Buttonwood Financial Group, LLC - Portfolio overview

Buttonwood Financial Group, LLC has 38 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Basic Materials.

Largest reported holdings by portfolio allocation

1. SPLG - SPDR SERIES TRUST, 23.63%
2. DYNF - BLACKROCK ETF TRUST, 13.53%
3. AVEM - AMERICAN CENTY ETF TR, 8.84%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.