Buttonwood Financial Group, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$162.5M
Q ending 2026-03-31
Prior quarter
$188.1M
Q ending 2025-12-31
Change
-13.6% QoQ · -4.7% YoY
Positions
30
reported holdings
Largest positions
All 30 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Blackrock Etf Trust | DYNF | Shares | $30.7M | 528K |
| American Centy Etf Tr | AVEM | Shares | $20.1M | 249K |
| Spdr Series Trust | SPYM | Shares | $16.8M | 219K |
| American Centy Etf Tr | AVLC | Shares | $13.7M | 176K |
| Blackrock Etf Trust | BAI | Shares | $11.7M | 354K |
| Spdr Series Trust | SPYV | Shares | $10.5M | 185K |
| Ishares Tr | LMUB | Shares | $9.1M | 183K |
| American Centy Etf Tr | AVUS | Shares | $8.1M | 73K |
| Global X Fds | SHLD | Shares | $5.8M | 82K |
| Blackrock Etf Trust | BLCR | Shares | $5.6M | 137K |
| Spdr Series Trust | SPYG | Shares | $5.5M | 56K |
| Blackrock Etf Trust | THRO | Shares | $4.0M | 110K |
| Ishares Tr | QUAL | Shares | $3.7M | 20K |
| Ishares Gold Tr | IAU | Shares | $3.2M | 36K |
| Vanguard Charlotte Fds | BNDX | Shares | $2.6M | 53K |
| Blackrock Etf Trust Ii | BINC | Shares | $2.5M | 49K |
| Ishares Tr | MBB | Shares | $1.9M | 20K |
| Ishares Tr | AOA | Shares | $1.5M | 17K |
| Ishares Tr | EXI | Shares | $1.4M | 8K |
| Ishares Tr | STIP | Shares | $610K | 6K |
| Sherwin Williams Co | SHW | Shares | $577K | 2K |
| Fidelity Covington Trust | FDLO | Shares | $542K | 8K |
| Ishares Tr | AOR | Shares | $428K | 7K |
| Blackrock Etf Trust | LCTU | Shares | $366K | 5K |
| Ishares Tr | SUSC | Shares | $352K | 15K |
| Ishares Tr | SYSB | Shares | $323K | 4K |
| Ishares Tr | ESGU | Shares | $286K | 2K |
| Ishares Tr | EAGG | Shares | $255K | 5K |
| Ishares Tr | DSI | Shares | $248K | 2K |
| Spdr Series Trust | SPTL | Shares | $237K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.