2026 Q1 Portfolio Activity
In 2026 Q1, Buttonwood Financial Group, LLC maintained a portfolio of 37 distinct positions. The most significant new addition was AMERICAN CENTY ETF TR, now representing 12.35% of the total fund value. They heavily accumulated shares in BLACKROCK ETF TRUST, increasing the position by 23.3%. The fund also reduced its exposure to SPDR SERIES TRUST by 55.9%.
Position History
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Total Positions
37
Quarter
2026 Q1
Top Holding
DYNF (18.9%)
Top 10 Concentration
81.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-37 of 37
Buttonwood Financial Group, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DYNF
BLACKROCK ETF T...
|
ETF | 18.91% | 17.61% |
#1
1
Prev: #2
|
6.5 |
—
|
-9,939 | -1.8% |
P
S
|
528,266 | $30,734,363 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 12.35% | — |
#2
Prev: #—
|
9.0 |
—
|
249,088 | — |
NEW
|
249,088 | $20,071,514 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPLG
SPDR SERIES TRU...
|
ETF | 10.31% | 21.56% |
#3
2
Prev: #1
|
5.0 |
—
|
-277,852 | -55.9% |
P
S
|
218,889 | $16,753,806 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVLC
AMERICAN CENTY ...
|
Bond/Debt | 8.40% | 14.89% |
#4
1
Prev: #3
|
3.9 |
—
|
-170,519 | -49.2% |
P
S
|
176,093 | $13,656,029 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BAI
BLACKROCK ETF T...
|
ETF | 7.17% | 5.23% |
#5
Prev: #5
|
5.9 |
—
|
66,712 | 23.3% |
P
S
|
353,593 | $11,650,910 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 6.45% | 5.89% |
#6
2
Prev: #4
|
3.1 |
—
|
-5,173 | -2.7% |
P
S
|
185,273 | $10,482,735 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LMUB
ISHARES TR
|
ETF | 5.62% | — |
#7
Prev: #—
|
5.7 |
—
|
183,054 | — |
NEW
|
183,054 | $9,139,888 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 5.00% | 3.88% |
#8
1
Prev: #7
|
4.0 |
—
|
9,649 | 15.2% |
P
S
|
73,135 | $8,131,030 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHLD
GLOBAL X FDS
|
ETF | 3.59% | 2.42% |
#9
2
Prev: #11
|
3.9 |
—
|
21,798 | 36.0% |
P
S
|
82,332 | $5,832,485 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BLCR
BLACKROCK ETF T...
|
ETF | 3.47% | — |
#10
Prev: #—
|
4.9 |
—
|
137,435 | — |
NEW
|
137,435 | $5,643,080 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 3.37% | 3.35% |
#11
3
Prev: #8
|
1.8 |
—
|
-2,491 | -4.3% |
P
S
|
55,908 | $5,473,955 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
THRO
BLACKROCK ETF T...
|
ETF | 2.45% | 2.47% |
#12
2
Prev: #10
|
1.5 |
—
|
-8,510 | -7.2% |
P
S
|
110,025 | $3,985,111 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
QUAL
ISHARES TR
|
ETF | 2.31% | 2.29% |
#13
1
Prev: #12
|
1.4 |
—
|
-1,585 | -7.5% |
P
S
|
19,538 | $3,747,539 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 1.95% | 4.73% |
#14
8
Prev: #6
|
0.8 |
—
|
-68,720 | -65.6% |
P
S
|
36,039 | $3,177,437 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 1.58% | 0.20% |
#15
9
Prev: #24
|
3.6 |
—
|
45,623 | 588.4% |
P
S
|
53,377 | $2,564,762 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
BINC
BLACKROCK ETF T...
