Buttonwood Financial Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 11, 2024), Buttonwood Financial Group, LLC reported 29 stock positions worth $169.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 21.1% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 11.6%) and Avantis U.S. Equity ETF (AVUS, 9.3%). Compared with Q4 2023, it opened 5 new positions, sold out of 3, added to 17 and reduced 7. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $169.1M (Q1 2024)
- SEC Filing
- 0001085146-24-001704 ↗ filed Apr 11, 2024
Holdings Value
Holdings 29 stocks · $169.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 21.15% | 581,079 | $35.8M | Reduce -5.3% |
| QUAL iShares MSCI USA Quality Fac | 11.56% | 118,895 | $19.5M | Add +2.8% |
| AVUS Avantis U.S. Equity ETF | 9.33% | 176,266 | $15.8M | Add +0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.13% | 210,946 | $15.4M | Add +96.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 7.88% | 300,199 | $13.3M | New |
| IYW iShares Ustechnology ETF | 6.01% | 75,286 | $10.2M | Reduce -2.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.25% | 177,061 | $8.9M | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 4.49% | 271,564 | $7.6M | Add +0.7% |
| EFV iShares MSCI Eafe Value ETF | 4.08% | 126,748 | $6.9M | Reduce -45.8% |
| IXC iShares Global Energy ETF | 2.86% | 112,581 | $4.8M | Add +46.1% |
| MBB iShares MBS ETF | 2.60% | 47,496 | $4.4M | Add +57.2% |
| XCEM Columbia Em Core Ex-China | 2.44% | 132,825 | $4.1M | Add +100.3% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.13% | 19,258 | $3.6M | Reduce -54.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.49% | 30,209 | $2.5M | Reduce -46.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.42% | 45,737 | $2.4M | New |
| IFRA iShares US Infrastructure | 1.41% | 54,816 | $2.4M | Add +2.7% |
| TIP iShares Tips Bond ETF | 1.03% | 16,140 | $1.7M | Add +8.5% |
| SPAB SS SPDR P Agg Bond ETF | 1.01% | 67,664 | $1.7M | New |
| AOA iShares Core 80/20 Aggressiv | 0.95% | 21,910 | $1.6M | Reduce -1.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.89% | 33,005 | $1.5M | Add +7.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.79% | 20,994 | $1.3M | Add +0.5% |
| LCTU iShares U.S. Carbon Transiti | 0.40% | 11,846 | $680K | Add +30.4% |
| AOR iShares Core 60/40 Balanced | 0.40% | 12,088 | $673K | Add +1.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.29% | 4,800 | $484K | Add +29.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.26% | 19,222 | $442K | Add +67.0% |
| USXF iShares ESG Advance MSCI USA | 0.24% | 9,072 | $410K | Add +29.4% |
| ESGU iShares ESG Aware MSCI USA | 0.20% | 2,912 | $335K | Reduce -1.5% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 6,522 | $307K | Add +33.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.14% | 3,415 | $233K | New |
Portfolio Sells Q4 2023 → Q1 2024
| EFV iShares MSCI Eafe Value ETF | Reduce -45.8% | 4.08% | −4.79 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -5.3% | 21.15% | −3.81 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -54.7% | 2.13% | −3.11 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −2.86 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -46.2% | 1.49% | −1.70 |
| IYW iShares Ustechnology ETF | Reduce -2.9% | 6.01% | −0.91 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.56 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.39 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.4% | 0.95% | −0.16 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.5% | 0.20% | −0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 7.88% | +7.88 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 5.25% | +5.25 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +96.8% | 9.13% | +4.05 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 1.42% | +1.42 |
| SPAB SS SPDR P Agg Bond ETF | New | 1.01% | +1.01 |
| XCEM Columbia Em Core Ex-China | Add +100.3% | 2.44% | +0.98 |
| IXC iShares Global Energy ETF | Add +46.1% | 2.86% | +0.67 |
| MBB iShares MBS ETF | Add +57.2% | 2.60% | +0.53 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.14% | +0.14 |
| SUSC iShares ESG Aware Usd Corpor | Add +67.0% | 0.26% | +0.07 |
| LCTU iShares U.S. Carbon Transiti | Add +30.4% | 0.40% | +0.06 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +29.1% | 0.29% | +0.04 |
| USXF iShares ESG Advance MSCI USA | Add +29.4% | 0.24% | +0.04 |
| EAGG iShares ESG Aware US Aggrega | Add +33.2% | 0.18% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +1.0% | 0.40% | −0.07 |
| TIP iShares Tips Bond ETF | Add +8.5% | 1.03% | −0.14 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +7.3% | 0.89% | −0.14 |
| IFRA iShares US Infrastructure | Add +2.7% | 1.41% | −0.16 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +0.5% | 0.79% | −0.18 |
| QUAL iShares MSCI USA Quality Fac | Add +2.8% | 11.56% | −0.83 |
| AVUS Avantis U.S. Equity ETF | Add +0.2% | 9.33% | −1.11 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +0.7% | 4.49% | −1.21 |
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 |