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Portfolio (Quarterly) Guide ↗

Buttonwood Financial Group, LLC

· CIK 0001847661
13F Portfolio $175M AUM 33 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 9 Added 19 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 MGC VANGUARD WORLD FD 15,800 $4.0M 2.14% SOLD
2 BLACKROCK ETF TRUST II 76,833 $3.8M 2.00% SOLD
3 FTEC FIDELITY COVINGTON TRUST 10,924 $2.5M 1.32% SOLD
4 VIG VANGUARD SPECIALIZED FUNDS 1,607 $361K 0.19% SOLD
5 ESGE ISHARES INC 4,380 $202K 0.11% SOLD
Sector Allocation
Financial Services 82.4%
Basic Materials 17.6%