ETF Holders

Buttonwood Financial Group, LLC ETF holdings

Kansas City, MO

Reported $174.4M in 32 ETFs in its Form 13F for June 30, 2026.

ETF value
$174.4M
ETFs held
32
Change from prior quarter
+7.7%
With price moves
ETFs as a share of its 13F
99.6%
of $175.0M

Top 10 of 32 ETF holdings

TickerFundValueSharesChange
DYNFiShares U.S. Equity Factor Rotation Active ETF$31.2M459,161−69,105 shares
SPYMState Street SPDR Portfolio S&P 500 ETF$23.0M261,338+42,449 shares
AVEMAvantis Emerging Markets Equity ETF$20.4M211,484−37,604 shares
AVLCAvantis U.S. Large Cap Equity ETF$15.3M169,783−6,310 shares
BAIiShares A.I. Innovation and Tech Active ETF$13.6M258,723−94,870 shares
LMUBiShares Long-Term National Muni Bd ETF$10.0M195,270+12,216 shares
AVUSAvantis US Equity ETF$8.6M67,340−5,795 shares
SPYGState Street SPDR Portfolio S&P 500 Growth ETF$8.5M71,063+15,155 shares
BLCRiShares Large Cap Core Active ETF$6.4M127,265−10,170 shares
SHLDGlobal X Defense Tech ETF$6.2M103,100+20,768 shares
22 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001847661. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Buttonwood Financial Group, LLC own?

Buttonwood Financial Group, LLC reported 32 ETF positions worth $174.4M in its Form 13F for June 30, 2026. The largest was DYNF, at $31.2M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.