Latest Buttonwood Financial Group, LLC Stock Portfolio
Buttonwood Financial Group, LLC Performance:
2026 Q1: -3.22%YTD: -3.22%2025: 10.78%
Performance for 2026 Q1 is -3.22%, and YTD is -3.22%, and 2025 is 10.78%.
About Buttonwood Financial Group, LLC and 13F Hedge Fund Stock Holdings
On 2026-04-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buttonwood Financial Group, LLC reported an equity portfolio of $162.5 Millions as of 31 Mar, 2026.
The top stock holdings of Buttonwood Financial Group, LLC are BECO, AEMB, BIL. The fund has invested 18.9% of it's portfolio in BLACKROCK ETF TRUST and 12.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD WORLD FD (EDV), BLACKROCK ETF TRUST II (HYMU) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES GOLD TR (IAU) and AMERICAN CENTY ETF TR (AEMB). Buttonwood Financial Group, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), GLOBAL X FDS (BITS) and ISHARES TR (BGRN).
The top stock holdings of Buttonwood Financial Group, LLC are BECO, AEMB, BIL. The fund has invested 18.9% of it's portfolio in BLACKROCK ETF TRUST and 12.3% of portfolio in AMERICAN CENTY ETF TR.
The fund managers got completely rid off VANGUARD WORLD FD (EDV), BLACKROCK ETF TRUST II (HYMU) and FIDELITY COVINGTON TRUST (FBCG) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES GOLD TR (IAU) and AMERICAN CENTY ETF TR (AEMB). Buttonwood Financial Group, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), ISHARES TR and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD CHARLOTTE FDS (BNDX), GLOBAL X FDS (BITS) and ISHARES TR (BGRN).
Buttonwood Financial Group, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Buttonwood Financial Group, LLC made a return of -3.22% in the last quarter. In trailing 12 months, it's portfolio return was 20.5%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 20,071,500 |
| ishares tr | 9,139,890 |
| blackrock etf trust | 5,643,080 |
| sherwin williams co | 576,990 |
New stocks bought by Buttonwood Financial Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard charlotte fds | 588 |
| global x fds | 36.01 |
| ishares tr | 27.27 |
| blackrock etf trust | 23.25 |
| ishares tr | 21.55 |
| american centy etf tr | 15.2 |
| fidelity covington trust | 6.63 |
| ishares tr | 1.66 |
Additions to existing portfolio by Buttonwood Financial Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| spdr series trust | -95.54 |
| ishares gold tr | -65.6 |
| spdr series trust | -55.93 |
| american centy etf tr | -49.2 |
| ishares tr | -22.48 |
| blackrock etf trust | -21.33 |
| ishares tr | -21.15 |
| ishares tr | -20.73 |
Buttonwood Financial Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| blackrock etf trust ii | -3,769,040 |
| vanguard world fd | -4,023,870 |
| fidelity covington trust | -2,481,720 |
| ishares inc | -201,873 |
| ishares tr | -211,767 |
| ishares tr | -202,365 |
| vanguard specialized funds | -361,189 |
Buttonwood Financial Group, LLC got rid off the above stocks
Sector Distribution
Buttonwood Financial Group, LLC has about 99.3% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99.3 |
Market Cap. Distribution
Buttonwood Financial Group, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99.3 |
Stocks belong to which Index?
About 0% of the stocks held by Buttonwood Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99.3 |
Buttonwood Financial Group, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Buttonwood Financial Group, LLC
Buttonwood Financial Group, LLC has 30 stocks in it's portfolio. About 81.3% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. IAU was the most profitable stock for Buttonwood Financial Group, LLC last quarter.
Last Reported on: 15 Apr, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.16 | 19,855 | 1,885,240 | reduced | -0.81 | ||
| AAXJ | ishares tr | 0.86 | 7,730 | 1,399,210 | reduced | -20.73 | ||
| AAXJ | ishares tr | 0.15 | 2,045 | 247,834 | reduced | -19.39 | ||
| AEMB | american centy etf tr | 12.35 | 249,088 | 20,071,500 | new | |||
| AEMB | american centy etf tr | 8.40 | 176,093 | 13,656,000 | reduced | -49.2 | ||
| AEMB | american centy etf tr | 5.00 | 73,135 | 8,131,030 | added | 15.2 | ||
| AGT | ishares tr | 0.22 | 15,202 | 351,738 | reduced | -3.88 | ||
| AGT | ishares tr | 0.18 | 2,025 | 286,376 | reduced | -10.16 | ||
| AMPS | ishares tr | 0.38 | 5,893 | 609,516 | added | 1.66 | ||
| AOA | ishares tr | 0.90 | 16,537 | 1,463,360 | reduced | -22.48 | ||
| AOA | ishares tr | 0.26 | 6,644 | 427,543 | reduced | -21.15 | ||
| BECO | blackrock etf trust | 18.91 | 528,266 | 30,734,400 | reduced | -1.85 | ||
| BECO | blackrock etf trust | 7.17 | 353,593 | 11,650,900 | added | 23.25 | ||
| BECO | blackrock etf trust | 3.47 | 137,435 | 5,643,080 | new | |||
| BECO | blackrock etf trust | 2.45 | 110,025 | 3,985,110 | reduced | -7.18 | ||
| BECO | blackrock etf trust | 0.22 | 5,224 | 366,397 | reduced | -21.33 | ||
| BGRN | ishares tr | 0.20 | 3,633 | 323,296 | added | 21.55 | ||
| BGRN | ishares tr | 0.16 | 5,367 | 255,200 | added | 27.27 | ||
| BIL | spdr series trust | 10.31 | 218,889 | 16,753,800 | reduced | -55.93 | ||
| BIL | spdr series trust | 6.45 | 185,273 | 10,482,700 | reduced | -2.72 | ||