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BUTTONWOOD FINANCIAL GROUP, LLC
BUTTONWOOD FINANCIAL GROUP, LLC
Latest filing: 2026-06-30
BUTTONWOOD FINANCIAL GROUP, LLC runs BUTTONWOOD FINANCIAL GROUP, LLC and currently holds 33 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $174.98M. Their top holdings are DYNF, AVEM, AVLC, BAI, LMUB. The top five represent 51.7% of reported portfolio weight. BUTTONWOOD FINANCIAL GROUP, LLC ranks #643 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BUTTONWOOD FINANCIAL GROUP, LLC initiated 1 new position. They added to 11 existing positions. They trimmed 17 positions. Their current best-performing preview position is BAI with returns of +60.00%.
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33 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DYNF BLACKROCK ETF TRUST | 17.85% | $50.87 | $69.07 | +35.78% | Trimmed -13.08% |
 AVEM AMERICAN CENTY ETF TR | 11.66% | $80.58 | $94.23 | +16.94% | Trimmed -15.10% |
 AVLC AMERICAN CENTY ETF TR | 8.73% | $76.51 | $91.58 | +19.70% | Trimmed -3.58% |
 BAI BLACKROCK ETF TRUST | 7.80% | $33.93 | $44.27 | +30.47% | Trimmed -26.83% |
 LMUB ISHARES TR | 5.72% | $50.01 | $49.51 | -1.00% | Added +6.67% |
 AVUS AMERICAN CENTY ETF TR | 4.93% | $83.89 | $130.54 | +55.61% | Trimmed -7.92% |
 SPYG SPDR SERIES TRUST | 4.83% | $82.06 | $120.23 | +46.51% | Added +27.11% |
 BLCR BLACKROCK ETF TRUST | 3.66% | $41.06 | $49.12 | +19.63% | Trimmed -7.40% |
 SHLD GLOBAL X FDS | 3.52% | $68.25 | $67.07 | -1.74% | Added +25.22% |
 SPYV SPDR SERIES TRUST | 2.86% | $53.72 | $63.52 | +18.24% | Trimmed -55.54% |
Showing 1-10 of 33