Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $160 Million
  • Q3 2025

Buttonwood Financial Group, LLC has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Million distributed in 31 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $53.4M, Blackrock ETF Tr U S Equity Fa with a value of $46.6M, Ishares Gold Trust with a value of $10.2M, American Centy ETF Tr Avantis with a value of $8.52M, and Spdr Portfolio with a value of $7.31M.

Examining the 13F form we can see an decrease of $16.7M in the current position value, from $177M to 160M.

Below you can find more details about Buttonwood Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $160 Million
ETFs: $160 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.4 Million 33.3% of portfolio
681,693
Q3 2025 Added 99.41%
$0
$46.6 Million 29.08% of portfolio
787,890
Q3 2025 Added 62.01%
$65.3B
$10.2 Million 6.33% of portfolio
139,557
Q3 2025 Added 21.64%
$0
$8.52 Million 5.31% of portfolio
78,392
Q3 2025 Reduced 66.08%
$0
$7.31 Million 4.56% of portfolio
69,989
Q3 2025 Reduced 30.24%
$0
$6.35 Million 3.96% of portfolio
235,794
Q3 2025 Added 30.96%
$0
$5.74 Million 3.58% of portfolio
103,660
Q3 2025 Added 1.1%
$0
$5.26 Million 3.28% of portfolio
27,052
Q3 2025 Reduced 80.68%
$0
$4.8 Million 2.99% of portfolio
19,666
Q3 2025 Reduced 65.84%
$0
$2.66 Million 1.66% of portfolio
27,931
Q3 2025 Added 3.86%
$0
$2.03 Million 1.27% of portfolio
23,069
Q3 2025 Added 0.7%
$0
$821,000 0.51% of portfolio
11,321
Q3 2025 Added 1.61%
$0
$711,000 0.44% of portfolio
30,199
Q3 2025 Added 20.97%
$0
$696,000 0.43% of portfolio
10,811
Q3 2025 Reduced 0.09%
$0
$656,000 0.41% of portfolio
6,354
Q3 2025 Reduced 6.48%
$0
$648,000 0.4% of portfolio
4,457
Q3 2025 Added 42.31%
$0
$598,000 0.37% of portfolio
9,082
Q3 2025 Reduced 0.82%
$0
$554,000 0.35% of portfolio
11,547
Q3 2025 Reduced 0.58%
$0
$557,000 0.35% of portfolio
4,425
Q3 2025 Added 0.68%
$0
$444,000 0.28% of portfolio
2,271
Q3 2025 Reduced 97.65%
$0
$349,000 0.22% of portfolio
6,092
Q3 2025 Reduced 23.36%
$0
$292,000 0.18% of portfolio
1,607
Q3 2025 Reduced 19.61%
$0
$280,000 0.17% of portfolio
2,324
Q3 2025 New
$0
$267,000 0.17% of portfolio
6,159
Q3 2025 Added 8.34%
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 New
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 61.69%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 37.64%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q3 2025 Added 75.47%
American Centy ETF Tr
-
$0 0.0% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $160 Million
  • Prior Value $177 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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