Buttonwood Financial Group, LLC
CIK 1847661 · Holdings on Sep 30, 2026 · First reported Oct 16, 2026
Top ten holdings
Q3 2026- DYNF12.56%
- SPYM12.05%
- AVEM10.22%
- AVLC7.91%
- IALT7.82%
- BAI5.72%
- PZA4.41%
- INRO4.41%
- AVUS4.26%
- SPYG4.20%
Share classes counted separately73.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- LMUBWeight decreased · -5.51 pp5.72% → 0.21%Shares -186.23K (-95.37%)
- DYNFWeight decreased · -5.29 pp17.85% → 12.56%Shares -106.42K (-23.18%)
- BAIWeight decreased · -2.08 pp7.80% → 5.72%Shares -30.22K (-11.68%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $24.93M | 12.56% | 352.74K shares | 17.85% → 12.56%-5.29 pp -106.42K (-23.18%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $23.93M | 12.05% | 260.86K shares | 13.13% → 12.05%-1.08 pp -479 (-0.18%) | Reduced | ↗▾ |
| 03 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $20.29M | 10.22% | 211.05K shares | 11.66% → 10.22%-1.44 pp -430 (-0.20%) | Reduced | ↗▾ |
| 04 | AVLCAVANTIS US LG CAP EQ ETFAVANTIS US LARG View history and evidence | $15.70M | 7.91% | 170.12K shares | 8.73% → 7.91%-0.82 pp +335 (+0.20%) | Added | ↗▾ |
| 05 | IALTISHRS SYS ALT ACT ETFISHA SYST AL ETF View history and evidence | $15.53M | 7.82% | 516.11K shares | Prior unavailable +516.11K | New | ↗▾ |
| 06 | BAIISHRS AI IN AND TECH ACT ETFISHA I IN TE ETF View history and evidence | $11.36M | 5.72% | 228.50K shares | 7.80% → 5.72%-2.08 pp -30.22K (-11.68%) | Reduced | ↗▾ |
| 07 | PZAINVESCO NATIONAL AMT-FREE MUNATL AMT MUNI View history and evidence | $8.76M | 4.41% | 409.83K shares | Prior unavailable +409.83K | New | ↗▾ |
| 08 | INROISHARES US IN RO ACT ETF-USDISHA U S IND ETF View history and evidence | $8.74M | 4.41% | 232.21K shares | Prior unavailable +232.21K | New | ↗▾ |
| 09 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $8.45M | 4.26% | 64.64K shares | 4.93% → 4.26%-0.67 pp -2.70K (-4.01%) | Reduced | ↗▾ |
| 10 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $8.34M | 4.20% | 65.93K shares | 4.83% → 4.20%-0.63 pp -5.13K (-7.22%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| MBB ISHARES MBS ETF | Non-derivative | -21,049 | -$1.99M | SEC filing ↗ | SEC filing ↗ |
| AGG ISHARES CORE U.S. AGGREGATE | Non-derivative | -3,574 | -$353.75K | SEC filing ↗ | SEC filing ↗ |
| USXF ISHARES ESG ADVANCE MSCI USA | Non-derivative | -2,989 | -$207.59K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1847661 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 16, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 198520551
}Research all 39 reported holdings.
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