Buttonwood Financial Group, LLC

Q3 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
31
Total value ($000)
$231,602
Net value change ($000)
+34,582 (17.6%)
New positions
4
Sold out positions
3
Turnover %
27.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVLC 33,373 NEW
SPYM 28,697 114.9%
DYNF 20,114 75.8%
BAI 15,268 NEW
SHLD 7,523 NEW
IAU 3,249 45.0%
HIMU 1,924 77.5%
SPTL 1,665 35.6%
BINC 1,217 39.2%
SPYV 360 6.6%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -20,416 -79.4%
IYW -16,416 -97.3%
AVUS -14,975 -63.7%
MGC -8,165 -62.9%
THRO -8,115 -59.5%
MTUM -5,727 -100.0%
SPYG -2,235 -23.4%
BNDX -1,855 -75.0%
VWOB -1,665 -100.0%
DMXF -240 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type