Skip to content

Buttonwood Financial Group, LLC

Follow

13F filer, CIK 1847661, Kansas City, MO

Buttonwood Financial Group, LLC reported $174,977,797 across 33 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-30. Its ten largest share positions make up 81.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847661-26-000012

Period
2026-06-30
Reported value
$175M
Holdings
33
Top 10 weight
81.82%
New
3
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYMadded+42,449$3.73M
SPYGadded+15,155$1.8M
SHLDadded+20,768$1.24M
LMUBadded+12,216$626K
AGGnew+3,574$354K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYVreduced-102,893-$6.25M
BAIreduced-94,870-$5M
DYNFreduced-69,105-$4.7M
AVEMreduced-37,604-$3.63M
AVUSreduced-5,795-$742K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001847661-26-000012, largest first. % of portfolio is the value over $174,977,797, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 472,302 shares; 2024Q4: 453,201 shares; 2025Q1: 478,284 shares; 2025Q2: 486,323 shares; 2025Q3: 787,890 shares; 2025Q4: 538,205 shares; 2026Q1: 528,266 shares; 2026Q2: 459,161 shares 459,161$31.2M17.85%-69,105Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528,039 shares; 2024Q4: 532,192 shares; 2025Q1: 484,366 shares; 2025Q2: 341,859 shares; 2025Q3: 681,693 shares; 2025Q4: 496,741 shares; 2026Q1: 218,889 shares; 2026Q2: 261,338 shares 261,338$23M13.13%+42,449Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 249,088 shares; 2026Q2: 211,484 shares 211,484$20.4M11.66%-37,604Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435,058 shares; 2025Q4: 346,612 shares; 2026Q1: 176,093 shares; 2026Q2: 169,783 shares 169,783$15.3M8.73%-6,310Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,254 shares; 2025Q4: 286,881 shares; 2026Q1: 353,593 shares; 2026Q2: 258,723 shares 258,723$13.6M7.8%-94,870Timeline
LMUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 183,054 shares; 2026Q2: 195,270 shares 195,270$10M5.72%+12,216Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 217,260 shares; 2024Q4: 213,188 shares; 2025Q1: 225,949 shares; 2025Q2: 231,110 shares; 2025Q3: 78,392 shares; 2025Q4: 63,486 shares; 2026Q1: 73,135 shares; 2026Q2: 67,340 shares 67,340$8.63M4.93%-5,795Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,233 shares; 2024Q4: 194,755 shares; 2025Q1: 201,712 shares; 2025Q2: 100,324 shares; 2025Q3: 69,989 shares; 2025Q4: 58,399 shares; 2026Q1: 55,908 shares; 2026Q2: 71,063 shares 71,063$8.46M4.83%+15,155Timeline
BLCRBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,435 shares; 2026Q2: 127,265 shares 127,265$6.41M3.66%-10,170Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,710 shares; 2025Q4: 60,534 shares; 2026Q1: 82,332 shares; 2026Q2: 103,100 shares 103,100$6.16M3.52%+20,768Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,489 shares; 2025Q2: 102,531 shares; 2025Q3: 103,660 shares; 2025Q4: 190,446 shares; 2026Q1: 185,273 shares; 2026Q2: 82,380 shares 82,380$5.01M2.86%-102,893Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,544 shares; 2025Q2: 382,512 shares; 2025Q3: 146,524 shares; 2025Q4: 118,535 shares; 2026Q1: 110,025 shares; 2026Q2: 107,855 shares 107,855$4.65M2.66%-2,170Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 121,338 shares; 2024Q4: 122,033 shares; 2025Q1: 135,127 shares; 2025Q2: 140,048 shares; 2025Q3: 27,052 shares; 2025Q4: 21,123 shares; 2026Q1: 19,538 shares; 2026Q2: 19,285 shares 19,285$4.23M2.42%-253Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 40,551 shares; 2025Q1: 115,699 shares; 2025Q2: 114,728 shares; 2025Q3: 139,557 shares; 2025Q4: 104,759 shares; 2026Q1: 36,039 shares; 2026Q2: 38,354 shares 38,354$2.9M1.66%+2,315Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,170 shares; 2025Q3: 12,553 shares; 2025Q4: 7,754 shares; 2026Q1: 53,377 shares; 2026Q2: 54,307 shares 54,307$2.63M1.5%+930Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,131 shares; 2024Q4: 53,329 shares; 2025Q1: 26,690 shares; 2025Q2: 26,892 shares; 2025Q3: 27,931 shares; 2025Q4: 20,018 shares; 2026Q1: 19,855 shares; 2026Q2: 21,049 shares 21,049$1.99M1.14%+1,194Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,941 shares; 2024Q4: 52,490 shares; 2025Q1: 57,861 shares; 2025Q2: 59,173 shares; 2025Q3: 81,444 shares; 2025Q4: 58,905 shares; 2026Q1: 48,580 shares; 2026Q2: 36,623 shares 36,623$1.92M1.1%-11,957Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,752 shares; 2026Q1: 7,730 shares; 2026Q2: 8,646 shares 8,646$1.73M0.99%+916Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,344 shares; 2024Q4: 23,720 shares; 2025Q1: 22,941 shares; 2025Q2: 22,908 shares; 2025Q3: 23,069 shares; 2025Q4: 21,332 shares; 2026Q1: 16,537 shares; 