Buttonwood Financial Group, LLC

Registered adviser

CIK

1847661

Location

Kansas City, MO

Portfolio Value

Small $177,119,573

Diversification

Highly concentrated

Filing Date

Global Rank

#6,789 / 8,807 ▼ 182 · as of Jun 2026

Top Industry

Specialty Chemicals 100.0%

3Y Alpha vs SPY

-1.0%

Period ended 20 days ago

Filed Oct 16, 2026 · 4d

19 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 151164

Roster of Oct 1, 2026

Regulatory AUM

$659,465,030

Main clients

Individuals and high net worth (75% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$659,465,030	Individuals and high net worth (75%)
May 2025 to Mar 2026	$696,762,721	Individuals and high net worth (93%)
Apr 2025	$696,335,764	Individuals and high net worth (98%)
Apr 2024 to Mar 2025	$625,489,432	Individuals and high net worth (98%)
May 2023 to Mar 2024	$532,353,343	Individuals and high net worth (98%)
Apr 2023	$532,353,343	Individuals and high net worth (98%)

4 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 99.6% of the book (60%+)

Turnover

Medium turnover

61.6% over the last four quarters (30% to under 100%)

Horizon

Medium horizon

Value-weighted holding period 8.2 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 98.4%; sector active share 90.3% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

39 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

39.6%

+7.4 pts

Top 5

92.7%

−1.2 pts

Top 10

99.5%

−0.1 pts

HHI

2,628

Highly concentrated+350

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	99.8%	$176,731,649	38
Basic Materials	0.2%	$387,924	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
BNDX	Vanguard Total International Bond ETF	+28,961	83,268	$3,902,771
IAU	Ishares Gold Trust	+27,100	65,454	$5,111,957
ESGU	iShares ESG Aware MSCI USA ETF	+5,302	7,277	$0
BLCR		+2,795	130,060	$6,367,737
BINC		+1,071	37,694	$1,914,478
AVLC	Avantis U.S. Large Cap Equity ETF	+335	170,118	$15,356,551
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+118	6,994	$0
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
LMUB	iShares Long-Term National Muni Bond ETF	−186,229	9,041	$0
DYNF	iShares U.S. Equity Factor Rotation Active ETF	−106,420	352,741	$24,430,841
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	−33,829	48,551	$2,967,922
BAI	BlackRock ETF Trust	−30,223	228,500	$10,782,915
SHLD	Global X Defense Tech ETF	−15,742	87,358	$0
THRO		−12,680	95,175	$4,185,796
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	−5,131	65,932	$8,114,910
AVUS	Avantis U.S. Equity ETF	−2,697	64,643	$8,280,121
QUAL	iShares MSCI USA Quality Factor ETF	−1,751	17,534	$0
—		−1,190	15,165	$0
EXI	iShares Global Industrials ETF	−1,061	7,585	$0
SHW	Sherwin Williams Co	−600	1,200	$387,924
STIP	iShares 0-5 Year TIPS Bond ETF	−575	5,426	$0
LCTU		−538	4,372	$357,061
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−479	260,859	$23,414,703
AVEM	Avantis Emerging Markets Equity ETF	−430	211,054	$19,843,297
SUSC	iShares ESG Aware USD Corporate Bond ETF	−352	10,756	$0
—		−239	5,896	$0
FDLO	Fidelity Low Volatility Factor ETF	−108	8,880	$627,460
SYSB	iShares Systematic Bond ETF	−42	3,474	$0
DSI	iShares ESG MSCI KLD 400 ETF	−26	1,948	$0
IVW	iShares S&P 500 Growth ETF	−3	1,484	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
IALT		516,105	$15,410,895
PZA	Invesco National AMT-Free Municipal Bond ETF	409,830	$8,766,263
INRO		232,208	$8,546,926
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	128,160	$6,069,657
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	4,716	$1,090,575
AAAU	Goldman Sachs Physical Gold ETF	13,718	$561,889
SCHX	Schwab U.S. Large-Cap ETF	13,884	$416,520
EUSA	iShares Trust	12,292	$0
ACWX	iShares MSCI ACWI ex U.S. ETF	5,156	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MBB	iShares MBS ETF	21,049	$1,989,551
AGG	iShares Core U.S. Aggregate Bond ETF	3,574	$353,754
USXF	iShares ESG Advanced MSCI USA ETF	2,989	$207,586
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

