Buttonwood Financial Group, LLC 13F Holdings · Q2 2026
Buttonwood Financial Group, LLC reported 33 securities worth $174.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DYNF (17.85%), SPYM (13.13%), AVEM (11.66%). Among its top 25 positions this quarter: 1 new, 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $31.2M | 17.85% | 459,161 | Trimmed |
| 2 | SPYM | SPDR SERIES TRUST | $23.0M | 13.13% | 261,338 | Added |
| 3 | AVEM | AMERICAN CENTY ETF TR | $20.4M | 11.66% | 211,484 | Trimmed |
| 4 | AVLC | AMERICAN CENTY ETF TR | $15.3M | 8.73% | 169,783 | Trimmed |
| 5 | BAI | BLACKROCK ETF TRUST | $13.6M | 7.80% | 258,723 | Trimmed |
| 6 | LMUB | ISHARES TR | $10.0M | 5.72% | 195,270 | Added |
| 7 | AVUS | AMERICAN CENTY ETF TR | $8.6M | 4.93% | 67,340 | Trimmed |
| 8 | SPYG | SPDR SERIES TRUST | $8.5M | 4.83% | 71,063 | Added |
| 9 | BLCR | BLACKROCK ETF TRUST | $6.4M | 3.66% | 127,265 | Trimmed |
| 10 | SHLD | GLOBAL X FDS | $6.2M | 3.52% | 103,100 | Added |
| 11 | SPYV | SPDR SERIES TRUST | $5.0M | 2.86% | 82,380 | Trimmed |
| 12 | THRO | BLACKROCK ETF TRUST | $4.6M | 2.66% | 107,855 | Trimmed |
| 13 | QUAL | ISHARES TR | $4.2M | 2.42% | 19,285 | Trimmed |
| 14 | IAU | ISHARES GOLD TR | $2.9M | 1.66% | 38,354 | Added |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 1.50% | 54,307 | Added |
| 16 | MBB | ISHARES TR | $2.0M | 1.14% | 21,049 | Added |
| 17 | BINC | BLACKROCK ETF TRUST II | $1.9M | 1.10% | 36,623 | Trimmed |
| 18 | EXI | ISHARES TR | $1.7M | 0.99% | 8,646 | Added |
| 19 | AOA | ISHARES TR | $1.6M | 0.91% | 16,355 | Trimmed |
| 20 | FDLO | FIDELITY COVINGTON TRUST | $614,194 | 0.35% | 8,988 | Added |
| 21 | SHW | SHERWIN WILLIAMS CO | $619,776 | 0.35% | 1,800 | Hold |
| 22 | STIP | ISHARES TR | $613,058 | 0.35% | 6,001 | Added |
| 23 | AOR | ISHARES TR | $426,392 | 0.24% | 6,135 | Trimmed |
| 24 | LCTU | BLACKROCK ETF TRUST | $393,585 | 0.22% | 4,910 | Trimmed |
| 25 | AGG | ISHARES TR | $353,754 | 0.20% | 3,574 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR