Buttonwood Financial Group, LLC Top Holdings and 13F Report (2025) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $197.02 million in total holdings as of June 30, 2025.Buttonwood Financial Group, LLC owns shares of 30 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 11.83% of the portfolio was purchased this quarter.About 12.93% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 28 new stocks and bought additional shares in 16 stocks.Buttonwood Financial Group, LLC sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $26,553,139iShares MSCI USA Quality Factor ETF $25,712,876SPDR Portfolio S&P 500 ETF $24,966,132Avantis U.S. Equity ETF $23,511,019iShares U.S. Technology ETF $16,864,571 Largest New Holdings this Quarter 092528843 - BLACKROCK ETF TRUST II $2,481,129 Holding92203J407 - Vanguard Total International Bond ETF $2,473,884 Holding921908844 - Vanguard Dividend Appreciation ETF $412,774 Holding46434G863 - iShares ESG Aware MSCI EM ETF $222,058 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 240,968 shares (about $8.60M)iShares U.S. Technology ETF 23,090 shares (about $4.02M)BLACKROCK ETF TRUST II 51,337 shares (about $2.48M)Vanguard Total International Bond ETF 50,170 shares (about $2.47M)Vanguard Mega Cap ETF 10,730 shares (about $2.42M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 142,507 shares (about $10.41M)SPDR Portfolio S&P 500 Growth ETF 101,388 shares (about $9.67M)iShares ESG Advanced MSCI USA ETF 3,587 shares (about $194.34K)iShares MSCI USA Momentum Factor ETF 461 shares (about $109.98K)iShares Gold Trust 971 shares (about $61.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofButtonwood Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDYNFiShares U.S. Equity Factor Rotation Active ETF$26,553,139$438,928 ▲1.7%486,32313.5%ETFQUALiShares MSCI USA Quality Factor ETF$25,712,876$903,498 ▲3.6%140,04813.1%ETFSPLGSPDR Portfolio S&P 500 ETF$24,966,132$10,407,357 ▼-29.4%341,85912.7%ETFAVUSAvantis U.S. Equity ETF$23,511,019$525,033 ▲2.3%231,11011.9%ETFIYWiShares U.S. Technology ETF$16,864,571$4,022,799 ▲31.3%96,7998.6%ManufacturingBTHMBlackRock Future U.S. Themes ETF$13,647,964$8,597,698 ▲170.2%382,5126.9%ETFMGCVanguard Mega Cap ETF$12,989,245$2,420,833 ▲22.9%57,5736.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$9,565,815$9,667,267 ▼-50.3%100,3244.9%ETFIAUiShares Gold Trust$7,218,629$61,095 ▼-0.8%114,7283.7%FinanceMTUMiShares MSCI USA Momentum Factor ETF$5,726,556$109,984 ▼-1.9%24,0032.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,416,716$107,879 ▲2.0%102,5312.7%ETFSPTLSPDR Portfolio Long Term Treasury ETF$4,677,773$480,500 ▲11.4%180,0532.4%ETFBINCiShares Flexible Income Active ETF$3,107,756$68,906 ▲2.3%59,1731.6%ETFMBBiShares MBS ETF$2,495,098$18,742 ▲0.8%26,8921.3%ETFBLACKROCK ETF TRUST II$2,481,129$2,481,129 ▲New Holding51,3371.3%ISHARES HIGH YIEBNDXVanguard Total International Bond ETF$2,473,884$2,473,884 ▲New Holding50,1701.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,894,712$2,729 ▼-0.1%22,9081.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,665,140$23,587 ▲1.4%25,6260.8%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$753,199$676 ▼-0.1%11,1420.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$696,444$24,397 ▲3.6%6,7940.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$659,975$3,354 ▲0.5%10,8210.3%ETFFDLOFidelity Low Volatility Factor ETF$578,718$16,179 ▲2.9%9,1570.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$574,694$52,716 ▲10.1%24,9650.3%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$546,323$7,620 ▲1.4%11,6140.3%ETFDSIiShares ESG MSCI KLD 400 ETF$512,502$24,138 ▼-4.5%4,3950.3%ETFUSXFiShares ESG Advanced MSCI USA ETF$430,675$194,343 ▼-31.1%7,9490.2%ManufacturingESGUiShares ESG Aware MSCI USA ETF$424,664$2,441 ▼-0.6%3,1320.2%ManufacturingVIGVanguard Dividend Appreciation ETF$412,774$412,774 ▲New Holding1,9990.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$240,316$2,363 ▼-1.0%3,2550.1%ManufacturingESGEiShares ESG Aware MSCI EM ETF$222,058$222,058 ▲New Holding5,6850.1%ManufacturingXCEMColumbia EM Core ex-China ETF$0$4,654,152 ▼-100.0%00.0%ETFHYDBiShares High Yield Systematic Bond ETF$0$340,590 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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