Buttonwood Financial Group, LLC

Q4 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
12/31/2025
Date filed
1/13/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$188,136
Net value change ($000)
-43,466 (-18.8%)
New positions
3
Sold out positions
1
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
SPYV 5,311 91.9%
FTEC 2,482 NEW
EXI 1,789 NEW
SYSB 269 NEW
VIG 12 3.4%
Top Reduces (Value $000, Stocks/ETFs)
DYNF -13,530 -29.0%
SPYM -13,099 -24.4%
BAI -5,419 -35.5%
AVLC -5,360 -16.1%
SHLD -2,975 -39.5%
IAU -1,575 -15.0%
AVUS -1,232 -14.4%
BINC -1,207 -27.9%
SPYG -1,029 -14.0%
QUAL -986 -18.6%
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