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CIK: 0001847661
Total reported value
$198.5M
$198.5M
33 檔
52.1%
As reported in its official Q2 2026 Form 13F filing, Buttonwood Financial Group, LLC's tracked investment portfolio stood at $198.5M with 33 total positions.
During Q2 2026, Buttonwood Financial Group, LLC performed routine portfolio adjustments (3 new buys, 11 additions, 18 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 17.85% | -5.29% | -13.08% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 13.13% | -1.08% | +19.39% | |
| 3 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 11.66% | -1.44% | -15.10% | |
| 4 | AVLC | Avantis US Lg Cap Eq ETF | ETF-Other | 8.73% | -0.82% | -3.58% | |
| 5 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 7.80% | -2.08% | -26.83% | |
| 6 | LMUB | Ishares Lt National Muni Bd | ETF-Other | 5.72% | -5.51% | +6.67% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 4.93% | -0.67% | -7.92% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.83% | -0.63% | +27.11% | |
| 9 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 3.66% | -0.35% | -7.40% | |
| 10 | SHLD | Global X Defense Tech ETF | ETF-Tech | 3.52% | -0.88% | +25.22% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.86% | -1.34% | -55.54% | |
| 12 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 2.66% | -0.51% | -1.97% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.42% | -0.42% | -1.29% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.66% | +0.92% | +6.42% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.50% | +0.47% | +1.74% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.14% | -1.14% | EXIT | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 1.10% | -0.14% | -24.61% | |
| 18 | EXI | Ishares Global Industrials E | ETF-Other | 0.99% | -0.25% | +11.85% | |
| 19 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.91% | -0.16% | -1.10% | |
| 20 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | -0.16% | — | |
| 21 | FDLO | Fidelity Low Volat Fact ETF | ETF-Other | 0.35% | -0.03% | +7.03% | |
| 22 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.35% | -0.08% | +1.83% | |
| 23 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.24% | -0.04% | -7.66% | |
| 24 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.22% | -0.04% | -6.01% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.20% | -0.20% | EXIT | |
| 26 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.19% | -0.03% | +28.12% | |
| 27 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.18% | +0.45% | -2.47% | |
| 28 | SYSB | Ishares Systematic Bond ETF | ETF-Other | 0.18% | -0.03% | -3.22% | |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.16% | -0.01% | -3.47% | |
| 30 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.15% | -0.03% | -26.93% | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.13% | -0.02% | -1.90% | |
| 32 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.12% | -0.12% | EXIT | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | -0.01% | — |
According to official SEC Form 13F filings, Buttonwood Financial Group, LLC reported a total U.S. public equity portfolio value of $198.5M across 33 disclosed positions in Q2 2026.
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In terms of portfolio concentration, the top 5 core holdings (including DYNF, SPYM, AVEM) accounted for 52.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
AGG
市值: $353.8K
Top Position Liquidated / Trimmed
DYNF
前期市值: $30.7M
During Q2 2026, Buttonwood Financial Group, LLC's top holdings by market value included DYNF (17.9%)、SPYM (13.1%)、AVEM (11.7%). The largest single position, DYNF, represented 17.9% of total portfolio value.
In Q2 2026, Buttonwood Financial Group, LLC made 32 total portfolio adjustments, initiating 3 new buys, adding to 11 positions, trimming 18 holdings, and fully liquidating 0 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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