Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $130 Million
  • Q4 2025

Buttonwood Financial Group, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $130 Million distributed in 33 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 $39.3M, Blackrock ETF Tr U S Equity Fa with a value of $32.3M, Spdr Portfolio S&P 500 Value E with a value of $10.7M, Ishares Gold Trust with a value of $8.06M, and American Centy ETF Tr Avantis with a value of $6.93M.

Examining the 13F form we can see an decrease of $30.8M in the current position value, from $160M to 130M.

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

Portfolio value $130 Million
ETFs: $129 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 33
  • Current Value $130 Million
  • Prior Value $160 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 13, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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