Buttonwood Financial Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Buttonwood Financial Group, LLC 13F Holdings
CIK 0001847661 · Kansas City, MO
As of Sep 30, 2025, Buttonwood Financial Group, LLC reported
31 positions worth $231.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 681,693 | $53.7M | 23.17% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 787,890 | $46.7M | 20.15% |
| AMERICAN CENTY ETF TR | AVLC | — | 435,058 | $33.4M | 14.41% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 439,254 |
|
5.3M6.59% |
| ISHARES GOLD TRUST | IAU | — | 139,557 |
0.5M | 4.52% |
| AVANTIS US EQUITY ETF | AVUS | — | 78,392 | $8.5M | 3.69% |
| GLOBAL X DEFENSE TECH ETF | SHLD | — | 106,710 | $7.5M | 3.25% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 69,989 | $7.3M | 3.17% |
| STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF | SPTL | — | 235,794 | $6.3M | 2.74% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 103,660 | $5.8M | 2.49% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 146,524 | $5.5M | 2.39% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 27,052 | $5.3M | 2.29% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 19,666 | $4.8M | 2.08% |
| ISHARES HIGH YIELD MUNI ACTIVE ETF | HIMU | — | 90,082 | $4.4M | 1.90% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 81,444 | $4.3M | 1.87% |
| ISHARES MBS ETF | MBB | — | 27,931 | $2.7M | 1.15% |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | AOA | — | 23,069 | $2.0M | 0.88% |
| BLACKROCK US CARBON TRANSITION READINESS ETF | LCTU | — | 11,321 | $825.8K | 0.36% |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | SUSC | — | 30,199 | $711.0K | 0.31% |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | AOR | — | 10,811 | $696.1K | 0.30% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 6,354 | $656.2K | 0.28% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 4,457 | $651.9K | 0.28% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 12,553 | $619.4K | 0.27% |
| FIDELITY LOW VOLATILITY FACTOR ETF | FDLO | — | 9,082 | $600.2K | 0.26% |
| ISHARES ESG MSCI KLD 400 ETF | DSI | — | 4,425 | $559.8K | 0.24% |