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CIK: 0001847661
Total reported value
$175.0M
$175.0M
30 檔
53.1%
During the Q1 2026 filing period, Buttonwood Financial Group, LLC (CIK: 0001847661) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $175.0M across 30 reported positions.
In Q1 2026, Buttonwood Financial Group, LLC adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 18.91% | -1.06% | -1.85% | |
| 2 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 12.35% | -0.69% | — | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 10.31% | +2.82% | -55.94% | |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 8.40% | +0.33% | -49.20% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 7.17% | +0.63% | +23.25% | |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 6.45% | -3.59% | -2.72% | |
| 7 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 5.62% | +0.10% | — | |
| 8 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 5.00% | -0.07% | +15.20% | |
| 9 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.59% | -0.07% | +36.01% | |
| 10 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 3.47% | +0.19% | — | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.37% | +1.46% | -4.27% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.45% | +0.21% | -7.18% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.31% | +0.11% | -7.50% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.95% | -0.29% | -65.60% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.58% | -0.08% | +588.38% | |
| 16 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.55% | -0.45% | -17.53% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.16% | -0.02% | -0.81% | |
| 18 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.90% | +0.01% | -22.48% | |
| 19 | EXI | Ishares Global Industrials E | ETF-Other | 0.86% | +0.13% | -20.73% | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.37% | -0.03% | +1.66% | |
| 21 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | -0.01% | — | |
| 22 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.33% | +0.02% | +6.63% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.26% | -0.02% | -21.15% | |
| 24 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.23% | -0.01% | -21.33% | |
| 25 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.22% | -0.07% | -3.88% | |
| 26 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.20% | -0.02% | +21.55% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | — | -10.16% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.16% | +0.03% | +27.27% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.15% | +0.01% | -19.39% | |
| 30 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.15% | -0.02% | -95.54% |
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 Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DYNF, AVEM, SPYM) accounted for 53.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AVEM
市值: $20.1M
Top Position Liquidated / Trimmed
MGC
前期市值: $4.0M
During Q1 2026, Buttonwood Financial Group, LLC's top holdings by market value included DYNF (18.9%)、AVEM (12.3%)、SPYM (10.3%). The largest single position, DYNF, represented 18.9% of total portfolio value.
In Q1 2026, Buttonwood Financial Group, LLC made 37 total portfolio adjustments, initiating 4 new buys, adding to 8 positions, trimming 18 holdings, and fully liquidating 7 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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