Buttonwood Financial Group, LLC
Buttonwood Financial Group, LLC reported 39 holdings worth US$199M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
Buttonwood Financial Group, LLC reported 39 holdings worth US$199M as of Sep 30, 2026. Largest: iShares U.S. Equity Factor Rotation Active ETF, State Street SPDR Portfolio S&P 500 ETF and Avantis Emerging Markets Equity ETF. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 39
- Value as reported
- US$199M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| iShares U.S. Equity Factor Rotation Active ETF | 353K | US$24.9M | 12.6% |
| State Street SPDR Portfolio S&P 500 ETF | 261K | US$23.9M | 12.1% |
| Avantis Emerging Markets Equity ETF | 211K | US$20.3M | 10.2% |
| Avantis U.S. Large Cap Equity ETF | 170K | US$15.7M | 7.9% |
| iShares Systematic Alternatives Active ETF | 516K | US$15.5M | 7.8% |
| iShares A.I. Innovation and Tech Active ETF | 229K | US$11.4M | 5.7% |
| Invesco National AMT-Free Municipal Bond ETF | 410K | US$8.76M | 4.4% |
| iShares U.S. Industry Rotation Active ETF | 232K | US$8.74M | 4.4% |
| Avantis U.S. Equity ETF | 64,643 | US$8.45M | 4.3% |
| State Street SPDR Portfolio S&P 500 Growth ETF | 65,932 | US$8.34M | 4.2% |
| iShares Large Cap Core Active ETF | 130K | US$6.56M | 3.3% |
| Vanguard Tax-Exempt Bond ETF | 128K | US$6.07M | 3.1% |
| Global X Defense Tech ETF | 87,358 | US$5.25M | 2.6% |
| iShares Gold Trust | 65,454 | US$5.13M | 2.6% |
| iShares U.S. Thematic Rotation Active ETF | 95,175 | US$4.28M | 2.2% |
| iShares MSCI USA Quality Factor ETF | 17,534 | US$3.97M | 2.0% |
| Vanguard Total International Bond ETF | 83,268 | US$3.9M | 2.0% |
| State Street SPDR Portfolio S&P 500 Value ETF | 48,551 | US$3.01M | 1.5% |
| iShares Flexible Income Active ETF | 37,694 | US$1.91M | 0.96% |
| iShares Core 80/20 Aggressive Allocation ETF | 15,165 | US$1.49M | 0.75% |
| iShares Global Industrials ETF | 7,585 | US$1.46M | 0.74% |
| iShares MSCI USA Equal Weighted ETF | 12,292 | US$1.4M | 0.71% |
| iShares ESG Aware MSCI USA ETF | 7,277 | US$1.24M | 0.63% |
| State Street SPDR S&P Aerospace & Defense ETF | 4,716 | US$1.1M | 0.55% |
| Fidelity Low Volatility Factor ETF | 8,880 | US$641K | 0.32% |
| Goldman Sachs Physical Gold ETF | 13,718 | US$564K | 0.28% |
| iShares 0-5 Year TIPS Bond ETF | 5,426 | US$543K | 0.27% |
| Schwab U.S. Large-Cap ETF | 13,884 | US$426K | 0.21% |
| iShares Long-Term National Muni Bond ETF | 9,041 | US$420K | 0.21% |
| iShares Core 60/40 Balanced Allocation ETF | 5,896 | US$407K | 0.20% |
| iShares MSCI ACWI ex U.S. ETF | 5,156 | US$394K | 0.20% |
| Sherwin-williams Company (the) | 1,200 | US$385K | 0.19% |
| iShares U.S. Carbon Transition Readiness Aware Active ETF | 4,372 | US$365K | 0.18% |
| iShares ESG Aware US Aggregate Bond ETF | 6,994 | US$316K | 0.16% |
| iShares ESG MSCI KLD 400 ETF | 1,948 | US$292K | 0.15% |
| iShares Systematic Bond ETF | 3,474 | US$292K | 0.15% |
| iShares ESG Aware USD Corporate Bond ETF | 10,756 | US$236K | 0.12% |
| iShares S&P 500 Growth ETF | 1,484 | US$217K | 0.11% |
| State Street SPDR Portfolio Long Term Treasury ETF | 8,822 | US$209K | 0.11% |
Source
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