13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001847661
Total reported value
$175.0M
$175.0M
28 檔
62.0%
At the close of Q1 2025, Buttonwood Financial Group, LLC disclosed equity holdings valued at approximately $175.0M, spread across 28 reported holdings.
In Q1 2025, Buttonwood Financial Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 17.52% | +2.82% | -8.99% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 12.87% | -1.06% | +5.53% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 12.73% | +0.11% | +10.73% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.36% | -0.07% | +5.99% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.09% | +1.46% | +3.57% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 5.74% | — | +3.62% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 5.21% | — | +162.18% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 4.06% | -0.29% | +185.32% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.77% | -3.59% | — | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.77% | — | +5.04% | |
| 11 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 2.73% | — | -22.07% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.52% | +0.21% | — | |
| 13 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.47% | -0.02% | -38.84% | |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.73% | -0.45% | +10.23% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.44% | -0.02% | -49.95% | |
| 16 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.97% | +0.01% | -3.28% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.91% | — | +12.65% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.39% | -0.03% | — | |
| 19 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.37% | -0.01% | +0.31% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.35% | -0.02% | +6.01% | |
| 21 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.31% | +0.03% | +38.11% | |
| 22 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.30% | -0.07% | -0.52% | |
| 23 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.30% | +0.12% | NEW | |
| 24 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.30% | +0.02% | — | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.26% | +0.01% | +3.42% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.21% | — | +29.31% | |
| 27 | HYDB | Ishares High Yield Systemati | ETF-High Yield | 0.20% | — | +6.51% | |
| 28 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.12% | — | -36.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MGC | Vanguard Mega Cap ETF | +3% | +162.18% | Add |
| 2 | IAU | Ishares Gold Trust | +2.9% | +185.32% | Add |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +2.8% | NEW | New buy |
| 4 | THRO | Ishares U.s. Thematic Rotati | +2.5% | NEW | New buy |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | +0.4% | NEW | New buy |
| 6 | FDLO | Fidelity Low Volat Fact ETF | +0.3% | NEW | New buy |
| 7 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +10.73% | Add |
| 8 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +10.23% | Add |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +12.65% | Add |
| 10 | EAGG | Ishares Esg Aware US Aggrega | +0.1% | +38.11% | Add |
| 11 | ESGU | Ishares Esg Aware Msci USA | 0% | +29.31% | Add |
| 12 | AOR | Ishares Core 60/40 Balanced | 0% | +6.01% | Add |
| 13 | SUSC | Ishares Esg Aware Usd Corpor | 0% | -0.52% | Trim |
| 14 | HYDB | Ishares High Yield Systemati | 0% | +6.51% | Add |
| 15 | USXF | Ishares Esg Advance Msci USA | 0% | +6.79% | Add |
| 16 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +3.42% | Add |
| 17 | LCTU | Ishares U.s. Carbon Transiti | 0% | +0.31% | Add |
| 18 | AOA | Ishares Core 80/20 Aggressiv | -0.1% | -3.28% | Trim |
| 19 | DMXF | Ishares Esg Advanc Msci Eafe | -0.1% | -36.82% | Trim |
| 20 | MTUM | Ishares Msci USA Momentum Fa | -0.1% | +5.04% | Add |
| 21 | IVW | Ishares S&p 500 Growth ETF | -0.1% | EXIT | Sold out |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.1% | EXIT | Sold out |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | -0.5% | +5.53% | Add |
| 24 | AVUS | Avantis U.s. Equity ETF | -0.6% | +5.99% | Add |
| 25 | IYW | Ishares Ustechnology ETF | -0.8% | +3.62% | Add |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.8% | +3.57% | Add |
| 27 | IXC | Ishares Global Energy ETF | -0.9% | EXIT | Sold out |
| 28 | XCEM | Columbia Em Core Ex-china | -0.9% | -22.07% | Trim |
| 29 | MBB | Ishares Mbs ETF | -1.3% | -49.95% | Trim |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1.4% | -38.84% | Trim |
| 31 | IFRA | Ishares US Infrastructure | -1.5% | EXIT | Sold out |
| 32 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.6% | -8.99% | Trim |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 28 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, QUAL) accounted for 62.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
SPYV
市值: $4.7M
Top Position Liquidated / Trimmed
IFRA
前期市值: $2.7M
During Q1 2025, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (17.5%)、DYNF (12.9%)、QUAL (12.7%). The largest single position, SPYM, represented 17.5% of total portfolio value.
In Q1 2025, Buttonwood Financial Group, LLC made 32 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 7 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.