Buttonwood Financial Group, LLC
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,978
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 33 | 174,978 | 13F-HR | Buttonwood Financial Group, LLC |
| Q1 2026 | 4/15/2026 | 30 | 162,539 | 13F-HR | Buttonwood Financial Group, LLC |
| Q4 2025 | 1/13/2026 | 33 | 188,136 | 13F-HR | Buttonwood Financial Group, LLC |
| Q3 2025 | 11/5/2025 | 31 | 231,602 | 13F-HR | Buttonwood Financial Group, LLC |
| Q2 2025 | 7/14/2025 | 30 | 197,020 | 13F-HR | Buttonwood Financial Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 620 | 0.4% | 43 | 0 | 43 |
| ETFs | 174.4 K | 99.6% | 12.4 K | 0 | 12.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
174,978
Holdings
33
QoQ value change ($000)
12,439
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.