Buttonwood Financial Reports $197M in Equity Holdings for Q2 2025

The firm maintains a focused portfolio of 30 positions with no shared investment oversight.

July 15, 2025

Buttonwood files Q2 holdings report with SEC

Buttonwood Financial Group wrapped up the second quarter of 2025 with $197 million in equity holdings —spread across just 30 positions. That’s the picture from the firm’s latest 13F report, submitted to the SEC on July 14.

There’s no outside management listed and no amendments. Every position in the filing sits squarely under Buttonwood’s oversight, with no other firms involved. It’s a tight, self-directed portfolio strategy, and it shows in the structure of the report: clear, complete, and entirely in-house.

Concentration and consistency define the portfolio

The approach leans focused. With 30 holdings in total, Buttonwood is signaling conviction in its selections. The firm doesn’t share security-level detail in the summary, but the aggregate numbers tell a clear story about scale and intent.

Filed by President and Chief Compliance Officer Jon McGraw, the report reflects Buttonwood’s ongoing commitment to transparent reporting and disciplined portfolio construction. As markets continue to shift, this kind of consistency gives clients and market watchers a reliable view into how Buttonwood is managing its equity exposure.