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CIK: 0001847661
Total reported value
$175.0M
$175.0M
33 檔
70.1%
At the close of Q4 2025, Buttonwood Financial Group, LLC disclosed equity holdings valued at approximately $175.0M, spread across 33 reported holdings.
In Q4 2025, Buttonwood Financial Group, LLC adopted a defensive or profit-taking posture, trimming 28 positions and completely liquidating 1 holdings to manage risk exposure.
| # | 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 | 21.56% | +2.82% | -27.13% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 17.61% | -1.06% | -31.69% | |
| 3 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 14.89% | +0.33% | -20.33% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.89% | -3.59% | +83.72% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 5.23% | +0.63% | -34.69% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 4.73% | -0.29% | -24.93% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.88% | -0.07% | -19.01% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.35% | +1.46% | -16.56% | |
| 9 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 2.85% | -0.02% | -14.54% | |
| 10 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.47% | +0.21% | -19.10% | |
| 11 | SHLD | Global X Defense Tech ETF | ETF-Tech | 2.42% | -0.07% | -43.27% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.29% | +0.11% | -21.92% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-Other | 2.14% | — | -19.66% | |
| 14 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 2.00% | — | -14.71% | |
| 15 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.66% | -0.45% | -27.67% | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.32% | — | — | |
| 17 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 1.04% | +0.01% | -7.53% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.02% | -0.02% | -28.33% | |
| 19 | EXI | Ishares Global Industrials E | ETF-Other | 0.95% | +0.13% | — | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.32% | -0.03% | -8.77% | |
| 21 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.30% | -0.02% | -22.06% | |
| 22 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.28% | +0.02% | -13.28% | |
| 23 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.27% | -0.01% | -41.35% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.20% | -0.08% | -38.23% | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.20% | -0.07% | -47.63% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.19% | — | — | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | — | -49.43% | |
| 28 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.18% | +0.01% | -42.67% | |
| 29 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.14% | -0.02% | — | |
| 30 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.11% | +0.12% | NEW | |
| 31 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.11% | +0.03% | -63.48% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | +0.12% | NEW | |
| 33 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.11% | — | -28.88% |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $175.0M across 33 disclosed positions in Q4 2025.
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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, AVLC) accounted for 70.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTEC
市值: $2.5M
Top Position Liquidated / Trimmed
IYW
前期市值: $449.3K
During Q4 2025, Buttonwood Financial Group, LLC's top holdings by market value included SPYM (21.6%)、DYNF (17.6%)、AVLC (14.9%). The largest single position, SPYM, represented 21.6% of total portfolio value.
In Q4 2025, Buttonwood Financial Group, LLC made 33 total portfolio adjustments, initiating 3 new buys, adding to 1 positions, trimming 28 holdings, and fully liquidating 1 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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