Buttonwood Financial Group

Buttonwood Financial Group as of June 30, 2026

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