Buttonwood Financial Group, LLC holds a focused book of 33 reported positions worth $175.0M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Ishares Core U.S. Aggregate and trimmed Ishrs US E F R A ETF-Usd Inc. Their largest long position is Ishrs US E F R A ETF-Usd Inc at 18% of the reported non-option book. Cloning the disclosed picks since 2025 would be +10% (+11.8%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +12.2%, a 2.2-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Buttonwood Financial Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
2% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Buttonwood Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Oak Root LLC | 3 / 33 | $656.7M |
| Fortitude Financial, LLC | 4 / 33 | $58.1M |
| Willis Johnson & Associates, Inc. | 5 / 33 | $791.9M |
| Sensenig Capital Advisors, Inc | 4 / 33 | $47.3M |
| Detalus Advisors, LLC | 13 / 33 | $221.6M |
| CBM Financial, LLC | 4 / 33 | $71.6M |
| Town Capital LLC | 17 / 33 | $66.1M |
| Tennessee Valley Asset Management Partners | 17 / 33 | $379.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Buttonwood Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock ETF Trust ISHARES US EQUIT | $31.2M | 459.2K | 17.8% | ▼−13% Reduced · −69K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $23.0M | 261.3K | 13.1% | ▲+19% Added · +42K sh | |
| 3 | American Centy ETF TR AVANTIS EMGMKT | $20.4M | 211.5K | 11.7% | ▼−15% Reduced · −38K sh | |
| 4 | American Centy ETF TR AVANTIS US LARG | $15.3M | 169.8K | 8.7% | ▼−3.6% Reduced · −6K sh | |
| 5 | BlackRock ETF Trust ISHA I IN TE ETF | $13.6M | 258.7K | 7.8% | ▼−27% Reduced · −95K sh | |
| 6 | Ishares TR LONG TERM MUNI | $10.0M | 195.3K | 5.7% | ▲+6.7% Added · +12K sh | |
| 7 | American Centy ETF TR US EQT ETF | $8.6M | 67.3K | 4.9% | ▼−7.9% Reduced · −6K sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $8.5M | 71.1K | 4.8% | ▲+27% Added · +15K sh | |
| 9 | BlackRock ETF Trust ISHA LA CORE ETF | $6.4M | 127.3K | 3.7% | ▼−7.4% Reduced · −10K sh | |
| 10 | Global X FDS DEFENSE TECH ETF | $6.2M | 103.1K | 3.5% | ▲+25% Added · +21K sh | |
| 11 | SPDR Series Trust ST STR P500VAL | $5.0M | 82.4K | 2.9% | ▼−56% Reduced · −103K sh | |
| 12 | BlackRock ETF Trust ISHA US THEM ETF | $4.6M | 107.9K | 2.7% | ▼−2.0% Reduced · −2K sh | |
| 13 | Ishares TR MSCI USA QLT FCT | $4.2M | 19.3K | 2.4% | ▼−1.3% Reduced · −253 sh | |
| 14 | Ishares Gold TR ISHARES NEW | $2.9M | 38.4K | 1.7% | ▲+6.4% Added · +2K sh | |
| 15 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.6M | 54.3K | 1.5% | ▲+1.7% Added · +930 sh | |
| 16 | Ishares TR MBS ETF | $2.0M | 21.0K | 1.1% | ▲+6.0% Added · +1K sh | |
| 17 | BlackRock ETF Trust II ISHA FLEX IN ETF | $1.9M | 36.6K | 1.1% | ▼−25% Reduced · −12K sh | |
| 18 | Ishares TR GLOB INDSTRL ETF | $1.7M | 8.6K | 1.0% | ▲+12% Added · +916 sh | |
| 19 | Ishares TR CORE 80 20 ETF | $1.6M | 16.4K | 0.9% | ▼−1.1% Reduced · −182 sh | |
| 20 | Sherwin Williams Co COM | $620K | 1.8K | 0.4% | —Held | |
| 21 | Fidelity Covington Trust LOW VOLITY ETF | $614K | 9.0K | 0.4% | ▲+7.0% Added · +590 sh | |
| 22 | Ishares TR 0-5 YR TIPS ETF | $613K | 6.0K | 0.4% | ▲+1.8% Added · +108 sh | |
| 23 | Ishares TR CORE 60 BALA ETF | $426K | 6.1K | 0.2% | ▼−7.7% Reduced · −509 sh | |
| 24 | BlackRock ETF Trust ISHA US AWAR ETF | $394K | 4.9K | 0.2% | ▼−6.0% Reduced · −314 sh | |
| 25 | Ishares TR CORE US AGGBD ET | $354K | 3.6K | 0.2% | ▲New New position | |
| 26 | Ishares TR ESG AWR US AGRGT | $326K | 6.9K | 0.2% | ▲+28% Added · +2K sh | |
| 27 | Ishares TR ESG AWR MSCI USA | $323K | 2.0K | 0.2% | ▼−2.5% Reduced · −50 sh | |
| 28 | Ishares TR SYSTEMATIC BD ET | $312K | 3.5K | 0.2% | ▼−3.2% Reduced · −117 sh | |
| 29 | Ishares TR ESG MSCI KLD ETF | $281K | 2.0K | 0.2% | ▼−3.5% Reduced · −71 sh | |
| 30 | Ishares TR ESG AWRE USD ETF | $257K | 11.1K | 0.1% | ▼−27% Reduced · −4K sh | |
| 31 | SPDR Series Trust ST LON TREAS ETF | $231K | 8.8K | 0.1% | ▼−1.9% Reduced · −171 sh | |
| 32 | Ishares TR ESG MSCI USA ETF | $208K | 3.0K | 0.1% | ▲New New position | |
| 33 | Ishares TR S&P 500 GRWT ETF | $204K | 1.5K | 0.1% | ▲New New position |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1847661/holdings"
Use Arkolith to show Buttonwood Financial Group, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.