account_balance

Investment manager · 13F filer · SEC CIK 1847661

Buttonwood Financial Group, LLC

Reported value$199Mas of Sep 30, 2026
Positions39 9 new, 3 sold out
Top 10 weight73.6%DYNF alone is 13%
FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DYNF BlackRock ETF Trust 12.6% Trimmed −23%
SPYM SPDR Series Trust 12.1% Held
AVEM American Centy ETF Tr 10.2% Held
AVLC American Centy ETF Tr 7.9% Held
IALT BlackRock ETF Trust 7.8% New
BAI BlackRock ETF Trust 5.7% Trimmed −12%
PZA Invesco Exch Traded Fd Tr II 4.4% New
INRO BlackRock ETF Trust 4.4% New
AVUS American Centy ETF Tr 4.3% Trimmed −4%
SPYG SPDR Series Trust 4.2% Trimmed −7%
BLCR BlackRock ETF Trust 3.3% Added +2%
VTEB Vanguard Mun Bd FDS 3.1% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • IALT $15.5M
  • PZA $8.76M
  • INRO $8.74M
  • VTEB $6.07M
arrow_upwardAdded
  • ESGU +268%
  • IAU +71%
  • BNDX +53%
  • BINC +3%
arrow_downwardTrimmed
  • LMUB −95%
  • SPYV −41%
  • DYNF −23%
  • SHLD −15%
remove_circleSold out
  • MBB $1.99M
  • AGG $354K
  • USXF $208K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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