Buttonwood Financial Group, LLC
CIK 1847661 · Holdings on Jun 30, 2026 · First reported Jul 30, 2026
Top ten holdings
Q2 2026- DYNF17.85%
- SPYM13.13%
- AVEM11.66%
- AVLC8.73%
- BAI7.80%
- LMUB5.72%
- AVUS4.93%
- SPYG4.83%
- BLCR3.66%
- SHLD3.52%
Share classes counted separately81.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYVWeight decreased · -3.59 pp6.45% → 2.86%Shares -102.89K (-55.54%)
- SPYMWeight increased · +2.82 pp10.31% → 13.13%Shares +42.45K (+19.39%)
- SPYGWeight increased · +1.46 pp3.37% → 4.83%Shares +15.15K (+27.11%)
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 | $31.23M | 17.85% | 459.16K shares | 18.91% → 17.85%-1.06 pp -69.11K (-13.08%) | Reduced | ▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $22.97M | 13.13% | 261.34K shares | 10.31% → 13.13%+2.82 pp +42.45K (+19.39%) | Added | ▾ |
| 03 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $20.41M | 11.66% | 211.48K shares | 12.35% → 11.66%-0.69 pp -37.60K (-15.10%) | Reduced | ▾ |
| 04 | AVLCAVANTIS US LG CAP EQ ETFAVANTIS US LARG View history and evidence | $15.27M | 8.73% | 169.78K shares | 8.40% → 8.73%+0.33 pp -6.31K (-3.58%) | Reduced | ▾ |
| 05 | BAIISHRS AI IN AND TECH ACT ETFISHA I IN TE ETF View history and evidence | $13.64M | 7.80% | 258.72K shares | 7.17% → 7.80%+0.63 pp -94.87K (-26.83%) | Reduced | ▾ |
| 06 | LMUBISHARES LT NATIONAL MUNI BDLONG TERM MUNI View history and evidence | $10.00M | 5.72% | 195.27K shares | 5.62% → 5.72%+0.10 pp +12.22K (+6.67%) | Added | ▾ |
| 07 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $8.63M | 4.93% | 67.34K shares | 5.00% → 4.93%-0.07 pp -5.79K (-7.92%) | Reduced | ▾ |
| 08 | SPYGSS SPDR P S&P 500 GROWTH ETFST STR P500GRW View history and evidence | $8.46M | 4.83% | 71.06K shares | 3.37% → 4.83%+1.46 pp +15.15K (+27.11%) | Added | ▾ |
| 09 | BLCRISHARES LRG CP CR ACT ETF-UIISHA LA CORE ETF View history and evidence | $6.41M | 3.66% | 127.27K shares | 3.47% → 3.66%+0.19 pp -10.17K (-7.40%) | Reduced | ▾ |
| 10 | SHLDGLOBAL X DEFENSE TECH ETFDEFENSE TECH ETF View history and evidence | $6.16M | 3.52% | 103.10K shares | 3.59% → 3.52%-0.07 pp +20.77K (+25.22%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1847661 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 174977797
}Research all 33 reported holdings.
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