Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Buttonwood Financial Group, LLC (CIK 1847661) reported $162.5M across 30 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DYNF ($30.7M, 18.91%), AVEM ($20.1M, 12.35%), SPLG ($16.8M, 10.31%), AVLC ($13.7M, 8.40%), BAI ($11.7M, 7.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DYNF | BLACKROCK ETF TRUST | $30.7M | 18.91% | 528,266 | Trimmed |
| 2 | AVEM | AMERICAN CENTY ETF TR | $20.1M | 12.35% | 249,088 | New |
| 3 | SPLG | SPDR SERIES TRUST | $16.8M | 10.31% | 218,889 | Trimmed |
| 4 | AVLC | AMERICAN CENTY ETF TR | $13.7M | 8.40% | 176,093 | Trimmed |
| 5 | BAI | BLACKROCK ETF TRUST | $11.7M | 7.17% | 353,593 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $10.5M | 6.45% | 185,273 | Trimmed |
| 7 | LMUB | ISHARES TR | $9.1M | 5.62% | 183,054 | New |
| 8 | AVUS | AMERICAN CENTY ETF TR | $8.1M | 5.00% | 73,135 | Added |
| 9 | SHLD | GLOBAL X FDS | $5.8M | 3.59% | 82,332 | Added |
| 10 | BLCR | BLACKROCK ETF TRUST | $5.6M | 3.47% | 137,435 | New |
| 11 | SPYG | SPDR SERIES TRUST | $5.5M | 3.37% | 55,908 | Trimmed |
| 12 | THRO | BLACKROCK ETF TRUST | $4.0M | 2.45% | 110,025 | Trimmed |
| 13 | QUAL | ISHARES TR | $3.7M | 2.31% | 19,538 | Trimmed |
| 14 | IAU | ISHARES GOLD TR | $3.2M | 1.95% | 36,039 | Trimmed |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $2.6M | 1.58% | 53,377 | Added |
| 16 | BINC | BLACKROCK ETF TRUST II | $2.5M | 1.55% | 48,580 | Trimmed |
| 17 | MBB | ISHARES TR | $1.9M | 1.16% | 19,855 | Trimmed |
| 18 | AOA | ISHARES TR | $1.5M | 0.90% | 16,537 | Trimmed |
| 19 | EXI | ISHARES TR | $1.4M | 0.86% | 7,730 | Trimmed |
| 20 | STIP | ISHARES TR | $609,516 | 0.37% | 5,893 | Added |
| 21 | SHW | SHERWIN WILLIAMS CO | $576,990 | 0.35% | 1,800 | New |
| 22 | FDLO | FIDELITY COVINGTON TRUST | $542,427 | 0.33% | 8,398 | Added |
| 23 | AOR | ISHARES TR | $427,543 | 0.26% | 6,644 | Trimmed |
| 24 | LCTU | BLACKROCK ETF TRUST | $366,397 | 0.23% | 5,224 | Trimmed |
| 25 | SUSC | ISHARES TR | $351,738 | 0.22% | 15,202 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31