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Buttonwood Financial Group, LLC
hedge fundUpdated 20 days agoManaged by Buttonwood Financial Group, Llc • Latest filing Q3 2026
Portfolio value
$198.5M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-14.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $231.6M |
| Q4 2025 | $188.1M |
| Q1 2026 | $162.5M |
| Q2 2026 | $175M |
| Q3 2026 | $198.5M |
Top holdings
39 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $24.9M | 352.7K | 12.56% | Trimmed(-23.2%) | |
| 2 | $23.9M | 260.9K | 12.05% | Trimmed(-0.2%) | |
| 3 | ? N/A AMERICAN CENTY ETF TR | $20.3M | 211.1K | 10.22% | Trimmed(-0.2%) |
| 4 | ? N/A AMERICAN CENTY ETF TR | $15.7M | 170.1K | 7.91% | Added(+0.2%) |
| 5 | $15.5M | 516.1K | 7.82% | — | |
| 6 | $11.4M | 228.5K | 5.72% | Trimmed(-11.7%) | |
| 7 | $8.8M | 409.8K | 4.41% | — | |
| 8 | ? N/A BLACKROCK ETF TRUST | $8.7M | 232.2K | 4.41% | — |
| 9 | ? N/A AMERICAN CENTY ETF TR | $8.5M | 64.6K | 4.26% | Trimmed(-4.0%) |
| 10 | $8.3M | 65.9K | 4.20% | Trimmed(-7.2%) | |
| 11 | $6.6M | 130.1K | 3.31% | Added(+2.2%) | |
| 12 | $6.1M | 128.2K | 3.06% | — | |
| 13 | $5.2M | 87.4K | 2.64% | Trimmed(-15.3%) | |
| 14 | $5.1M | 65.5K | 2.58% | Added(+70.7%) | |
| 15 | $4.3M | 95.2K | 2.15% | Trimmed(-11.8%) | |
| 16 | $4M | 17.5K | 2.00% | Trimmed(-9.1%) | |
| 17 | $3.9M | 83.3K | 1.97% | Added(+53.3%) | |
| 18 | $3M | 48.6K | 1.52% | Trimmed(-41.1%) | |
| 19 | $1.9M | 37.7K | 0.96% | Added(+2.9%) | |
| 20 | $1.5M | 15.2K | 0.75% | Trimmed(-7.3%) |