Buttonwood Financial Group
Buttonwood Financial Group reported 39 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DYNF (12.6%), SPYM (12.1%) and AVEM (10.2%). Compared with Q2 2026, the fund opened new positions in IALT, PZA and INRO, added to AVLC, BLCR and IAU, trimmed DYNF, SPYM and AVEM and sold out of MBB, AGG and USXF.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DYNF Blackrock ETF Trust | $24.9M | 12.6% | 353K | −106K (−23%) | 8 of 8 | |
| 2 |  SPYM Spdr Series Trust | $23.9M | 12.1% | 261K | −479 (−0%) | 8 of 8 | |
| 3 |  AVEM American Centy ETF TR | $20.3M | 10.2% | 211K | −430 (−0%) | 3 of 8 | |
| 4 |  AVLC American Centy ETF TR | $15.7M | 7.9% | 170K | +335 (+0%) | 5 of 8 | |
| 5 |  IALT Blackrock ETF Trust | $15.5M | 7.8% | 516K | New position | 1 of 8 | |
| 6 |  BAI Blackrock ETF Trust | $11.4M | 5.7% | 229K | −30K (−12%) | 5 of 8 | |
| 7 |  PZA Invesco Ltd. | $8.8M | 4.4% | 410K | New position | 1 of 8 | |
| 8 |  INRO Ishares U.s. Industry Rotation Active ETF | $8.7M | 4.4% | 232K | New position | 1 of 8 | |
| 9 |  AVUS Avantis U.s. Equity ETF | $8.5M | 4.3% | 65K | −2,697 (−4%) | 8 of 8 | |
| 10 |  SPYG Spdr Series Trust | $8.3M | 4.2% | 66K | −5,131 (−7%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Buttonwood Financial Group 13F FAQ
What does Buttonwood Financial Group own?
Buttonwood Financial Group reported 39 stocks worth $199M in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are DYNF (12.6%), SPYM (12.1%) and AVEM (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Buttonwood Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 7 added to, 22 trimmed and 3 sold out. New positions include IALT, PZA and INRO. It sold all of MBB, AGG and USXF.
When will Buttonwood Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Buttonwood Financial Group's portfolio worth?
The Q3 2026 filing reports $199M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.