Buttonwood Financial Group, LLC

Q3 2026 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
39
Total value ($000)
$198,521
Net value change ($000)
+23,543 (13.5%)
New positions
9
Sold out positions
3
Turnover %
22.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IALT 15,530 NEW
PZA 8,762 NEW
INRO 8,745 NEW
VTEB 6,066 NEW
IAU 2,234 77.1%
EUSA 1,403 NEW
BNDX 1,271 48.3%
XAR 1,102 NEW
SPYM 960 4.2%
ESGU 919 284.5%
Top Reduces (Value $000, Stocks/ETFs)
LMUB -9,582 -95.8%
DYNF -6,295 -20.2%
BAI -2,277 -16.7%
SPYV -1,996 -39.9%
MBB -1,990 -100.0%
SHLD -909 -14.8%
THRO -375 -8.1%
AGG -354 -100.0%
EXI -273 -15.7%
QUAL -261 -6.2%
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