Filed: 4/15/2026ACC: 0001847661-26-000007
📋 What this filing means
BUTTONWOOD FINANCIAL GROUP, LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $162.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$162.54M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
STATE STREET SPD$32.95M20.3%
ISHARES US EQUIT$30.73M18.9%
AVANTIS EMGMKT$20.07M12.3%
AVANTIS US LARG$13.66M8.4%
ISHARES A I INNO$11.65M7.2%
LONG TERM MUNI$9.14M5.6%
US EQT ETF$8.13M5.0%
Portfolio Concentration
Top 3$67.56M41.6%
4–10$64.54M39.7%
11–25$29.09M17.9%
Rest$1.35M0.8%
Top 3 weight
41.6%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 2.62M
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
2.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings30
Rows:
BLACKROCK ETF TRUST
SOLEShares528.27K
TypeSH
Market value$30.73M
18.91%
Sole
0.00
Shared
0.00
None
528.27K
AMERICAN CENTY ETF TR
SOLEShares249.09K
TypeSH
Market value$20.07M
12.35%
Sole
0.00
Shared
0.00
None
249.09K
SPDR SERIES TRUST
SOLEShares218.89K
TypeSH
Market value$16.75M
10.31%
Sole
0.00
Shared
0.00
None
218.89K
AMERICAN CENTY ETF TR
SOLEShares176.09K
TypeSH
Market value$13.66M
8.40%
Sole
0.00
Shared
0.00
None
176.09K
BLACKROCK ETF TRUST
SOLEShares353.59K
TypeSH
Market value$11.65M
7.17%
Sole
0.00
Shared
0.00
None
353.59K
SPDR SERIES TRUST
SOLEShares185.27K
TypeSH
Market value$10.48M
6.45%
Sole
0.00
Shared
0.00
None
185.27K
ISHARES TR
SOLEShares183.05K
TypeSH
Market value$9.14M
5.62%
Sole
0.00
Shared
0.00
None
183.05K
AMERICAN CENTY ETF TR
SOLEShares73.14K
TypeSH
Market value$8.13M
5.00%
Sole
0.00
Shared
0.00
None
73.14K
GLOBAL X FDS
SOLEShares82.33K
TypeSH
Market value$5.83M
3.59%
Sole
0.00
Shared
0.00
None
82.33K
BLACKROCK ETF TRUST
SOLEShares137.44K
TypeSH
Market value$5.64M
3.47%
Sole
0.00
Shared
0.00
None
137.44K
SPDR SERIES TRUST
SOLEShares55.91K
TypeSH
Market value$5.47M
3.37%
Sole
0.00
Shared
0.00
None
55.91K
BLACKROCK ETF TRUST
SOLEShares110.03K
TypeSH
Market value$3.99M
2.45%
Sole
0.00
Shared
0.00
None
110.03K
ISHARES TR
SOLEShares19.54K
TypeSH
Market value$3.75M
2.31%
Sole
0.00
Shared
0.00
None
19.54K
ISHARES GOLD TR
SOLEShares36.04K
TypeSH
Market value$3.18M
1.95%
Sole
0.00
Shared
0.00
None
36.04K
VANGUARD CHARLOTTE FDS
SOLEShares53.38K
TypeSH
Market value$2.56M
1.58%
Sole
0.00
Shared
0.00
None
53.38K
BLACKROCK ETF TRUST II
SOLEShares48.58K
TypeSH
Market value$2.52M
1.55%
Sole
0.00
Shared
0.00
None
48.58K
ISHARES TR
SOLEShares19.86K
TypeSH
Market value$1.89M
1.16%
Sole
0.00
Shared
0.00
None
19.86K
ISHARES TR
SOLEShares16.54K
TypeSH
Market value$1.46M
0.90%
Sole
0.00
Shared
0.00
None
16.54K
ISHARES TR
SOLEShares7.73K
TypeSH
Market value$1.40M
0.86%
Sole
0.00
Shared
0.00
None
7.73K
ISHARES TR
SOLEShares5.89K
TypeSH
Market value$609.5K
0.37%
Sole
0.00
Shared
0.00
None
5.89K
SHERWIN WILLIAMS CO
SOLEShares1.80K
TypeSH
Market value$577.0K
0.35%
Sole
0.00
Shared
0.00
None
1.80K
FIDELITY COVINGTON TRUST
