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Bucket List Wealth Management

Latest statistics and disclosures from Bucket List Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, PVAL, AVUV, SPYG, QQQM, and represent 47.49% of Bucket List Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$16M), REGL (+$6.6M), FBND, NLR, DIVN, THIR, IDMO, SHY, AVUV, VTI.
Started 11 new stock positions in FBND, NLR, IVV, VEA, THIR, GE, DIVN, VLO, PVAL, REGL. RCL.
Reduced shares in these 10 stocks: SPYV (-$11M), IWR (-$9.6M), QQQM, BND, SPYG, XSVN, AAPL, JAAA, NVDA, ACWI.
Sold out of its positions in BR, AVGO, CINF, KO, XOM, HD, INTC, JPM, MCD, NVDA. ORCL, PEP, PG, UPS, V, WMT, WPRT.
Bucket List Wealth Management was a net buyer of stock by $2.4M.
Bucket List Wealth Management has $166M in assets under management (AUM), dropping by -0.79%.
Central Index Key (CIK): 0002133435

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Portfolio Holdings for Bucket List Wealth Management

Bucket List Wealth Management holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	13.5	$22M	+2%	70k	320.81	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	9.7	$16M	NEW	346k	46.40	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	8.4	$14M	+4%	126k	110.47	View chart
Spdr Series Trust State Street Spd (SPYG)	8.0	$13M	-9%	135k	97.91	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	8.0	$13M	-13%	56k	237.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	7.1	$12M	+13%	215k	54.84	View chart
Spdr Series Trust State Street Spd (SPYV)	5.6	$9.3M	-53%	164k	56.58	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	4.0	$6.7M	-58%	69k	97.23	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	3.9	$6.6M	NEW	76k	86.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$5.3M	-9%	9.3k	577.19	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	2.3	$3.9M	+5%	86k	45.05	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$3.2M	NEW	70k	45.62	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.9	$3.2M	NEW	24k	133.19	View chart
Horizon Fds Dividend Income (DIVN)	1.9	$3.1M	NEW	109k	28.42	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	1.8	$3.0M	NEW	98k	31.01	View chart
Vanguard World Mega Grwth Ind (MGK)	1.5	$2.5M	-3%	6.9k	367.44	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.5	$2.5M	-2%	19k	132.90	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$2.4M		4.0k	597.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$1.8M	-49%	24k	73.64	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.0	$1.6M	+63%	20k	82.57	View chart
Apple (AAPL)	0.9	$1.5M	-42%	6.0k	253.77	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.9	$1.5M	-32%	11k	138.38	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.4M	-20%	11k	124.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.8	$1.3M	-40%	27k	50.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.3M	-4%	12k	113.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$1.1M	-6%	2.7k	430.29	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.7	$1.1M	-52%	23k	47.72	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$840k		9.5k	88.70	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$750k	-27%	11k	68.14	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.4	$721k	+3%	7.0k	103.43	View chart
Tesla Motors (TSLA)	0.4	$695k		1.9k	371.75	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$607k		6.4k	94.57	View chart
Pfizer (PFE)	0.3	$540k	-3%	19k	28.08	View chart
CSX Corporation (CSX)	0.3	$417k		10k	41.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$416k		1.7k	239.95	View chart
Verizon Communications (VZ)	0.2	$398k	-4%	7.9k	50.20	View chart
Amazon (AMZN)	0.2	$385k	-4%	1.8k	208.27	View chart
International Business Machines (IBM)	0.2	$380k	-9%	1.6k	242.35	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$363k	NEW	555.00	653.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$324k	-4%	676.00	479.20	View chart
Eli Lilly & Co. (LLY)	0.2	$312k	-2%	339.00	920.35	View chart
Ge Aerospace Com New (GE)	0.2	$312k	NEW	1.1k	283.88	View chart
Microsoft Corporation (MSFT)	0.2	$308k	-42%	832.00	370.31	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$307k		472.00	650.34	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$302k	-21%	13k	22.55	View chart
At&t (T)	0.2	$272k	-29%	9.4k	28.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$243k	+12%	1.1k	215.06	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$243k	-10%	1.2k	205.84	View chart
Meta Platforms Cl A (META)	0.1	$238k	+11%	416.00	571.58	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$237k	-48%	542.00	436.43	View chart
Royal Caribbean Cruises (RCL)	0.1	$220k	NEW	800.00	275.30	View chart
Valero Energy Corporation (VLO)	0.1	$218k	NEW	883.00	247.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$216k	NEW	3.4k	64.09	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$211k		495.00	426.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$211k		8.4k	25.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$209k	+12%	725.00	287.62	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$203k		1.9k	108.99	View chart

Past Filings by Bucket List Wealth Management

SEC 13F filings are viewable for Bucket List Wealth Management going back to 2026

Bucket List Wealth Management 2025 Q4 filed May 7, 2026
Bucket List Wealth Management 2026 Q1 filed May 7, 2026

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