Filed: 1/13/2026ACC: 0001847661-26-000002
📋 What this filing means
BUTTONWOOD FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 33 equity positions with a total reported market value of $188.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
33
Positions
$188.14M
Total AUM (reported)
2.78M
Total Shares
Allocation by class
STATE STREET SPD$63.32M33.7%
ISHARES US EQUIT$33.14M17.6%
AVANTIS US LARG$28.01M14.9%
ISHARES A I INNO$9.85M5.2%
ISHARES NEW$8.89M4.7%
US EQT ETF$7.30M3.9%
ISHARES US THEMA$4.65M2.5%
Portfolio Concentration
Top 3$101.71M54.1%
4–10$53.46M28.4%
11–25$30.84M16.4%
Rest$2.12M1.1%
Top 3 weight
54.1%
Top 10 weight
82.5%
Voting Authority Distribution
Total shares with voting rights: 2.78M
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
2.78M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole33
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings33
Rows:
SPDR SERIES TRUST
SOLEShares496.74K
TypeSH
Market value$40.56M
21.56%
Sole
0.00
Shared
0.00
None
496.74K
BLACKROCK ETF TRUST
SOLEShares538.21K
TypeSH
Market value$33.14M
17.61%
Sole
0.00
Shared
0.00
None
538.21K
AMERICAN CENTY ETF TR
SOLEShares346.61K
TypeSH
Market value$28.01M
14.89%
Sole
0.00
Shared
0.00
None
346.61K
SPDR SERIES TRUST
SOLEShares190.45K
TypeSH
Market value$11.09M
5.89%
Sole
0.00
Shared
0.00
None
190.45K
BLACKROCK ETF TRUST
SOLEShares286.88K
TypeSH
Market value$9.85M
5.23%
Sole
0.00
Shared
0.00
None
286.88K
ISHARES GOLD TR
SOLEShares104.76K
TypeSH
Market value$8.89M
4.73%
Sole
0.00
Shared
0.00
None
104.76K
AMERICAN CENTY ETF TR
SOLEShares63.49K
TypeSH
Market value$7.30M
3.88%
Sole
0.00
Shared
0.00
None
63.49K
SPDR SERIES TRUST
SOLEShares58.40K
TypeSH
Market value$6.30M
3.35%
Sole
0.00
Shared
0.00
None
58.40K
SPDR SERIES TRUST
SOLEShares201.52K
TypeSH
Market value$5.37M
2.85%
Sole
0.00
Shared
0.00
None
201.52K
BLACKROCK ETF TRUST
SOLEShares118.53K
TypeSH
Market value$4.65M
2.47%
Sole
0.00
Shared
0.00
None
118.53K
GLOBAL X FDS
SOLEShares60.53K
TypeSH
Market value$4.55M
2.42%
Sole
0.00
Shared
0.00
None
60.53K
ISHARES TR
SOLEShares21.12K
TypeSH
Market value$4.31M
2.29%
Sole
0.00
Shared
0.00
None
21.12K
VANGUARD WORLD FD
SOLEShares15.80K
TypeSH
Market value$4.02M
2.14%
Sole
0.00
Shared
0.00
None
15.80K
BLACKROCK ETF TRUST II
SOLEShares76.83K
TypeSH
Market value$3.77M
2.00%
Sole
0.00
Shared
0.00
None
76.83K
BLACKROCK ETF TRUST II
SOLEShares58.91K
TypeSH
Market value$3.12M
1.66%
Sole
0.00
Shared
0.00
None
58.91K
FIDELITY COVINGTON TRUST
SOLEShares10.92K
TypeSH
Market value$2.48M
1.32%
Sole
0.00
Shared
0.00
None
10.92K
ISHARES TR
SOLEShares21.33K
TypeSH
Market value$1.95M
1.04%
Sole
0.00
Shared
0.00
None
21.33K
ISHARES TR
SOLEShares20.02K
TypeSH
Market value$1.92M
1.02%
Sole
0.00
Shared
0.00
None
20.02K
ISHARES TR
SOLEShares9.75K
TypeSH
Market value$1.79M
0.95%
Sole
0.00
Shared
0.00
None
9.75K
ISHARES TR
SOLEShares5.80K
TypeSH
Market value$594.1K
0.32%
Sole
0.00
Shared
0.00
None
5.80K
ISHARES TR
SOLEShares8.43K
TypeSH
Market value$556.2K
