Buttonwood Financial Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 15, 2026), Buttonwood Financial Group, LLC reported 30 stock positions worth $162.5 million. Its top holding was Ishrs US E F R A ETF-Usd (DYNF) at 18.9% of the portfolio, followed by Avantis Emerging Markets Eq (AVEM, 12.3%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 10.3%). Compared with Q4 2025, it opened 4 new positions, sold out of 7, added to 8 and reduced 18. The biggest buy was a new position in Avantis Emerging Markets Eq (AVEM) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0001847661
- Portfolio Value
- $162.5M (Q1 2026)
- SEC Filing
- 0001847661-26-000007 ↗ filed Apr 15, 2026
Holdings Value
Holdings 30 stocks · $162.5M
| DYNF Ishrs US E F R A ETF-Usd Inc. | 18.91% | 528,266 | $30.7M | Reduce -1.9% |
| AVEM Avantis Emerging Markets Eq | 12.35% | 249,088 | $20.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 10.31% | 218,889 | $16.8M | Reduce -55.9% |
| AVLC Avantis US LG Cap Eq ETF | 8.40% | 176,093 | $13.7M | Reduce -49.2% |
| BAI Ishrs AI in and Tech Act ETF | 7.17% | 353,593 | $11.7M | Add +23.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 6.45% | 185,273 | $10.5M | Reduce -2.7% |
| LMUB iShares LT National Muni BD | 5.62% | 183,054 | $9.1M | New |
| AVUS Avantis U.S. Equity ETF | 5.00% | 73,135 | $8.1M | Add +15.2% |
| SHLD Global X Defense Tech ETF | 3.59% | 82,332 | $5.8M | Add +36.0% |
| BLCR iShares LRG CP CR Act ETF-Ui | 3.47% | 137,435 | $5.6M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.37% | 55,908 | $5.5M | Reduce -4.3% |
| THRO iShares U.S. Thematic Rotati | 2.45% | 110,025 | $4.0M | Reduce -7.2% |
| QUAL iShares MSCI USA Quality Fac | 2.31% | 19,538 | $3.7M | Reduce -7.5% |
| IAU iShares Gold Trust | 1.95% | 36,039 | $3.2M | Reduce -65.6% |
| BNDX Vanguard Total Intl Bond ETF | 1.58% | 53,377 | $2.6M | Add +588.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 1.55% | 48,580 | $2.5M | Reduce -17.5% |
| MBB iShares MBS ETF | 1.16% | 19,855 | $1.9M | Reduce -0.8% |
| AOA iShares Core 80/20 Aggressiv | 0.90% | 16,537 | $1.5M | Reduce -22.5% |
| EXI iShares Global Industrials E | 0.86% | 7,730 | $1.4M | Reduce -20.7% |
| STIP iShares 0-5 Year Tips Bond E | 0.38% | 5,893 | $610K | Add +1.7% |
| SHW The Sherwin-Williams Co. | 0.35% | 1,800 | $577K | New |
| FDLO Fidelity Low Volat Fact ETF | 0.33% | 8,398 | $542K | Add +6.6% |
| AOR iShares Core 60/40 Balanced | 0.26% | 6,644 | $428K | Reduce -21.1% |
| LCTU iShares U.S. Carbon Transiti | 0.23% | 5,224 | $366K | Reduce -21.3% |
| SUSC iShares ESG Aware Usd Corpor | 0.22% | 15,202 | $352K | Reduce -3.9% |
| SYSB iShares Systematic Bond ETF | 0.20% | 3,633 | $323K | Add +21.6% |
| ESGU iShares ESG Aware MSCI USA | 0.18% | 2,025 | $286K | Reduce -10.2% |
| EAGG iShares ESG Aware US Aggrega | 0.16% | 5,367 | $255K | Add +27.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.15% | 2,045 | $248K | Reduce -19.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.15% | 8,993 | $237K | Reduce -95.5% |
Portfolio Sells Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -55.9% | 10.31% | −11.25 |
| AVLC Avantis US LG Cap Eq ETF | Reduce -49.2% | 8.40% | −6.49 |
| IAU iShares Gold Trust | Reduce -65.6% | 1.95% | −2.77 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -95.5% | 0.15% | −2.71 |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | Sold out | 0.00% | −2.14 |
| HIMU iShares High Yild Muni A ETF | Sold out | 0.00% | −2.00 |
| FTEC Fidelity MSCI Info Tech Indx | Sold out | 0.00% | −1.32 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.19 |
| AOA iShares Core 80/20 Aggressiv | Reduce -22.5% | 0.90% | −0.14 |
| USXF iShares ESG Advance MSCI USA | Sold out | 0.00% | −0.11 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.11 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -17.5% | 1.55% | −0.11 |
| EXI iShares Global Industrials E | Reduce -20.7% | 0.86% | −0.09 |
| LCTU iShares U.S. Carbon Transiti | Reduce -21.3% | 0.23% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -21.1% | 0.26% | −0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -19.4% | 0.15% | −0.02 |
| THRO iShares U.S. Thematic Rotati | Reduce -7.2% | 2.45% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Reduce -10.2% | 0.18% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Reduce -7.5% | 2.31% | +0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.3% | 3.37% | +0.02 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -3.9% | 0.22% | +0.02 |
| MBB iShares MBS ETF | Reduce -0.8% | 1.16% | +0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.7% | 6.45% | +0.56 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -1.9% | 18.91% | +1.30 |
Portfolio Buys Q4 2025 → Q1 2026
| AVEM Avantis Emerging Markets Eq | New | 12.35% | +12.35 |
| LMUB iShares LT National Muni BD | New | 5.62% | +5.62 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 3.47% | +3.47 |
| BAI Ishrs AI in and Tech Act ETF | Add +23.3% | 7.17% | +1.93 |
| BNDX Vanguard Total Intl Bond ETF | Add +588.4% | 1.58% | +1.38 |
| SHLD Global X Defense Tech ETF | Add +36.0% | 3.59% | +1.17 |
| AVUS Avantis U.S. Equity ETF | Add +15.2% | 5.00% | +1.12 |
| SHW The Sherwin-Williams Co. | New | 0.35% | +0.35 |
| STIP iShares 0-5 Year Tips Bond E | Add +1.7% | 0.38% | +0.06 |
| SYSB iShares Systematic Bond ETF | Add +21.6% | 0.20% | +0.06 |
| FDLO Fidelity Low Volat Fact ETF | Add +6.6% | 0.33% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +27.3% | 0.16% | +0.05 |
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 |