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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 50.45% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACYN (+$6.3M), FFSM, VYMI, QTUM, RDVI, VGMS, EEM, MISL, First Tr Exchange-traded, SHY.
Started 11 new stock positions in SMH, AVGO, CIBR, SHV, SHY, MGK, MU, SPSM, GE, VO. First Tr Exchange-traded.
Reduced shares in these 10 stocks: IVV (-$5.5M), SPYG, VIG, HYG, FLOT, FLRN, XAR, FNCL, FIDU, KBWP.
Sold out of its positions in AWF, UJUL, KBWP, PDI.
Buska Wealth Management was a net buyer of stock by $2.5M.
Buska Wealth Management has $277M in assets under management (AUM), dropping by 11.40%.
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 81 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
Ishares Tr Core S&p500 Etf (IVV)	13.1	$36M	-13%	49k	748.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	11.3	$31M	-7%	132k	236.62	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	9.9	$28M	-12%	231k	118.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.9	$27M	-3%	173k	158.03	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.3	$17M		24k	736.41	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	5.0	$14M	+25%	143k	98.20	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	3.7	$10M	+3%	197k	52.68	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	2.7	$7.5M	+572%	359k	20.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.6	$7.1M	+9%	86k	82.65	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.4	$6.5M	-4%	111k	58.98	View chart
Ishares Tr Core Msci Euro (IEUR)	2.3	$6.4M	+10%	85k	75.17	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	2.2	$6.1M	+65%	37k	165.38	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	2.1	$5.7M	-7%	108k	53.11	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	1.9	$5.2M	-21%	170k	30.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.9	$5.2M	-21%	101k	51.05	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	1.8	$5.1M	+68%	100k	51.29	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	1.8	$4.9M	+180%	127k	38.21	View chart
Spdr Series Trust St Str Sp Aero (XAR)	1.2	$3.4M	-28%	12k	283.79	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.2	$3.3M	+5%	63k	52.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	1.1	$3.2M	-21%	71k	44.35	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.1	$3.2M	+256%	107k	29.40	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	1.0	$2.9M	-30%	29k	99.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.0	$2.9M	+224%	42k	68.41	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.9	$2.5M	+15%	34k	74.85	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$2.0M	-42%	25k	79.97	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.7	$1.8M	-41%	24k	76.56	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.6	$1.7M	+190%	38k	45.77	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.6	$1.6M	-21%	34k	47.81	View chart
Vanguard World Materials Etf (VAW)	0.6	$1.5M	-26%	6.7k	228.81	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.4	$1.1M	NEW	52k	20.54	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$1.1M	NEW	13k	82.11	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.4	$1.0M	NEW	9.2k	110.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$995k		7.2k	137.52	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$934k		29k	31.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$872k		4.0k	217.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$837k	-6%	23k	36.13	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$754k	-13%	4.0k	190.53	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.3	$750k	-7%	16k	45.64	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$667k	-11%	12k	53.61	View chart
Nvent Elec SHS (NVT)	0.2	$644k		3.8k	169.61	View chart
UnitedHealth (UNH)	0.2	$614k		1.5k	415.63	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$608k		1.6k	370.00	View chart
NVIDIA Corporation (NVDA)	0.2	$590k	+36%	2.9k	200.12	View chart
Apple (AAPL)	0.2	$567k	+16%	2.0k	289.42	View chart
Waste Management (WM)	0.2	$508k		2.3k	222.84	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$434k	-2%	4.9k	87.87	View chart
Wec Energy Group (WEC)	0.2	$432k		3.7k	116.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$430k		3.1k	136.70	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$420k	-23%	11k	40.16	View chart
Caterpillar (CAT)	0.2	$420k		394.00	1064.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$396k	-2%	577.00	686.46	View chart
Micron Technology (MU)	0.1	$380k	NEW	329.00	1154.64	View chart
Xcel Energy (XEL)	0.1	$379k		4.7k	80.29	View chart
Trane Technologies SHS (TT)	0.1	$375k		764.00	491.16	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$373k	-13%	7.1k	52.54	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$362k	-9%	18k	20.31	View chart
At&t (T)	0.1	$343k		17k	20.70	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$333k	-9%	4.3k	77.26	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$326k	NEW	497.00	655.97	View chart
Coca-Cola Company (KO)	0.1	$316k		3.9k	81.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$313k	+5%	875.00	357.55	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$298k		3.3k	90.79	View chart
Microsoft Corporation (MSFT)	0.1	$291k	+9%	780.00	372.84	View chart
Johnson Controls Internation SHS (JCI)	0.1	$291k		2.0k	146.11	View chart
Broadcom (AVGO)	0.1	$286k	NEW	757.00	377.92	View chart
Pentair SHS (PNR)	0.1	$284k		3.7k	76.66	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.1	$277k	-55%	4.8k	57.90	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$270k		362.00	745.97	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$259k	NEW	3.2k	80.57	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$246k	-9%	5.0k	48.81	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$244k	NEW	4.2k	57.67	View chart
Cornerstone Strategic Value (CLM)	0.1	$231k	+3%	31k	7.56	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG)	0.1	$228k	-13%	5.4k	42.08	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.1	$210k	-10%	3.9k	54.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$209k	NEW	2.4k	87.91	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$205k	NEW	2.3k	89.84	View chart
Chevron Corporation (CVX)	0.1	$204k	+8%	1.2k	165.76	View chart
Ge Aerospace Com New (GE)	0.1	$204k	NEW	545.00	373.55	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$199k	-12%	10k	19.12	View chart
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)	0.1	$182k	-35%	14k	13.22	View chart
Cornerstone Total Rtrn Fd In (CRF)	0.1	$178k	+3%	25k	7.18	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 Q2 filed July 10, 2026
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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