|
ETF | 1.55% | 1.66% |
#16
1
Prev: #15
|
1.1 |
—
|
-10,325 | -17.5% |
P
S
|
48,580 | $2,522,713 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MBB
ISHARES TR
|
ETF | 1.16% | 1.02% |
#17
1
Prev: #18
|
1.0 |
—
|
-163 | -0.8% |
P
S
|
19,855 | $1,885,238 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AOA
ISHARES TR
|
ETF | 0.90% | 1.04% |
#18
1
Prev: #17
|
0.4 |
—
|
-4,795 | -22.5% |
P
S
|
16,537 | $1,463,360 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EXI
ISHARES TR
|
ETF | 0.86% | 0.95% |
#19
Prev: #19
|
0.3 |
—
|
-2,022 | -20.7% |
P
S
|
7,730 | $1,399,210 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
STIP
ISHARES TR
|
ETF | 0.37% | 0.32% |
#20
Prev: #20
|
0.6 |
—
|
96 | 1.7% |
P
S
|
5,893 | $609,516 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 0.35% | — |
#21
Prev: #—
|
3.6 |
—
|
1,800 | — |
NEW
|
1,800 | $576,990 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FDLO
FIDELITY COVING...
|
ETF | 0.33% | 0.28% |
#22
Prev: #22
|
2.1 |
—
|
522 | 6.6% |
P
S
|
8,398 | $542,427 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
AOR
ISHARES TR
|
ETF | 0.26% | 0.30% |
#23
2
Prev: #21
|
0.1 |
—
|
-1,782 | -21.1% |
P
S
|
6,644 | $427,543 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
LCTU
BLACKROCK ETF T...
|
ETF | 0.23% | 0.27% |
#24
1
Prev: #23
|
0.1 |
—
|
-1,416 | -21.3% |
P
S
|
5,224 | $366,397 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SUSC
ISHARES TR
|
ETF | 0.22% | 0.20% |
#25
Prev: #25
|
0.6 |
—
|
-614 | -3.9% |
P
S
|
15,202 | $351,738 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FIBR
ISHARES TR
|
ETF | 0.20% | 0.14% |
#26
3
Prev: #29
|
2.6 |
—
|
644 | 21.5% |
P
S
|
3,633 | $323,296 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ESGU
ISHARES TR
|
ETF | 0.18% | 0.18% |
#27
Prev: #27
|
0.6 |
—
|
-229 | -10.2% |
P
S
|
2,025 | $286,376 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
EAGG
ISHARES TR
|
ETF | 0.16% | 0.11% |
#28
3
Prev: #31
|
2.6 |
—
|
1,150 | 27.3% |
P
S
|
5,367 | $255,200 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
DSI
ISHARES TR
|
ETF | 0.15% | 0.18% |
#29
1
Prev: #28
|
0.6 |
—
|
-492 | -19.4% |
P
S
|
2,045 | $247,834 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.15% | 2.85% |
#30
21
Prev: #9
|
0.1 |
—
|
-192,527 | -95.5% |
P
S
|
8,993 | $236,516 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
ESGE
ISHARES INC
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #33) |
0.0 |
—
|
-4,380 | -100.0% |
CLOSED
|
— | $— | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
IVW
ISHARES TR
|
Warrant | 0.00% | 0.11% |
Sold All 😨
(Was: #32) |
0.0 |
—
|
-1,624 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
USXF
ISHARES TR
|
ETF | 0.00% | 0.11% |
Sold All 😨
(Was: #30) |
0.0 |
—
|
-3,589 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.00% | 0.19% |
Sold All 😨
(Was: #26) |
0.0 |
—
|
-1,607 | -100.0% |
CLOSED
|
— | $— | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
FTEC
FIDELITY COVING...
|
ETF | 0.00% | 1.32% |
Sold All 😨
(Was: #16) |
0.0 |
—
|
-10,924 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
HIMU
BLACKROCK ETF T...
|
ETF | 0.00% | 2.00% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-76,833 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-15 | |||
|
MGC
VANGUARD WORLD ...
|
ETF | 0.00% | 2.14% |
Sold All 😨
(Was: #13) |
0.0 |
—
|
-15,800 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-04-15 |
Showing 1-37 of 37 holdings