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Buttonwood Financial Group, LLC

Q3 2025 · 13F-HR

Buttonwood Financial Group, LLCholdings as filed

Filed 2025-11-05 · accession 0001847661-25-000006

$231.6M
Reported value
31
Positions
2025-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$53.7M23.2%681,693CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$46.7M20.1%787,890CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$33.4M14.4%435,058CommonNONE
09290C780BAIBLACKROCK ETF TRUST$15.3M6.59%439,254CommonNONE
464285204IAUISHARES GOLD TR$10.5M4.52%139,557CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$8.5M3.69%78,392CommonNONE
37960A529SHLDGLOBAL X FDS$7.5M3.25%106,710CommonNONE
78464A409SPYGSPDR SERIES TRUST$7.3M3.17%69,989CommonNONE
78464A664SPTLSPDR SERIES TRUST$6.3M2.74%235,794CommonNONE
78464A508SPYVSPDR SERIES TRUST$5.8M2.49%103,660CommonNONE
09290C806THROBLACKROCK ETF TRUST$5.5M2.39%146,524CommonNONE
46432F339QUALISHARES TR$5.3M2.29%27,052CommonNONE
921910873MGCVANGUARD WORLD FD$4.8M2.08%19,666CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$4.4M1.90%90,082CommonNONE
092528603BINCBLACKROCK ETF TRUST II$4.3M1.87%81,444CommonNONE
464288588MBBISHARES TR$2.7M1.15%27,931CommonNONE
464289859AOAISHARES TR$2.0M0.88%23,069CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$825,7610.36%11,321CommonNONE
46435G193SUSCISHARES TR$711,0350.31%30,199CommonNONE
464289867AORISHARES TR$696,1190.30%10,811CommonNONE
46429B747STIPISHARES TR$656,1780.28%6,354CommonNONE
46435G425ESGUISHARES TR$651,8940.28%4,457CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$619,3560.27%12,553CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$600,2260.26%9,082CommonNONE
464288570DSIISHARES TR$559,8090.24%4,425CommonNONE
46435U549EAGGISHARES TR$554,0240.24%11,547CommonNONE
464287721IYWISHARES TR$449,2770.19%2,271CommonNONE
46436E767USXFISHARES TR$350,2280.15%6,092CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$349,1370.15%1,607CommonNONE
464287309IVWISHARES TR$281,0800.12%2,324CommonNONE
46434G863ESGEISHARES INC$270,2580.12%6,159CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.