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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, VYM, SPYG, QQQ, and represent 53.58% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VYMI, FFSM, VGMS, QTUM, IEUR, First Tr Exchange-traded, VGHY, BUFF, RDVI, EEM.
Started 7 new stock positions in MISL, FFSM, EEM, RDVI, CVX, First Tr Exchange-traded, SCHA.
Reduced shares in these 10 stocks: IVV (-$5.8M), SPYG, VIG, VYM, XAR, PNOV, FIDU, XLE, HYG, QQQ.
Sold out of its positions in AVGO, CIBR, GOF, PMAR, BMAR, XLU, PPH, MGK.
Buska Wealth Management was a net seller of stock by $-18M.
Buska Wealth Management has $249M in assets under management (AUM), dropping by -8.03%.
Central Index Key (CIK): 0001910503

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Portfolio Holdings for Buska Wealth Management

Buska Wealth Management holds 74 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
Ishares Tr Core S&p500 Etf (IVV)	14.7	$37M	-13%	56k	653.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	12.3	$31M	-10%	142k	215.06	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	10.7	$27M	-9%	179k	148.10	View chart
Spdr Series Trust State Street Spd (SPYG)	10.4	$26M	-12%	265k	97.91	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$14M	-6%	24k	577.19	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	4.3	$11M	+27%	114k	94.24	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	3.8	$9.4M	+9%	191k	49.41	View chart
Select Sector Spdr Tr State Street Ene (XLE)	2.9	$7.1M	-14%	117k	61.26	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.8	$6.9M	-4%	117k	59.55	View chart
Spdr Series Trust State Street Spd (FLRN)	2.7	$6.6M	-10%	216k	30.78	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.6	$6.6M	-11%	129k	50.95	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.6	$6.5M	+5%	79k	82.75	View chart
Ishares Tr Core Msci Euro (IEUR)	2.2	$5.4M	+26%	77k	70.27	View chart
Spdr Series Trust State Street Spd (XAR)	1.7	$4.3M	-30%	17k	253.98	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	1.5	$3.7M	-26%	91k	40.86	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.4	$3.6M	-26%	42k	86.52	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.4	$3.5M	-23%	44k	79.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.3	$3.1M		60k	52.56	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	1.2	$3.0M	+90%	59k	51.00	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	1.1	$2.9M	-6%	41k	70.20	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	1.0	$2.4M	+101%	22k	107.30	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.9	$2.2M	+91%	29k	74.41	View chart
Vanguard World Materials Etf (VAW)	0.8	$2.1M	-27%	9.1k	225.33	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.7	$1.8M	-24%	43k	43.02	View chart
Fidelity Covington Trust Fundamental Smal (FFSM)	0.6	$1.4M	NEW	45k	31.95	View chart
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)	0.5	$1.1M	-32%	9.5k	118.98	View chart
First Tr Exchange-traded Vest Laddered	0.4	$1.1M	NEW	53k	20.38	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$889k	-10%	29k	30.68	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$814k	-13%	7.2k	113.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$783k	-12%	4.0k	196.21	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$769k	NEW	30k	25.55	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$758k	-21%	18k	42.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.3	$733k	NEW	13k	56.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$717k	NEW	25k	29.08	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.3	$684k	-22%	14k	48.85	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$611k	-12%	4.6k	132.89	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$607k	-9%	35k	17.11	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.2	$587k	NEW	13k	44.71	View chart
Exxon Mobil Corporation (XOM)	0.2	$528k		3.1k	169.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$527k		1.6k	320.86	View chart
Waste Management (WM)	0.2	$519k	-4%	2.3k	229.82	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$509k	-25%	14k	37.27	View chart
At&t (T)	0.2	$474k	+49%	16k	28.99	View chart
Nvent Elec SHS (NVT)	0.2	$449k		3.8k	118.28	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.2	$429k	-42%	8.2k	52.33	View chart
Wec Energy Group (WEC)	0.2	$428k	+29%	3.7k	115.77	View chart
Apple (AAPL)	0.2	$425k	-10%	1.7k	253.84	View chart
UnitedHealth (UNH)	0.2	$404k		1.5k	270.59	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.2	$397k	-20%	11k	36.92	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$386k		5.0k	76.54	View chart
NVIDIA Corporation (NVDA)	0.2	$377k	-19%	2.2k	174.40	View chart
Xcel Energy (XEL)	0.1	$372k		4.7k	79.45	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$371k	-17%	20k	18.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$354k	-5%	593.00	597.33	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$337k	-48%	4.8k	70.36	View chart
Pentair SHS (PNR)	0.1	$323k		3.7k	87.11	View chart
Trane Technologies SHS (TT)	0.1	$318k		764.00	416.74	View chart
Coca-Cola Company (KO)	0.1	$296k		3.9k	76.05	View chart
Caterpillar (CAT)	0.1	$279k		394.00	708.13	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$273k	-3%	21k	12.93	View chart
Microsoft Corporation (MSFT)	0.1	$264k	+3%	714.00	370.36	View chart
Johnson Controls Internation SHS (JCI)	0.1	$261k		2.0k	130.95	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$259k		3.3k	79.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$256k	-10%	5.6k	45.97	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$246k	-22%	6.3k	39.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$238k	-26%	828.00	287.66	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$235k		361.00	650.63	View chart
Chevron Corporation (CVX)	0.1	$235k	NEW	1.1k	206.86	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$228k	-27%	12k	19.30	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$216k	-13%	4.3k	49.69	View chart
Cornerstone Strategic Value (CLM)	0.1	$214k	+2%	29k	7.28	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UJUL)	0.1	$201k	-11%	5.3k	38.30	View chart
AllianceBernstein Global Hgh Incm (AWF)	0.1	$187k	-3%	18k	10.17	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.1	$167k	+2%	24k	6.95	View chart

Past Filings by Buska Wealth Management

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

Buska Wealth Management 2026 Q1 filed April 13, 2026
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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