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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, QQQM, SPYG, and represent 51.67% of Bucket List Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PVAL (+$9.1M), REGL, IDMO, VTI, AVUV, MGK, THIR, DIVN, NLR, FBND.
Started 7 new stock positions in SO, STX, NVDA, V, TSM, IJH, KO.
Reduced shares in these 10 stocks: SPYV, IWR, SPYG, QQQ, BND, , TSLA, XSVN, JAAA, LLY.
Sold out of its position in T.
Bucket List Wealth Management was a net buyer of stock by $19M.
Bucket List Wealth Management has $203M in assets under management (AUM), dropping by 22.22%.
Central Index Key (CIK): 0002133435

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Portfolio Holdings for Bucket List Wealth Management

Bucket List Wealth Management holds 63 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	13.7	$28M	+7%	75k	370.04	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	13.1	$27M	+51%	523k	50.95	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	8.6	$18M	+11%	140k	124.76	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	8.6	$17M	+3%	58k	302.97	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	7.7	$16M	-3%	131k	118.99	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	7.5	$15M	+17%	253k	60.29	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	4.9	$10M	+44%	110k	91.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.1	$6.3M	-7%	8.6k	736.41	View chart
Spdr Series Trust St Str P500val (SPYV)	2.7	$5.5M	-44%	91k	60.79	View chart
Thor Finl Technologies Tr Index Rotation (THIR)	2.4	$4.9M	+45%	143k	34.50	View chart
Horizon Fds Dividend Income (DIVN)	2.3	$4.7M	+46%	160k	29.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.2	$4.4M	-42%	40k	110.32	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	2.1	$4.2M	+53%	36k	115.98	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	1.9	$3.9M	+21%	85k	45.49	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.8	$3.6M		19k	190.52	View chart
Vaneck Merk Gold Etf Gold Shs (OUNZ)	1.8	$3.6M	+9%	94k	38.59	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$2.7M		4.0k	686.89	View chart
Vanguard World Mega Grwth Ind (MGK)	1.1	$2.3M	+273%	26k	87.91	View chart
Apple (AAPL)	0.9	$1.8M		6.1k	289.35	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.9	$1.7M	+6%	21k	82.11	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.8	$1.7M		11k	156.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.6M		11k	148.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$1.6M		12k	137.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.4M	-20%	19k	73.41	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$1.2M	-9%	24k	50.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$953k	-3%	2.6k	368.38	View chart
Bondbloxx Etf Trust Bloomberg Seven (XSVN)	0.5	$950k	-13%	20k	47.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.5	$914k		9.5k	96.43	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$802k	+34%	2.3k	342.82	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$660k		6.5k	102.25	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$659k	-7%	6.5k	102.16	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$642k	+9%	12k	53.47	View chart
Tesla Motors (TSLA)	0.3	$585k	-25%	1.4k	420.60	View chart
Amazon (AMZN)	0.2	$493k	+11%	2.1k	238.34	View chart
CSX Corporation (CSX)	0.2	$490k		10k	47.53	View chart
Pfizer (PFE)	0.2	$470k		20k	24.08	View chart
International Business Machines (IBM)	0.2	$458k	+3%	1.6k	281.21	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$419k		559.00	749.41	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$399k	NEW	414.00	964.65	View chart
Microsoft Corporation (MSFT)	0.2	$378k	+21%	1.0k	373.16	View chart
Ge Aerospace Com New (GE)	0.2	$376k	-8%	1.0k	373.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$353k		472.00	746.77	View chart
Verizon Communications (VZ)	0.2	$337k		8.0k	42.34	View chart
Southern Company (SO)	0.2	$337k	NEW	3.5k	95.70	View chart
Eli Lilly & Co. (LLY)	0.2	$335k	-17%	279.00	1200.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$307k	+18%	858.00	357.45	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$291k		1.2k	246.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$284k	+507%	3.3k	86.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$275k	-18%	550.00	500.39	View chart
NVIDIA Corporation (NVDA)	0.1	$274k	NEW	1.4k	200.13	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$272k	+34%	2.5k	109.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$267k		1.1k	236.52	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.1	$262k	-13%	12k	22.61	View chart
Royal Caribbean Cruises (RCL)	0.1	$254k		801.00	317.50	View chart
Meta Platforms Cl A (META)	0.1	$248k	+5%	440.00	563.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$246k	+300%	2.0k	124.17	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$244k		8.4k	28.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$240k		3.4k	71.26	View chart
Valero Energy Corporation (VLO)	0.1	$230k		883.00	260.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$226k	NEW	2.9k	77.11	View chart
Coca-Cola Company (KO)	0.1	$217k	NEW	2.7k	81.28	View chart
Visa Com Cl A (V)	0.1	$210k	NEW	612.00	343.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$205k	NEW	429.00	477.57	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 2026 Q2 filed July 16, 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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