Buttonwood Financial Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), Buttonwood Financial Group, LLC reported 33 stock positions worth $175.0 million. Its top holding was Ishrs US E F R A ETF-Usd (DYNF) at 17.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 13.1%) and Avantis Emerging Markets Eq (AVEM, 11.7%). Compared with Q1 2026, it opened 3 new positions, added to 11 and reduced 18. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +19%) and the biggest sale SS SPDR P S&P 500 Value ETF (SPYV, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $175.0M (Q2 2026)
- SEC Filing
- 0001847661-26-000012 ↗ filed Jul 30, 2026
Holdings Value
Holdings 33 stocks · $175.0M
| DYNF Ishrs US E F R A ETF-Usd Inc. | 17.85% | 459,161 | $31.2M | Reduce -13.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.13% | 261,338 | $23.0M | Add +19.4% |
| AVEM Avantis Emerging Markets Eq | 11.66% | 211,484 | $20.4M | Reduce -15.1% |
| AVLC Avantis US LG Cap Eq ETF | 8.73% | 169,783 | $15.3M | Reduce -3.6% |
| BAI Ishrs AI in and Tech Act ETF | 7.80% | 258,723 | $13.6M | Reduce -26.8% |
| LMUB iShares LT National Muni BD | 5.72% | 195,270 | $10.0M | Add +6.7% |
| AVUS Avantis U.S. Equity ETF | 4.93% | 67,340 | $8.6M | Reduce -7.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.83% | 71,063 | $8.5M | Add +27.1% |
| BLCR iShares LRG CP CR Act ETF-Ui | 3.66% | 127,265 | $6.4M | Reduce -7.4% |
| SHLD Global X Defense Tech ETF | 3.52% | 103,100 | $6.2M | Add +25.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.86% | 82,380 | $5.0M | Reduce -55.5% |
| THRO iShares U.S. Thematic Rotati | 2.66% | 107,855 | $4.6M | Reduce -2.0% |
| QUAL iShares MSCI USA Quality Fac | 2.42% | 19,285 | $4.2M | Reduce -1.3% |
| IAU iShares Gold Trust | 1.66% | 38,354 | $2.9M | Add +6.4% |
| BNDX Vanguard Total Intl Bond ETF | 1.50% | 54,307 | $2.6M | Add +1.7% |
| MBB iShares MBS ETF | 1.14% | 21,049 | $2.0M | Add +6.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.10% | 36,623 | $1.9M | Reduce -24.6% |
| EXI iShares Global Industrials E | 0.99% | 8,646 | $1.7M | Add +11.8% |
| AOA iShares Core 80/20 Aggressiv | 0.91% | 16,355 | $1.6M | Reduce -1.1% |
| SHW The Sherwin-Williams Co. | 0.35% | 1,800 | $620K | No change |
| FDLO Fidelity Low Volat Fact ETF | 0.35% | 8,988 | $614K | Add +7.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.35% | 6,001 | $613K | Add +1.8% |
| AOR iShares Core 60/40 Balanced | 0.24% | 6,135 | $426K | Reduce -7.7% |
| LCTU iShares U.S. Carbon Transiti | 0.22% | 4,910 | $394K | Reduce -6.0% |
| AGG iShares Core U.S. Aggregate | 0.20% | 3,574 | $354K | New |
| EAGG iShares ESG Aware US Aggrega | 0.19% | 6,876 | $326K | Add +28.1% |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 1,975 | $323K | Reduce -2.5% |
| SYSB iShares Systematic Bond ETF | 0.18% | 3,516 | $312K | Reduce -3.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.16% | 1,974 | $281K | Reduce -3.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.15% | 11,108 | $257K | Reduce -26.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.13% | 8,822 | $231K | Reduce -1.9% |
| USXF iShares ESG Advance MSCI USA | 0.12% | 2,989 | $208K | New |
| IVW iShares S&P 500 Growth ETF | 0.12% | 1,487 | $204K | New |
Portfolio Sells Q1 2026 → Q2 2026
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -55.5% | 2.86% | −3.59 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -13.1% | 17.85% | −1.06 |
| AVEM Avantis Emerging Markets Eq | Reduce -15.1% | 11.66% | −0.69 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -24.6% | 1.10% | −0.46 |
| AVUS Avantis U.S. Equity ETF | Reduce -7.9% | 4.93% | −0.07 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -26.9% | 0.15% | −0.07 |
| SYSB iShares Systematic Bond ETF | Reduce -3.2% | 0.18% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -7.7% | 0.24% | −0.02 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -1.9% | 0.13% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -6.0% | 0.22% | −0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -3.5% | 0.16% | +0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.5% | 0.18% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.1% | 0.91% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 2.42% | +0.11 |
| BLCR iShares LRG CP CR Act ETF-Ui | Reduce -7.4% | 3.66% | +0.19 |
| THRO iShares U.S. Thematic Rotati | Reduce -2.0% | 2.66% | +0.21 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -3.6% | 8.73% | +0.33 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -26.8% | 7.80% | +0.63 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +19.4% | 13.13% | +2.82 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +27.1% | 4.83% | +1.46 |
| AGG iShares Core U.S. Aggregate | New | 0.20% | +0.20 |
| EXI iShares Global Industrials E | Add +11.8% | 0.99% | +0.13 |
| USXF iShares ESG Advance MSCI USA | New | 0.12% | +0.12 |
| IVW iShares S&P 500 Growth ETF | New | 0.12% | +0.12 |
| LMUB iShares LT National Muni BD | Add +6.7% | 5.72% | +0.09 |
| EAGG iShares ESG Aware US Aggrega | Add +28.1% | 0.19% | +0.03 |
| FDLO Fidelity Low Volat Fact ETF | Add +7.0% | 0.35% | +0.02 |
| MBB iShares MBS ETF | Add +6.0% | 1.14% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.8% | 0.35% | −0.02 |
| SHLD Global X Defense Tech ETF | Add +25.2% | 3.52% | −0.07 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.7% | 1.50% | −0.07 |
| IAU iShares Gold Trust | Add +6.4% | 1.66% | −0.30 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $175.0M | DYNF, SPYM, AVEM, AVLC, BAI |
| Q1 2026 | 30 | $162.5M | DYNF, AVEM, SPYM, AVLC, BAI |
| Q4 2025 | 33 | $188.1M | SPYM, DYNF, AVLC, SPYV, BAI |
| Q3 2025 | 31 | $231.6M | SPYM, DYNF, AVLC, BAI, IAU |
| Q2 2025 | 30 | $197.0M | DYNF, QUAL, SPYM, AVUS, IYW |
| Q1 2025 | 28 | $170.6M | SPYM, DYNF, QUAL, AVUS, SPYG |
| Q4 2024 | 28 | $180.6M | SPYM, DYNF, QUAL, AVUS, SPYG |
| Q3 2024 | 27 | $166.7M | SPYM, DYNF, QUAL, AVUS, SPYG |
| Q2 2024 | 29 | $175.3M | SPYG, SPYM, DYNF, QUAL, AVUS |
| Q1 2024 | 29 | $169.1M | SPYM, QUAL, AVUS, SPYG, DYNF |