Buttonwood Financial Group, LLC Top Holdings and 13F Report (2026) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $198.52 million in total holdings as of September 30, 2026.Buttonwood Financial Group, LLC owns shares of 39 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 23.98% of the portfolio was purchased this quarter.About 13.09% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 33 new stocks and bought additional shares in 7 stocks.Buttonwood Financial Group, LLC sold shares of 22 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $24,931,560SPDR Portfolio S&P 500 ETF $23,926,141Avantis Emerging Markets Equity ETF $20,290,719AMERICAN CENTY ETF TR $15,696,787BLACKROCK ETF TRUST $15,529,608 Largest New Holdings this Quarter 09290C665 - BLACKROCK ETF TRUST $15,529,608 Holding46138E537 - Invesco National AMT-Free Municipal Bond ETF $8,762,174 Holding09290C830 - BLACKROCK ETF TRUST $8,744,961 Holding922907746 - Vanguard Tax-Exempt Bond ETF $6,065,814 Holding464286681 - iShares MSCI USA Equal Weighted ETF $1,402,761 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 516,105 shares (about $15.53M)Invesco National AMT-Free Municipal Bond ETF 409,830 shares (about $8.76M)BLACKROCK ETF TRUST 232,208 shares (about $8.74M)Vanguard Tax-Exempt Bond ETF 128,160 shares (about $6.07M)iShares Gold Trust 27,100 shares (about $2.12M) Largest Sales this Quarter ISHARES TR 186,229 shares (about $8.66M)iShares U.S. Equity Factor Rotation Active ETF 106,420 shares (about $7.52M)SPDR Portfolio S&P 500 Value ETF 33,829 shares (about $2.10M)BLACKROCK ETF TRUST 30,223 shares (about $1.50M)GLOBAL X FDS 15,742 shares (about $945.48K) 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$24,931,560$7,521,713 ▼-23.2%352,74112.6%ETFSPLGSPDR Portfolio S&P 500 ETF$23,926,141$43,934 ▼-0.2%260,85912.1%ETFAVEMAvantis Emerging Markets Equity ETF$20,290,719$41,340 ▼-0.2%211,05410.2%ETFAMERICAN CENTY ETF TR$15,696,787$30,910 ▲0.2%170,1187.9%AVANTIS US LARGBLACKROCK ETF TRUST$15,529,608$15,529,608 ▲New Holding516,1057.8%ISHA SYST AL ETFBLACKROCK ETF TRUST$11,363,320$1,502,992 ▼-11.7%228,5005.7%ISHA I IN TE ETFPZAInvesco National AMT-Free Municipal Bond ETF$8,762,174$8,762,174 ▲New Holding409,8304.4%ETFBLACKROCK ETF TRUST$8,744,961$8,744,961 ▲New Holding232,2084.4%ISHA U S IND ETFAVUSAvantis U.S. Equity ETF$8,452,682$352,658 ▼-4.0%64,6434.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,340,413$649,073 ▼-7.2%65,9324.2%ETFBLACKROCK ETF TRUST$6,564,135$141,064 ▲2.2%130,0603.3%ISHA LA CORE ETFVTEBVanguard Tax-Exempt Bond ETF$6,065,814$6,065,814 ▲New Holding128,1603.1%ETFGLOBAL X FDS$5,246,785$945,476 ▼-15.3%87,3582.6%DEFENSE TECH ETFIAUiShares Gold Trust$5,129,563$2,123,799 ▲70.7%65,4542.6%ETFBTHMBlackRock Future U.S. Themes ETF$4,275,262$569,586 ▼-11.8%95,1752.2%ETFQUALiShares MSCI USA Quality Factor ETF$3,970,866$396,543 ▼-9.1%17,5342.0%ETFBNDXVanguard Total International Bond ETF$3,901,154$1,356,840 ▲53.3%83,2682.0%ETFSPYVSPDR Portfolio S&P 500 Value ETF$3,011,569$2,098,378 ▼-41.1%48,5511.5%ETFBINCiShares Flexible Income Active ETF$1,911,429$54,309 ▲2.9%37,6941.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,491,784$117,061 ▼-7.3%15,1650.8%ETFEXIiShares Global Industrials ETF$1,461,101$204,381 ▼-12.3%7,5850.7%ETFEUSAiShares MSCI USA Equal Weighted ETF$1,402,761$1,402,761 ▲New Holding12,2920.7%ETFESGUiShares ESG Aware MSCI USA ETF$1,241,821$904,787 ▲268.5%7,2770.6%ETFXARSPDR S&P Aerospace & Defense ETF$1,101,750$1,101,750 ▲New Holding4,7160.6%ETFFDLOFidelity Low Volatility Factor ETF$640,871$7,794 ▼-1.2%8,8800.3%ETFGOLDMAN SACHS PHYSICAL GOLD$563,669$563,669 ▲New Holding13,7180.3%UNITSTIPiShares 0-5 Year TIPS Bond ETF$542,549$57,495 ▼-9.6%5,4260.3%ETFSCHXSchwab US Large-Cap ETF$426,244$426,244 ▲New Holding13,8840.2%ETFISHARES TR$420,224$8,655,889 ▼-95.4%9,0410.2%LONG TERM MUNIAORiShares Core 60/40 Balanced Allocation ETF$406,882$16,493 ▼-3.9%5,8960.2%ETFACWXiShares MSCI ACWI ex U.S. ETF$393,818$393,818 ▲New Holding5,1560.2%ETFSHWSherwin-Williams$385,392$192,696 ▼-33.3%1,2000.2%MaterialsLCTUBlackRock U.S. Carbon Transition Readiness ETF$364,799$44,891 ▼-11.0%4,3720.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$315,849$5,329 ▲1.7%6,9940.2%ETFDSIiShares ESG MSCI KLD 400 ETF$292,375$3,902 ▼-1.3%1,9480.1%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$291,961$3,530 ▼-1.2%3,4740.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$235,933$7,721 ▼-3.2%10,7560.1%ETFIVWiShares S&P 500 Growth ETF$216,744$438 ▼-0.2%1,4840.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$209,0820.0%8,8220.1%ETFMBBiShares MBS ETF$0$1,989,532 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$353,754 ▼-100.0%00.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$0$207,585 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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