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, BAI, and represent 59.16% of Buttonwood Financial Group's stock portfolio.
  • Added to shares of these 10 stocks: SPYM, SPYG, SHLD, LMUB, AGG, USXF, IVW, EXI, IAU, MBB.
  • Started 3 new stock positions in AGG, IVW, USXF.
  • Reduced shares in these 10 stocks: SPYV (-$6.3M), BAI (-$5.0M), DYNF, AVEM, AVUS, BINC, AVLC, BLCR, SUSC, THRO.
  • Buttonwood Financial Group was a net seller of stock by $-14M.
  • Buttonwood Financial Group has $175M in assets under management (AUM), dropping by 7.65%.
  • 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 June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF) 17.8 $31M -13% 459k 68.01
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Spdr Series Trust St Str P500etf (SPYM) 13.1 $23M +19% 261k 87.88
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American Centy Etf Tr Avantis Emgmkt (AVEM) 11.7 $20M -15% 212k 96.49
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American Centy Etf Tr Avantis Us Larg (AVLC) 8.7 $15M -3% 170k 89.96
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Blackrock Etf Trust Isha I In Te Etf (BAI) 7.8 $14M -26% 259k 52.72
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Ishares Tr Long Term Muni (LMUB) 5.7 $10M +6% 195k 51.22
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American Centy Etf Tr Us Eqt Etf (AVUS) 4.9 $8.6M -7% 67k 128.08
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Spdr Series Trust ST STR P500GRW (SPYG) 4.8 $8.5M +27% 71k 118.99
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Blackrock Etf Trust Isha La Core Etf (BLCR) 3.7 $6.4M -7% 127k 50.37
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Global X Fds Defense Tech Etf (SHLD) 3.5 $6.2M +25% 103k 59.71
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Spdr Series Trust St Str P500val (SPYV) 2.9 $5.0M -55% 82k 60.79
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Blackrock Etf Trust Isha Us Them Etf (THRO) 2.7 $4.6M 108k 43.11
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $4.2M 19k 219.43
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Ishares Gold Tr Ishares New (IAU) 1.7 $2.9M +6% 38k 75.51
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $2.6M 54k 48.43
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Ishares Tr Mbs Etf (MBB) 1.1 $2.0M +6% 21k 94.52
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Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 1.1 $1.9M -24% 37k 52.34
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Ishares Tr Glob Indstrl Etf (EXI) 1.0 $1.7M +11% 8.6k 200.50
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Ishares Tr Core 80 20 Etf (AOA) 0.9 $1.6M 16k 97.60
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Sherwin-Williams Company (SHW) 0.4 $620k 1.8k 344.32
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Fidelity Covington Trust Low Volity Etf (FDLO) 0.4 $614k +7% 9.0k 68.33
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $613k 6.0k 102.16
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Ishares Tr Core 60 Bala Etf (AOR) 0.2 $426k -7% 6.1k 69.50
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Blackrock Etf Trust Isha Us Awar Etf (LCTU) 0.2 $394k -6% 4.9k 80.16
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $354k NEW 3.6k 98.98
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $326k +28% 6.9k 47.41
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $323k -2% 2.0k 163.67
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Ishares Tr Systematic Bd Et (SYSB) 0.2 $312k -3% 3.5k 88.71
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Ishares Tr Esg Msci Kld Etf (DSI) 0.2 $281k -3% 2.0k 142.39
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Ishares Tr Esg Awre Usd Etf (SUSC) 0.1 $257k -26% 11k 23.15
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Spdr Series Trust St Lon Treas Etf (SPTL) 0.1 $231k 8.8k 26.23
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Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $208k NEW 3.0k 69.45
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $204k NEW 1.5k 137.47
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Past Filings by Buttonwood Financial Group

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

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