Buttonwood Financial Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), Buttonwood Financial Group, LLC reported 28 stock positions worth $170.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 17.5% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 12.9%) and iShares MSCI USA Quality Fac (QUAL, 12.7%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 17 and reduced 7. The biggest buy was Vngrd Mrngstr MG Cap ETF-Usd (MGC, shares +162%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $170.6M (Q1 2025)
- SEC Filing
- 0001085146-25-002078 ↗ filed Apr 14, 2025
Holdings Value
Holdings 28 stocks · $170.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 17.52% | 484,366 | $29.9M | Reduce -9.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 12.87% | 478,284 | $21.9M | Add +5.5% |
| QUAL iShares MSCI USA Quality Fac | 12.73% | 135,127 | $21.7M | Add +10.7% |
| AVUS Avantis U.S. Equity ETF | 11.36% | 225,949 | $19.4M | Add +6.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.09% | 201,712 | $15.5M | Add +3.6% |
| IYW iShares Ustechnology ETF | 5.74% | 73,709 | $9.8M | Add +3.6% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 5.21% | 46,843 | $8.9M | Add +162.2% |
| IAU iShares Gold Trust | 4.06% | 115,699 | $6.9M | Add +185.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.77% | 100,489 | $4.7M | New |
| MTUM iShares MSCI USA Momentum Fa | 2.77% | 24,464 | $4.7M | Add +5.0% |
| XCEM Columbia Em Core Ex-China | 2.73% | 166,458 | $4.7M | Reduce -22.1% |
| THRO iShares U.S. Thematic Rotati | 2.52% | 141,544 | $4.3M | New |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.47% | 161,558 | $4.2M | Reduce -38.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.73% | 57,861 | $3.0M | Add +10.2% |
| MBB iShares MBS ETF | 1.44% | 26,690 | $2.5M | Reduce -50.0% |
| AOA iShares Core 80/20 Aggressiv | 0.97% | 22,941 | $1.7M | Reduce -3.3% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.91% | 25,263 | $1.6M | Add +12.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.39% | 6,556 | $671K | New |
| LCTU iShares U.S. Carbon Transiti | 0.37% | 11,152 | $634K | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.35% | 10,766 | $592K | Add +6.0% |
| EAGG iShares ESG Aware US Aggrega | 0.31% | 11,452 | $534K | Add +38.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.30% | 22,675 | $509K | Reduce -0.5% |
| USXF iShares ESG Advance MSCI USA | 0.30% | 11,536 | $508K | Add +6.8% |
| FDLO Fidelity Low Volat Fact ETF | 0.30% | 8,901 | $508K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 4,602 | $446K | Add +3.4% |
| ESGU iShares ESG Aware MSCI USA | 0.21% | 3,150 | $360K | Add +29.3% |
| HYDB iShares High Yield Systemati | 0.20% | 7,577 | $341K | Add +6.5% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 3,287 | $210K | Reduce -36.8% |
Portfolio Sells Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.0% | 17.52% | −3.56 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −1.52 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -38.8% | 2.47% | −1.36 |
| MBB iShares MBS ETF | Reduce -50.0% | 1.44% | −1.27 |
| XCEM Columbia Em Core Ex-China | Reduce -22.1% | 2.73% | −0.88 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.87 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.14 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.12 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -36.8% | 0.12% | −0.07 |
| AOA iShares Core 80/20 Aggressiv | Reduce -3.3% | 0.97% | −0.06 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -0.5% | 0.30% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +162.2% | 5.21% | +3.03 |
| IAU iShares Gold Trust | Add +185.3% | 4.06% | +2.88 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 2.77% | +2.77 |
| THRO iShares U.S. Thematic Rotati | New | 2.52% | +2.52 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.39% | +0.39 |
| FDLO Fidelity Low Volat Fact ETF | New | 0.30% | +0.30 |
| QUAL iShares MSCI USA Quality Fac | Add +10.7% | 12.73% | +0.29 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.2% | 1.73% | +0.21 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +12.7% | 0.91% | +0.12 |
| EAGG iShares ESG Aware US Aggrega | Add +38.1% | 0.31% | +0.10 |
| ESGU iShares ESG Aware MSCI USA | Add +29.3% | 0.21% | +0.03 |
| AOR iShares Core 60/40 Balanced | Add +6.0% | 0.35% | +0.02 |
| HYDB iShares High Yield Systemati | Add +6.5% | 0.20% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +6.8% | 0.30% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +3.4% | 0.26% | −0.02 |
| LCTU iShares U.S. Carbon Transiti | Add +0.3% | 0.37% | −0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +5.0% | 2.77% | −0.10 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +5.5% | 12.87% | −0.48 |
| AVUS Avantis U.S. Equity ETF | Add +6.0% | 11.36% | −0.60 |
| IYW iShares Ustechnology ETF | Add +3.6% | 5.74% | −0.75 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.6% | 9.09% | −0.84 |
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 |