Buttonwood Financial Group, LLC

Q2 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
33
Total value ($000)
$174,978
Net value change ($000)
+12,439 (7.7%)
New positions
3
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 6,212 37.1%
SPYG 2,982 54.5%
BAI 1,989 17.1%
AVLC 1,618 11.8%
LMUB 862 9.4%
BLCR 767 13.6%
THRO 665 16.7%
AVUS 494 6.1%
DYNF 493 1.6%
QUAL 484 12.9%
Top Reduces (Value $000, Stocks/ETFs)
SPYV -5,475 -52.2%
BINC -606 -24.0%
IAU -281 -8.8%
SUSC -95 -27.0%
SYSB -11 -3.4%
SPTL -6 -2.5%
AOR -2 -0.5%
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