 | 20317 |
| BLACKROCK INC | COM | 09247X101 |  | 990356 | 1398 | SH |  | SOLE | 0 | 0 | 0 | 1398 |
| BOEING CO | COM | 097023105 |  | 289008 | 1517 | SH |  | SOLE | 0 | 0 | 0 | 1517 |
| BOOKING HOLDINGS INC | COM | 09857L108 |  | 1102358 | 547 | SH |  | SOLE | 0 | 0 | 0 | 547 |
| CANADIAN NAT RES LTD | COM | 136385101 |  | 2211800 | 39831 | SH |  | SOLE | 0 | 0 | 0 | 39831 |
| CARMAX INC | COM | 143130102 |  | 1109842 | 18227 | SH |  | SOLE | 0 | 0 | 0 | 18227 |
| COCA COLA CO | COM | 191216100 |  | 857086 | 13474 | SH |  | SOLE | 0 | 0 | 0 | 13474 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 2563481 | 105580 | SH |  | SOLE | 0 | 0 | 0 | 105580 |
| DISNEY WALT CO | COM | 254687106 |  | 1802622 | 20748 | SH |  | SOLE | 0 | 0 | 0 | 20748 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 733724 | 11965 | SH |  | SOLE | 0 | 0 | 0 | 11965 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 386213 | 3750 | SH |  | SOLE | 0 | 0 | 0 | 3750 |
| EBAY INC. | COM | 278642103 |  | 857646 | 20681 | SH |  | SOLE | 0 | 0 | 0 | 20681 |
| EMERSON ELEC CO | COM | 291011104 |  | 1947247 | 20271 | SH |  | SOLE | 0 | 0 | 0 | 20271 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2670680 | 24213 | SH |  | SOLE | 0 | 0 | 0 | 24213 |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 |  | 8465129 | 132309 | SH |  | SOLE | 0 | 0 | 0 | 132309 |
| FIRST TR ENHANCED EQUITY INC | COM | 337318109 |  | 223792 | 14200 | SH |  | SOLE | 0 | 0 | 0 | 14200 |
| FISERV INC | COM | 337738108 |  | 1986733 | 19657 | SH |  | SOLE | 0 | 0 | 0 | 19657 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 575678 | 2320 | SH |  | SOLE | 0 | 0 | 0 | 2320 |
| GENERAL ELECTRIC CO | COM NEW | 369604301 |  | 506545 | 6045 | SH |  | SOLE | 0 | 0 | 0 | 6045 |
| GENUINE PARTS CO | COM | 372460105 |  | 287092 | 1655 | SH |  | SOLE | 0 | 0 | 0 | 1655 |
| HOME DEPOT INC | COM | 437076102 |  | 2136649 | 6765 | SH |  | SOLE | 0 | 0 | 0 | 6765 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 |  | 733840 | 7153 | SH |  | SOLE | 0 | 0 | 0 | 7153 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 1962204 | 24174 | SH |  | SOLE | 0 | 0 | 0 | 24174 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 520195 | 2471 | SH |  | SOLE | 0 | 0 | 0 | 2471 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 12898957 | 277755 | SH |  | SOLE | 0 | 0 | 0 | 277755 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 367673 | 1520 | SH |  | SOLE | 0 | 0 | 0 | 1520 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 716449 | 5343 | SH |  | SOLE | 0 | 0 | 0 | 5343 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 685856 | 1410 | SH |  | SOLE | 0 | 0 | 0 | 1410 |
| LOWES COS INC | COM | 548661107 |  | 1128097 | 5662 | SH |  | SOLE | 0 | 0 | 0 | 5662 |
| MARKEL CORP | COM | 570535104 |  | 744382 | 565 | SH |  | SOLE | 0 | 0 | 0 | 565 |
| MCCORMICK  CO INC | COM NON VTG | 579780206 |  | 422452 | 5097 | SH |  | SOLE | 0 | 0 | 0 | 5097 |
| MCDONALDS CORP | COM | 580135101 |  | 1535008 | 5825 | SH |  | SOLE | 0 | 0 | 0 | 5825 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2784427 | 23138 | SH |  | SOLE | 0 | 0 | 0 | 23138 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 |  | 2487648 | 35411 | SH |  | SOLE | 0 | 0 | 0 | 35411 |
| MICROSOFT CORP | COM | 594918104 |  | 7295398 | 30420 | SH |  | SOLE | 0 | 0 | 0 | 30420 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 242273 | 3635 | SH |  | SOLE | 0 | 0 | 0 | 3635 |
| NETFLIX INC | COM | 64110L106 |  | 1684060 | 5711 | SH |  | SOLE | 0 | 0 | 0 | 5711 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 486064 | 5814 | SH |  | SOLE | 0 | 0 | 0 | 5814 |
| NEXTERA ENERGY PARTNERS LP | COM UNIT PART IN | 65341B106 |  | 325919 | 4650 | SH |  | SOLE | 0 | 0 | 0 | 4650 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 517200 | 7262 | SH |  | SOLE | 0 | 0 | 0 | 7262 |
| PEPSICO INC | COM | 713448108 |  | 788780 | 4366 | SH |  | SOLE | 0 | 0 | 0 | 4366 |
| PFIZER INC | COM | 717081103 |  | 479596 | 9360 | SH |  | SOLE | 0 | 0 | 0 | 9360 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 1284307 | 8474 | SH |  | SOLE | 0 | 0 | 0 | 8474 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 244265 | 2420 | SH |  | SOLE | 0 | 0 | 0 | 2420 |
| ROPER TECHNOLOGIES INC | COM | 776696106 |  | 1018004 | 2356 | SH |  | SOLE | 0 | 0 | 0 | 2356 |
| S GLOBAL INC | COM | 78409V104 |  | 448154 | 1338 | SH |  | SOLE | 0 | 0 | 0 | 1338 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 829308 | 15513 | SH |  | SOLE | 0 | 0 | 0 | 15513 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 284843 | 3421 | SH |  | SOLE | 0 | 0 | 0 | 3421 |
| SOUTHERN CO | COM | 842587107 |  | 238278 | 3337 | SH |  | SOLE | 0 | 0 | 0 | 3337 |
| STARBUCKS CORP | COM | 855244109 |  | 2335817 | 23547 | SH |  | SOLE | 0 | 0 | 0 | 23547 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 851927 | 4901 | SH |  | SOLE | 0 | 0 | 0 | 4901 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1235319 | 2330 | SH |  | SOLE | 0 | 0 | 0 | 2330 |
| US BANCORP DEL | COM NEW | 902973304 |  | 1110209 | 25458 | SH |  | SOLE | 0 | 0 | 0 | 25458 |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 |  | 7688676 | 118451 | SH |  | SOLE | 0 | 0 | 0 | 118451 |
| VISA INC | COM CL A | 92826C839 |  | 2683506 | 12916 | SH |  | SOLE | 0 | 0 | 0 | 12916 |
| WALMART INC | COM | 931142103 |  | 490257 | 3458 | SH |  | SOLE | 0 | 0 | 0 | 3458 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 298815 | 7237 | SH |  | SOLE | 0 | 0 | 0 | 7237 |

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