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 $197 Millions as of 30 Jun, 2025.

The top stock holdings of Buttonwood Financial Group, LLC are BECO, IBCE, BIL. The fund has invested 13.5% of it's portfolio in BLACKROCK ETF TRUST and 13.1% of portfolio in ISHARES TR.

The fund managers got completely rid off COLUMBIA ETF TR II (ECON) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in SPDR SERIES TRUST (BIL), ISHARES TR (DMXF) and ISHARES TR (AAXJ). Buttonwood Financial Group, LLC opened new stock positions in BLACKROCK ETF TRUST II (HYMU), VANGUARD CHARLOTTE FDS (BNDX) and VANGUARD SPECIALIZED FUNDS (VIG). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), ISHARES TR (IJR) and VANGUARD WORLD FD (EDV).

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

New Buys

Ticker	$ Bought
blackrock etf trust ii	2,481,130
vanguard charlotte fds	2,473,880
vanguard specialized funds	412,774
ishares inc	222,058

New stocks bought by Buttonwood Financial Group, LLC

Additions

Ticker	% Inc.
blackrock etf trust	170
ishares tr	31.33
vanguard world fd	22.91
spdr series trust	11.45
ishares tr	10.1
ishares tr	3.64
ishares tr	3.63
fidelity covington trust	2.88

Additions to existing portfolio by Buttonwood Financial Group, LLC

Reductions

Ticker	% Reduced
spdr series trust	-50.26
ishares tr	-31.09
spdr series trust	-29.42
ishares tr	-4.5
ishares tr	-1.88
ishares tr	-0.97
ishares gold tr	-0.84
ishares tr	-0.57

Buttonwood Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
columbia etf tr ii	-4,654,150
ishares tr	-340,590

Buttonwood Financial Group, LLC got rid off the above stocks

Sector Distribution

Sector	%
Others	99.6

Market Cap. Distribution

Category	%
UNALLOCATED	99.6

Stocks belong to which Index?

Index	%
Others	99.6

Top 5 Winners (%)		%
IJR	ishares tr	23.8 %
AMPS	ishares tr	0.2 %

Top 5 Winners ($)		$
IJR	ishares tr	3.2 M
AMPS	ishares tr	0.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

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: 14 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BECO	blackrock etf trust	13.48	486,323	26,553,100	added	1.68
Historical Trend of BLACKROCK ETF TRUST Position Held By Buttonwood Financial Group, LLC What % of Portfolio is BECO?: Number of BECO shares held: Change in No. of Shares Held:
	IBCE	ishares tr	13.05	140,048	25,712,900	added	3.64

	BIL	spdr series trust	12.67	341,859	24,966,100	reduced	-29.42

	AEMB	american centy etf tr	11.93	231,110	23,511,000	added	2.28

	IJR	ishares tr	8.56	96,799	16,864,600	added	31.33

	BECO	blackrock etf trust	6.93	382,512	13,648,000	added	170

	EDV	vanguard world fd	6.59	57,573	12,989,200	added	22.91

	BIL	spdr series trust	4.86	100,324	9,565,820	reduced	-50.26

	IAU	ishares gold tr	3.66	114,728	7,218,630	reduced	-0.84

	IBCE	ishares tr	2.91	24,003	5,726,560	reduced	-1.88

	BIL	spdr series trust	2.75	102,531	5,416,720	added	2.03

	BIL	spdr series trust	2.37	180,053	4,677,770	added	11.45

	HYMU	blackrock etf trust ii	1.58	59,173	3,107,760	added	2.27

	AAXJ	ishares tr	1.27	26,892	2,495,100	added	0.76

	HYMU	blackrock etf trust ii	1.26	51,337	2,481,130	new

	BNDX	vanguard charlotte fds	1.26	50,170	2,473,880	new

	AOA	ishares tr	0.96	22,908	1,894,710	reduced	-0.14

	VIGI	vanguard whitehall fds	0.84	25,626	1,665,140	added	1.44

	BECO	blackrock etf trust	0.38	11,142	753,199	reduced	-0.09

	AMPS	ishares tr	0.35	6,794	696,444	added	3.63