Buttonwood Financial Group, LLC
13F Reported Value
ⓘ$162.5M
Holdings
30
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Buttonwood Financial Group, LLC disclosed 30 positions worth $162.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $SHW. The portfolio is most concentrated in Other (97.7% of disclosed assets). All figures are sourced directly from Buttonwood Financial Group, LLC’s Form 13F-HR filing with the SEC under CIK 1847661.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
BLACKROCK ETF TRUST
—Quality
$30.7M528,266 shAMERICAN CENTY ETF TR
—Quality
$20.1M249,088 shSPDR SERIES TRUST
—Quality
$16.8M218,889 shAMERICAN CENTY ETF TR
—Quality
$13.7M176,093 shBLACKROCK ETF TRUST
—Quality
$11.7M353,593 shSPDR SERIES TRUST
—Quality
$10.5M185,273 shISHARES TR
—Quality
$9.1M183,054 shAMERICAN CENTY ETF TR
—Quality
$8.1M73,135 shGLOBAL X FDS
—Quality
$5.8M82,332 shBLACKROCK ETF TRUST
—Quality
$5.6M137,435 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| BLACKROCK ETF TRUST | — | $30.7M | 528,266 |
| AMERICAN CENTY ETF TR | — | $20.1M | 249,088 |
| SPDR SERIES TRUST | — | $16.8M | 218,889 |
| AMERICAN CENTY ETF TR | — | $13.7M | 176,093 |
| BLACKROCK ETF TRUST | — | $11.7M | 353,593 |
| SPDR SERIES TRUST | — | $10.5M | 185,273 |
| ISHARES TR | — | $9.1M | 183,054 |
| AMERICAN CENTY ETF TR | — | $8.1M | 73,135 |
| GLOBAL X FDS | — | $5.8M | 82,332 |
| BLACKROCK ETF TRUST | — | $5.6M | 137,435 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Buttonwood Financial Group, LLC's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Other
$158.8M
Financials
$3.2M
Consumer Discretionary
$576,990
Full Holdings — Buttonwood Financial Group, LLC (Q1 2026)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK ETF TRUST | $30.7M | 18.9% | -2% | — |
| 2 | — | AMERICAN CENTY ETF TR | $20.1M | 12.3% | -28% | — |
| 3 | — | SPDR SERIES TRUST | $16.8M | 10.3% | -56% | — |
| 4 | — | AMERICAN CENTY ETF TR | $13.7M | 8.4% | -49% | — |
| 5 | — | BLACKROCK ETF TRUST | $11.7M | 7.2% | +23% | — |
| 6 | — | SPDR SERIES TRUST | $10.5M | 6.5% | -3% | — |
| 7 | — | ISHARES TR | $9.1M | 5.6% | +2072% | — |
| 8 | — | AMERICAN CENTY ETF TR | $8.1M | 5.0% | +15% | — |
| 9 | — | GLOBAL X FDS | $5.8M | 3.6% | +36% | — |
| 10 | — | BLACKROCK ETF TRUST | $5.6M | 3.5% | -74% | — |
| 11 | — | SPDR SERIES TRUST | $5.5M | 3.4% | -4% | — |
| 12 | — | BLACKROCK ETF TRUST | $4.0M | 2.5% | -7% | — |
| 13 | — | ISHARES TR | $3.7M | 2.3% | -8% | — |
| 14 |  $IAU | ISHARES GOLD TRUST | $3.2M | 1.9% | -66% | — |
| 15 | — | VANGUARD CHARLOTTE FDS | $2.6M | 1.6% | +588% | — |
| 16 | — | BLACKROCK ETF TRUST II | $2.5M | 1.6% | -18% | — |
| 17 | — | ISHARES TR | $1.9M | 1.2% | -1% | — |
| 18 | — | ISHARES TR | $1.5M | 0.9% | -22% | — |
| 19 | — | ISHARES TR | $1.4M | 0.9% | -21% | — |
| 20 | — | ISHARES TR | $609,516 | 0.4% | +2% | — |
| 21 |  $SHW | SHERWIN WILLIAMS CO | $576,990 | 0.3% | NEW | 65.3 |
| 22 | — | FIDELITY COVINGTON TRUST | $542,427 | 0.3% | +7% | — |
| 23 | — | ISHARES TR | $427,543 | 0.3% | -21% | — |
| 24 | — | BLACKROCK ETF TRUST | $366,397 | 0.2% | -21% | — |
| 25 | — | ISHARES TR | $351,738 | 0.2% | -4% | — |
| 26 | — | ISHARES TR | $323,296 | 0.2% | +22% | — |
| 27 | — | ISHARES TR | $286,376 | 0.2% | -10% | — |
| 28 | — | ISHARES TR | $255,200 | 0.2% | +27% | — |
| 29 | — | ISHARES TR | $247,834 | 0.1% | -19% | — |
| 30 | — | SPDR SERIES TRUST | $236,516 | 0.1% | -96% | — |
New Positions (1)
$SHW SHERWIN WILLIAMS CO$576,990Exited Positions (3)
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