39 tracked positions · $177,119,573 total · filing declares 39 positions · $198,520,551 · as of Sep 30, 2026

All sectors Basic Materials

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Reduced	352,741	-106,420	$24,430,841	−21.8%	13.79%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	260,859	-479	$23,414,703	+2.0%	13.22%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	211,054	-430	$19,843,297	−2.8%	11.20%
IALT		NEW	516,105	NEW	$15,410,895	NEW	8.70%
AVLC	Avantis U.S. Large Cap Equity ETF	Added	170,118	+335	$15,356,551	+0.5%	8.67%
BAI	BlackRock ETF Trust	Reduced	228,500	-30,223	$10,782,915	−20.9%	6.09%
PZA	Invesco National AMT-Free Municipal Bond ETF	NEW	409,830	NEW	$8,766,263	NEW	4.95%
INRO		NEW	232,208	NEW	$8,546,926	NEW	4.83%
AVUS	Avantis U.S. Equity ETF	Reduced	64,643	-2,697	$8,280,121	−4.0%	4.67%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Reduced	65,932	-5,131	$8,114,910	−4.0%	4.58%
BLCR		Added	130,060	+2,795	$6,367,737	−0.7%	3.60%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	NEW	128,160	NEW	$6,069,657	NEW	3.43%
IAU	Ishares Gold Trust	Added	65,454	+27,100	$5,111,957	+76.5%	2.89%
THRO		Reduced	95,175	-12,680	$4,185,796	−10.0%	2.36%
BNDX	Vanguard Total International Bond ETF	Added	83,268	+28,961	$3,902,771	+48.4%	2.20%
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	Reduced	48,551	-33,829	$2,967,922	−40.7%	1.68%
BINC		Added	37,694	+1,071	$1,914,478	−0.1%	1.08%
XAR	State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF	NEW	4,716	NEW	$1,090,575	NEW	0.62%
FDLO	Fidelity Low Volatility Factor ETF	Reduced	8,880	-108	$627,460	+2.2%	0.35%
AAAU	Goldman Sachs Physical Gold ETF	NEW	13,718	NEW	$561,889	NEW	0.32%
SCHX	Schwab U.S. Large-Cap ETF	NEW	13,884	NEW	$416,520	NEW	0.24%
SHW	Sherwin Williams Co Basic Materials	Reduced	1,200	-600	$387,924	−37.4%	0.22%
LCTU		Reduced	4,372	-538	$357,061	−9.3%	0.20%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Held	8,822	0	$210,404	−9.1%	0.12%
		Reduced	15,165	-1,190	$0	−100.0%	0.00%
		Reduced	5,896	-239	$0	−100.0%	0.00%
SHLD	Global X Defense Tech ETF	Reduced	87,358	-15,742	$0	−100.0%	0.00%
ACWX	iShares MSCI ACWI ex U.S. ETF	NEW	5,156	NEW	$0	NEW	0.00%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	1,948	-26	$0	−100.0%	0.00%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	6,994	+118	$0	−100.0%	0.00%
ESGU	iShares ESG Aware MSCI USA ETF	Added	7,277	+5,302	$0	−100.0%	0.00%
EUSA	iShares Trust	NEW	12,292	NEW	$0	NEW	0.00%
EXI	iShares Global Industrials ETF	Reduced	7,585	-1,061	$0	−100.0%	0.00%
IVW	iShares S&P 500 Growth ETF	Reduced	1,484	-3	$0	−100.0%	0.00%
LMUB	iShares Long-Term National Muni Bond ETF	Reduced	9,041	-186,229	$0	−100.0%	0.00%
QUAL	iShares MSCI USA Quality Factor ETF	Reduced	17,534	-1,751	$0	−100.0%	0.00%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	5,426	-575	$0	−100.0%	0.00%
SUSC	iShares ESG Aware USD Corporate Bond ETF	Reduced	10,756	-352	$0	−100.0%	0.00%
SYSB	iShares Systematic Bond ETF	Reduced	3,474	-42	$0	−100.0%	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.