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Buttonwood Financial Group

Latest statistics and disclosures from Buttonwood Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, DYNF, AVLC, SPYV, BAI, and represent 65.19% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 4 stocks: SPYV (+$5.1M), FTEC, EXI, Ishares Tr edge us fixd inm.
Started 3 new stock positions in FTEC, EXI, Ishares Tr edge us fixd inm.
Reduced shares in these 10 stocks: DYNF (-$15M), SPLG (-$15M), AVLC (-$7.1M), BAI (-$5.2M), SHLD, IAU, AVUS, SPYG, QUAL, BINC.
Sold out of its position in IYW.
Buttonwood Financial Group was a net seller of stock by $-53M.
Buttonwood Financial Group has $188M in assets under management (AUM), dropping by -18.77%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 33 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPLG)	21.6	$41M	-27%	497k	81.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	17.6	$33M	-31%	538k	61.57	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	14.9	$28M	-20%	347k	80.82	View chart
Spdr Series Trust State Street Spd (SPYV)	5.9	$11M	+83%	190k	58.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	5.2	$9.8M	-34%	287k	34.33	View chart
Ishares Gold Tr Ishares New (IAU)	4.7	$8.9M	-24%	105k	84.89	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	3.9	$7.3M	-19%	64k	115.05	View chart
Spdr Series Trust State Street Spd (SPYG)	3.3	$6.3M	-16%	58k	107.92	View chart
Spdr Series Trust State Street Spd (SPTL)	2.9	$5.4M	-14%	202k	26.64	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.5	$4.7M	-19%	119k	39.26	View chart
Global X Fds Defense Tech Etf (SHLD)	2.4	$4.5M	-43%	61k	75.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$4.3M	-21%	21k	204.07	View chart
Vanguard World Mega Cap Index (MGC)	2.1	$4.0M	-19%	16k	254.68	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	2.0	$3.8M	-14%	77k	49.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.7	$3.1M	-27%	59k	52.94	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	1.3	$2.5M	NEW	11k	227.18	View chart
Ishares Tr Core 80/20 Aggre (AOA)	1.0	$1.9M	-7%	21k	91.41	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.9M	-28%	20k	95.80	View chart
Ishares Tr Glob Indstrl Etf (EXI)	1.0	$1.8M	NEW	9.8k	183.42	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$594k	-8%	5.8k	102.49	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$556k	-22%	8.4k	66.01	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$534k	-13%	7.9k	67.78	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.3	$501k	-41%	6.6k	75.38	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$376k	-38%	7.8k	48.55	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$371k	-47%	16k	23.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$361k		1.6k	224.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$341k	-49%	2.3k	151.44	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$333k	-42%	2.5k	131.35	View chart
Ishares Tr Systematic Bd Et	0.1	$269k	NEW	3.0k	90.14	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$212k	-41%	3.6k	59.00	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.1	$202k	-63%	4.2k	48.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$202k	-30%	1.6k	124.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$202k	-28%	4.4k	46.09	View chart

Past Filings by Buttonwood Financial Group

SEC 13F filings are viewable for Buttonwood Financial Group going back to 2022

Buttonwood Financial Group 2025 Q4 filed Jan. 13, 2026
Buttonwood Financial Group 2025 Q3 filed Nov. 5, 2025
Buttonwood Financial Group 2025 Q2 filed July 14, 2025
Buttonwood Financial Group 2025 Q1 filed April 14, 2025
Buttonwood Financial Group 2024 Q4 filed Jan. 31, 2025
Buttonwood Financial Group 2024 Q3 filed Oct. 15, 2024
Buttonwood Financial Group 2024 Q2 filed July 10, 2024
Buttonwood Financial Group 2024 Q1 filed April 11, 2024
Buttonwood Financial Group 2023 Q4 filed Jan. 8, 2024
Buttonwood Financial Group 2023 Q3 filed Oct. 31, 2023
Buttonwood Financial Group 2023 Q2 filed July 26, 2023
Buttonwood Financial Group 2023 Q1 filed May 8, 2023
Buttonwood Financial Group 2022 Q4 filed Jan. 23, 2023
Buttonwood Financial Group 2022 Q3 filed Nov. 14, 2022
Buttonwood Financial Group 2022 Q2 filed Aug. 5, 2022
Buttonwood Financial Group 2022 Q1 filed May 18, 2022

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