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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, SPYM, AVEM, AVLC, IALT, and represent 50.56% of Buttonwood Financial Group's stock portfolio.
Added to shares of these 10 stocks: IALT (+$16M), PZA (+$8.8M), INRO (+$8.7M), VTEB (+$6.1M), IAU, EUSA, BNDX, XAR, ESGU, AAAU.
Started 9 new stock positions in IALT, EUSA, PZA, AAAU, VTEB, INRO, ACWX, XAR, SCHX.
Reduced shares in these 10 stocks: LMUB (-$8.7M), DYNF (-$7.5M), SPYV, MBB, BAI, SHLD, SPYG, THRO, QUAL, AGG.
Sold out of its positions in AGG, MBB, USXF.
Buttonwood Financial Group was a net buyer of stock by $22M.
Buttonwood Financial Group has $199M in assets under management (AUM), dropping by 13.45%.
Central Index Key (CIK): 0001847661

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Portfolio Holdings for Buttonwood Financial Group

Buttonwood Financial Group holds 39 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF)	12.6	$25M	-23%	353k	70.68	View chart
Spdr Series Trust St Str P500etf (SPYM)	12.1	$24M		261k	91.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	10.2	$20M		211k	96.14	View chart
American Centy Etf Tr Avantis Us Larg (AVLC)	7.9	$16M		170k	92.27	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	7.8	$16M	NEW	516k	30.09	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	5.7	$11M	-11%	229k	49.73	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	4.4	$8.8M	NEW	410k	21.38	View chart
Blackrock Etf Trust Isha U S Ind Etf (INRO)	4.4	$8.7M	NEW	232k	37.66	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	4.3	$8.5M	-4%	65k	130.76	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	4.2	$8.3M	-7%	66k	126.50	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	3.3	$6.6M	+2%	130k	50.47	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	3.1	$6.1M	NEW	128k	47.33	View chart
Global X Fds Defense Tech Etf (SHLD)	2.6	$5.2M	-15%	87k	60.06	View chart
Ishares Gold Tr Ishares New (IAU)	2.6	$5.1M	+70%	66k	78.37	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.2	$4.3M	-11%	95k	44.92	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.0	$4.0M	-9%	18k	226.47	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$3.9M	+53%	83k	46.85	View chart
Spdr Series Trust St Str P500val (SPYV)	1.5	$3.0M	-41%	49k	62.03	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	1.0	$1.9M	+2%	38k	50.71	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.8	$1.5M	-7%	15k	98.37	View chart
Ishares Tr Glob Indstrl Etf (EXI)	0.7	$1.5M	-12%	7.6k	192.63	View chart
Ishares Msci Equal Weite (EUSA)	0.7	$1.4M	NEW	12k	114.12	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.6	$1.2M	+268%	7.3k	170.65	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.6	$1.1M	NEW	4.7k	233.62	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.3	$641k		8.9k	72.17	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$564k	NEW	14k	41.09	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$543k	-9%	5.4k	99.99	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$426k	NEW	14k	30.70	View chart
Ishares Tr Long Term Muni (LMUB)	0.2	$420k	-95%	9.0k	46.48	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.2	$407k	-3%	5.9k	69.01	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$394k	NEW	5.2k	76.38	View chart
Sherwin-Williams Company (SHW)	0.2	$385k	-33%	1.2k	321.16	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.2	$365k	-10%	4.4k	83.44	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$316k		7.0k	45.16	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$292k		1.9k	150.09	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$292k		3.5k	84.04	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.1	$236k	-3%	11k	21.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$217k		1.5k	146.05	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$209k		8.8k	23.70	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 Q3 filed Oct. 16, 2026
Buttonwood Financial Group 2026 Q2 filed July 30, 2026
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

View all past filings

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