Buttonwood Financial Group, LLC Top Holdings and 13F Report (2026) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $162.54 million in total holdings as of March 31, 2026.Buttonwood Financial Group, LLC owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 26.21% of the portfolio was purchased this quarter.About 37.07% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 33 new stocks and bought additional shares in 8 stocks.Buttonwood Financial Group, LLC sold shares of 18 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $30,734,363Avantis Emerging Markets Equity ETF $20,071,514SPDR Portfolio S&P 500 ETF $16,753,806AMERICAN CENTY ETF TR $13,656,029BLACKROCK ETF TRUST $11,650,910 Largest New Holdings this Quarter 025072604 - Avantis Emerging Markets Equity ETF $20,071,514 Holding46438G448 - ISHARES TR $9,139,888 Holding09290C855 - BLACKROCK ETF TRUST $5,643,080 Holding824348106 - Sherwin-Williams $576,990 Holding Largest Purchases this Quarter Avantis Emerging Markets Equity ETF 249,088 shares (about $20.07M)ISHARES TR 183,054 shares (about $9.14M)BLACKROCK ETF TRUST 137,435 shares (about $5.64M)BLACKROCK ETF TRUST 66,712 shares (about $2.20M)Vanguard Total International Bond ETF 45,623 shares (about $2.19M) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 277,852 shares (about $21.27M)AMERICAN CENTY ETF TR 170,519 shares (about $13.22M)iShares Gold Trust 68,720 shares (about $6.06M)SPDR Portfolio Long Term Treasury ETF 192,527 shares (about $5.06M)iShares U.S. Equity Factor Rotation Active ETF 9,939 shares (about $578.25K) 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$30,734,363$578,248 ▼-1.8%528,26618.9%ETFAVEMAvantis Emerging Markets Equity ETF$20,071,514$20,071,514 ▲New Holding249,08812.3%ETFSPLGSPDR Portfolio S&P 500 ETF$16,753,806$21,266,845 ▼-55.9%218,88910.3%ETFAMERICAN CENTY ETF TR$13,656,029$13,223,765 ▼-49.2%176,0938.4%AVANTIS US LARGBLACKROCK ETF TRUST$11,650,910$2,198,164 ▲23.3%353,5937.2%ISHARES A I INNOSPYVSPDR Portfolio S&P 500 Value ETF$10,482,735$292,688 ▼-2.7%185,2736.4%ETFISHARES TR$9,139,888$9,139,888 ▲New Holding183,0545.6%LONG TERM MUNIAVUSAvantis U.S. Equity ETF$8,131,030$1,072,760 ▲15.2%73,1355.0%ETFGLOBAL X FDS$5,832,485$1,544,193 ▲36.0%82,3323.6%DEFENSE TECH ETFBLACKROCK ETF TRUST$5,643,080$5,643,080 ▲New Holding137,4353.5%ISHARES LARGE CASPYGSPDR Portfolio S&P 500 Growth ETF$5,473,955$243,894 ▼-4.3%55,9083.4%ETFBTHMBlackRock Future U.S. Themes ETF$3,985,111$308,233 ▼-7.2%110,0252.5%ETFQUALiShares MSCI USA Quality Factor ETF$3,747,539$304,015 ▼-7.5%19,5382.3%ETFIAUiShares Gold Trust$3,177,437$6,058,810 ▼-65.6%36,0392.0%FinanceBNDXVanguard Total International Bond ETF$2,564,762$2,192,183 ▲588.4%53,3771.6%ETFBINCiShares Flexible Income Active ETF$2,522,713$536,167 ▼-17.5%48,5801.6%ETFMBBiShares MBS ETF$1,885,238$15,477 ▼-0.8%19,8551.2%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,463,360$424,310 ▼-22.5%16,5370.9%ETFEXIiShares Global Industrials ETF$1,399,210$366,003 ▼-20.7%7,7300.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$609,516$9,929 ▲1.7%5,8930.4%ETFSHWSherwin-Williams$576,990$576,990 ▲New Holding1,8000.4%Basic MaterialsFDLOFidelity Low Volatility Factor ETF$542,427$33,716 ▲6.6%8,3980.3%ETFAORiShares Core 60/40 Balanced Allocation ETF$427,543$114,672 ▼-21.1%6,6440.3%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$366,397$99,314 ▼-21.3%5,2240.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$351,738$14,206 ▼-3.9%15,2020.2%ManufacturingFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$323,296$57,309 ▲21.5%3,6330.2%ETFESGUiShares ESG Aware MSCI USA ETF$286,376$32,385 ▼-10.2%2,0250.2%ManufacturingEAGGiShares ESG Aware U.S. Aggregate Bond ETF$255,200$54,682 ▲27.3%5,3670.2%ETFDSIiShares ESG MSCI KLD 400 ETF$247,834$59,626 ▼-19.4%2,0450.2%ETFSPTLSPDR Portfolio Long Term Treasury ETF$236,516$5,063,462 ▼-95.5%8,9930.1%ETFMGCVanguard Mega Cap ETF$0$4,023,869 ▼-100.0%00.0%ETFBLACKROCK ETF TRUST II$0$3,769,042 ▼-100.0%00.0%ISHARES HIGH YIEFTECFidelity MSCI Information Technology Index ETF$0$2,481,715 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$361,189 ▼-100.0%00.0%ETFUSXFiShares ESG Advanced MSCI USA ETF$0$211,767 ▼-100.0%00.0%ManufacturingIVWiShares S&P 500 Growth ETF$0$202,365 ▼-100.0%00.0%ETFESGEiShares ESG Aware MSCI EM ETF$0$201,873 ▼-100.0%00.0%ManufacturingShowing 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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