Buttonwood Financial Group

Kansas City, MOfiles as Buttonwood Financial Group, LLC

$175m in 33 US stocks at the end of 30 June 2026. The top 10 are 81.8% of the money. It changed about 6.5% of the portfolio this quarter.

Value

$175m

Stocks

Top 10 share

81.8%

Turnover

6.5%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRAGG
0.2% of the fund
Ishares TRUSXF
0.1% of the fund
Ishares TRIVW
0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
13.1% of the fund
+19%
Ishares TRLMUB
5.7% of the fund
+7%
Spdr Series TrustSPYG
4.8% of the fund
+27%
Global X FDSSHLD
3.5% of the fund
+25%
Ishares Gold TRIAU
1.7% of the fund
+6%
Ishares TRMBB
1.1% of the fund
+6%
Ishares TREXI
1.0% of the fund
+12%
Fidelity Covington TrustFDLO
0.4% of the fund
+7%
Ishares TREAGG
0.2% of the fund
+28%

Cut

Sold some of their stake.

Blackrock ETF TrustDYNF
17.8% of the fund
-13%
American Centy ETF TRAVEM
11.7% of the fund
-15%
American Centy ETF TRAVLC
8.7% of the fund
-4%
Blackrock ETF TrustBAI
7.8% of the fund
-27%
American Centy ETF TRAVUS
4.9% of the fund
-8%
Blackrock ETF TrustBLCR
3.7% of the fund
-7%
Spdr Series TrustSPYV
2.9% of the fund
-56%
Blackrock ETF Trust IIBINC
1.1% of the fund
-25%
Ishares TRAOR
0.2% of the fund
-8%
Blackrock ETF TrustLCTU
0.2% of the fund
-6%
Ishares TRESGU
0.2% of the fund
-2%
Ishares TRSYSB
0.2% of the fund
-3%
Ishares TRDSI
0.2% of the fund
-3%
Ishares TRSUSC
0.1% of the fund
-27%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Blackrock ETF TrustDYNF
Share
17.8%
Value
$31m
Shares
459,161
-13%
Spdr Series TrustSPYM
Share
13.1%
Value
$23m
Shares
261,338
+19%
American Centy ETF TRAVEM
Share
11.7%
Value
$20m
Shares
211,484
-15%
American Centy ETF TRAVLC
Share
8.7%
Value
$15m
Shares
169,783
-4%
Blackrock ETF TrustBAI
Share
7.8%
Value
$14m
Shares
258,723
-27%
Ishares TRLMUB
Share
5.7%
Value
$10m
Shares
195,270
+7%
American Centy ETF TRAVUS
Share
4.9%
Value
$9m
Shares
67,340
-8%
Spdr Series TrustSPYG
Share
4.8%
Value
$8m
Shares
71,063
+27%
Blackrock ETF TrustBLCR
Share
3.7%
Value
$6m
Shares
127,265
-7%
Global X FDSSHLD
Share
3.5%
Value
$6m
Shares
103,100
+25%
Spdr Series TrustSPYV
Share
2.9%
Value
$5m
Shares
82,380
-56%
Blackrock ETF TrustTHRO
Share
2.7%
Value
$5m
Shares
107,855
Held
Ishares TRQUAL
Share
2.4%
Value
$4m
Shares
19,285
Held
Ishares Gold TRIAU
Share
1.7%
Value
$3m
Shares
38,354
+6%
Vanguard Charlotte FDSBNDX
Share
1.5%
Value
$3m
Shares
54,307
Held
Ishares TRMBB
Share
1.1%
Value
$2m
Shares
21,049
+6%
Blackrock ETF Trust IIBINC
Share
1.1%
Value
$2m
Shares
36,623
-25%
Ishares TREXI
Share
1.0%
Value
$2m
Shares
8,646
+12%
Ishares TRAOA
Share
0.9%
Value
$2m
Shares
16,355
Held
Sherwin-WilliamsSHW
Share
0.4%
Value
$619,776
Shares
1,800
Held
Fidelity Covington TrustFDLO
Share
0.4%
Value
$614,194
Shares
8,988
+7%
Ishares TRSTIP
Share
0.4%
Value
$613,058
Shares
6,001
Held
Ishares TRAOR
Share
0.2%
Value
$426,392
Shares
6,135
-8%
Blackrock ETF TrustLCTU
Share
0.2%
Value
$393,585
Shares
4,910
-6%
Ishares TRAGG
Share
0.2%
Value
$353,754
Shares
3,574
New
Ishares TREAGG
Share
0.2%
Value
$325,991
Shares
6,876
+28%
Ishares TRESGU
Share
0.2%
Value
$323,249
Shares
1,975
-2%
Ishares TRSYSB
Share
0.2%
Value
$311,888
Shares
3,516
-3%
Ishares TRDSI
Share
0.2%
Value
$281,078
Shares
1,974
-3%
Ishares TRSUSC
Share
0.1%
Value
$257,166
Shares
11,108
-27%
Spdr Series TrustSPTL
Share
0.1%
Value
$231,401
Shares
8,822
Held
Ishares TRUSXF
Share
0.1%
Value
$207,585
Shares
2,989
New
Ishares TRIVW
Share
0.1%
Value
$204,415
Shares
1,487
New

