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Buttonwood Financial Group, LLC

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13F filer, CIK 1847661, Kansas City, MO

Buttonwood Financial Group, LLC reported $231,602,429 across 31 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-05. Its ten largest share positions make up 84.17% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847661-25-000006

Period
2025-09-30
Reported value
$232M
Holdings
31
Top 10 weight
84.17%
New
4
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AVLCnew+435,058$33.4M
SPYMadded+339,834$26.8M
DYNFadded+301,567$17.9M
BAInew+439,254$15.3M
SHLDnew+106,710$7.52M

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
QUALreduced-112,996-$22.1M
IYWreduced-94,528-$18.7M
AVUSreduced-152,718-$16.6M
MGCreduced-37,907-$9.3M
THROreduced-235,988-$8.91M

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, Q3 2025

Share positions as resolved from 13F-HR 0001847661-25-000006, largest first. % of portfolio is the value over $231,602,429, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,039 shares; 2024Q4: 532,192 shares; 2025Q1: 484,366 shares; 2025Q2: 341,859 shares; 2025Q3: 681,693 shares 681,693$53.7M23.17%+339,834Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,302 shares; 2024Q4: 453,201 shares; 2025Q1: 478,284 shares; 2025Q2: 486,323 shares; 2025Q3: 787,890 shares 787,890$46.7M20.15%+301,567Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435,058 shares 435,058$33.4M14.41%newTimeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,254 shares 439,254$15.3M6.59%newTimeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,551 shares; 2025Q1: 115,699 shares; 2025Q2: 114,728 shares; 2025Q3: 139,557 shares 139,557$10.5M4.52%+24,829Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,260 shares; 2024Q4: 213,188 shares; 2025Q1: 225,949 shares; 2025Q2: 231,110 shares; 2025Q3: 78,392 shares 78,392$8.54M3.69%-152,718Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,710 shares 106,710$7.52M3.25%newTimeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,233 shares; 2024Q4: 194,755 shares; 2025Q1: 201,712 shares; 2025Q2: 100,324 shares; 2025Q3: 69,989 shares 69,989$7.33M3.17%-30,335Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,568 shares; 2024Q4: 264,162 shares; 2025Q1: 161,558 shares; 2025Q2: 180,053 shares; 2025Q3: 235,794 shares 235,794$6.34M2.74%+55,741Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,489 shares; 2025Q2: 102,531 shares; 2025Q3: 103,660 shares 103,660$5.78M2.49%+1,129Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,544 shares; 2025Q2: 382,512 shares; 2025Q3: 146,524 shares 146,524$5.53M2.39%-235,988Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,338 shares; 2024Q4: 122,033 shares; 2025Q1: 135,127 shares; 2025Q2: 140,048 shares; 2025Q3: 27,052 shares 27,052$5.3M2.29%-112,996Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 17,867 shares; 2025Q1: 46,843 shares; 2025Q2: 57,573 shares; 2025Q3: 19,666 shares 19,666$4.82M2.08%-37,907Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,337 shares; 2025Q3: 90,082 shares 90,082$4.41M1.9%+38,745Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,941 shares; 2024Q4: 52,490 shares; 2025Q1: 57,861 shares; 2025Q2: 59,173 shares; 2025Q3: 81,444 shares 81,444$4.32M1.87%+22,271Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,131 shares; 2024Q4: 53,329 shares; 2025Q1: 26,690 shares; 2025Q2: 26,892 shares; 2025Q3: 27,931 shares 27,931$2.66M1.15%+1,039Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 23,720 shares; 2025Q1: 22,941 shares; 2025Q2: 22,908 shares; 2025Q3: 23,069 shares 23,069$2.04M0.88%+161Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 11,118 shares; 2025Q1: 11,152 shares; 2025Q2: 11,142 shares; 2025Q3: 11,321 shares 11,321$826K0.36%+179Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,314 shares; 2024Q4: 22,794 shares; 2025Q1: 22,675 shares; 2025Q2: 24,965 shares; 2025Q3: 30,199 shares 30,199$711K0.31%+5,234Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 10,156 shares; 2025Q1: 10,766 shares; 2025Q2: 10,821 shares; 2025Q3: 10,811 shares 10,811$696K0.3%-10Timeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,556 shares; 2025Q2: 6,794 shares; 2025Q3: 6,354 shares 6,354$656K0.28%-440Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,436 shares; 2025Q1: 3,150 shares; 2025Q2: 3,132 shares; 2025Q3: 4,457 shares 4,457$652K0.28%+1,325Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,170 shares; 2025Q3: 12,553 shares 12,553$619K0.27%-37,617Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,901 shares; 2025Q2: 9,157 shares; 2025Q3: 9,082 shares 9,082$600K0.26%-75Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,450 shares; 2025Q1: 4,602 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares 4,425$560K0.24%+30Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 8,292 shares; 2025Q1: 11,452 shares; 2025Q2: 11,614 shares; 2025Q3: 11,547 shares 11,547$554K0.24%-67Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,792 shares; 2024Q4: 71,132 shares; 2025Q1: 73,709 shares; 2025Q2: 96,799 shares; 2025Q3: 2,271 shares 2,271$449K0.19%-94,528Timeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 10,802 shares; 2025Q1: 11,536 shares; 2025Q2: 7,949 shares; 2025Q3: 6,092 shares 6,092$350K0.15%-1,857Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 1,607 shares 1,607$349K0.15%-392Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares 2,324$281K0.12%newTimeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,685 shares; 2025Q3: 6,159 shares 6,159$270K0.12%+474Timeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MTUMISHARES TR24,003$5.73Mshares
VWOBVANGUARD WHITEHALL FDS25,626$1.67Mshares
DMXFISHARES TR3,255$240Kshares

How Q3 2025 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 0001847661-25-000006 base2025-11-05acceptance time not in the bulk data set