Buttonwood Financial Group, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Buttonwood Financial Group, LLC reported 30 stock positions worth $197.0 million. Its top holding was Ishrs US E F R A ETF-Usd (DYNF) at 13.5% of the portfolio, followed by iShares MSCI USA Quality Fac (QUAL, 13.1%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 12.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 2, added to 16 and reduced 10. The biggest buy was iShares U.S. Thematic Rotati (THRO, shares +170%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −29%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $197.0M (Q2 2025)
- SEC Filing
- 0001085146-25-003799 ↗ filed Jul 14, 2025
Holdings Value
Holdings 30 stocks · $197.0M
| DYNF Ishrs US E F R A ETF-Usd Inc. | 13.48% | 486,323 | $26.6M | Add +1.7% |
| QUAL iShares MSCI USA Quality Fac | 13.05% | 140,048 | $25.7M | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 12.67% | 341,859 | $25.0M | Reduce -29.4% |
| AVUS Avantis U.S. Equity ETF | 11.93% | 231,110 | $23.5M | Add +2.3% |
| IYW iShares Ustechnology ETF | 8.56% | 96,799 | $16.9M | Add +31.3% |
| THRO iShares U.S. Thematic Rotati | 6.93% | 382,512 | $13.6M | Add +170.2% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 6.59% | 57,573 | $13.0M | Add +22.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.86% | 100,324 | $9.6M | Reduce -50.3% |
| IAU iShares Gold Trust | 3.66% | 114,728 | $7.2M | Reduce -0.8% |
| MTUM iShares MSCI USA Momentum Fa | 2.91% | 24,003 | $5.7M | Reduce -1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.75% | 102,531 | $5.4M | Add +2.0% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.37% | 180,053 | $4.7M | Add +11.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.58% | 59,173 | $3.1M | Add +2.3% |
| MBB iShares MBS ETF | 1.27% | 26,892 | $2.5M | Add +0.8% |
| HIMU iShares High Yild Muni A ETF | 1.26% | 51,337 | $2.5M | New |
| BNDX Vanguard Total Intl Bond ETF | 1.26% | 50,170 | $2.5M | New |
| AOA iShares Core 80/20 Aggressiv | 0.96% | 22,908 | $1.9M | Reduce -0.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 0.85% | 25,626 | $1.7M | Add +1.4% |
| LCTU iShares U.S. Carbon Transiti | 0.38% | 11,142 | $753K | Reduce -0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.35% | 6,794 | $696K | Add +3.6% |
| AOR iShares Core 60/40 Balanced | 0.34% | 10,821 | $660K | Add +0.5% |
| FDLO Fidelity Low Volat Fact ETF | 0.29% | 9,157 | $579K | Add +2.9% |
| SUSC iShares ESG Aware Usd Corpor | 0.29% | 24,965 | $575K | Add +10.1% |
| EAGG iShares ESG Aware US Aggrega | 0.28% | 11,614 | $546K | Add +1.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.26% | 4,395 | $513K | Reduce -4.5% |
| USXF iShares ESG Advance MSCI USA | 0.22% | 7,949 | $431K | Reduce -31.1% |
| ESGU iShares ESG Aware MSCI USA | 0.22% | 3,132 | $425K | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.21% | 1,999 | $413K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 3,255 | $240K | Reduce -1.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 5,685 | $222K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -29.4% | 12.67% | −4.85 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -50.3% | 4.86% | −4.24 |
| XCEM Columbia Em Core Ex-China | Sold out | 0.00% | −2.73 |
| IAU iShares Gold Trust | Reduce -0.8% | 3.66% | −0.39 |
| HYDB iShares High Yield Systemati | Sold out | 0.00% | −0.20 |
| USXF iShares ESG Advance MSCI USA | Reduce -31.1% | 0.22% | −0.08 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.1% | 0.96% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -4.5% | 0.26% | −0.00 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -1.0% | 0.12% | −0.00 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.6% | 0.22% | +0.00 |
| LCTU iShares U.S. Carbon Transiti | Reduce -0.1% | 0.38% | +0.01 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -1.9% | 2.91% | +0.14 |
Portfolio Buys Q1 2025 → Q2 2025
| THRO iShares U.S. Thematic Rotati | Add +170.2% | 6.93% | +4.41 |
| IYW iShares Ustechnology ETF | Add +31.3% | 8.56% | +2.82 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Add +22.9% | 6.59% | +1.38 |
| HIMU iShares High Yild Muni A ETF | New | 1.26% | +1.26 |
| BNDX Vanguard Total Intl Bond ETF | New | 1.26% | +1.26 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +1.7% | 13.48% | +0.61 |
| AVUS Avantis U.S. Equity ETF | Add +2.3% | 11.93% | +0.58 |
| QUAL iShares MSCI USA Quality Fac | Add +3.6% | 13.05% | +0.32 |
| VIG Vanguard Dividend Apprec ETF | New | 0.21% | +0.21 |
| ESGE iShares Inc. iShares ESG Awar | New | 0.11% | +0.11 |
| FDLO Fidelity Low Volat Fact ETF | Add +2.9% | 0.29% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +10.1% | 0.29% | −0.01 |
| AOR iShares Core 60/40 Balanced | Add +0.5% | 0.34% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +2.0% | 2.75% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Add +1.4% | 0.28% | −0.04 |
| STIP iShares 0-5 Year Tips Bond E | Add +3.6% | 0.35% | −0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +1.4% | 0.85% | −0.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +11.4% | 2.37% | −0.09 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +2.3% | 1.58% | −0.16 |
| MBB iShares MBS ETF | Add +0.8% | 1.27% | −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 |