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Portfolio (Quarterly) Guide ↗

Buttonwood Financial Group, LLC

· CIK 0001847661
13F Portfolio $188M AUM 33 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 1 Added 28 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 IYW ISHARES TR 2,271 $449K 0.19% SOLD
Sector Allocation
Financial Services 100.0%