2026Q2: 16,355 shares 16,355$1.6M0.91%-182Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800$620K0.35%0Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,901 shares; 2025Q2: 9,157 shares; 2025Q3: 9,082 shares; 2025Q4: 7,876 shares; 2026Q1: 8,398 shares; 2026Q2: 8,988 shares 8,988$614K0.35%+590Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,556 shares; 2025Q2: 6,794 shares; 2025Q3: 6,354 shares; 2025Q4: 5,797 shares; 2026Q1: 5,893 shares; 2026Q2: 6,001 shares 6,001$613K0.35%+108Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,353 shares; 2024Q4: 10,156 shares; 2025Q1: 10,766 shares; 2025Q2: 10,821 shares; 2025Q3: 10,811 shares; 2025Q4: 8,426 shares; 2026Q1: 6,644 shares; 2026Q2: 6,135 shares 6,135$426K0.24%-509Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,005 shares; 2024Q4: 11,118 shares; 2025Q1: 11,152 shares; 2025Q2: 11,142 shares; 2025Q3: 11,321 shares; 2025Q4: 6,640 shares; 2026Q1: 5,224 shares; 2026Q2: 4,910 shares 4,910$394K0.22%-314Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,574 shares 3,574$354K0.2%newTimeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,544 shares; 2024Q4: 8,292 shares; 2025Q1: 11,452 shares; 2025Q2: 11,614 shares; 2025Q3: 11,547 shares; 2025Q4: 4,217 shares; 2026Q1: 5,367 shares; 2026Q2: 6,876 shares 6,876$326K0.19%+1,509Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,650 shares; 2024Q4: 2,436 shares; 2025Q1: 3,150 shares; 2025Q2: 3,132 shares; 2025Q3: 4,457 shares; 2025Q4: 2,254 shares; 2026Q1: 2,025 shares; 2026Q2: 1,975 shares 1,975$323K0.18%-50Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,989 shares; 2026Q1: 3,633 shares; 2026Q2: 3,516 shares 3,516$312K0.18%-117Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,450 shares; 2025Q1: 4,602 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares; 2025Q4: 2,537 shares; 2026Q1: 2,045 shares; 2026Q2: 1,974 shares 1,974$281K0.16%-71Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,314 shares; 2024Q4: 22,794 shares; 2025Q1: 22,675 shares; 2025Q2: 24,965 shares; 2025Q3: 30,199 shares; 2025Q4: 15,816 shares; 2026Q1: 15,202 shares; 2026Q2: 11,108 shares 11,108$257K0.15%-4,094Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,568 shares; 2024Q4: 264,162 shares; 2025Q1: 161,558 shares; 2025Q2: 180,053 shares; 2025Q3: 235,794 shares; 2025Q4: 201,520 shares; 2026Q1: 8,993 shares; 2026Q2: 8,822 shares 8,822$231K0.13%-171Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,570 shares; 2024Q4: 10,802 shares; 2025Q1: 11,536 shares; 2025Q2: 7,949 shares; 2025Q3: 6,092 shares; 2025Q4: 3,589 shares; 2026Q1: not reported; 2026Q2: 2,989 shares 2,989$208K0.12%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 1,624 shares; 2026Q1: not reported; 2026Q2: 1,487 shares 1,487$204K0.12%newTimeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001847661-26-000012 base2026-07-30acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001847661-26-000012 Quarter ended 2026-06-302026-07-30acceptance time not in the bulk data set
13F-HR 0001847661-26-000007 Quarter ended 2026-03-312026-04-15acceptance time not in the bulk data set
13F-HR 0001847661-26-000002 Quarter ended 2025-12-312026-01-13acceptance time not in the bulk data set
13F-HR 0001847661-25-000006 Quarter ended 2025-09-302025-11-05acceptance time not in the bulk data set
13F-HR 0001085146-25-003799 Quarter ended 2025-06-302025-07-14acceptance time not in the bulk data set
13F-HR 0001085146-25-002078 Quarter ended 2025-03-312025-04-14acceptance time not in the bulk data set
13F-HR 0001085146-25-000654 Quarter ended 2024-12-312025-01-31acceptance time not in the bulk data set
13F-HR 0001085146-24-004869 Quarter ended 2024-09-302024-10-15acceptance time not in the bulk data set
13F-HR 0001085146-24-002838 Quarter ended 2024-06-302024-07-10acceptance time not in the bulk data set
13F-HR 0001085146-24-001704 Quarter ended 2024-03-312024-04-11acceptance time not in the bulk data set
13F-HR 0001085146-24-000057 Quarter ended 2023-12-312024-01-08acceptance time not in the bulk data set
13F-HR 0001085146-23-003990 Quarter ended 2023-09-302023-10-31acceptance time not in the bulk data set
13F-HR 0001085146-23-002907 Quarter ended 2023-06-302023-07-26acceptance time not in the bulk data set
13F-HR 0001085146-23-002108 Quarter ended 2023-03-312023-05-08acceptance time not in the bulk data set
13F-HR 0001085146-23-000276 Quarter ended 2022-12-312023-01-23acceptance time not in the bulk data set
13F-HR 0001085146-22-003989 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001085146-22-002828 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001085146-22-002210 Quarter ended 2022-03-312022-05-18acceptance time not in the bulk data set