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Buttonwood Financial Group, LLC

Q1 2026 · 13F-HR

Buttonwood Financial Group, LLCholdings as filed

Filed 2026-04-15 · accession 0001847661-26-000007

$162.5M
Reported value
30
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09290C103DYNFBLACKROCK ETF TRUST$30.7M18.9%528,266CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$20.1M12.3%249,088CommonNONE
78464A854SPYMSPDR SERIES TRUST$16.8M10.3%218,889CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$13.7M8.40%176,093CommonNONE
09290C780BAIBLACKROCK ETF TRUST$11.7M7.17%353,593CommonNONE
78464A508SPYVSPDR SERIES TRUST$10.5M6.45%185,273CommonNONE
46438G448LMUBISHARES TR$9.1M5.62%183,054CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$8.1M5.00%73,135CommonNONE
37960A529SHLDGLOBAL X FDS$5.8M3.59%82,332CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$5.6M3.47%137,435CommonNONE
78464A409SPYGSPDR SERIES TRUST$5.5M3.37%55,908CommonNONE
09290C806THROBLACKROCK ETF TRUST$4.0M2.45%110,025CommonNONE
46432F339QUALISHARES TR$3.7M2.31%19,538CommonNONE
464285204IAUISHARES GOLD TR$3.2M1.95%36,039CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.6M1.58%53,377CommonNONE
092528603BINCBLACKROCK ETF TRUST II$2.5M1.55%48,580CommonNONE
464288588MBBISHARES TR$1.9M1.16%19,855CommonNONE
464289859AOAISHARES TR$1.5M0.90%16,537CommonNONE
464288729EXIISHARES TR$1.4M0.86%7,730CommonNONE
46429B747STIPISHARES TR$609,5160.37%5,893CommonNONE
824348106SHWSHERWIN WILLIAMS CO$576,9900.35%1,800CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$542,4270.33%8,398CommonNONE
464289867AORISHARES TR$427,5430.26%6,644CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$366,3970.23%5,224CommonNONE
46435G193SUSCISHARES TR$351,7380.22%15,202CommonNONE
46435U796SYSBISHARES TR$323,2960.20%3,633CommonNONE
46435G425ESGUISHARES TR$286,3760.18%2,025CommonNONE
46435U549EAGGISHARES TR$255,2000.16%5,367CommonNONE
464288570DSIISHARES TR$247,8340.15%2,045CommonNONE
78464A664SPTLSPDR SERIES TRUST$236,5160.15%8,993CommonNONE

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.