Filed: 11/5/2025ACC: 0001847661-25-000006
📋 What this filing means
BUTTONWOOD FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 31 equity positions with a total reported market value of $231.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
31
Positions
$231.60M
Total AUM (reported)
3.61M
Total Shares
Allocation by class
PORTFOLIO S&P500$53.66M23.2%
ISHARES US EQUIT$46.67M20.1%
AVANTIS US LARG$33.37M14.4%
ISHARES A I INNO$15.27M6.6%
ISHARES NEW$10.47M4.5%
US EQT ETF$8.54M3.7%
DEFENSE TECH ETF$7.52M3.2%
Portfolio Concentration
Top 3$133.70M57.7%
4–10$61.25M26.4%
11–25$34.40M14.9%
Rest$2.25M1.0%
Top 3 weight
57.7%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 3.61M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.61M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole31
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:
SPDR SERIES TRUST
SOLEShares681.69K
TypeSH
Market value$53.66M
23.17%
Sole
0.00
Shared
0.00
None
681.69K
BLACKROCK ETF TRUST
SOLEShares787.89K
TypeSH
Market value$46.67M
20.15%
Sole
0.00
Shared
0.00
None
787.89K
AMERICAN CENTY ETF TR
SOLEShares435.06K
TypeSH
Market value$33.37M
14.41%
Sole
0.00
Shared
0.00
None
435.06K
BLACKROCK ETF TRUST
SOLEShares439.25K
TypeSH
Market value$15.27M
6.59%
Sole
0.00
Shared
0.00
None
439.25K
ISHARES GOLD TR
SOLEShares139.56K
TypeSH
Market value$10.47M
4.52%
Sole
0.00
Shared
0.00
None
139.56K
AMERICAN CENTY ETF TR
SOLEShares78.39K
TypeSH
Market value$8.54M
3.69%
Sole
0.00
Shared
0.00
None
78.39K
GLOBAL X FDS
SOLEShares106.71K
TypeSH
Market value$7.52M
3.25%
Sole
0.00
Shared
0.00
None
106.71K
SPDR SERIES TRUST
SOLEShares69.99K
TypeSH
Market value$7.33M
3.17%
Sole
0.00
Shared
0.00
None
69.99K
SPDR SERIES TRUST
SOLEShares235.79K
TypeSH
Market value$6.34M
2.74%
Sole
0.00
Shared
0.00
None
235.79K
SPDR SERIES TRUST
SOLEShares103.66K
TypeSH
Market value$5.78M
2.49%
Sole
0.00
Shared
0.00
None
103.66K
BLACKROCK ETF TRUST
SOLEShares146.52K
TypeSH
Market value$5.53M
2.39%
Sole
0.00
Shared
0.00
None
146.52K
ISHARES TR
SOLEShares27.05K
TypeSH
Market value$5.30M
2.29%
Sole
0.00
Shared
0.00
None
27.05K
VANGUARD WORLD FD
SOLEShares19.67K
TypeSH
Market value$4.82M
2.08%
Sole
0.00
Shared
0.00
None
19.67K
BLACKROCK ETF TRUST II
SOLEShares90.08K
TypeSH
Market value$4.41M
1.90%
Sole
0.00
Shared
0.00
None
90.08K
BLACKROCK ETF TRUST II
SOLEShares81.44K
TypeSH
Market value$4.32M
1.87%
Sole
0.00
Shared
0.00
None
81.44K
ISHARES TR
SOLEShares27.93K
TypeSH
Market value$2.66M
1.15%
Sole
0.00
Shared
0.00
None
27.93K
ISHARES TR
SOLEShares23.07K
TypeSH
Market value$2.04M
0.88%
Sole
0.00
Shared
0.00
None
23.07K
BLACKROCK ETF TRUST
SOLEShares11.32K
TypeSH
Market value$825.8K
0.36%
Sole
0.00
Shared
0.00
None
11.32K
ISHARES TR
SOLEShares30.20K
TypeSH
Market value$711.0K
0.31%
Sole
0.00
Shared
0.00
None
30.20K
ISHARES TR
SOLEShares10.81K
TypeSH
Market value$696.1K
0.30%
Sole
0.00
Shared
0.00
None
10.81K
ISHARES TR
SOLEShares6.35K
TypeSH
