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CIK: 0001847661
Total reported value
$175.0M
$175.0M
31 檔
91.1%
In Q3 2025, Buttonwood Financial Group, LLC's U.S. equity holdings reached a combined market value of $175.0M, distributed across 31 disclosed stock positions.
In Q3 2025, Buttonwood Financial Group, LLC displayed an active expansion posture, initiating 8 new positions and adding to 15 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 | 23.17% | +2.82% | +99.41% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 20.15% | -1.06% | +62.01% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 14.41% | +0.33% | — | |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 6.59% | +0.63% | — | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 4.52% | -0.29% | +21.64% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.69% | -0.07% | -66.08% | |
| 7 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.25% | -0.07% | — | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.17% | +1.46% | -30.24% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.74% | -0.02% | +30.96% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.49% | -3.59% | +1.10% | |
| 11 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.39% | +0.21% | -61.69% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.29% | +0.11% | -80.68% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.08% | — | -65.84% | |
| 14 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 1.90% | — | +75.47% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.87% | -0.45% | +37.64% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.15% | -0.02% | +3.86% | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.88% | +0.01% | +0.70% | |
| 18 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.36% | -0.01% | +1.61% | |
| 19 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.31% | -0.07% | +20.97% | |
| 20 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.30% | -0.02% | -0.09% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.28% | -0.03% | -6.48% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | — | +42.31% | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.27% | -0.08% | -74.98% | |
| 24 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.26% | +0.02% | -0.82% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.24% | +0.01% | +0.68% | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.24% | +0.03% | -0.58% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.19% | — | -97.65% | |
| 28 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.15% | +0.12% | NEW | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.15% | — | -19.61% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | +0.12% | NEW | |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.12% | — | +8.34% |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 31 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, DYNF, AVLC) accounted for 91.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
AVLC
市值: $33.4M
Top Position Liquidated / Trimmed
MTUM
前期市值: $4.7M
During Q3 2025, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (23.2%)、DYNF (20.1%)、AVLC (14.4%). The largest single position, SPYM, represented 23.2% of total portfolio value.
In Q3 2025, Buttonwood Financial Group, LLC made 36 total portfolio adjustments, initiating 8 new buys, adding to 15 positions, trimming 8 holdings, and fully liquidating 5 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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