Buttonwood Financial Group, LLC
CIK: 0001847661SEC EDGAR →
Portfolio Value
$188.1M
Holdings
33
As of
Q4 2025
New Positions
33
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 496,741 | $40.6M | 21.56% |
| 2 | BLACKROCK ETF TRUST | 538,205 | $33.1M | 17.61% |
| 3 | AMERICAN CENTY ETF TR | 346,612 | $28.0M | 14.89% |
| 4 | SPDR SERIES TRUST | 190,446 | $11.1M | 5.89% |
| 5 | BLACKROCK ETF TRUST | 286,881 | $9.8M | 5.23% |
| 6 | ISHARES GOLD TR | 104,759 | $8.9M | 4.73% |
| 7 | AMERICAN CENTY ETF TR | 63,486 | $7.3M | 3.88% |
| 8 | SPDR SERIES TRUST | 58,399 | $6.3M | 3.35% |
| 9 | SPDR SERIES TRUST | 201,520 | $5.4M | 2.85% |
| 10 | BLACKROCK ETF TRUST | 118,535 | $4.7M | 2.47% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (33)
$40.6M · 497K shares
$33.1M · 538K shares
$28.0M · 347K shares
$11.1M · 190K shares
$9.8M · 287K shares
$8.9M · 105K shares
$7.3M · 63K shares
$6.3M · 58K shares
$5.4M · 202K shares
$4.7M · 119K shares
$4.5M · 61K shares
$4.3M · 21K shares
$4.0M · 16K shares
$3.8M · 77K shares
$3.1M · 59K shares
$2.5M · 11K shares
$1.9M · 21K shares
$1.9M · 20K shares
$1.8M · 10K shares
$594K · 6K shares
$556K · 8K shares
$533K · 8K shares
$500K · 7K shares
$376K · 8K shares
$370K · 16K shares
$361K · 2K shares
$341K · 2K shares
$333K · 3K shares
$269K · 3K shares
$211K · 4K shares
$202K · 2K shares
$202K · 4K shares
$201K · 4K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $175.5M | 93.3% |
| Unknown | 2 | $12.7M | 6.7% |