Latest Buttonwood Financial Group, LLC Stock Portfolio

Buttonwood Financial Group, LLC Performance:

2025 Q4: 3.34%YTD: 10.78%2024: 18.78%

Performance for 2025 Q4 is 3.34%, and YTD is 10.78%, and 2024 is 18.78%.

About Buttonwood Financial Group, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Buttonwood Financial Group, LLC reported an equity portfolio of $188.1 Millions as of 31 Dec, 2025.

The top stock holdings of Buttonwood Financial Group, LLC are BIL, BECO, AEMB. The fund has invested 21.6% of it's portfolio in SPDR SERIES TRUST and 17.6% of portfolio in BLACKROCK ETF TRUST.

The fund managers got completely rid off ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), ISHARES TR (AGT) and GLOBAL X FDS (BITS). Buttonwood Financial Group, LLC opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), ISHARES TR (AAXJ) and ISHARES TR (BGRN). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL).

Buttonwood Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buttonwood Financial Group, LLC made a return of 3.34% in the last quarter. In trailing 12 months, it's portfolio return was 10.78%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fidelity covington trust	2,481,720
ishares tr	1,788,710
ishares tr	269,414

New stocks bought by Buttonwood Financial Group, LLC

Additions

Ticker	% Inc.
spdr series trust	83.72

Additions to existing portfolio by Buttonwood Financial Group, LLC

Reductions

Ticker	% Reduced
ishares tr	-63.48
ishares tr	-49.43
ishares tr	-47.63
global x fds	-43.27
ishares tr	-42.67
blackrock etf trust	-41.35
ishares tr	-41.09
vanguard charlotte fds	-38.23

Buttonwood Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-449,277

Buttonwood Financial Group, LLC got rid off the above stocks

Sector Distribution

Buttonwood Financial Group, LLC has about 99.7% of it's holdings in Others sector.

Sector	%
Others	99.7

Market Cap. Distribution

Buttonwood Financial Group, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	99.7

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.

Index	%
Others	99.7

Top 5 Winners (%)		%
IAU	ishares gold tr	11.5 %
BITS	global x fds	5.2 %
AEMB	american centy etf tr	5.1 %
AEMB	american centy etf tr	4.8 %
EMGF	ishares inc	4.3 %

Top 5 Winners ($)		$
BIL	spdr series trust	1.7 M
AEMB	american centy etf tr	1.6 M
BECO	blackrock etf trust	1.6 M
IAU	ishares gold tr	1.2 M
AEMB	american centy etf tr	0.4 M

Top 5 Losers (%)		%
BNDX	vanguard charlotte fds	-1.3 %
BECO	blackrock etf trust	-1.0 %
BIL	spdr series trust	-0.9 %
AMPS	ishares tr	-0.7 %
AGT	ishares tr	-0.4 %

Top 5 Losers ($)		$
BECO	blackrock etf trust	-0.2 M
BIL	spdr series trust	-0.1 M
HYMU	blackrock etf trust ii	0.0 M
BNDX	vanguard charlotte fds	0.0 M
AMPS	ishares tr	0.0 M

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 33 stocks in it's portfolio. About 82.5% of the portfolio is in top 10 stocks. BECO proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Buttonwood Financial Group, LLC last quarter.

Last Reported on: 13 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAXJ	ishares tr	1.02	20,018	1,917,820	reduced	-28.33

AAXJ	ishares tr	0.95	9,752	1,788,710	new

AAXJ	ishares tr	0.18	2,537	333,235	reduced	-42.67

AEMB	american centy etf tr	14.89	346,612	28,013,200	reduced	-20.33

AEMB	american centy etf tr	3.88	63,486	7,304,050	reduced	-19.01

AGT	ishares tr	0.20	15,816	370,649	reduced	-47.63

AGT	ishares tr	0.18	2,254	341,346	reduced	-49.43

AMPS	ishares tr	0.32	5,797	594,142	reduced	-8.77

AOA	ishares tr	1.04	21,332	1,949,950	reduced	-7.53

AOA	ishares tr	0.30	8,426	556,198	reduced	-22.06

BECO	blackrock etf trust	17.61	538,205	33,137,400	reduced	-31.69

BECO	blackrock etf trust	5.24	286,881	9,848,630	reduced	-34.69

BECO	blackrock etf trust	2.47	118,535	4,653,680	reduced	-19.1

BECO	blackrock etf trust	0.27	6,640	500,525	reduced	-41.35

BGRN	ishares tr	0.14	2,989	269,414	new

BGRN	ishares tr	0.11	4,217	202,416	reduced	-63.48

BIL	spdr series trust	21.56	496,741	40,563,900	reduced	-27.13

BIL	spdr series trust	5.89	190,446	11,087,800	added	83.72

BIL	spdr series trust	3.35	58,399	6,302,420	reduced	-16.56

BIL	spdr series trust	2.85	201,520	5,368,500	reduced	-14.54