0.30%
Sole
0.00
Shared
0.00
None
8.43K
FIDELITY COVINGTON TRUST
SOLEShares7.88K
TypeSH
Market value$533.8K
0.28%
Sole
0.00
Shared
0.00
None
7.88K
BLACKROCK ETF TRUST
SOLEShares6.64K
TypeSH
Market value$500.5K
0.27%
Sole
0.00
Shared
0.00
None
6.64K
VANGUARD CHARLOTTE FDS
SOLEShares7.75K
TypeSH
Market value$376.4K
0.20%
Sole
0.00
Shared
0.00
None
7.75K
ISHARES TR
SOLEShares15.82K
TypeSH
Market value$370.6K
0.20%
Sole
0.00
Shared
0.00
None
15.82K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 496.74K | SH | $40.56M 21.56% | 0.00 | 0.00 | 496.74K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 538.21K | SH | $33.14M 17.61% | 0.00 | 0.00 | 538.21K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 346.61K | SH | $28.01M 14.89% | 0.00 | 0.00 | 346.61K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 190.45K | SH | $11.09M 5.89% | 0.00 | 0.00 | 190.45K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 286.88K | SH | $9.85M 5.23% | 0.00 | 0.00 | 286.88K |
ISHARES GOLD TRSOLE | ISHARES NEW | 104.76K | SH | $8.89M 4.73% | 0.00 | 0.00 | 104.76K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 63.49K | SH | $7.30M 3.88% | 0.00 | 0.00 | 63.49K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 58.40K | SH | $6.30M 3.35% | 0.00 | 0.00 | 58.40K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 201.52K | SH | $5.37M 2.85% | 0.00 | 0.00 | 201.52K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 118.53K | SH | $4.65M 2.47% | 0.00 | 0.00 | 118.53K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 60.53K | SH | $4.55M 2.42% | 0.00 | 0.00 | 60.53K |
ISHARES TRSOLE | MSCI USA QLT FCT | 21.12K | SH | $4.31M 2.29% | 0.00 | 0.00 | 21.12K |
VANGUARD WORLD FDSOLE | MEGA CAP INDEX | 15.80K | SH | $4.02M 2.14% | 0.00 | 0.00 | 15.80K |
BLACKROCK ETF TRUST IISOLE | ISHARES HIGH YIE | 76.83K | SH | $3.77M 2.00% | 0.00 | 0.00 | 76.83K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 58.91K | SH | $3.12M 1.66% | 0.00 | 0.00 | 58.91K |
FIDELITY COVINGTON TRUSTSOLE | MSCI INFO TECH I | 10.92K | SH | $2.48M 1.32% | 0.00 | 0.00 | 10.92K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 21.33K | SH | $1.95M 1.04% | 0.00 | 0.00 | 21.33K |
ISHARES TRSOLE | MBS ETF | 20.02K | SH | $1.92M 1.02% | 0.00 | 0.00 | 20.02K |
ISHARES TRSOLE | GLOB INDSTRL ETF | 9.75K | SH | $1.79M 0.95% | 0.00 | 0.00 | 9.75K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 5.80K | SH | $594.1K 0.32% | 0.00 | 0.00 | 5.80K |
ISHARES TRSOLE | CORE 60/40 BALAN | 8.43K | SH | $556.2K 0.30% | 0.00 | 0.00 | 8.43K |
FIDELITY COVINGTON TRUSTSOLE | LOW VOLITY ETF | 7.88K | SH | $533.8K 0.28% | 0.00 | 0.00 | 7.88K |
BLACKROCK ETF TRUSTSOLE | ISHARES US CARBO | 6.64K | SH | $500.5K 0.27% | 0.00 | 0.00 | 6.64K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 7.75K | SH | $376.4K 0.20% | 0.00 | 0.00 | 7.75K |
ISHARES TRSOLE | ESG AWRE USD ETF | 15.82K | SH | $370.6K 0.20% | 0.00 | 0.00 | 15.82K |
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