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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 DYNF, AVEM, SPYM, AVLC, BAI, and represent 57.13% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 10 stocks: AVEM (+$20M), LMUB (+$9.1M), BLCR (+$5.6M), BAI, BNDX, SHLD, AVUS, SHW, SYSB, EAGG.
Started 4 new stock positions in SHW, LMUB, AVEM, BLCR.
Reduced shares in these 10 stocks: SPYM (-$21M), AVLC (-$13M), IAU (-$6.1M), SPTL (-$5.1M), MGC, HIMU, FTEC, DYNF, BINC, AOA.
Sold out of its positions in HIMU, FTEC, IVW, ESGE, USXF, VIG, MGC.
Buttonwood Financial Group was a net seller of stock by $-18M.
Buttonwood Financial Group has $163M in assets under management (AUM), dropping by -13.61%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 30 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF)	18.9	$31M		528k	58.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	12.3	$20M	NEW	249k	80.58	View chart
Spdr Series Trust State Street Spd (SPYM)	10.3	$17M	-55%	219k	76.54	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	8.4	$14M	-49%	176k	77.55	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	7.2	$12M	+23%	354k	32.95	View chart
Spdr Series Trust State Street Spd (SPYV)	6.4	$11M	-2%	185k	56.58	View chart
Ishares Tr Long Term Muni (LMUB)	5.6	$9.1M	NEW	183k	49.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	5.0	$8.1M	+15%	73k	111.18	View chart
Global X Fds Defense Tech Etf (SHLD)	3.6	$5.8M	+36%	82k	70.84	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	3.5	$5.6M	NEW	137k	41.06	View chart
Spdr Series Trust State Street Spd (SPYG)	3.4	$5.5M	-4%	56k	97.91	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	2.5	$4.0M	-7%	110k	36.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.3	$3.7M	-7%	20k	191.81	View chart
Ishares Gold Tr Ishares New (IAU)	2.0	$3.2M	-65%	36k	88.17	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.6	$2.6M	+588%	53k	48.05	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	1.6	$2.5M	-17%	49k	51.93	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$1.9M		20k	94.95	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.9	$1.5M	-22%	17k	88.49	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.9	$1.4M	-20%	7.7k	181.01	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$610k		5.9k	103.43	View chart
Sherwin-Williams Company (SHW)	0.4	$577k	NEW	1.8k	320.55	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$542k	+6%	8.4k	64.59	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.3	$428k	-21%	6.6k	64.35	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.2	$366k	-21%	5.2k	70.14	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$352k	-3%	15k	23.14	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.2	$323k	+21%	3.6k	88.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$286k	-10%	2.0k	141.42	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$255k	+27%	5.4k	47.55	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$248k	-19%	2.0k	121.19	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$237k	-95%	9.0k	26.30	View chart

Past Filings by Buttonwood Financial Group

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

Buttonwood Financial Group 2026 Q1 filed April 15, 2026
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

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