Latest Buttonwood Financial Group, LLC Stock Portfolio
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 $231.6 Millions as of 30 Sep, 2025.
The top stock holdings of Buttonwood Financial Group, LLC are BIL, BECO, AEMB. The fund has invested 23.2% of it's portfolio in SPDR SERIES TRUST and 20.1% of portfolio in BLACKROCK ETF TRUST.
The fund managers got completely rid off ISHARES TR (IBCE), VANGUARD WHITEHALL FDS (VIGI) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and VANGUARD CHARLOTTE FDS (BNDX). Buttonwood Financial Group, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), BLACKROCK ETF TRUST (BECO) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), BLACKROCK ETF TRUST II (HYMU) and BLACKROCK ETF TRUST (BECO).
The top stock holdings of Buttonwood Financial Group, LLC are BIL, BECO, AEMB. The fund has invested 23.2% of it's portfolio in SPDR SERIES TRUST and 20.1% of portfolio in BLACKROCK ETF TRUST.
The fund managers got completely rid off ISHARES TR (IBCE), VANGUARD WHITEHALL FDS (VIGI) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), ISHARES TR (IBCE) and VANGUARD CHARLOTTE FDS (BNDX). Buttonwood Financial Group, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), BLACKROCK ETF TRUST (BECO) and GLOBAL X FDS (BITS). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), BLACKROCK ETF TRUST II (HYMU) and BLACKROCK ETF TRUST (BECO).
Buttonwood Financial Group, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 33,373,300 |
| blackrock etf trust | 15,268,500 |
| global x fds | 7,523,190 |
| ishares tr | 281,080 |
New stocks bought by Buttonwood Financial Group, LLC
Additions
| Ticker | % Inc. |
|---|---|
| spdr series trust | 99.41 |
| blackrock etf trust ii | 75.47 |
| blackrock etf trust | 62.01 |
| ishares tr | 42.31 |
| blackrock etf trust ii | 37.64 |
| spdr series trust | 30.96 |
| ishares gold tr | 21.64 |
| ishares tr | 20.97 |
Additions to existing portfolio by Buttonwood Financial Group, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -97.65 |
| ishares tr | -80.68 |
| vanguard charlotte fds | -74.98 |
| american centy etf tr | -66.08 |
| vanguard world fd | -65.84 |
| blackrock etf trust | -61.69 |
| spdr series trust | -30.24 |
| ishares tr | -23.36 |
Buttonwood Financial Group, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard whitehall fds | -1,665,140 |
| ishares tr | -5,726,560 |
| ishares tr | -240,316 |
Buttonwood Financial Group, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 99.7 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 99.7 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 99.7 |
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
Last Reported on: 05 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.15 | 27,931 | 2,656,340 | added | 3.86 | ||
| AAXJ | ishares tr | 0.24 | 4,425 | 559,809 | added | 0.68 | ||
| AEMB | american centy etf tr | 14.41 | 435,058 | 33,373,300 | new | |||
| AEMB | american centy etf tr | 3.69 | 78,392 | 8,536,130 | reduced | -66.08 | ||
| AGT | ishares tr | 0.31 | 30,199 | 711,035 | added | 20.97 | ||
| AGT | ishares tr | 0.28 | 4,457 | 651,894 | added | 42.31 | ||
| AMPS | ishares tr | 0.28 | 6,354 | 656,178 | reduced | -6.48 | ||
| AOA | ishares tr | 0.88 | 23,069 | 2,038,590 | added | 0.7 | ||
| AOA | ishares tr | 0.30 | 10,811 | 696,119 | reduced | -0.09 | ||
| BECO | blackrock etf trust | 20.15 | 787,890 | 46,666,700 | added | 62.01 | ||
| BECO | blackrock etf trust | 6.59 | 439,254 | 15,268,500 | new | |||
| BECO | blackrock etf trust | 2.39 | 146,524 | 5,532,750 | reduced | -61.69 | ||
| BECO | blackrock etf trust | 0.36 | 11,321 | 825,761 | added | 1.61 | ||
| BGRN | ishares tr | 0.24 | 11,547 | 554,024 | reduced | -0.58 | ||
| BIL | spdr series trust | 23.17 | 681,693 | 53,663,000 | added | 99.41 | ||
| BIL | spdr series trust | 3.17 | 69,989 | 7,331,380 | reduced | -30.24 | ||
| BIL | spdr series trust | 2.74 | 235,794 | 6,342,880 | added | 30.96 | ||
| BIL | spdr series trust | 2.49 | 103,660 | 5,776,970 | added | 1.1 | ||
| BITS | global x fds | 3.25 | 106,710 | 7,523,190 | new | |||
| BNDX | vanguard charlotte fds | 0.27 | 12,553 | 619,356 | reduced | -74.98 | ||