Buttonwood Financial Reveals $170.6M in Equity Holdings

The Kansas City firm’s latest portfolio update shows continued focus on concentrated investments.

April 15, 2025

Focused Strategy, Concentrated Holdings

Buttonwood Financial Group, based in Kansas City, has reported $170.6 million in U.S. equity holdings as of March 31, 2025. The disclosure came through its latest 13F report, required by the SEC for firms managing over $100 million in qualifying assets. This snapshot of Buttonwood’s portfolio highlights 28 individual equity positions —pointing to a strategy that favors precision over volume.

Rather than spreading capital across hundreds of names, Buttonwood is taking a concentrated approach. These 28 holdings suggest the firm is prioritizing selectivity and control, choosing to focus on companies it sees as strategic fits. The value of the positions—rounded to the nearest dollar—signals that Buttonwood is maintaining a consistent allocation strategy, with no signs of sweeping changes or portfolio overhauls.

Stand-Alone Filing Signals Direct Oversight

The filing also confirms that Buttonwood is managing these assets directly. There are no other managers listed, and no adjustments or amendments have been made to previous filings. That means what you see is exactly what the firm is working with at quarter-end. It’s a clean, standalone report—helpful for anyone looking to track Buttonwood’s current equity exposure.

Jon McGraw, President and Chief Compliance Officer, signed off on the filing. This quarterly report helps clients, peers, and analysts get a real-time view of how Buttonwood is positioned in the public markets. While it doesn’t break down specific sectors or issuers, it does give a clear read on the size and scope of the firm’s equity investments.

With Q2 underway, the next filing will offer more insight into how Buttonwood is navigating market conditions and whether its focused strategy continues to hold. For now, this update reinforces a steady and deliberate approach.