Buttonwood Financial Group, LLC Top Holdings and 13F Report (2025) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $170.59 million in total holdings as of March 31, 2025.Buttonwood Financial Group, LLC owns shares of 28 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 15.50% of the portfolio was purchased this quarter.About 8.41% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 28 new stocks and bought additional shares in 17 stocks.Buttonwood Financial Group, LLC sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $29,885,501iShares U.S. Equity Factor Rotation Active ETF $21,948,405iShares MSCI USA Quality Factor ETF $21,714,923Avantis U.S. Equity ETF $19,370,876SPDR Portfolio S&P 500 Growth ETF $15,507,645 Largest New Holdings this Quarter 78464A508 - SPDR Portfolio S&P 500 Value ETF $4,731,025 Holding09290C806 - BlackRock Future U.S. Themes ETF $4,294,447 Holding46429B747 - iShares 0-5 Year TIPS Bond ETF $671,010 Holding316092824 - Fidelity Low Volatility Factor ETF $507,806 Holding Largest Purchases this Quarter Vanguard Mega Cap ETF 28,976 shares (about $5.50M)SPDR Portfolio S&P 500 Value ETF 100,489 shares (about $4.73M)iShares Gold Trust 75,148 shares (about $4.49M)BlackRock Future U.S. Themes ETF 141,544 shares (about $4.29M)iShares MSCI USA Quality Factor ETF 13,094 shares (about $2.10M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 47,826 shares (about $2.95M)SPDR Portfolio Long Term Treasury ETF 102,604 shares (about $2.67M)iShares MBS ETF 26,639 shares (about $2.45M)Columbia EM Core ex-China ETF 47,132 shares (about $1.32M)iShares ESG Advanced MSCI EAFE ETF 1,916 shares (about $122.59K) 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 PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$29,885,501$2,950,876 ▼-9.0%484,36617.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$21,948,405$1,151,056 ▲5.5%478,28412.9%ETFQUALiShares MSCI USA Quality Factor ETF$21,714,923$2,104,207 ▲10.7%135,12712.7%ETFAVUSAvantis U.S. Equity ETF$19,370,876$1,094,016 ▲6.0%225,94911.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$15,507,645$534,855 ▲3.6%201,7129.1%ETFIYWiShares U.S. Technology ETF$9,792,260$342,355 ▲3.6%73,7095.7%ManufacturingMGCVanguard Mega Cap ETF$8,892,486$5,500,687 ▲162.2%46,8435.2%ETFIAUiShares Gold Trust$6,920,065$4,494,672 ▲185.3%115,6994.1%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$4,731,025$4,731,025 ▲New Holding100,4892.8%ETFMTUMiShares MSCI USA Momentum Factor ETF$4,727,852$226,691 ▲5.0%24,4642.8%ETFXCEMColumbia EM Core ex-China ETF$4,654,152$1,317,807 ▼-22.1%166,4582.7%ETFBTHMBlackRock Future U.S. Themes ETF$4,294,447$4,294,447 ▲New Holding141,5442.5%ETFSPTLSPDR Portfolio Long Term Treasury ETF$4,207,030$2,671,846 ▼-38.8%161,5582.5%ETFBINCiShares Flexible Income Active ETF$2,958,391$274,615 ▲10.2%57,8611.7%ETFMBBiShares MBS ETF$2,454,311$2,449,621 ▼-50.0%26,6901.4%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,659,771$56,360 ▼-3.3%22,9411.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,559,485$175,128 ▲12.7%25,2630.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$671,010$671,010 ▲New Holding6,5560.4%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$633,547$1,932 ▲0.3%11,1520.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$592,239$33,556 ▲6.0%10,7660.3%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$533,779$147,288 ▲38.1%11,4520.3%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$508,599$2,669 ▼-0.5%22,6750.3%ManufacturingUSXFiShares ESG Advanced MSCI USA ETF$508,279$32,340 ▲6.8%11,5360.3%ManufacturingFDLOFidelity Low Volatility Factor ETF$507,806$507,806 ▲New Holding8,9010.3%ETFDSIiShares ESG MSCI KLD 400 ETF$446,208$14,738 ▲3.4%4,6020.3%ETFESGUiShares ESG Aware MSCI USA ETF$359,575$81,504 ▲29.3%3,1500.2%ManufacturingHYDBiShares High Yield Bond Factor ETF$340,590$20,812 ▲6.5%7,5770.2%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$210,304$122,587 ▼-36.8%3,2870.1%ManufacturingIFRAiShares U.S. Infrastructure ETF$0$2,746,696 ▼-100.0%00.0%ETFIXCiShares Global Energy ETF$0$1,570,467 ▼-100.0%00.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$252,231 ▼-100.0%00.0%ManufacturingIVWiShares S&P 500 Growth ETF$0$211,967 ▼-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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