Data as of Q4 2025 (Dec 31, 2025)

Buttonwood Financial Group, LLC

•CIK: 1847661•Filing: Q4 2025

Buttonwood Financial Group, LLC manages $188M across a portfolio of 33 distinct positions. The strategy exhibits a notable tilt toward covered call and income-generating equity strategies, evidenced by top holdings such as SPYM at $40.6M and DYNF at $33.1M. Significant allocations are also visible in AVLC ($28.0M) and SPYV ($11.1M), suggesting a focus on yield enhancement within the equity market. This concentrated exposure highlights a tactical approach to generating consistent returns.

Total AUM
$188.1M
QoQ Performance
-18.8%
Positions
12
Top 10 Concentration
82.5%
Latest Filing
Q4 2025

Top Holdings Allocation

SPYM
DYNF
AVLC
SPYV
BAI
SPYM21.6%
DYNF17.6%
AVLC14.9%
SPYV5.9%
BAI5.2%
IAU*4.7%
AVUS3.9%
SPYG3.3%

📈 Biggest Buys

SPYV
SPDR SERIES TRUST
+83.7%
5.9% of portfolio
FTEC
FIDELITY COVINGTON TRUST
NEW
1.3% of portfolio
EXI
ISHARES TR
NEW
1.0% of portfolio
SYSB
ISHARES TR
NEW
0.1% of portfolio

📉 Biggest Sells

DYNF
BLACKROCK ETF TRUST
-31.7%
17.6% of portfolio
SPYM
SPDR SERIES TRUST
-27.1%
21.6% of portfolio
AVLC
AMERICAN CENTY ETF TR
-20.3%
14.9% of portfolio
BAI
BLACKROCK ETF TRUST
-34.7%
5.2% of portfolio
SHLD
GLOBAL X FDS
-43.3%
2.4% of portfolio

Sector Breakdown

Other100.0%

🚪 Exited Positionssold since Q3 2025

IYW
ISHARES TR
SOLD
$449.3K

Changes from Q3 2025

NEW3 new positions
↑1 increased
↓28 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SPYM21.6%
SPDR SERIES TRUST
$40.6M
DYNF17.6%
BLACKROCK ETF TRUST
$33.1M
AVLC14.9%
AMERICAN CENTY ETF TR
$28.0M
SPYV5.9%
SPDR SERIES TRUST
$11.1M
BAI5.2%
BLACKROCK ETF TRUST
$9.8M

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