Buttonwood Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 13, 2026, for the 2025 Q4 period, Buttonwood Financial Group, LLC held in its portfolio 30 assets valued at $188,136,457 (i.e. $188.14M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($63.32M), BLACKROCK ETF TRUST ($33.14M), and AMERICAN CENTY ETF TR ($28.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 30 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Buttonwood Financial Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 947106 | 63322571 | STATE STREET SPD |
| BLACKROCK ETF TRUST | 538205 | 33137361 | ISHARES US EQUIT |
| AMERICAN CENTY ETF TR | 346612 | 28013177 | AVANTIS US LARG |
| BLACKROCK ETF TRUST | 286881 | 9848630 | ISHARES A I INNO |
| ISHARES GOLD TR | 104759 | 8893105 | ISHARES NEW |
| AMERICAN CENTY ETF TR | 63486 | 7304052 | US EQT ETF |
| BLACKROCK ETF TRUST | 118535 | 4653682 | ISHARES US THEMA |
| GLOBAL X FDS | 60534 | 4548448 | DEFENSE TECH ETF |
| ISHARES TR | 21123 | 4310527 | MSCI USA QLT FCT |
| VANGUARD WORLD FD | 15800 | 4023869 | MEGA CAP INDEX |
| BLACKROCK ETF TRUST II | 76833 | 3769042 | ISHARES HIGH YIE |
| BLACKROCK ETF TRUST II | 58905 | 3118412 | ISHARES FLEXIBLE |
| FIDELITY COVINGTON TRUST | 10924 | 2481715 | MSCI INFO TECH I |
| ISHARES TR | 21332 | 1949946 | CORE 80/20 AGGRE |
| ISHARES TR | 20018 | 1917822 | MBS ETF |
| ISHARES TR | 9752 | 1788713 | GLOB INDSTRL ETF |
| ISHARES TR | 5797 | 594142 | 0-5 YR TIPS ETF |
| ISHARES TR | 8426 | 556198 | CORE 60/40 BALAN |
| FIDELITY COVINGTON TRUST | 7876 | 533839 | LOW VOLITY ETF |
| BLACKROCK ETF TRUST | 6640 | 500525 | ISHARES US CARBO |
| VANGUARD CHARLOTTE FDS | 7754 | 376427 | TOTAL INT BD ETF |
| ISHARES TR | 15816 | 370649 | ESG AWRE USD ETF |
| VANGUARD SPECIALIZED FUNDS | 1607 | 361189 | DIV APP ETF |
| ISHARES TR | 2254 | 341346 | ESG AWR MSCI USA |
| ISHARES TR | 2537 | 333235 | ESG MSCI KLD 400 |
| ISHARES TR | 2989 | 269414 | SYSTEMATIC BD ET |
| ISHARES TR | 3589 | 211767 | ESG MSCI USA ETF |
| ISHARES TR | 4217 | 202416 | ESG AWR US AGRGT |
| ISHARES TR | 1624 | 202365 | S&P 500 GRWT ETF |
| ISHARES INC | 4380 | 201873 | ESG AWR MSCI EM |
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