Holders — by stockHoldings — by fund
Buttonwood Financial Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001847661
$175.0M
disclosed book value
33
positions
17.8%
largest position share
Positions, as of 2026-06-30
top 33 of 33 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DYNFBLACKROCK ETF TRUST | 459,161 | $31.2M | 17.8% |
| 2 | SPYMSPDR SERIES TRUST | 261,338 | $23.0M | 13.1% |
| 3 | AVEMAMERICAN CENTY ETF TR | 211,484 | $20.4M | 11.7% |
| 4 | AVLCAMERICAN CENTY ETF TR | 169,783 | $15.3M | 8.7% |
| 5 | BAIBLACKROCK ETF TRUST | 258,723 | $13.6M | 7.8% |
| 6 | LMUBISHARES TR | 195,270 | $10.0M | 5.7% |
| 7 | AVUSAMERICAN CENTY ETF TR | 67,340 | $8.6M | 4.9% |
| 8 | SPYGSPDR SERIES TRUST | 71,063 | $8.5M | 4.8% |
| 9 | BLCRBLACKROCK ETF TRUST | 127,265 | $6.4M | 3.7% |
| 10 | SHLDGLOBAL X FDS | 103,100 | $6.2M | 3.5% |
| 11 | SPYVSPDR SERIES TRUST | 82,380 | $5.0M | 2.9% |
| 12 | THROBLACKROCK ETF TRUST | 107,855 | $4.6M | 2.7% |
| 13 | QUALISHARES TR | 19,285 | $4.2M | 2.4% |
| 14 | IAUISHARES GOLD TR | 38,354 | $2.9M | 1.7% |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 54,307 | $2.6M | 1.5% |
| 16 | MBBISHARES TR | 21,049 | $2.0M | 1.1% |
| 17 | BINCBLACKROCK ETF TRUST II | 36,623 | $1.9M | 1.1% |
| 18 | EXIISHARES TR | 8,646 | $1.7M | 1% |
| 19 | AOAISHARES TR | 16,355 | $1.6M | 0.9% |
| 20 | SHWSHERWIN WILLIAMS CO | 1,800 | $619,776 | 0.4% |
| 21 | FDLOFIDELITY COVINGTON TRUST | 8,988 | $614,194 | 0.4% |
| 22 | STIPISHARES TR | 6,001 | $613,058 | 0.4% |
| 23 | AORISHARES TR | 6,135 | $426,392 | 0.2% |
| 24 | LCTUBLACKROCK ETF TRUST | 4,910 | $393,585 | 0.2% |
| 25 | AGGISHARES TR | 3,574 | $353,754 | 0.2% |
| 26 | EAGGISHARES TR | 6,876 | $325,991 | 0.2% |
| 27 | ESGUISHARES TR | 1,975 | $323,249 | 0.2% |
| 28 | SYSBISHARES TR | 3,516 | $311,888 | 0.2% |
| 29 | DSIISHARES TR | 1,974 | $281,078 | 0.2% |
| 30 | SUSCISHARES TR | 11,108 | $257,166 | 0.1% |
| 31 | SPTLSPDR SERIES TRUST | 8,822 | $231,401 | 0.1% |
| 32 | USXFISHARES TR | 2,989 | $207,585 | 0.1% |
| 33 | IVWISHARES TR | 1,487 | $204,415 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.