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Buttonwood Financial Group, LLC
Q3 2026 13F filing
Updated 20 days ago39 disclosed positions worth $198.5M
Portfolio value
$198.5M
Total holdings
39
New positions
9
Closed positions
3
Increased
7
Decreased
22
Turnover
30.8%
Filed
2026-10-16
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E BLACKROCK ETF TRUST | $24.9M | 352.7K | 12.56% | Trimmed(-23.2%) |
| 2 | S SPDR SERIES TRUST | $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 | E BLACKROCK ETF TRUST | $15.5M | 516.1K | 7.82% | — |
| 6 | E BLACKROCK ETF TRUST | $11.4M | 228.5K | 5.72% | Trimmed(-11.7%) |
| 7 | I INVESCO EXCH TRADED FD TR II | $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 | S SPDR SERIES TRUST | $8.3M | 65.9K | 4.20% | Trimmed(-7.2%) |
| 11 | E BLACKROCK ETF TRUST | $6.6M | 130.1K | 3.31% | Added(+2.2%) |
| 12 | V VANGUARD MUN BD FDS | $6.1M | 128.2K | 3.06% | — |
| 13 | G GLOBAL X FDS | $5.2M | 87.4K | 2.64% | Trimmed(-15.3%) |
| 14 | I ISHARES GOLD TR | $5.1M | 65.5K | 2.58% | Added(+70.7%) |
| 15 | E BLACKROCK ETF TRUST | $4.3M | 95.2K | 2.15% | Trimmed(-11.8%) |
| 16 | E ISHARES TR | $4M | 17.5K | 2.00% | Trimmed(-9.1%) |
| 17 | V VANGUARD CHARLOTTE FDS | $3.9M | 83.3K | 1.97% | Added(+53.3%) |
| 18 | S SPDR SERIES TRUST | $3M | 48.6K | 1.52% | Trimmed(-41.1%) |
| 19 | E BLACKROCK ETF TRUST II | $1.9M | 37.7K | 0.96% | Added(+2.9%) |
| 20 | E ISHARES TR | $1.5M | 15.2K | 0.75% | Trimmed(-7.3%) |
| 21 | ? N/A ISHARES TR | $1.5M | 7.6K | 0.74% | Trimmed(-12.3%) |
| 22 | E ISHARES INC | $1.4M | 12.3K | 0.71% | — |
| 23 | E ISHARES TR | $1.2M | 7.3K | 0.63% | Added(+268.5%) |
| 24 | M SPDR SERIES TRUST | $1.1M | 4.7K | 0.56% | — |
| 25 | ? N/A FIDELITY COVINGTON TRUST | $641K | 8.9K | 0.32% | Trimmed(-1.2%) |
| 26 | A GOLDMAN SACHS PHYSICAL GOLD | $564K | 13.7K | 0.28% | — |
| 27 | E ISHARES TR | $543K | 5.4K | 0.27% | Trimmed(-9.6%) |
| 28 | S SCHWAB STRATEGIC TR | $426K | 13.9K | 0.21% | — |
| 29 | E ISHARES TR | $420K | 9.0K | 0.21% | Trimmed(-95.4%) |
| 30 | E ISHARES TR | $407K | 5.9K | 0.20% | Trimmed(-3.9%) |
| 31 | E ISHARES TR | $394K | 5.2K | 0.20% | — |
| 32 | S SHERWIN WILLIAMS CO | $385K | 1.2K | 0.19% | Trimmed(-33.3%) |
| 33 | ? N/A BLACKROCK ETF TRUST | $365K | 4.4K | 0.18% | Trimmed(-11.0%) |
| 34 | E ISHARES TR | $316K | 7.0K | 0.16% | Added(+1.7%) |
| 35 | E ISHARES TR | $292K | 1.9K | 0.15% | Trimmed(-1.3%) |
| 36 | E ISHARES TR | $292K | 3.5K | 0.15% | Trimmed(-1.2%) |
| 37 | E ISHARES TR | $236K | 10.8K | 0.12% | Trimmed(-3.2%) |
| 38 | E ISHARES TR | $217K | 1.5K | 0.11% | Trimmed(-0.2%) |
| 39 | S SPDR SERIES TRUST | $209K | 8.8K | 0.11% | Unchanged |