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Buttonwood Financial Group, LLC — 13F Holdings & Portfolio

CIK 1847661 · latest 13F-HR filed 2026-07-30

Backtest portfolio

Buttonwood Financial Group, LLC manages $175.0M in 13F-reported U.S. long-equity assets across 33 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DYNF (17.85%), SPYM (13.13%), AVEM (11.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 0, added to 19, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3013 MAIN STREET
KANSAS CITY, MO 64108
Phone
(816) 285-9000
Filing Manager
Buttonwood Financial Group, LLC
Kansas City, MO
Signatory
Jon McGraw
President/CCO
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AUM

$175.0M

Long-equity book

Holdings

33

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+3 / −0 / ↑19 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$6.2M +37.1%
  • SPDR SERIES TRUST$3.0M +54.5%
  • BLACKROCK ETF TRUST$2.0M +17.1%
  • AMERICAN CENTY ETF TR$1.6M +11.8%
  • ISHARES TR$861.8K +9.4%
Show all 19 →

Top Trims

  • SPDR SERIES TRUST-$5.5M -52.2%
  • BLACKROCK ETF TRUST II-$605.9K -24.0%
  • ISHARES GOLD TR-$281.3K -8.9%
  • ISHARES TR-$94.6K -26.9%
Show all 4 →

New Positions

  • ISHARES TR$353.8K
  • ISHARES TR$207.6K
  • ISHARES TR$204.4K
Show all 3 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BLACKROCK ETF TRUST DYNF 09290C103 $31.2M 17.85% 459,161 SH
2 SPDR SERIES TRUST SPYM 78464A854 $23.0M 13.13% 261,338 SH
3 AMERICAN CENTY ETF TR AVEM 025072604 $20.4M 11.66% 211,484 SH
4 AMERICAN CENTY ETF TR AVLC 025072158 $15.3M 8.73% 169,783 SH
5 BLACKROCK ETF TRUST BAI 09290C780 $13.6M 7.80% 258,723 SH
6 ISHARES TR LMUB 46438G448 $10.0M 5.72% 195,270 SH
7 AMERICAN CENTY ETF TR AVUS 025072885 $8.6M 4.93% 67,340 SH
8 SPDR SERIES TRUST SPYG 78464A409 $8.5M 4.83% 71,063 SH
9 BLACKROCK ETF TRUST BLCR 09290C855 $6.4M 3.66% 127,265 SH
10 GLOBAL X FDS SHLD 37960A529 $6.2M 3.52% 103,100 SH
11 SPDR SERIES TRUST SPYV 78464A508 $5.0M 2.86% 82,380 SH
12 BLACKROCK ETF TRUST THRO 09290C806 $4.6M 2.66% 107,855 SH
13 ISHARES TR QUAL 46432F339 $4.2M 2.42% 19,285 SH
14 ISHARES GOLD TR IAU 464285204 $2.9M 1.66% 38,354 SH
15 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.6M 1.50% 54,307 SH
16 ISHARES TR MBB 464288588 $2.0M 1.14% 21,049 SH
17 BLACKROCK ETF TRUST II BINC 092528603 $1.9M 1.10% 36,623 SH
18 ISHARES TR EXI 464288729 $1.7M 0.99% 8,646 SH
19 ISHARES TR AOA 464289859 $1.6M 0.91% 16,355 SH
20 SHERWIN WILLIAMS CO SHW 824348106 $619.8K 0.35% 1,800 SH
21 FIDELITY COVINGTON TRUST FDLO 316092824 $614.2K 0.35% 8,988 SH
22 ISHARES TR STIP 46429B747 $613.1K 0.35% 6,001 SH
23 ISHARES TR AOR 464289867 $426.4K 0.24% 6,135 SH
24 BLACKROCK ETF TRUST LCTU 09290C509 $393.6K 0.22% 4,910 SH
25 ISHARES TR AGG 464287226 $353.8K 0.20% 3,574 SH
26 ISHARES TR EAGG 46435U549 $326.0K 0.19% 6,876 SH
27 ISHARES TR ESGU 46435G425 $323.2K 0.18% 1,975 SH
28 ISHARES TR SYSB 46435U796 $311.9K 0.18% 3,516 SH
29 ISHARES TR DSI 464288570 $281.1K 0.16% 1,974 SH
30 ISHARES TR SUSC 46435G193 $257.2K 0.15% 11,108 SH
31 SPDR SERIES TRUST SPTL 78464A664 $231.4K 0.13% 8,822 SH
32 ISHARES TR USXF 46436E767 $207.6K 0.12% 2,989 SH
33 ISHARES TR IVW 464287309 $204.4K 0.12% 1,487 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $175.0M 33 0001847661-26-000012
2026-03-31 2026-04-15 $162.5M 30 0001847661-26-000007
2025-12-31 2026-01-13 $188.1M 33 0001847661-26-000002