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Q3 2026 13F · SEC CIK 1847661

Buttonwood Financial Group, LLC

Wealth managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$198.5M
Reported positions
39
Top holdings a year, 3 yrs
+18.6%
Assets under management
$659.5M

Buttonwood Financial Group, LLC is a wealth manager that reported 39 positions worth $198.5M in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Blackrock ETF Trust (DYNF, 12.6%), Spdr Series Trust (SPLG, 12.1%), American Centy ETF Tr (AVEM, 10.2%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Buttonwood Financial Group, LLC holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buttonwood Financial Group, LLC 13F holdings
Stock% of 13F valueShare changeReported value
DYNFBlackrock ETF Trust12.6%-23.2%$24.9M
SPLGSpdr Series Trust12.1%-0.2%$23.9M
AVEMAmerican Centy ETF Tr10.2%-0.2%$20.3M
AVLCAmerican Centy ETF Tr7.9%+0.2%$15.7M
IALTBlackrock ETF Trust7.8%—$15.5M
BAIBlackrock ETF Trust5.7%-11.7%$11.4M
PZAInvesco Exch Traded Fd Tr II4.4%—$8.8M
INROBlackrock ETF Trust4.4%—$8.7M
AVUSAvantis U.S. Equity ETF4.3%-4.0%$8.5M
SPYGState Street Spdr Portfolio S&p 500 Grow4.2%-7.2%$8.3M
BLCRBlackrock ETF Trust3.3%+2.2%$6.6M
VTEBVanguard Mun Bd Fds3.1%—$6.1M
SHLDGlobal X Defense Tech ETF2.6%-15.3%$5.2M
IAUIshares Gold Tr2.6%+70.7%$5.1M
BTHMBlackrock ETF Trust2.2%-11.8%$4.3M
QUALIshares Tr2.0%-9.1%$4.0M
BNDXVanguard Charlotte Fds2.0%+53.3%$3.9M
SPYVState Street Spdr Portfolio S&p 500 Valu1.5%-41.1%$3.0M
BINCBlackrock ETF Trust II1.0%+2.9%$1.9M
AOAIshares Tr0.8%-7.3%$1.5M
EXIIshares Tr0.7%-12.3%$1.5M
EUSAIshares Inc0.7%—$1.4M
ESGUIshares Tr0.6%+268.5%$1.2M
XARState Streer0.6%—$1.1M
FDLOFidelity Covington Trust0.3%-1.2%$641K
AAAUGoldman Sachs Physical Gold0.3%—$564K
STIPIshares Tr0.3%-9.6%$543K
SCHXSchwab Strategic Tr0.2%—$426K
LMUBIshares Tr0.2%-95.4%$420K
AORIshares Tr0.2%-3.9%$407K
ACWXIshares Tr0.2%—$394K
SHWSherwin Williams Co0.2%-33.3%$385K
LCTUBlackrock ETF Trust0.2%-11.0%$365K
EAGGIshares Tr0.2%+1.7%$316K
DSIIshares Tr0.1%-1.3%$292K
FIBRIshares Tr0.1%-1.2%$292K
SUSCIshares Tr0.1%-3.2%$236K
IVWIshares Tr0.1%-0.2%$217K
SPTLSpdr Series Trust0.1%+0.0%$209K

What Buttonwood Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+22.3% /yr
S&P 500 +20.1%
3 years
+18.6% /yr
S&P 500 +20.4%
5 years
+13.8% /yr
S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q3 2026$198.5M39
Q2 2026$175.0M33
Q1 2026$162.5M30
Q4 2025$188.1M33
Q3 2025$231.6M31
Q2 2025$197.0M30
Q1 2025$170.6M28
Q4 2024$180.6M28
Q3 2024$166.7M27
Q2 2024$175.3M29
Q1 2024$169.1M29
Q4 2023$137.4M27

Questions about Buttonwood Financial Group, LLC's portfolio

What stocks does Buttonwood Financial Group, LLC own?

Buttonwood Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 39 positions worth $198.5M. The largest are Blackrock ETF Trust (DYNF) at 12.6%, Spdr Series Trust (SPLG) at 12.1%, American Centy ETF Tr (AVEM) at 10.2%, American Centy ETF Tr (AVLC) at 7.9% and Blackrock ETF Trust (IALT) at 7.8%.

What did Buttonwood Financial Group, LLC buy last quarter?

In Q3 2026, Buttonwood Financial Group, LLC added a new position in Blackrock ETF Trust (IALT), a new position in Invesco Exch Traded Fd Tr II (PZA), a new position in Blackrock ETF Trust (INRO), a new position in Vanguard Mun Bd Fds (VTEB), a new position in Ishares Inc (EUSA), Ishares Tr (ESGU) (+268.5% shares), Ishares Gold Tr (IAU) (+70.7% shares) and Vanguard Charlotte Fds (BNDX) (+53.3% shares), compared with its Q2 2026 filing.

What did Buttonwood Financial Group, LLC sell last quarter?

In Q3 2026, Buttonwood Financial Group, LLC sold all of Ishares Tr (MBB), sold all of Ishares Tr (AGG), sold all of Ishares Tr (USXF), Ishares Tr (LMUB) (-95.4% shares), State Street Spdr Portfolio S&p 500 Valu (SPYV) (-41.1% shares) and Sherwin Williams Co (SHW) (-33.3% shares), compared with its Q2 2026 filing.

How has Buttonwood Financial Group, LLC's portfolio performed?

A portfolio copying Buttonwood Financial Group, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.3% against +20.1%. Over 5 years: +13.8% a year against +15.9%.

When is Buttonwood Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buttonwood Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Buttonwood Financial Group, LLC manage?

Buttonwood Financial Group, LLC reported $659.5M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $198.5M.