Bullish
Agent
Filings
Market
Earnings
Ratings
ETFs
Insiders
Shorts
Offerings
▾
Follow-Ons
IPO Calendar
Funds
▾
Portfolio (Quarterly)
Holdings (Monthly)
All Stakes
Directory
Legends
Screener
Sign in
Register
🌙
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%