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BUTTONWOOD FINANCIAL GROUP, LLC 13F portfolio summary

BUTTONWOOD FINANCIAL GROUP, LLC of BUTTONWOOD FINANCIAL GROUP, LLC has 29 current stock holdings with a reported portfolio value of $162.5M. The portfolio 1 year return is +19.14%. Top holdings include DYNF (18.95%), AVEM (12.37%), SPLG (10.33%), AVLC (8.42%), BAI (7.18%).

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BUTTONWOOD FINANCIAL GROUP, LLC

BUTTONWOOD FINANCIAL GROUP, LLC
Latest filing: 2026-03-31

BUTTONWOOD FINANCIAL GROUP, LLC runs BUTTONWOOD FINANCIAL GROUP, LLC and currently holds 29 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $162.54M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. BUTTONWOOD FINANCIAL GROUP, LLC ranks #878 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, BUTTONWOOD FINANCIAL GROUP, LLC's portfolio at BUTTONWOOD FINANCIAL GROUP, LLC has delivered returns of +19.14%. Their 3-year annualized return is +48.76%. Looking at the 5-year horizon, BUTTONWOOD FINANCIAL GROUP, LLC has achieved +35.22% annualized returns at BUTTONWOOD FINANCIAL GROUP, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.14%
#688/1000
3 Year
+48.76%
#831/1000
5 Year
+35.22%
#873/1000

Portfolio Value

$162.54M

Alpha Score

32.3

#878 of 1000

Holdings

29

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change