StockDriftsStockDriftsTop 39 Buttonwood Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 12.56% | 352.7K | $24.9M | -23.18%(-106.42K) | $48.80(+41.32%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 12.05% | 260.9K | $23.9M | -0.18%(-479) | $68.10(+32.50%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 10.22% | 211.1K | $20.3M | -0.20%(-430) | $78.80(+13.50%) | 2026-09-30 | |
| AVLC | AMERICAN CENTY ETF TR | 7.91% | 170.1K | $15.7M | +0.20%(+335) | $73.81(+22.90%) | 2026-09-30 | |
| IALT | BLACKROCK ETF TRUST | 7.82% | 516.1K | $15.5M | new | $28.95(+2.61%) | 2026-09-30 | |
| BAI | BLACKROCK ETF TRUST | 5.72% | 228.5K | $11.4M | -11.68%(-30.22K) | $31.81(+32.82%) | 2026-09-30 | |
| PZA | INVESCO EXCH TRADED FD TR II | 4.41% | 409.8K | $8.8M | new | $22.45(-3.76%) | 2026-09-30 | |
| INRO | BLACKROCK ETF TRUST | 4.41% | 232.2K | $8.7M | new | $36.75(-0.21%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 4.26% | 64.6K | $8.5M | -4.01%(-2.70K) | $82.73(+55.84%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 4.2% | 65.9K | $8.3M | -7.22%(-5.13K) | $76.60(+58.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.23% | +69.51% | — | — | +56.79% |
| Top 20 Holdings Unweighted | +14.15% | +48.72% | — | — | +32.34% |
Buttonwood Financial Group LLC reports $198.52M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are DYNF (12.6%), SPYM (12.1%) and AVEM (10.2%). The top 20 holdings account for 94.5% of reported assets. Its disclosed equity book has returned +69.51% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Buttonwood Financial Group LLC, compare funds side by side, and get alerts the moment positions change.
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