Buttonwood Financial Group, LLC

Est. AUM

$162.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BLACKROCK ETF TRUST	ISHARES US EQUIT	$30.7M	528266	18.91%	SOLE
2	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$20.1M	249088	12.35%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$16.8M	218889	10.31%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS US LARG	$13.7M	176093	8.40%	SOLE
5	BLACKROCK ETF TRUST	ISHARES A I INNO	$11.7M	353593	7.17%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$10.5M	185273	6.45%	SOLE
7	ISHARES TR	LONG TERM MUNI	$9.1M	183054	5.62%	SOLE
8	AMERICAN CENTY ETF TR	US EQT ETF	$8.1M	73135	5.00%	SOLE
9	GLOBAL X FDS	DEFENSE TECH ETF	$5.8M	82332	3.59%	SOLE
10	BLACKROCK ETF TRUST	ISHARES LARGE CA	$5.6M	137435	3.47%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$5.5M	55908	3.37%	SOLE
12	BLACKROCK ETF TRUST	ISHARES US THEMA	$4.0M	110025	2.45%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$3.7M	19538	2.31%	SOLE
14	ISHARES GOLD TR	ISHARES NEW	$3.2M	36039	1.95%	SOLE
15	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$2.6M	53377	1.58%	SOLE
16	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.5M	48580	1.55%	SOLE
17	ISHARES TR	MBS ETF	$1.9M	19855	1.16%	SOLE
18	ISHARES TR	CORE 80/20 AGGRE	$1.5M	16537	0.90%	SOLE
19	ISHARES TR	GLOB INDSTRL ETF	$1.4M	7730	0.86%	SOLE
20	ISHARES TR	0-5 YR TIPS ETF	$610K	5893	0.38%	SOLE
21	SHERWIN WILLIAMS CO	COM	$577K	1800	0.35%	SOLE
22	FIDELITY COVINGTON TRUST	LOW VOLITY ETF	$542K	8398	0.33%	SOLE
23	ISHARES TR	CORE 60/40 BALAN	$428K	6644	0.26%	SOLE
24	BLACKROCK ETF TRUST	ISHARES US CARBO	$366K	5224	0.23%	SOLE
25	ISHARES TR	ESG AWRE USD ETF	$352K	15202	0.22%	SOLE
26	ISHARES TR	SYSTEMATIC BD ET	$323K	3633	0.20%	SOLE
27	ISHARES TR	ESG AWR MSCI USA	$286K	2025	0.18%	SOLE
28	ISHARES TR	ESG AWR US AGRGT	$255K	5367	0.16%	SOLE
29	ISHARES TR	ESG MSCI KLD 400	$248K	2045	0.15%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$237K	8993	0.15%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.