Buttonwood Financial Group, LLC

Q1 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
30
Total value ($000)
$162,539
Net value change ($000)
-25,597 (-13.6%)
New positions
4
Sold out positions
7
Turnover %
28.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVEM 20,072 NEW
LMUB 9,140 NEW
BLCR 5,643 NEW
BNDX 2,189 582.2%
BAI 1,802 18.3%
SHLD 1,284 28.2%
AVUS 827 11.3%
SHW 577 NEW
SYSB 54 20.1%
EAGG 53 26.2%
Top Reduces (Value $000, Stocks/ETFs)
SPYM -23,810 -58.7%
AVLC -14,357 -51.3%
IAU -5,716 -64.3%
SPTL -5,132 -95.6%
MGC -4,024 -100.0%
HIMU -3,769 -100.0%
FTEC -2,482 -100.0%
DYNF -2,403 -7.3%
SPYG -828 -13.1%
THRO -669 -14.4%
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