Skip to content
Disclosery

Buttonwood Financial Group, LLC

Follow

13F filer, CIK 1847661, Kansas City, MO

Buttonwood Financial Group, LLC reported $188,136,457 across 33 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-13. Its ten largest share positions make up 82.48% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001847661-26-000002

Period
2025-12-31
Reported value
$188M
Holdings
33
Top 10 weight
82.48%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPYVadded+86,786$5.05M
FTECnew+10,924$2.48M
EXInew+9,752$1.79M
SYSBnew+2,989$269K

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
DYNFreduced-249,685-$15.4M
SPYMreduced-184,952-$15.1M
AVLCreduced-88,446-$7.15M
BAIreduced-152,373-$5.23M
SHLDreduced-46,176-$3.47M

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, Q4 2025

Share positions as resolved from 13F-HR 0001847661-26-000002, largest first. % of portfolio is the value over $188,136,457, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 528,039 shares; 2024Q4: 532,192 shares; 2025Q1: 484,366 shares; 2025Q2: 341,859 shares; 2025Q3: 681,693 shares; 2025Q4: 496,741 shares 496,741$40.6M21.56%-184,952Timeline
DYNFBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472,302 shares; 2024Q4: 453,201 shares; 2025Q1: 478,284 shares; 2025Q2: 486,323 shares; 2025Q3: 787,890 shares; 2025Q4: 538,205 shares 538,205$33.1M17.61%-249,685Timeline
AVLCAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 435,058 shares; 2025Q4: 346,612 shares 346,612$28M14.89%-88,446Timeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,489 shares; 2025Q2: 102,531 shares; 2025Q3: 103,660 shares; 2025Q4: 190,446 shares 190,446$11.1M5.89%+86,786Timeline
BAIBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439,254 shares; 2025Q4: 286,881 shares 286,881$9.85M5.23%-152,373Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,551 shares; 2025Q1: 115,699 shares; 2025Q2: 114,728 shares; 2025Q3: 139,557 shares; 2025Q4: 104,759 shares 104,759$8.89M4.73%-34,798Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,260 shares; 2024Q4: 213,188 shares; 2025Q1: 225,949 shares; 2025Q2: 231,110 shares; 2025Q3: 78,392 shares; 2025Q4: 63,486 shares 63,486$7.3M3.88%-14,906Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,233 shares; 2024Q4: 194,755 shares; 2025Q1: 201,712 shares; 2025Q2: 100,324 shares; 2025Q3: 69,989 shares; 2025Q4: 58,399 shares 58,399$6.3M3.35%-11,590Timeline
SPTLSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,568 shares; 2024Q4: 264,162 shares; 2025Q1: 161,558 shares; 2025Q2: 180,053 shares; 2025Q3: 235,794 shares; 2025Q4: 201,520 shares 201,520$5.37M2.85%-34,274Timeline
THROBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141,544 shares; 2025Q2: 382,512 shares; 2025Q3: 146,524 shares; 2025Q4: 118,535 shares 118,535$4.65M2.47%-27,989Timeline
SHLDGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,710 shares; 2025Q4: 60,534 shares 60,534$4.55M2.42%-46,176Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,338 shares; 2024Q4: 122,033 shares; 2025Q1: 135,127 shares; 2025Q2: 140,048 shares; 2025Q3: 27,052 shares; 2025Q4: 21,123 shares 21,123$4.31M2.29%-5,929Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,974 shares; 2024Q4: 17,867 shares; 2025Q1: 46,843 shares; 2025Q2: 57,573 shares; 2025Q3: 19,666 shares; 2025Q4: 15,800 shares 15,800$4.02M2.14%-3,866Timeline
HIMUBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,337 shares; 2025Q3: 90,082 shares; 2025Q4: 76,833 shares 76,833$3.77M2%-13,249Timeline
BINCBLACKROCK ETF TRUST IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,941 shares; 2024Q4: 52,490 shares; 2025Q1: 57,861 shares; 2025Q2: 59,173 shares; 2025Q3: 81,444 shares; 2025Q4: 58,905 shares 58,905$3.12M1.66%-22,539Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,924 shares 10,924$2.48M1.32%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 23,720 shares; 2025Q1: 22,941 shares; 2025Q2: 22,908 shares; 2025Q3: 23,069 shares; 2025Q4: 21,332 shares 21,332$1.95M1.04%-1,737Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,131 shares; 2024Q4: 53,329 shares; 2025Q1: 26,690 shares; 2025Q2: 26,892 shares; 2025Q3: 27,931 shares; 2025Q4: 20,018 shares 20,018$1.92M1.02%-7,913Timeline
EXIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,752 shares 9,752$1.79M0.95%newTimeline
STIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,556 shares; 2025Q2: 6,794 shares; 2025Q3: 6,354 shares; 2025Q4: 5,797 shares 5,797$594K0.32%-557Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,353 shares; 2024Q4: 10,156 shares; 2025Q1: 10,766 shares; 2025Q2: 10,821 shares; 2025Q3: 10,811 shares; 2025Q4: 8,426 shares 8,426$556K0.3%-2,385Timeline
FDLOFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,901 shares; 2025Q2: 9,157 shares; 2025Q3: 9,082 shares; 2025Q4: 7,876 shares 7,876$534K0.28%-1,206Timeline
LCTUBLACKROCK ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,005 shares; 2024Q4: 11,118 shares; 2025Q1: 11,152 shares; 2025Q2: 11,142 shares; 2025Q3: 11,321 shares; 2025Q4: 6,640 shares 6,640$501K0.27%-4,681Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,170 shares; 2025Q3: 12,553 shares; 2025Q4: 7,754 shares 7,754$376K0.2%-4,799Timeline
SUSCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,314 shares; 2024Q4: 22,794 shares; 2025Q1: 22,675 shares; 2025Q2: 24,965 shares; 2025Q3: 30,199 shares; 2025Q4: 15,816 shares 15,816$371K0.2%-14,383Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,999 shares; 2025Q3: 1,607 shares; 2025Q4: 1,607 shares 1,607$361K0.19%0Timeline
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,436 shares; 2025Q1: 3,150 shares; 2025Q2: 3,132 shares; 2025Q3: 4,457 shares; 2025Q4: 2,254 shares 2,254$341K0.18%-2,203Timeline
DSIISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,857 shares; 2024Q4: 4,450 shares; 2025Q1: 4,602 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares; 2025Q4: 2,537 shares 2,537$333K0.18%-1,888Timeline
SYSBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,989 shares 2,989$269K0.14%newTimeline
USXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,570 shares; 2024Q4: 10,802 shares; 2025Q1: 11,536 shares; 2025Q2: 7,949 shares; 2025Q3: 6,092 shares; 2025Q4: 3,589 shares 3,589$212K0.11%-2,503Timeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,544 shares; 2024Q4: 8,292 shares; 2025Q1: 11,452 shares; 2025Q2: 11,614 shares; 2025Q3: 11,547 shares; 2025Q4: 4,217 shares 4,217$202K0.11%-7,330Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,324 shares; 2025Q4: 1,624 shares 1,624$202K0.11%-700Timeline
ESGEISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,685 shares; 2025Q3: 6,159 shares; 2025Q4: 4,380 shares 4,380$202K0.11%-1,779Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
IYWISHARES TR2,271$449Kshares

How Q4 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 0001847661-26-000002 base2026-01-13acceptance time not in the bulk data set