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, BAI, IAU, and represent 68.84% of Buttonwood Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: AVLC (+$33M), SPLG (+$27M), DYNF (+$18M), BAI (+$15M), SHLD (+$7.5M), HIMU, IAU, SPTL, BINC, IVW.
  • Started 4 new stock positions in BAI, SHLD, IVW, AVLC.
  • Reduced shares in these 10 stocks: QUAL (-$22M), IYW (-$19M), AVUS (-$17M), MGC (-$9.3M), THRO (-$8.9M), MTUM (-$5.7M), SPYG, BNDX, VWOB, DMXF.
  • Sold out of its positions in MTUM, DMXF, VWOB.
  • Buttonwood Financial Group was a net buyer of stock by $20M.
  • Buttonwood Financial Group has $232M in assets under management (AUM), dropping by 17.55%.
  • Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 31 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 23.2 $54M +99% 682k 78.72
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Blackrock Etf Trust Ishares Us Equit (DYNF) 20.1 $47M +62% 788k 59.23
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American Centy Etf Tr Avantis Us Larg (AVLC) 14.4 $33M NEW 435k 76.71
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Blackrock Etf Trust Ishares A I Inno (BAI) 6.6 $15M NEW 439k 34.76
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Ishares Gold Tr Ishares New (IAU) 4.5 $11M +21% 140k 75.01
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American Centy Etf Tr Us Eqt Etf (AVUS) 3.7 $8.5M -66% 78k 108.89
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Global X Fds Defense Tech Etf (SHLD) 3.2 $7.5M NEW 107k 70.50
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.2 $7.3M -30% 70k 104.75
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Spdr Series Trust Portfolio Ln Tsr (SPTL) 2.7 $6.3M +30% 236k 26.90
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 2.5 $5.8M 104k 55.73
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Blackrock Etf Trust Ishares Us Thema (THRO) 2.4 $5.5M -61% 147k 37.76
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $5.3M -80% 27k 195.81
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Vanguard World Mega Cap Index (MGC) 2.1 $4.8M -65% 20k 245.27
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Blackrock Etf Trust Ii Ishares High Yie (HIMU) 1.9 $4.4M +75% 90k 48.90
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.9 $4.3M +37% 81k 53.10
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Ishares Tr Mbs Etf (MBB) 1.1 $2.7M +3% 28k 95.10
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Ishares Tr Core 80/20 Aggre (AOA) 0.9 $2.0M 23k 88.37
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Blackrock Etf Trust Us Carbon Trans (LCTU) 0.4 $826k 11k 72.94
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.3 $711k +20% 30k 23.55
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Ishares Tr Core 60/40 Balan (AOR) 0.3 $696k 11k 64.39
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $656k -6% 6.4k 103.27
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $652k +42% 4.5k 146.26
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.3 $619k -74% 13k 49.34
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.3 $600k 9.1k 66.09
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Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $560k 4.4k 126.51
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $554k 12k 47.98
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $449k -97% 2.3k 197.83
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Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $350k -23% 6.1k 57.49
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Vanguard Specialized Funds Div App Etf (VIG) 0.2 $349k -19% 1.6k 217.26
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $281k NEW 2.3k 120.95
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Ishares Esg Awr Msci Em (ESGE) 0.1 $270k +8% 6.2k 43.88
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Past Filings by Buttonwood Financial Group

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