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Buttonwood Financial Group, Llc

Portfolio Manager
Buttonwood Financial Group, LLC
Performance
-2.26% (2026 Q1)
AUM (13F)
$162.54M
# of Holdings
30
Performance Rank
Allocation (Top 20)
97.77%

Buttonwood Financial Group, Llc Holdings Map

Top 30 Buttonwood Financial Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DYNF
BLACKROCK ETF TRUST
18.91%528.3K$30.7M
-1.85%(-9.94K)
2025-Q1: 478.3K shares2025-Q2: 486.3K shares2025-Q3: 787.9K shares2025-Q4: 538.2K shares2026-Q1: 528.3K shares
$48.80(+32.24%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
12.35%249.1K$20.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 249.1K shares
$78.80(+17.04%)
2026-03-31
SPYM
SPDR SERIES TRUST
10.31%218.9K$16.8M
-55.93%(-277.85K)
2025-Q1: 484.4K shares2025-Q2: 341.9K shares2025-Q3: 681.7K shares2025-Q4: 496.7K shares2026-Q1: 218.9K shares
$65.57(+29.92%)
2026-03-31
AVLC
AMERICAN CENTY ETF TR
8.4%176.1K$13.7M
-49.20%(-170.52K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 435.1K shares2025-Q4: 346.6K shares2026-Q1: 176.1K shares
$73.78(+16.86%)
2026-03-31
BAI
BLACKROCK ETF TRUST
7.17%353.6K$11.7M
+23.25%(+66.71K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 439.3K shares2025-Q4: 286.9K shares2026-Q1: 353.6K shares
$31.81(+40.77%)
2026-03-31
SPYV
SPDR SERIES TRUST
6.45%185.3K$10.5M
-2.72%(-5.17K)
2025-Q1: 100.5K shares2025-Q2: 102.5K shares2025-Q3: 103.7K shares2025-Q4: 190.4K shares2026-Q1: 185.3K shares
$51.96(+15.41%)
2026-03-31
LMUB
ISHARES TR
5.62%183.1K$9.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 183.1K shares
$50.16(+0.73%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
5%73.1K$8.1M
+15.20%(+9.65K)
2025-Q1: 225.9K shares2025-Q2: 231.1K shares2025-Q3: 78.4K shares2025-Q4: 63.5K shares2026-Q1: 73.1K shares
$82.73(+48.81%)
2026-03-31
SHLD
GLOBAL X FDS
3.59%82.3K$5.8M
+36.01%(+21.80K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 106.7K shares2025-Q4: 60.5K shares2026-Q1: 82.3K shares
$65.93(+2.43%)
2026-03-31
BLCR
BLACKROCK ETF TRUST
3.47%137.4K$5.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 137.4K shares
$41.71(+16.11%)
2026-03-31

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