FBInvestor
Funds / Buttonwood Financial Group, LLC
Institutional Fund

Buttonwood Financial Group, LLC

Kansas City, MOCIK 18476615 filings on record

Portfolio Value
$162.54M
Q1 2026
Holdings
30
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-13.6%
from $188.14M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

Upgrade

Top Allocations

Largest positions by weight

  • Blackrock ETF Trust18.9%
  • American Centy ETF Tr12.3%
  • Spdr Series Trust10.3%
  • American Centy ETF Tr8.4%
  • Blackrock ETF Trust7.2%
  • Spdr Series Trust6.4%
  • Other36.4%

Portfolio Holdings

30 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Blackrock ETF Trust528.3K$30.73M18.9%9.9KReduced
2American Centy ETF Tr249.1K$20.07M12.3%+249.1KNew
3Spdr Series Trust218.9K$16.75M10.3%277.9KReduced
4American Centy ETF Tr176.1K$13.66M8.4%170.5KReduced
5Blackrock ETF Trust353.6K$11.65M7.2%+66.7KAdded
6Spdr Series Trust185.3K$10.48M6.4%5.2KReduced
7Ishares Tr183.1K$9.14M5.6%+183.1KNew
8American Centy ETF Tr73.1K$8.13M5.0%+9.6KAdded
9Global X Fds82.3K$5.83M3.6%+21.8KAdded
10Blackrock ETF Trust137.4K$5.64M3.5%+137.4KNew

20 more holdings on Premium

See this fund's complete portfolio, full position changes, and activity history.

Unlock full portfolio