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Buttonwood Financial Group, LLC

Q4 2025 · 13F-HR

Buttonwood Financial Group, LLCholdings as filed

Filed 2026-01-13 · accession 0001847661-26-000002

$188.1M
Reported value
33
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A854SPYMSPDR SERIES TRUST$40.6M21.6%496,741CommonNONE
09290C103DYNFBLACKROCK ETF TRUST$33.1M17.6%538,205CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$28.0M14.9%346,612CommonNONE
78464A508SPYVSPDR SERIES TRUST$11.1M5.89%190,446CommonNONE
09290C780BAIBLACKROCK ETF TRUST$9.8M5.23%286,881CommonNONE
464285204IAUISHARES GOLD TR$8.9M4.73%104,759CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$7.3M3.88%63,486CommonNONE
78464A409SPYGSPDR SERIES TRUST$6.3M3.35%58,399CommonNONE
78464A664SPTLSPDR SERIES TRUST$5.4M2.85%201,520CommonNONE
09290C806THROBLACKROCK ETF TRUST$4.7M2.47%118,535CommonNONE
37960A529SHLDGLOBAL X FDS$4.5M2.42%60,534CommonNONE
46432F339QUALISHARES TR$4.3M2.29%21,123CommonNONE
921910873MGCVANGUARD WORLD FD$4.0M2.14%15,800CommonNONE
092528843HIMUBLACKROCK ETF TRUST II$3.8M2.00%76,833CommonNONE
092528603BINCBLACKROCK ETF TRUST II$3.1M1.66%58,905CommonNONE
316092808FTECFIDELITY COVINGTON TRUST$2.5M1.32%10,924CommonNONE
464289859AOAISHARES TR$1.9M1.04%21,332CommonNONE
464288588MBBISHARES TR$1.9M1.02%20,018CommonNONE
464288729EXIISHARES TR$1.8M0.95%9,752CommonNONE
46429B747STIPISHARES TR$594,1420.32%5,797CommonNONE
464289867AORISHARES TR$556,1980.30%8,426CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$533,8390.28%7,876CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$500,5250.27%6,640CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$376,4270.20%7,754CommonNONE
46435G193SUSCISHARES TR$370,6490.20%15,816CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$361,1890.19%1,607CommonNONE
46435G425ESGUISHARES TR$341,3460.18%2,254CommonNONE
464288570DSIISHARES TR$333,2350.18%2,537CommonNONE
46435U796SYSBISHARES TR$269,4140.14%2,989CommonNONE
46436E767USXFISHARES TR$211,7670.11%3,589CommonNONE
46435U549EAGGISHARES TR$202,4160.11%4,217CommonNONE
464287309IVWISHARES TR$202,3650.11%1,624CommonNONE
46434G863ESGEISHARES INC$201,8730.11%4,380CommonNONE

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.