Buttonwood Financial Group

Buttonwood Financial Group as of March 31, 2026

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