SOLEShares8.40K
TypeSH
Market value$542.4K
0.33%
Sole
0.00
Shared
0.00
None
8.40K
ISHARES TR
SOLEShares6.64K
TypeSH
Market value$427.5K
0.26%
Sole
0.00
Shared
0.00
None
6.64K
BLACKROCK ETF TRUST
SOLEShares5.22K
TypeSH
Market value$366.4K
0.23%
Sole
0.00
Shared
0.00
None
5.22K
ISHARES TR
SOLEShares15.20K
TypeSH
Market value$351.7K
0.22%
Sole
0.00
Shared
0.00
None
15.20K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 528.27K | SH | $30.73M 18.91% | 0.00 | 0.00 | 528.27K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 249.09K | SH | $20.07M 12.35% | 0.00 | 0.00 | 249.09K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 218.89K | SH | $16.75M 10.31% | 0.00 | 0.00 | 218.89K |
AMERICAN CENTY ETF TRSOLE | AVANTIS US LARG | 176.09K | SH | $13.66M 8.40% | 0.00 | 0.00 | 176.09K |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 353.59K | SH | $11.65M 7.17% | 0.00 | 0.00 | 353.59K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 185.27K | SH | $10.48M 6.45% | 0.00 | 0.00 | 185.27K |
ISHARES TRSOLE | LONG TERM MUNI | 183.05K | SH | $9.14M 5.62% | 0.00 | 0.00 | 183.05K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 73.14K | SH | $8.13M 5.00% | 0.00 | 0.00 | 73.14K |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 82.33K | SH | $5.83M 3.59% | 0.00 | 0.00 | 82.33K |
BLACKROCK ETF TRUSTSOLE | ISHARES LARGE CA | 137.44K | SH | $5.64M 3.47% | 0.00 | 0.00 | 137.44K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 55.91K | SH | $5.47M 3.37% | 0.00 | 0.00 | 55.91K |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 110.03K | SH | $3.99M 2.45% | 0.00 | 0.00 | 110.03K |
ISHARES TRSOLE | MSCI USA QLT FCT | 19.54K | SH | $3.75M 2.31% | 0.00 | 0.00 | 19.54K |
ISHARES GOLD TRSOLE | ISHARES NEW | 36.04K | SH | $3.18M 1.95% | 0.00 | 0.00 | 36.04K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 53.38K | SH | $2.56M 1.58% | 0.00 | 0.00 | 53.38K |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 48.58K | SH | $2.52M 1.55% | 0.00 | 0.00 | 48.58K |
ISHARES TRSOLE | MBS ETF | 19.86K | SH | $1.89M 1.16% | 0.00 | 0.00 | 19.86K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 16.54K | SH | $1.46M 0.90% | 0.00 | 0.00 | 16.54K |
ISHARES TRSOLE | GLOB INDSTRL ETF | 7.73K | SH | $1.40M 0.86% | 0.00 | 0.00 | 7.73K |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 5.89K | SH | $609.5K 0.37% | 0.00 | 0.00 | 5.89K |
SHERWIN WILLIAMS COSOLE | COM | 1.80K | SH | $577.0K 0.35% | 0.00 | 0.00 | 1.80K |
FIDELITY COVINGTON TRUSTSOLE | LOW VOLITY ETF | 8.40K | SH | $542.4K 0.33% | 0.00 | 0.00 | 8.40K |
ISHARES TRSOLE | CORE 60/40 BALAN | 6.64K | SH | $427.5K 0.26% | 0.00 | 0.00 | 6.64K |
BLACKROCK ETF TRUSTSOLE | ISHARES US CARBO | 5.22K | SH | $366.4K 0.23% | 0.00 | 0.00 | 5.22K |
ISHARES TRSOLE | ESG AWRE USD ETF | 15.20K | SH | $351.7K 0.22% | 0.00 | 0.00 | 15.20K |
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