Buttonwood Financial Group, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 5, 2025), Buttonwood Financial Group, LLC reported 31 stock positions worth $231.6 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 23.2% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 20.1%) and Avantis US LG Cap Eq ETF (AVLC, 14.4%). Compared with Q2 2025, it opened 4 new positions, sold out of 3, added to 14 and reduced 13. The biggest buy was a new position in Avantis US LG Cap Eq ETF (AVLC) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −81%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $231.6M (Q3 2025)
- SEC Filing
- 0001847661-25-000006 ↗ filed Nov 5, 2025
Holdings Value
Holdings 31 stocks · $231.6M
| SPYM Ste STR SPDR PT S&P 500 ETF | 23.17% | 681,693 | $53.7M | Add +99.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 20.15% | 787,890 | $46.7M | Add +62.0% |
| AVLC Avantis US LG Cap Eq ETF | 14.41% | 435,058 | $33.4M | New |
| BAI Ishrs AI in and Tech Act ETF | 6.59% | 439,254 | $15.3M | New |
| IAU iShares Gold Trust | 4.52% | 139,557 | $10.5M | Add +21.6% |
| AVUS Avantis U.S. Equity ETF | 3.69% | 78,392 | $8.5M | Reduce -66.1% |
| SHLD Global X Defense Tech ETF | 3.25% | 106,710 | $7.5M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.17% | 69,989 | $7.3M | Reduce -30.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.74% | 235,794 | $6.3M | Add +31.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.49% | 103,660 | $5.8M | Add +1.1% |
| THRO iShares U.S. Thematic Rotati | 2.39% | 146,524 | $5.5M | Reduce -61.7% |
| QUAL iShares MSCI USA Quality Fac | 2.29% | 27,052 | $5.3M | Reduce -80.7% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.08% | 19,666 | $4.8M | Reduce -65.8% |
| HIMU iShares High Yild Muni A ETF | 1.90% | 90,082 | $4.4M | Add +75.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.87% | 81,444 | $4.3M | Add +37.6% |
| MBB iShares MBS ETF | 1.15% | 27,931 | $2.7M | Add +3.9% |
| AOA iShares Core 80/20 Aggressiv | 0.88% | 23,069 | $2.0M | Add +0.7% |
| LCTU iShares U.S. Carbon Transiti | 0.36% | 11,321 | $826K | Add +1.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.31% | 30,199 | $711K | Add +21.0% |
| AOR iShares Core 60/40 Balanced | 0.30% | 10,811 | $696K | Reduce -0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.28% | 6,354 | $656K | Reduce -6.5% |
| ESGU iShares ESG Aware MSCI USA | 0.28% | 4,457 | $652K | Add +42.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.27% | 12,553 | $619K | Reduce -75.0% |
| FDLO Fidelity Low Volat Fact ETF | 0.26% | 9,082 | $600K | Reduce -0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 4,425 | $560K | Add +0.7% |
| EAGG iShares ESG Aware US Aggrega | 0.24% | 11,547 | $554K | Reduce -0.6% |
| IYW iShares Ustechnology ETF | 0.19% | 2,271 | $449K | Reduce -97.7% |
| USXF iShares ESG Advance MSCI USA | 0.15% | 6,092 | $350K | Reduce -23.4% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 1,607 | $349K | Reduce -19.6% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 2,324 | $281K | New |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 6,159 | $270K | Add +8.3% |
Portfolio Sells Q2 2025 → Q3 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -80.7% | 2.29% | −10.76 |
| IYW iShares Ustechnology ETF | Reduce -97.7% | 0.19% | −8.37 |
| AVUS Avantis U.S. Equity ETF | Reduce -66.1% | 3.69% | −8.25 |
| THRO iShares U.S. Thematic Rotati | Reduce -61.7% | 2.39% | −4.54 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -65.8% | 2.08% | −4.51 |
| MTUM iShares MSCI USA Momentum Fa | Sold out | 0.00% | −2.91 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -30.2% | 3.17% | −1.69 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -75.0% | 0.27% | −0.99 |
| VWOB Vanguard Emerg MKTS Gov BND | Sold out | 0.00% | −0.85 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.12 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -6.5% | 0.28% | −0.07 |
| USXF iShares ESG Advance MSCI USA | Reduce -23.4% | 0.15% | −0.07 |
| VIG Vanguard Dividend Apprec ETF | Reduce -19.6% | 0.15% | −0.06 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.6% | 0.24% | −0.04 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -0.8% | 0.26% | −0.03 |
| AOR iShares Core 60/40 Balanced | Reduce -0.1% | 0.30% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| AVLC Avantis US LG Cap Eq ETF | New | 14.41% | +14.41 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +99.4% | 23.17% | +10.50 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +62.0% | 20.15% | +6.67 |
| BAI Ishrs AI in and Tech Act ETF | New | 6.59% | +6.59 |
| SHLD Global X Defense Tech ETF | New | 3.25% | +3.25 |
| IAU iShares Gold Trust | Add +21.6% | 4.52% | +0.86 |
| HIMU iShares High Yild Muni A ETF | Add +75.5% | 1.90% | +0.64 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +31.0% | 2.74% | +0.36 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +37.6% | 1.87% | +0.29 |
| IVW iShares S&P 500 Growth ETF | New | 0.12% | +0.12 |
| ESGU iShares ESG Aware MSCI USA | Add +42.3% | 0.28% | +0.07 |
| SUSC iShares ESG Aware Usd Corpor | Add +21.0% | 0.31% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +8.3% | 0.12% | +0.00 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.7% | 0.24% | −0.02 |
| LCTU iShares U.S. Carbon Transiti | Add +1.6% | 0.36% | −0.03 |
| AOA iShares Core 80/20 Aggressiv | Add +0.7% | 0.88% | −0.08 |
| MBB iShares MBS ETF | Add +3.9% | 1.15% | −0.12 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.1% | 2.49% | −0.26 |
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 |