Buttonwood Financial Group, LLC holds a focused book of 33 stocks 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 equity book.
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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.
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
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, no cost basis
Other tracked managers holding the same core names as Buttonwood Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 33 / 33 | $40.5B |
| JPMORGAN CHASE & CO | 33 / 33 | $37.6B |
| LPL Financial LLC | 33 / 33 | $30.6B |
| COMMONWEALTH EQUITY SERVICES, LLC | 33 / 33 | $2.5B |
| AE Wealth Management LLC | 33 / 33 | $1.2B |
| Farther Finance Advisors, LLC | 33 / 33 | $600.9M |
| MORGAN STANLEY | 32 / 33 | $21.4B |
| BlackRock, Inc. | 32 / 33 | $21.4B |
Ranked by how many of Buttonwood Financial Group, LLC's top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.