What does Buttonwood Financial Group, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Buttonwood Financial Group, LLC SEC 13F Filing

1. Portfolio Overview

Buttonwood Financial Group, LLC manages a portfolio with a total market value of approximately $188.14 million as of the report date December 31, 2025. This represents a significant growth of +19.3% compared to the previous quarter's value of $157.69 million. The portfolio is highly concentrated, consisting of only 33 holdings, which suggests a focused investment strategy rather than ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DYNF

BLACKROCK ETF TRUST

$31M528K18.9%

AVEM

AMERICAN CENTY ETF TR

$20M249K12.3%

SPYM

SPDR SERIES TRUST

$17M219K10.3%

AVLC

AMERICAN CENTY ETF TR

$14M176K8.4%

BAI

BLACKROCK ETF TRUST

$12M354K7.2%

SPYV

SPDR SERIES TRUST

$10M185K6.4%

LMUB

ISHARES TR

$9M183K5.6%

AVUS

AMERICAN CENTY ETF TR

$8M73K5.0%

SHLD

GLOBAL X FDS

$6M82K3.6%

BLCR

BLACKROCK ETF TRUST

$6M137K3.5%

Filing history

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