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CIK: 0001847661
Total reported value
$175.0M
$175.0M
30 檔
67.2%
The Q2 2025 SEC filing reveals that Buttonwood Financial Group, LLC held a total portfolio value of $175.0M, covering 30 public equity positions.
In Q2 2025, Buttonwood Financial Group, LLC displayed an active expansion posture, initiating 4 new positions and adding to 16 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 13.48% | -1.06% | +1.68% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 13.05% | +0.11% | +3.64% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.67% | +2.82% | -29.42% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 11.93% | -0.07% | +2.28% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 8.56% | — | +31.33% | |
| 6 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 6.93% | +0.21% | +170.24% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 6.59% | — | +22.91% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.86% | +1.46% | -50.26% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.66% | -0.29% | -0.84% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.91% | — | -1.88% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.75% | -3.59% | +2.03% | |
| 12 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.37% | -0.02% | +11.45% | |
| 13 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.58% | -0.45% | +2.27% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.27% | -0.02% | +0.76% | |
| 15 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 1.26% | — | — | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.26% | -0.08% | — | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.96% | +0.01% | -0.14% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.85% | — | +1.44% | |
| 19 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.38% | -0.01% | -0.09% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.35% | -0.03% | +3.63% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.33% | -0.02% | +0.51% | |
| 22 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.29% | +0.02% | +2.88% | |
| 23 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.29% | -0.07% | +10.10% | |
| 24 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.28% | +0.03% | +1.41% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.26% | +0.01% | -4.50% | |
| 26 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.22% | +0.12% | NEW | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.22% | — | -0.57% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.21% | — | — | |
| 29 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-Other | 0.12% | — | -0.97% | |
| 30 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.11% | — | — |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 30 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DYNF, QUAL, SPYM) accounted for 67.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
HIMU
市值: $2.5M
Top Position Liquidated / Trimmed
XCEM
前期市值: $4.7M
During Q2 2025, Buttonwood Financial Group, LLC's top holdings by market value included DYNF (13.5%)、QUAL (13.1%)、SPYM (12.7%). The largest single position, DYNF, represented 13.5% of total portfolio value.
In Q2 2025, Buttonwood Financial Group, LLC made 32 total portfolio adjustments, initiating 4 new buys, adding to 16 positions, trimming 10 holdings, and fully liquidating 2 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.
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