Company	Share of fund	Value	Shares	Change
Blackrock ETF TrustDYNF	17.8%	$31m	459,161	-13%
Spdr Series TrustSPYM	13.1%	$23m	261,338	+19%
American Centy ETF TRAVEM	11.7%	$20m	211,484	-15%
American Centy ETF TRAVLC	8.7%	$15m	169,783	-4%
Blackrock ETF TrustBAI	7.8%	$14m	258,723	-27%
Ishares TRLMUB	5.7%	$10m	195,270	+7%
American Centy ETF TRAVUS	4.9%	$9m	67,340	-8%
Spdr Series TrustSPYG	4.8%	$8m	71,063	+27%
Blackrock ETF TrustBLCR	3.7%	$6m	127,265	-7%
Global X FDSSHLD	3.5%	$6m	103,100	+25%
Spdr Series TrustSPYV	2.9%	$5m	82,380	-56%
Blackrock ETF TrustTHRO	2.7%	$5m	107,855	Held
Ishares TRQUAL	2.4%	$4m	19,285	Held
Ishares Gold TRIAU	1.7%	$3m	38,354	+6%
Vanguard Charlotte FDSBNDX	1.5%	$3m	54,307	Held
Ishares TRMBB	1.1%	$2m	21,049	+6%
Blackrock ETF Trust IIBINC	1.1%	$2m	36,623	-25%
Ishares TREXI	1.0%	$2m	8,646	+12%
Ishares TRAOA	0.9%	$2m	16,355	Held
Sherwin-WilliamsSHW	0.4%	$619,776	1,800	Held
Fidelity Covington TrustFDLO	0.4%	$614,194	8,988	+7%
Ishares TRSTIP	0.4%	$613,058	6,001	Held
Ishares TRAOR	0.2%	$426,392	6,135	-8%
Blackrock ETF TrustLCTU	0.2%	$393,585	4,910	-6%
Ishares TRAGG	0.2%	$353,754	3,574	New
Ishares TREAGG	0.2%	$325,991	6,876	+28%
Ishares TRESGU	0.2%	$323,249	1,975	-2%
Ishares TRSYSB	0.2%	$311,888	3,516	-3%
Ishares TRDSI	0.2%	$281,078	1,974	-3%
Ishares TRSUSC	0.1%	$257,166	11,108	-27%
Spdr Series TrustSPTL	0.1%	$231,401	8,822	Held
Ishares TRUSXF	0.1%	$207,585	2,989	New
Ishares TRIVW	0.1%	$204,415	1,487	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is down 11.2% since 30 June 2025.

Where the money is

Materials0.4%

Other99.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.