Buttonwood Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Buttonwood Financial Group, LLC reported 28 stock positions worth $180.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 21.1% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 13.3%) and iShares MSCI USA Quality Fac (QUAL, 12.4%). Compared with Q3 2024, it opened 4 new positions, sold out of 3, added to 14 and reduced 10. The biggest buy was a new position in iShares MSCI USA Momentum Fa (MTUM) and the biggest sale Ishrs US E F R A ETF-Usd (DYNF, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $180.6M (Q4 2024)
- SEC Filing
- 0001085146-25-000654 ↗ filed Jan 31, 2025
Holdings Value
Holdings 28 stocks · $180.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 21.08% | 532,192 | $38.1M | Add +0.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 13.34% | 453,201 | $24.1M | Reduce -4.0% |
| QUAL iShares MSCI USA Quality Fac | 12.44% | 122,033 | $22.5M | Add +0.6% |
| AVUS Avantis U.S. Equity ETF | 11.95% | 213,188 | $21.6M | Reduce -1.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.93% | 194,755 | $17.9M | Reduce -3.7% |
| IYW iShares Ustechnology ETF | 6.49% | 71,132 | $11.7M | Reduce -2.3% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 3.82% | 264,162 | $6.9M | Add +5.0% |
| XCEM Columbia Em Core Ex-China | 3.61% | 213,590 | $6.5M | Add +4.9% |
| MTUM iShares MSCI USA Momentum Fa | 2.88% | 23,291 | $5.2M | New |
| MBB iShares MBS ETF | 2.71% | 53,329 | $4.9M | Add +6.4% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.18% | 17,867 | $3.9M | Reduce -0.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.52% | 52,490 | $2.7M | Add +7.3% |
| IFRA iShares US Infrastructure | 1.52% | 56,693 | $2.7M | Add +1.9% |
| IAU iShares Gold Trust | 1.17% | 40,551 | $2.1M | New |
| AOA iShares Core 80/20 Aggressiv | 1.04% | 23,720 | $1.9M | Add +6.2% |
| IXC iShares Global Energy ETF | 0.87% | 39,008 | $1.6M | Add +3.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.79% | 22,426 | $1.4M | Add +2.3% |
| LCTU iShares U.S. Carbon Transiti | 0.41% | 11,118 | $738K | Reduce -7.4% |
| AOR iShares Core 60/40 Balanced | 0.33% | 10,156 | $594K | Reduce -10.5% |
| USXF iShares ESG Advance MSCI USA | 0.31% | 10,802 | $565K | Add +2.2% |
| SUSC iShares ESG Aware Usd Corpor | 0.29% | 22,794 | $519K | Reduce -2.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.28% | 4,450 | $512K | Reduce -8.4% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 8,292 | $386K | Add +9.9% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.19% | 5,203 | $350K | Add +6.3% |
| HYDB iShares High Yield Systemati | 0.19% | 7,114 | $338K | New |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 2,436 | $326K | Reduce -8.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.14% | 4,410 | $252K | Add +7.4% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 1,995 | $212K | New |
Portfolio Sells Q3 2024 → Q4 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.0% | 13.34% | −0.67 |
| AVUS Avantis U.S. Equity ETF | Reduce -1.9% | 11.95% | −0.45 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -3.7% | 9.93% | −0.14 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.14 |
| IYW iShares Ustechnology ETF | Reduce -2.3% | 6.49% | −0.13 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.13 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.12 |
| AOR iShares Core 60/40 Balanced | Reduce -10.5% | 0.33% | −0.07 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -0.6% | 2.18% | −0.05 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -2.2% | 0.29% | −0.05 |
| LCTU iShares U.S. Carbon Transiti | Reduce -7.4% | 0.41% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -8.4% | 0.28% | −0.03 |
| ESGU iShares ESG Aware MSCI USA | Reduce -8.1% | 0.18% | −0.02 |
Portfolio Buys Q3 2024 → Q4 2024
| MTUM iShares MSCI USA Momentum Fa | New | 2.88% | +2.88 |
| IAU iShares Gold Trust | New | 1.17% | +1.17 |
| HYDB iShares High Yield Systemati | New | 0.19% | +0.19 |
| IVW iShares S&P 500 Growth ETF | New | 0.12% | +0.12 |
| USXF iShares ESG Advance MSCI USA | Add +2.2% | 0.31% | +0.00 |
| EAGG iShares ESG Aware US Aggrega | Add +9.9% | 0.21% | −0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.4% | 0.14% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +6.3% | 0.19% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Add +6.2% | 1.04% | −0.02 |
| IFRA iShares US Infrastructure | Add +1.9% | 1.52% | −0.05 |
| IXC iShares Global Energy ETF | Add +3.4% | 0.87% | −0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.3% | 1.52% | −0.05 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +2.3% | 0.79% | −0.08 |
| MBB iShares MBS ETF | Add +6.4% | 2.71% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.8% | 21.08% | −0.31 |
| XCEM Columbia Em Core Ex-China | Add +4.9% | 3.61% | −0.38 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +5.0% | 3.82% | −0.57 |
| QUAL iShares MSCI USA Quality Fac | Add +0.6% | 12.44% | −0.61 |
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 |