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Buttonwood Financial Group, LLC

Q2 2026 · 13F-HR

Buttonwood Financial Group, LLCholdings as filed

Filed 2026-07-30 · accession 0001847661-26-000012

$175.0M
Reported value
33
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09290C103DYNFBLACKROCK ETF TRUST$31.2M17.8%459,161CommonNONE
78464A854SPYMSPDR SERIES TRUST$23.0M13.1%261,338CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$20.4M11.7%211,484CommonNONE
025072158AVLCAMERICAN CENTY ETF TR$15.3M8.73%169,783CommonNONE
09290C780BAIBLACKROCK ETF TRUST$13.6M7.80%258,723CommonNONE
46438G448LMUBISHARES TR$10.0M5.72%195,270CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$8.6M4.93%67,340CommonNONE
78464A409SPYGSPDR SERIES TRUST$8.5M4.83%71,063CommonNONE
09290C855BLCRBLACKROCK ETF TRUST$6.4M3.66%127,265CommonNONE
37960A529SHLDGLOBAL X FDS$6.2M3.52%103,100CommonNONE
78464A508SPYVSPDR SERIES TRUST$5.0M2.86%82,380CommonNONE
09290C806THROBLACKROCK ETF TRUST$4.6M2.66%107,855CommonNONE
46432F339QUALISHARES TR$4.2M2.42%19,285CommonNONE
464285204IAUISHARES GOLD TR$2.9M1.66%38,354CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$2.6M1.50%54,307CommonNONE
464288588MBBISHARES TR$2.0M1.14%21,049CommonNONE
092528603BINCBLACKROCK ETF TRUST II$1.9M1.10%36,623CommonNONE
464288729EXIISHARES TR$1.7M0.99%8,646CommonNONE
464289859AOAISHARES TR$1.6M0.91%16,355CommonNONE
824348106SHWSHERWIN WILLIAMS CO$619,7760.35%1,800CommonNONE
316092824FDLOFIDELITY COVINGTON TRUST$614,1940.35%8,988CommonNONE
46429B747STIPISHARES TR$613,0580.35%6,001CommonNONE
464289867AORISHARES TR$426,3920.24%6,135CommonNONE
09290C509LCTUBLACKROCK ETF TRUST$393,5850.22%4,910CommonNONE
464287226AGGISHARES TR$353,7540.20%3,574CommonNONE
46435U549EAGGISHARES TR$325,9910.19%6,876CommonNONE
46435G425ESGUISHARES TR$323,2490.18%1,975CommonNONE
46435U796SYSBISHARES TR$311,8880.18%3,516CommonNONE
464288570DSIISHARES TR$281,0780.16%1,974CommonNONE
46435G193SUSCISHARES TR$257,1660.15%11,108CommonNONE
78464A664SPTLSPDR SERIES TRUST$231,4010.13%8,822CommonNONE
46436E767USXFISHARES TR$207,5850.12%2,989CommonNONE
464287309IVWISHARES TR$204,4150.12%1,487CommonNONE

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.