Buttonwood Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 13, 2026), Buttonwood Financial Group, LLC reported 33 stock positions worth $188.1 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 21.6% of the portfolio, followed by Ishrs US E F R A ETF-Usd (DYNF, 17.6%) and Avantis US LG Cap Eq ETF (AVLC, 14.9%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 1 and reduced 28. The biggest buy was SS SPDR P S&P 500 Value ETF (SPYV, shares +84%) and the biggest sale Ishrs US E F R A ETF-Usd (DYNF, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $188.1M (Q4 2025)
- SEC Filing
- 0001847661-26-000002 ↗ filed Jan 13, 2026
Holdings Value
Holdings 33 stocks · $188.1M
| SPYM Ste STR SPDR PT S&P 500 ETF | 21.56% | 496,741 | $40.6M | Reduce -27.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 17.61% | 538,205 | $33.1M | Reduce -31.7% |
| AVLC Avantis US LG Cap Eq ETF | 14.89% | 346,612 | $28.0M | Reduce -20.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.89% | 190,446 | $11.1M | Add +83.7% |
| BAI Ishrs AI in and Tech Act ETF | 5.23% | 286,881 | $9.8M | Reduce -34.7% |
| IAU iShares Gold Trust | 4.73% | 104,759 | $8.9M | Reduce -24.9% |
| AVUS Avantis U.S. Equity ETF | 3.88% | 63,486 | $7.3M | Reduce -19.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.35% | 58,399 | $6.3M | Reduce -16.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 2.85% | 201,520 | $5.4M | Reduce -14.5% |
| THRO iShares U.S. Thematic Rotati | 2.47% | 118,535 | $4.7M | Reduce -19.1% |
| SHLD Global X Defense Tech ETF | 2.42% | 60,534 | $4.5M | Reduce -43.3% |
| QUAL iShares MSCI USA Quality Fac | 2.29% | 21,123 | $4.3M | Reduce -21.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 2.14% | 15,800 | $4.0M | Reduce -19.7% |
| HIMU iShares High Yild Muni A ETF | 2.00% | 76,833 | $3.8M | Reduce -14.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.66% | 58,905 | $3.1M | Reduce -27.7% |
| FTEC Fidelity MSCI Info Tech Indx | 1.32% | 10,924 | $2.5M | New |
| AOA iShares Core 80/20 Aggressiv | 1.04% | 21,332 | $1.9M | Reduce -7.5% |
| MBB iShares MBS ETF | 1.02% | 20,018 | $1.9M | Reduce -28.3% |
| EXI iShares Global Industrials E | 0.95% | 9,752 | $1.8M | New |
| STIP iShares 0-5 Year Tips Bond E | 0.32% | 5,797 | $594K | Reduce -8.8% |
| AOR iShares Core 60/40 Balanced | 0.30% | 8,426 | $556K | Reduce -22.1% |
| FDLO Fidelity Low Volat Fact ETF | 0.28% | 7,876 | $534K | Reduce -13.3% |
| LCTU iShares U.S. Carbon Transiti | 0.27% | 6,640 | $501K | Reduce -41.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.20% | 7,754 | $376K | Reduce -38.2% |
| SUSC iShares ESG Aware Usd Corpor | 0.20% | 15,816 | $371K | Reduce -47.6% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 1,607 | $361K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 2,254 | $341K | Reduce -49.4% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.18% | 2,537 | $333K | Reduce -42.7% |
| SYSB iShares Systematic Bond ETF | 0.14% | 2,989 | $269K | New |
| USXF iShares ESG Advance MSCI USA | 0.11% | 3,589 | $212K | Reduce -41.1% |
| EAGG iShares ESG Aware US Aggrega | 0.11% | 4,217 | $202K | Reduce -63.5% |
| IVW iShares S&P 500 Growth ETF | 0.11% | 1,624 | $202K | Reduce -30.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.11% | 4,380 | $202K | Reduce -28.9% |
Portfolio Sells Q3 2025 → Q4 2025
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -31.7% | 17.61% | −2.54 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -27.1% | 21.56% | −1.61 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -34.7% | 5.23% | −1.36 |
| SHLD Global X Defense Tech ETF | Reduce -43.3% | 2.42% | −0.83 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -27.7% | 1.66% | −0.21 |
| IYW iShares Ustechnology ETF | Sold out | 0.00% | −0.19 |
| EAGG iShares ESG Aware US Aggrega | Reduce -63.5% | 0.11% | −0.13 |
| MBB iShares MBS ETF | Reduce -28.3% | 1.02% | −0.13 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -47.6% | 0.20% | −0.11 |
| ESGU iShares ESG Aware MSCI USA | Reduce -49.4% | 0.18% | −0.10 |
| LCTU iShares U.S. Carbon Transiti | Reduce -41.4% | 0.27% | −0.09 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -38.2% | 0.20% | −0.07 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -42.7% | 0.18% | −0.06 |
| USXF iShares ESG Advance MSCI USA | Reduce -41.1% | 0.11% | −0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -30.1% | 0.11% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -28.9% | 0.11% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -22.1% | 0.30% | −0.00 |
| QUAL iShares MSCI USA Quality Fac | Reduce -21.9% | 2.29% | +0.00 |
| FDLO Fidelity Low Volat Fact ETF | Reduce -13.3% | 0.28% | +0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -8.8% | 0.32% | +0.03 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Reduce -19.7% | 2.14% | +0.06 |
| THRO iShares U.S. Thematic Rotati | Reduce -19.1% | 2.47% | +0.08 |
| HIMU iShares High Yild Muni A ETF | Reduce -14.7% | 2.00% | +0.10 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -14.5% | 2.85% | +0.11 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.5% | 1.04% | +0.16 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -16.6% | 3.35% | +0.18 |
| AVUS Avantis U.S. Equity ETF | Reduce -19.0% | 3.88% | +0.20 |
| IAU iShares Gold Trust | Reduce -24.9% | 4.73% | +0.21 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -20.3% | 14.89% | +0.48 |
Portfolio Buys Q3 2025 → Q4 2025
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 |