Buttonwood Financial Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), Buttonwood Financial Group, LLC reported 29 stock positions worth $175.3 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 14.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 14.0%) and Ishrs US E F R A ETF-Usd (DYNF, 12.7%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 21 and reduced 7. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +52%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $175.3M (Q2 2024)
- SEC Filing
- 0001085146-24-002838 ↗ filed Jul 10, 2024
Holdings Value
Holdings 29 stocks · $175.3M
| SPYG SS SPDR P S&P 500 Growth ETF | 14.78% | 321,104 | $25.9M | Add +52.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 13.97% | 381,907 | $24.5M | Reduce -34.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 12.69% | 472,145 | $22.2M | Add +57.3% |
| QUAL iShares MSCI USA Quality Fac | 11.95% | 122,935 | $21.0M | Add +3.4% |
| AVUS Avantis U.S. Equity ETF | 9.23% | 179,336 | $16.2M | Add +1.7% |
| IYW iShares Ustechnology ETF | 6.42% | 73,981 | $11.2M | Reduce -1.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.09% | 183,953 | $8.9M | Add +3.9% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 4.32% | 283,705 | $7.6M | Add +4.5% |
| EFV iShares MSCI Eafe Value ETF | 3.82% | 125,619 | $6.7M | Reduce -0.9% |
| XCEM Columbia Em Core Ex-China | 3.15% | 173,172 | $5.5M | Add +30.4% |
| MBB iShares MBS ETF | 2.63% | 50,653 | $4.6M | Add +6.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.15% | 19,025 | $3.8M | Reduce -1.2% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.44% | 48,685 | $2.5M | Add +6.5% |
| IFRA iShares US Infrastructure | 1.31% | 55,473 | $2.3M | Add +1.2% |
| TIP iShares Tips Bond ETF | 1.01% | 16,773 | $1.8M | Add +3.9% |
| AOA iShares Core 80/20 Aggressiv | 0.94% | 22,026 | $1.6M | Add +0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.89% | 34,846 | $1.6M | Add +5.6% |
| IXC iShares Global Energy ETF | 0.88% | 37,178 | $1.5M | Reduce -67.0% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.79% | 22,215 | $1.4M | Add +5.8% |
| LCTU iShares U.S. Carbon Transiti | 0.43% | 12,537 | $746K | Add +5.8% |
| AOR iShares Core 60/40 Balanced | 0.40% | 12,591 | $708K | Add +4.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.31% | 5,179 | $538K | Add +7.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.28% | 21,510 | $484K | Add +11.9% |
| USXF iShares ESG Advance MSCI USA | 0.26% | 9,706 | $450K | Add +7.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.24% | 17,251 | $429K | Reduce -74.5% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 6,747 | $312K | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.17% | 2,497 | $299K | Reduce -14.3% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.14% | 3,721 | $251K | Add +9.0% |
| IGEB iShares Investment Grade SYS | 0.13% | 5,020 | $221K | New |
Portfolio Sells Q1 2024 → Q2 2024
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -34.3% | 13.97% | −7.17 |
| IXC iShares Global Energy ETF | Reduce -67.0% | 0.88% | −1.98 |
| USMV iShares MSCI USA Min Vol Fac | Sold out | 0.00% | −1.49 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -74.5% | 0.24% | −0.77 |
| EFV iShares MSCI Eafe Value ETF | Reduce -0.9% | 3.82% | −0.26 |
| ESGU iShares ESG Aware MSCI USA | Reduce -14.3% | 0.17% | −0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -1.2% | 2.15% | +0.02 |
| IYW iShares Ustechnology ETF | Reduce -1.7% | 6.42% | +0.40 |
Portfolio Buys Q1 2024 → Q2 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +52.2% | 14.78% | +5.66 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +57.3% | 12.69% | +4.80 |
| XCEM Columbia Em Core Ex-China | Add +30.4% | 3.15% | +0.71 |
| QUAL iShares MSCI USA Quality Fac | Add +3.4% | 11.95% | +0.39 |
| IGEB iShares Investment Grade SYS | New | 0.13% | +0.13 |
| MBB iShares MBS ETF | Add +6.7% | 2.63% | +0.03 |
| LCTU iShares U.S. Carbon Transiti | Add +5.8% | 0.43% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +6.5% | 1.44% | +0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +7.9% | 0.31% | +0.02 |
| SUSC iShares ESG Aware Usd Corpor | Add +11.9% | 0.28% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +7.0% | 0.26% | +0.01 |
| AOR iShares Core 60/40 Balanced | Add +4.2% | 0.40% | +0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +9.0% | 0.14% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +5.6% | 0.89% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +5.8% | 0.79% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +3.5% | 0.18% | −0.00 |
| TIP iShares Tips Bond ETF | Add +3.9% | 1.01% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +0.5% | 0.94% | −0.01 |
| IFRA iShares US Infrastructure | Add +1.2% | 1.31% | −0.09 |
| AVUS Avantis U.S. Equity ETF | Add +1.7% | 9.23% | −0.10 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.9% | 5.09% | −0.16 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +4.5% | 4.32% | −0.17 |
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 |