Buttonwood Financial Group, LLC Portfolio Holdings

Buttonwood Financial Group, LLC

  • $177 Million
  • Q2 2025

Buttonwood Financial Group, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $177 Million distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $26.5M, Ishares Msci Usa Quality Facto with a value of $25.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $24.8M, American Centy ETF Tr Avantis with a value of $23.3M, and Ishares Dj Us Tech ETF with a value of $16.8M.

Examining the 13F form we can see an increase of $5.24M in the current position value, from $172M to 177M.

Below you can find more details about Buttonwood Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $177 Million
ETFs: $176 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $177 Million
  • Prior Value $172 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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