Buttonwood Financial Group, LLC
Strategy in plain words
auto-generated from filingsButtonwood Financial Group, LLC is a wealth-management firm allocating client money, specialised in financials (85% of the long book), running a $162.5M US long book across 30 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: ISHRS US E F R A ETF-USD INC, AVANTIS EMERGING MARKETS EQ, STE STR SPDR PT S&P 500 ETF, AVANTIS US LG CAP EQ ETF, ISHRS AI IN AND TECH ACT ETF.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 3 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/optionsSector allocation
Long book by quarter
What does Buttonwood Financial own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SHW SHERWIN-WILLIAMS CO/THE | Consumer discretionary | 1.8K | $577K | 0.4% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 15, 2026 | 30 | $162.5M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 13, 2026 | 33 | $188.1M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 5, 2025 | 31 | $231.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 30 | $197.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 14, 2025 | 28 | $170.6M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 31, 2025 | 28 | $180.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 27 | $166.7M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 10, 2024 | 29 | $175.3M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 11, 2024 | 29 | $169.1M | canonical | SEC ↗ |