Buttonwood Financial Group, LLC Top Holdings and 13F Report (2026) About Buttonwood Financial Group, LLCInvestment ActivityButtonwood Financial Group, LLC has $174.98 million in total holdings as of June 30, 2026.Buttonwood Financial Group, LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.03% of the portfolio was purchased this quarter.About 12.79% of the portfolio was sold this quarter.This quarter, Buttonwood Financial Group, LLC has purchased 30 new stocks and bought additional shares in 11 stocks.Buttonwood Financial Group, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares U.S. Equity Factor Rotation Active ETF $31,227,450SPDR Portfolio S&P 500 ETF $22,966,460Avantis Emerging Markets Equity ETF $20,406,133AMERICAN CENTY ETF TR $15,273,689BLACKROCK ETF TRUST $13,639,879 Largest New Holdings this Quarter 464287226 - iShares Core U.S. Aggregate Bond ETF $353,754 Holding46436E767 - iShares ESG Advanced MSCI USA ETF $207,585 Holding464287309 - iShares S&P 500 Growth ETF $204,415 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 42,449 shares (about $3.73M)SPDR Portfolio S&P 500 Growth ETF 15,155 shares (about $1.80M)GLOBAL X FDS 20,768 shares (about $1.24M)ISHARES TR 12,216 shares (about $625.70K)iShares Core U.S. Aggregate Bond ETF 3,574 shares (about $353.75K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 102,893 shares (about $6.25M)BLACKROCK ETF TRUST 94,870 shares (about $5.00M)iShares U.S. Equity Factor Rotation Active ETF 69,105 shares (about $4.70M)Avantis Emerging Markets Equity ETF 37,604 shares (about $3.63M)Avantis U.S. Equity ETF 5,795 shares (about $742.24K) 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$31,227,450$4,699,818 â–¼-13.1%459,16117.8%ETFSPLGSPDR Portfolio S&P 500 ETF$22,966,460$3,730,431 â–²19.4%261,33813.1%ETFAVEMAvantis Emerging Markets Equity ETF$20,406,133$3,628,417 â–¼-15.1%211,48411.7%ETFAMERICAN CENTY ETF TR$15,273,689$567,648 â–¼-3.6%169,7838.7%AVANTIS US LARGBLACKROCK ETF TRUST$13,639,879$5,001,547 â–¼-26.8%258,7237.8%ISHA I IN TE ETFISHARES TR$10,001,729$625,703 â–²6.7%195,2705.7%LONG TERM MUNIAVUSAvantis U.S. Equity ETF$8,625,047$742,236 â–¼-7.9%67,3404.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$8,455,878$1,803,313 â–²27.1%71,0634.8%ETFBLACKROCK ETF TRUST$6,410,327$512,262 â–¼-7.4%127,2653.7%ISHA LA CORE ETFGLOBAL X FDS$6,156,158$1,240,069 â–²25.2%103,1003.5%DEFENSE TECH ETFSPYVSPDR Portfolio S&P 500 Value ETF$5,007,937$6,254,936 â–¼-55.5%82,3802.9%ETFBTHMBlackRock Future U.S. Themes ETF$4,649,625$93,549 â–¼-2.0%107,8552.7%ETFQUALiShares MSCI USA Quality Factor ETF$4,231,649$55,515 â–¼-1.3%19,2852.4%ETFIAUiShares Gold Trust$2,896,130$174,807 â–²6.4%38,3541.7%ETFBNDXVanguard Total International Bond ETF$2,630,084$45,040 â–²1.7%54,3071.5%ETFMBBiShares MBS ETF$1,989,532$112,856 â–²6.0%21,0491.1%ETFBINCiShares Flexible Income Active ETF$1,916,769$625,804 â–¼-24.6%36,6231.1%ETFEXIiShares Global Industrials ETF$1,733,542$183,660 â–²11.8%8,6461.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$1,596,247$17,763 â–¼-1.1%16,3550.9%ETFSHWSherwin-Williams$619,7760.0%1,8000.4%MaterialsFDLOFidelity Low Volatility Factor ETF$614,194$40,318 â–²7.0%8,9880.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$613,058$11,033 â–²1.8%6,0010.4%ETFAORiShares Core 60/40 Balanced Allocation ETF$426,392$35,376 â–¼-7.7%6,1350.2%ETFLCTUBlackRock U.S. Carbon Transition Readiness ETF$393,585$25,170 â–¼-6.0%4,9100.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$353,754$353,754 â–²New Holding3,5740.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$325,991$71,542 â–²28.1%6,8760.2%ETFESGUiShares ESG Aware MSCI USA ETF$323,249$8,184 â–¼-2.5%1,9750.2%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$311,888$10,379 â–¼-3.2%3,5160.2%ETFDSIiShares ESG MSCI KLD 400 ETF$281,078$10,110 â–¼-3.5%1,9740.2%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$257,166$94,782 â–¼-26.9%11,1080.1%ETFSPTLSPDR Portfolio Long Term Treasury ETF$231,401$4,485 â–¼-1.9%8,8220.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$207,585$207,585 â–²New Holding2,9890.1%ETFIVWiShares S&P 500 Growth ETF$204,415$204,415 â–²New Holding1,4870.1%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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