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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 57.88% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VYM, VYMI, FNCL, IVV, SPYG, QQQ, VGIT, FLRN, FLOT, VIG.
Started 6 new stock positions in TT, OXLC, Innovator Etfs Trust, CVX, VYMI, IEUR.
Reduced shares in these 10 stocks: VAW, XLK, XAR, KBWP, PNOV, BNOV, FDTX, EVF, PPH, BAUG.
Buska Wealth Management was a net buyer of stock by $14M.
Buska Wealth Management has $319M in assets under management (AUM), dropping by 2.13%.
Central Index Key (CIK): 0001910503

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Positions held by Buska Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 64 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.9	$54M	+2%	96k	561.90	View chart
Vanguard Specialized Funds Div App Etf (VIG)	14.1	$45M	+2%	232k	193.99	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	11.1	$36M	+3%	441k	80.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	10.8	$35M	+6%	267k	128.96	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$16M	+8%	34k	468.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	3.4	$11M	-2%	293k	37.22	View chart
Select Sector Spdr Tr Energy (XLE)	3.1	$10M	+3%	107k	93.45	View chart
Spdr Ser Tr Aerospace Def (XAR)	2.9	$9.4M	-6%	58k	160.69	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	2.9	$9.1M	+12%	297k	30.82	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	2.9	$9.1M		133k	68.47	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.8	$9.0M	+12%	177k	51.05	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$8.0M	+16%	135k	59.40	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$6.1M	+16%	74k	81.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.9	$5.9M	+16%	75k	78.89	View chart
Select Sector Spdr Tr Technology (XLK)	1.9	$5.9M	-12%	29k	206.48	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	1.7	$5.3M	+16%	84k	63.00	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	1.6	$5.2M	-4%	136k	38.19	View chart
Vanguard World Materials Etf (VAW)	1.6	$5.1M	-14%	27k	188.81	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	1.5	$4.8M		108k	44.09	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.8	$2.7M	+33%	51k	52.37	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.7	$2.2M	+135%	32k	69.52	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.6	$1.9M	-17%	15k	124.59	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.5M	NEW	20k	73.69	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$1.4M	-5%	38k	37.78	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.4	$1.4M	-2%	42k	33.95	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.4	$1.4M	-3%	27k	51.13	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.4	$1.4M	-7%	32k	42.45	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$1.2M	-6%	18k	68.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.0M	+3%	37k	27.96	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.3	$1000k	-14%	32k	31.49	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$837k	+3%	4.8k	172.72	View chart
UnitedHealth (UNH)	0.2	$783k		1.5k	523.75	View chart
Ishares Tr Core Msci Euro (IEUR)	0.2	$762k	NEW	13k	60.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$748k	+3%	8.1k	92.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$570k		1.1k	513.91	View chart
Waste Management (WM)	0.2	$561k	-6%	2.4k	231.51	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.2	$557k	-8%	16k	34.62	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$484k	+28%	31k	15.57	View chart
Oxford Lane Cap Corp (OXLC)	0.1	$462k	NEW	98k	4.72	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$461k	+38%	23k	19.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$439k	+5%	1.6k	274.79	View chart
Innovator Etfs Trust Equity Defined P	0.1	$397k	NEW	15k	25.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$384k	-4%	9.6k	39.93	View chart
Exxon Mobil Corporation (XOM)	0.1	$382k		3.2k	118.93	View chart
At&t (T)	0.1	$382k		14k	28.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$375k	-5%	9.3k	40.19	View chart
Apple (AAPL)	0.1	$370k		1.7k	222.19	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$367k	-26%	4.0k	91.13	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$363k	+24%	19k	18.85	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$348k	-8%	10k	33.53	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$345k	-4%	7.6k	45.54	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$326k	-7%	7.6k	43.18	View chart
Wec Energy Group (WEC)	0.1	$313k		2.9k	108.98	View chart
Coca-Cola Company (KO)	0.1	$306k		4.3k	71.62	View chart
Xcel Energy (XEL)	0.1	$289k		4.1k	70.78	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$276k		3.5k	78.85	View chart
Microsoft Corporation (MSFT)	0.1	$265k	-3%	706.00	375.22	View chart
Trane Technologies SHS (TT)	0.1	$256k	NEW	761.00	336.92	View chart
Goldman Sachs Etf Tr Ultra Short Bond (GSST)	0.1	$249k	-6%	4.9k	50.54	View chart
NVIDIA Corporation (NVDA)	0.1	$225k	+2%	2.1k	108.38	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$214k		3.6k	58.69	View chart
Chevron Corporation (CVX)	0.1	$206k	NEW	1.2k	167.33	View chart
Cornerstone Strategic Value (CLM)	0.0	$123k	+46%	17k	7.43	View chart
Eaton Vance Sr Income Tr Sh Ben Int (EVF)	0.0	$111k	-57%	19k	5.84	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 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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