StockDriftsStockDriftsTop 33 Buttonwood Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 17.85% | 459.2K | $31.2M | -13.08%(-69.11K) | $48.80(+43.49%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 13.13% | 261.3K | $23.0M | +19.39%(+42.45K) | $68.10(+33.69%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 11.66% | 211.5K | $20.4M | -15.10%(-37.60K) | $78.80(+17.40%) | 2026-06-30 | |
| AVLC | AMERICAN CENTY ETF TR | 8.73% | 169.8K | $15.3M | -3.58%(-6.31K) | $73.78(+25.16%) | 2026-06-30 | |
| BAI | BLACKROCK ETF TRUST | 7.8% | 258.7K | $13.6M | -26.83%(-94.87K) | $31.81(+39.70%) | 2026-06-30 | |
| LMUB | ISHARES TR | 5.72% | 195.3K | $10.0M | +6.67%(+12.22K) | $50.18(-0.48%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.93% | 67.3K | $8.6M | -7.92%(-5.79K) | $82.73(+58.93%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 4.83% | 71.1K | $8.5M | +27.11%(+15.15K) | $76.60(+60.28%) | 2026-06-30 | |
| BLCR | BLACKROCK ETF TRUST | 3.66% | 127.3K | $6.4M | -7.40%(-10.17K) | $41.71(+20.73%) | 2026-06-30 | |
| SHLD | GLOBAL X FDS | 3.52% | 103.1K | $6.2M | +25.22%(+20.77K) | $65.54(+5.88%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.31% | +65.62% | — | — | +58.38% |
| Top 20 Holdings Unweighted | +13.24% | +45.21% | — | — | +34.55% |
Buttonwood Financial Group, LLC reports $174.98M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (17.9%), SPYM (13.1%) and AVEM (11.7%). The top 20 holdings account for 97.42% of reported assets. Its disclosed equity book has returned +65.62% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Buttonwood Financial Group, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1847661). View Buttonwood Financial Group, LLC’s 13F filings on SEC