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Buska Wealth Management

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

Top 5 stock holdings are IVV, VIG, SPYG, VYM, QQQ, and represent 58.47% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: PNR, PDI, NVT, PDO, AWF, BIT, AVGO, GOOGL, MGK, LLY.
Started 10 new stock positions in PNR, CRF, GOOGL, BIT, AWF, NVT, AVGO, PDO, MGK, LLY.
Reduced shares in these 10 stocks: IVV (-$9.5M), VIG (-$7.7M), SPYG (-$7.7M), VYM (-$6.6M), QQQ, XLE, PNOV, XAR, FIDU, BUFF.
Sold out of its positions in EVF, OXLC.
Buska Wealth Management was a net seller of stock by $-54M.
Buska Wealth Management has $333M in assets under management (AUM), dropping by -8.95%.
Central Index Key (CIK): 0001910503

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Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 75 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.7	$56M	-14%	83k	669.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	13.1	$44M	-15%	202k	215.79	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	12.3	$41M	-15%	391k	104.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	10.6	$35M	-15%	250k	140.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.9	$20M	-14%	33k	600.37	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	3.0	$9.9M	-12%	203k	48.86	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	3.0	$9.9M	-11%	321k	30.86	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.9	$9.8M	-11%	192k	51.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.7	$9.1M	-11%	152k	60.03	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	2.6	$8.7M	-12%	102k	84.68	View chart
Select Sector Spdr Tr Energy (XLE)	2.5	$8.3M	-18%	92k	89.34	View chart
Spdr Series Trust Aerospace Def (XAR)	2.4	$8.1M	-17%	35k	234.96	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.1	$7.0M	-11%	84k	84.11	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	2.1	$7.0M	-11%	86k	81.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	2.1	$7.0M	-19%	169k	41.06	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.0	$6.6M	-17%	80k	81.94	View chart
Ishares Tr Core Msci Euro (IEUR)	1.4	$4.8M	-15%	71k	68.12	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.3	$4.3M	-17%	57k	76.34	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.1	$3.7M	-10%	71k	53.03	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	1.0	$3.4M	-23%	27k	123.68	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.0	$3.4M	-20%	77k	43.50	View chart
Vanguard World Materials Etf (VAW)	1.0	$3.4M	-17%	16k	204.87	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$1.1M	-12%	26k	42.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M	+8%	8.9k	120.73	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$1.0M	-17%	21k	48.99	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$991k		36k	27.30	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$967k	-16%	19k	49.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$951k	+4%	5.1k	186.47	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$931k	-21%	25k	37.47	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$884k	+80%	45k	19.80	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$872k	-15%	13k	66.87	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$866k		3.1k	281.87	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.2	$649k	-16%	16k	40.56	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$588k	+20%	39k	14.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$538k	+2%	1.6k	328.09	View chart
Waste Management (WM)	0.2	$536k		2.4k	220.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$522k	-17%	853.00	612.33	View chart
UnitedHealth (UNH)	0.2	$516k	-18%	1.5k	345.30	View chart
NVIDIA Corporation (NVDA)	0.2	$507k	-26%	2.7k	186.58	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$487k	+22%	24k	19.97	View chart
Apple (AAPL)	0.1	$427k		1.7k	254.62	View chart
Innovator Etfs Trust Equity Defined P (ZMAR)	0.1	$418k		15k	27.08	View chart
Pentair SHS (PNR)	0.1	$412k	NEW	3.7k	110.76	View chart
Microsoft Corporation (MSFT)	0.1	$399k	+15%	771.00	517.99	View chart
At&t (T)	0.1	$384k		14k	28.24	View chart
Xcel Energy (XEL)	0.1	$377k		4.7k	80.66	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$377k	-12%	5.0k	76.01	View chart
Nvent Electric SHS (NVT)	0.1	$374k	NEW	3.8k	98.64	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$366k	-19%	9.3k	39.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$360k		3.2k	112.75	View chart
Wec Energy Group (WEC)	0.1	$329k		2.9k	114.59	View chart
Trane Technologies SHS (TT)	0.1	$322k		764.00	421.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$317k	-14%	7.2k	43.91	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$317k	+17%	4.0k	78.35	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$313k	-9%	6.9k	45.60	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$294k	-17%	5.7k	51.59	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$266k	-11%	5.3k	49.66	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$265k	+24%	15k	17.16	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$264k		3.3k	80.65	View chart
Coca-Cola Company (KO)	0.1	$260k	-7%	3.9k	66.32	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$255k	-18%	6.7k	38.11	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$239k	-19%	2.6k	90.36	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$237k	NEW	17k	14.12	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$235k	NEW	21k	11.21	View chart
Cornerstone Strategic Value (CLM)	0.1	$235k	+57%	28k	8.28	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$231k	-10%	2.6k	87.21	View chart
Blackrock Multi-sector Incom other (BIT)	0.1	$224k	NEW	17k	13.39	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$224k		336.00	665.49	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$219k		2.0k	109.95	View chart
Broadcom (AVGO)	0.1	$218k	NEW	661.00	329.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$216k	NEW	890.00	243.12	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$213k	NEW	530.00	402.72	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$211k	-3%	4.2k	50.70	View chart
Eli Lilly & Co. (LLY)	0.1	$201k	NEW	263.00	764.08	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.1	$186k	NEW	23k	8.04	View chart

Past Filings by Buska Wealth Management

SEC 13F filings are viewable for Buska Wealth Management going back to 2024

Buska Wealth Management 2025 Q3 filed Nov. 12, 2025
Buska Wealth Management 2025 Q2 filed July 14, 2025
Buska Wealth Management 2025 Q1 filed April 9, 2025
Buska Wealth Management 2024 Q4 filed March 4, 2025
Buska Wealth Management 2024 Q3 restated filed Jan. 10, 2025
Buska Wealth Management 2024 Q2 restated filed Jan. 10, 2025
Buska Wealth Management 2024 Q1 restated filed Jan. 10, 2025
Buska Wealth Management 2024 Q3 filed Jan. 8, 2025
Buska Wealth Management 2024 Q2 filed Oct. 1, 2024
Buska Wealth Management 2024 Q1 filed July 1, 2024

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