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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 57.59% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XLE, VGMS, QTUM, VGHY, XLK, CAT, XLU, SPYM, GOOGL, PDO.
Started 4 new stock positions in VGHY, CAT, VGMS, QTUM.
Reduced shares in these 10 stocks: IVV (-$12M), VIG (-$9.5M), SPYG (-$9.3M), VYM (-$7.5M), QQQ, XAR, FLRN, FLOT, HYG, FIDU.
Sold out of its positions in BIT, GSST, ZMAR, LLY.
Buska Wealth Management was a net seller of stock by $-63M.
Buska Wealth Management has $271M in assets under management (AUM), dropping by -18.77%.
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 December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	16.4	$45M	-21%	65k	684.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	12.9	$35M	-21%	159k	219.78	View chart
Spdr Series Trust State Street Spd (SPYG)	12.0	$32M	-22%	304k	106.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	10.5	$28M	-20%	198k	143.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.8	$16M	-21%	26k	614.31	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	3.2	$8.7M	-13%	175k	49.86	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	3.0	$8.1M	-12%	90k	90.00	View chart
Spdr Series Trust State Street Spd (FLRN)	2.8	$7.4M	-24%	242k	30.73	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.7	$7.4M	-24%	145k	50.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.7	$7.3M	-19%	123k	59.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$6.3M	-10%	75k	83.75	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.2	$6.1M	+47%	136k	44.71	View chart
Spdr Series Trust State Street Spd (XAR)	2.2	$5.9M	-29%	24k	241.24	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	1.9	$5.2M	-26%	124k	41.78	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.7	$4.7M	-28%	57k	82.48	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.7	$4.6M	-33%	57k	80.63	View chart
Ishares Tr Core Msci Euro (IEUR)	1.6	$4.3M	-14%	61k	70.98	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.2	$3.4M	-23%	43k	77.74	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.2	$3.1M	-15%	59k	52.88	View chart
Vanguard World Materials Etf (VAW)	1.0	$2.6M	-23%	13k	207.54	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.9	$2.5M	-26%	57k	44.46	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.7	$1.8M	-48%	14k	127.30	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	0.6	$1.6M	NEW	31k	51.58	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.4	$1.2M	NEW	11k	109.66	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.4	$1.2M	NEW	15k	75.38	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.0M	-6%	8.3k	123.26	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.4	$980k	-12%	23k	43.25	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$899k	-12%	18k	50.04	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$890k	-10%	32k	27.43	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$871k	-10%	4.6k	190.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$757k	+71%	5.3k	143.97	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.3	$705k	-26%	14k	49.19	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.3	$700k	-25%	18k	38.06	View chart
Pimco Dynamic Income SHS (PDI)	0.3	$692k	-12%	39k	17.71	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.3	$686k	-29%	9.2k	74.28	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.2	$552k	-15%	14k	40.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$550k		1.6k	335.20	View chart
Waste Management (WM)	0.2	$520k	-2%	2.4k	219.70	View chart
Apple (AAPL)	0.2	$506k	+11%	1.9k	271.90	View chart
NVIDIA Corporation (NVDA)	0.2	$500k		2.7k	186.50	View chart
UnitedHealth (UNH)	0.2	$493k		1.5k	330.11	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.2	$490k	-3%	38k	12.88	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.2	$473k	-2%	24k	19.88	View chart
Spdr Series Trust State Street Spd (SPYM)	0.1	$403k	+24%	5.0k	80.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$392k	-26%	625.00	626.77	View chart
Pentair SHS (PNR)	0.1	$387k		3.7k	104.14	View chart
Nvent Electric SHS (NVT)	0.1	$387k		3.8k	101.97	View chart
Exxon Mobil Corporation (XOM)	0.1	$374k	-2%	3.1k	120.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$355k	+27%	1.1k	313.11	View chart
Xcel Energy (XEL)	0.1	$343k		4.6k	73.86	View chart
Microsoft Corporation (MSFT)	0.1	$334k	-10%	691.00	483.84	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$322k	-13%	8.1k	39.92	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$305k	-13%	4.3k	71.45	View chart
Wec Energy Group (WEC)	0.1	$303k		2.9k	105.46	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$302k	+30%	22k	13.84	View chart
Trane Technologies SHS (TT)	0.1	$297k		764.00	389.20	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$291k	-8%	6.3k	46.43	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$274k	-15%	6.1k	44.94	View chart
Coca-Cola Company (KO)	0.1	$272k		3.9k	69.91	View chart
At&t (T)	0.1	$271k	-19%	11k	24.84	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$270k		3.3k	82.50	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$268k	+5%	16k	16.49	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$254k	-6%	5.0k	50.76	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.1	$249k	-17%	4.7k	53.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$246k	+7%	361.00	681.25	View chart
Cornerstone Strategic Value (CLM)	0.1	$239k		29k	8.36	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$238k		2.0k	119.75	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$230k	-11%	5.9k	38.75	View chart
Caterpillar (CAT)	0.1	$226k	NEW	394.00	572.25	View chart
Broadcom (AVGO)	0.1	$220k	-3%	636.00	345.97	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.1	$220k	-19%	2.1k	103.15	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$219k		531.00	412.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$205k	+81%	4.8k	42.69	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$204k	-8%	19k	10.69	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.1	$187k		23k	8.01	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 Q4 filed Jan. 22, 2026
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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