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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, ACYN, SPYG, and represent 48.48% of Buska Wealth Management's stock portfolio.
Added to shares of these 10 stocks: ACYN (+$19M), VO (+$6.3M), SPSM (+$6.2M), First Tr Exchange-traded, VYMI, RDVI, EEM, BUFF, QQQ, QTUM.
Started 3 new stock positions in Exxon Mobil Corp, JPM, JEPQ.
Reduced shares in these 10 stocks: IVV, SPYG, IEUR, XLE, FLRN, FLOT, FFSM, VGIT, VIG, VCIT.
Sold out of its positions in CLM, CRF, XOM, CIBR, GE, UAUG, BJUL, PDO, PNR.
Buska Wealth Management was a net buyer of stock by $14M.
Buska Wealth Management has $291M in assets under management (AUM), dropping by 4.77%.
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 September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	11.2	$33M	-12%	43k	765.86	View chart
Vanguard Specialized Funds Div App Etf (VIG)	10.1	$29M	-4%	126k	233.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	9.4	$27M		176k	155.20	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	9.1	$26M	+252%	1.3M	20.86	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	8.7	$25M	-11%	205k	123.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.5	$19M	+7%	25k	739.78	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	6.3	$18M	+27%	182k	101.13	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	4.3	$13M	+18%	233k	53.88	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	2.3	$6.7M	+19%	44k	151.62	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	2.2	$6.5M	+2478%	83k	78.42	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	2.2	$6.4M	+2761%	121k	52.86	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	1.9	$5.4M	-19%	69k	78.31	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.8	$5.3M	+78%	192k	27.88	View chart
First Tr Exchange-traded Vest Lad Aut Etf	1.8	$5.3M	+389%	256k	20.58	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	1.7	$5.0M	+77%	74k	66.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.6	$4.7M	-25%	83k	56.66	View chart
Vanguard Malvern Fds Multi Sector (VGMS)	1.5	$4.4M	-9%	90k	49.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	1.3	$3.8M	-43%	61k	61.50	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	1.1	$3.3M	-37%	107k	30.84	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	1.1	$3.2M	-37%	63k	51.05	View chart
Ishares Tr Core Msci Euro (IEUR)	1.1	$3.1M	-49%	43k	73.70	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.9	$2.7M	-16%	53k	51.23	View chart
Fidelity Covington Trust Fun Sma Mid Etf (FFSM)	0.9	$2.5M	-42%	74k	33.83	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.7	$2.1M	-35%	46k	45.62	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.6	$1.8M	-37%	7.6k	231.25	View chart
Vanguard Fixed Income Secs F High-yield Actv (VGHY)	0.6	$1.6M	-33%	23k	72.25	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.6	$1.6M	-37%	18k	88.58	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.5	$1.4M	+37%	18k	81.20	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.5	$1.4M	+38%	13k	110.32	View chart
Innovator Etfs Trust Us Eqty Buf Nov (BNOV)	0.4	$1.1M	-35%	22k	48.96	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.0M		7.3k	142.27	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.3	$974k	-49%	13k	77.21	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$950k		29k	32.53	View chart
Vanguard World Materials Etf (VAW)	0.3	$915k	-37%	4.2k	218.19	View chart
First Tr Exchange-traded Indxx Aerospace (MISL)	0.3	$881k	-44%	21k	41.60	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.3	$851k		3.9k	216.09	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$776k	-56%	10k	75.72	View chart
NVIDIA Corporation (NVDA)	0.2	$682k		3.0k	228.41	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.2	$680k	-12%	3.5k	195.74	View chart
Nvent Elec SHS (NVT)	0.2	$609k		3.8k	160.37	View chart
Apple (AAPL)	0.2	$604k	-7%	1.8k	332.94	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$598k	-2%	1.6k	374.32	View chart
UnitedHealth (UNH)	0.2	$518k	-4%	1.4k	367.08	View chart
Exxonmobil Holdings Corp Com Shs	0.2	$518k	NEW	3.2k	162.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.2	$513k	+15%	5.7k	89.76	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.2	$510k	-33%	11k	46.65	View chart
Waste Management (WM)	0.2	$471k		2.3k	203.89	View chart
Innovator Etfs Trust Us Equt Bufr Aug (BAUG)	0.2	$445k	-35%	8.0k	55.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$433k	+6%	617.00	701.27	View chart
Xcel Energy (XEL)	0.1	$420k	+26%	6.0k	70.48	View chart
At&t (T)	0.1	$400k		16k	24.40	View chart
Microsoft Corporation (MSFT)	0.1	$395k		770.00	512.94	View chart
Wec Energy Group (WEC)	0.1	$373k		3.7k	100.78	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$364k	NEW	5.9k	61.26	View chart
Micron Technology (MU)	0.1	$357k		335.00	1066.06	View chart
Trane Technologies SHS (TT)	0.1	$345k		764.00	451.98	View chart
Coca-Cola Company (KO)	0.1	$334k		3.9k	86.08	View chart
Caterpillar (CAT)	0.1	$320k		394.00	811.36	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$302k		3.3k	92.05	View chart
Johnson Controls Internation SHS (JCI)	0.1	$296k		2.0k	148.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$294k	-2%	854.00	343.88	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$293k	-16%	3.6k	81.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$281k		368.00	762.79	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.1	$273k	-36%	6.6k	41.35	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$267k	-11%	438.00	609.45	View chart
Chevron Corporation (CVX)	0.1	$258k	+2%	1.3k	204.25	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.1	$253k	-29%	5.0k	50.84	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.1	$250k	-27%	13k	19.35	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$247k	-67%	7.6k	32.63	View chart
Broadcom (AVGO)	0.1	$230k	-13%	656.00	351.09	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.1	$221k		2.4k	92.66	View chart
JPMorgan Chase & Co. (JPM)	0.1	$216k	NEW	652.00	330.79	View chart
Fidelity Covington Trust Disruptive Tech (FDTX)	0.1	$208k	-26%	3.5k	58.93	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$206k		10k	19.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$200k	-19%	4.0k	49.68	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 Q3 filed Oct. 8, 2026
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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