Buttonwood Financial Group, Llc Portfolio Stock Holdings
Buttonwood Financial Group, Llc disclosed 30 stock positions valued at approximately $162.5 million in its latest SEC 13F filing. The largest holdings include BLACKROCK ETF TRUST, AMERICAN CENTY ETF TR, and SPDR SERIES TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 30
- Portfolio Value
- $162.5M
Holdings by Sector
Buttonwood Financial Group, Llc Portfolio Holdings in Q1 2026
26 holdings in the latest reporting period.
Page 1 of 1
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BLACKROCK ETF TRUST | DYNF | Other | 18.91% | 528,266 | -9,939 | -1.85% | $30,734,363 |
| AMERICAN CENTY ETF TR | AVEM | Other | 12.35% | 249,088 | +249,088 | +100.00% | $20,071,514 |
| SPDR SERIES TRUST | SPLG | Other | 10.31% | 218,889 | -277,852 | -55.93% | $16,753,806 |
| AMERICAN CENTY ETF TR | AVLC | Other | 8.40% | 176,093 | -170,519 | -49.20% | $13,656,029 |
| SPDR SERIES TRUST | SPYV | Other | 6.45% | 185,273 | -5,173 | -2.72% | $10,482,735 |
| AMERICAN CENTY ETF TR | AVUS | Other | 5.00% | 73,135 | +9,649 | +15.20% | $8,131,030 |
| GLOBAL X FDS | SHLD | Other | 3.59% | 82,332 | +21,798 | +36.01% | $5,832,485 |
| SPDR SERIES TRUST | SPYG | Other | 3.37% | 55,908 | -2,491 | -4.27% | $5,473,955 |
| ISHARES TR | QUAL | Other | 2.31% | 19,538 | -1,585 | -7.50% | $3,747,539 |
| ISHARES GOLD TR | IAU | Other | 1.95% | 36,039 | -68,720 | -65.60% | $3,177,437 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 1.58% | 53,377 | +45,623 | +588.38% | $2,564,762 |
| BLACKROCK ETF TRUST II | BINC | Other | 1.55% | 48,580 | -10,325 | -17.53% | $2,522,713 |
| ISHARES TR | MBB | Other | 1.16% | 19,855 | -163 | -0.81% | $1,885,238 |
| ISHARES TR | AOA | Other | 0.90% | 16,537 | -4,795 | -22.48% | $1,463,360 |
| ISHARES TR | EXI | Other | 0.86% | 7,730 | -2,022 | -20.73% | $1,399,210 |
| ISHARES TR | STIP | Other | 0.37% | 5,893 | +96 | +1.66% | $609,516 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 0.35% | 1,800 | +1,800 | +100.00% | $576,990 |
| FIDELITY COVINGTON TRUST | FDLO | Other | 0.33% | 8,398 | +522 | +6.63% | $542,427 |
| ISHARES TR | AOR | Other | 0.26% | 6,644 | -1,782 | -21.15% | $427,543 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.23% | 5,224 | -1,416 | -21.33% | $366,397 |
| ISHARES TR | SUSC | Other | 0.22% | 15,202 | -614 | -3.88% | $351,738 |
| ISHARES TR | FIBR | Other | 0.20% | 3,633 | +644 | +21.55% | $323,296 |
| ISHARES TR | ESGU | Other | 0.18% | 2,025 | -229 | -10.16% | $286,376 |
| ISHARES TR | EAGG | Other | 0.16% | 5,367 | +1,150 | +27.27% | $255,200 |
| ISHARES TR | DSI | Other | 0.15% | 2,045 | -492 | -19.39% | $247,834 |
| SPDR SERIES TRUST | SPTL | Other | 0.15% | 8,993 | -192,527 | -95.54% | $236,516 |