Buttonwood Financial Reports $180.6M in Holdings

The Kansas City-based firm discloses investment portfolio amid market uncertainty.

February 03, 2025

Portfolio Overview and Investment Strategy

Buttonwood Financial Group, LLC has reported $180.6 million in holdings across 28 investment positions in its latest Form 13F filing with the U.S. Securities and Exchange Commission (SEC). The disclosure, covering the fourth quarter of 2024, provides insights into the firm’s investment strategy as financial markets navigate economic volatility.

The Kansas City-based wealth management firm, led by President and Chief Compliance Officer Jon McGraw, submitted its quarterly 13F holdings report as required for institutional investment managers with assets exceeding $100 million. The filing indicates a diversified portfolio, reflecting Buttonwood’s approach to balancing risk and growth within the current economic environment.

With 28 investment positions reported, the firm demonstrates a measured yet active management style , ensuring exposure across various asset classes. While the filing does not disclose specific stock allocations, the total portfolio value underscores the firm’s influence in institutional investment circles.

Economic Context and Market Implications

The report arrives at a time when market conditions remain fluid, influenced by interest rate fluctuations, inflation concerns, and geopolitical developments. Institutional filings such as Buttonwood’s provide a window into broader market sentiment, offering clues about how firms are positioning themselves amid these challenges.

Given the $180.6 million total portfolio value, Buttonwood Financial continues to demonstrate a strong market presence while navigating the complexities of a dynamic economic landscape. The firm's investment approach will likely be closely watched by analysts and investors looking for signals on market trends in the months ahead.