Market value$656.2K
0.28%
Sole
0.00
Shared
0.00
None
6.35K
ISHARES TR
SOLEShares4.46K
TypeSH
Market value$651.9K
0.28%
Sole
0.00
Shared
0.00
None
4.46K
VANGUARD CHARLOTTE FDS
SOLEShares12.55K
TypeSH
Market value$619.4K
0.27%
Sole
0.00
Shared
0.00
None
12.55K
FIDELITY COVINGTON TRUST
SOLEShares9.08K
TypeSH
Market value$600.2K
0.26%
Sole
0.00
Shared
0.00
None
9.08K
ISHARES TR
SOLEShares4.42K
TypeSH
Market value$559.8K
0.24%
Sole
0.00
Shared
0.00
None
4.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 681.69K | SH | $53.66M 23.17% | 0.00 | 0.00 | 681.69K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 787.89K | SH | $46.67M 20.15% | 0.00 | 0.00 | 787.89K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 435.06K | SH | $33.37M 14.41% | 0.00 | 0.00 | 435.06K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 439.25K | SH | $15.27M 6.59% | 0.00 | 0.00 | 439.25K |
ISHARES GOLD TRSOLE | ISHARES NEW | 139.56K | SH | $10.47M 4.52% | 0.00 | 0.00 | 139.56K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 78.39K | SH | $8.54M 3.69% | 0.00 | 0.00 | 78.39K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 106.71K | SH | $7.52M 3.25% | 0.00 | 0.00 | 106.71K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 GW | 69.99K | SH | $7.33M 3.17% | 0.00 | 0.00 | 69.99K |
SPDR SERIES TRUSTSOLE | PORTFOLIO LN TSR | 235.79K | SH | $6.34M 2.74% | 0.00 | 0.00 | 235.79K |
SPDR SERIES TRUSTSOLE | PRTFLO S&P500 VL | 103.66K | SH | $5.78M 2.49% | 0.00 | 0.00 | 103.66K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 146.52K | SH | $5.53M 2.39% | 0.00 | 0.00 | 146.52K |
ISHARES TRSOLE | MSCI USA QLT FCT | 27.05K | SH | $5.30M 2.29% | 0.00 | 0.00 | 27.05K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 19.67K | SH | $4.82M 2.08% | 0.00 | 0.00 | 19.67K |
BLACKROCK ETF TRUST IISOLE | ISHARES HIGH YIE | 90.08K | SH | $4.41M 1.90% | 0.00 | 0.00 | 90.08K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 81.44K | SH | $4.32M 1.87% | 0.00 | 0.00 | 81.44K |
ISHARES TRSOLE | MBS ETF | 27.93K | SH | $2.66M 1.15% | 0.00 | 0.00 | 27.93K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 23.07K | SH | $2.04M 0.88% | 0.00 | 0.00 | 23.07K |
BLACKROCK ETF TRUSTSOLE | US CARBON TRANS | 11.32K | SH | $825.8K 0.36% | 0.00 | 0.00 | 11.32K |
ISHARES TRSOLE | ESG AWRE USD ETF | 30.20K | SH | $711.0K 0.31% | 0.00 | 0.00 | 30.20K |
ISHARES TRSOLE | CORE 60/40 BALAN | 10.81K | SH | $696.1K 0.30% | 0.00 | 0.00 | 10.81K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 6.35K | SH | $656.2K 0.28% | 0.00 | 0.00 | 6.35K |
ISHARES TRSOLE | ESG AWR MSCI USA | 4.46K | SH | $651.9K 0.28% | 0.00 | 0.00 | 4.46K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 12.55K | SH | $619.4K 0.27% | 0.00 | 0.00 | 12.55K |
FIDELITY COVINGTON TRUSTSOLE | LOW VOLITY ETF | 9.08K | SH | $600.2K 0.26% | 0.00 | 0.00 | 9.08K |
ISHARES TRSOLE | ESG MSCI KLD 400 | 4.42K | SH | $559.8K 0.24% | 0.00 | 0.00 | 4.42K |
Page 1 of 2