Bucket List Wealth Management

Bucket List Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Bucket List Wealth Management

Bucket List Wealth Management holds 63 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
Vanguard Index Fds Total Stk Mkt (VTI) 13.7 $23M 68k 335.38
Spdr Series Trust State Street Spd (SPYV) 11.9 $20M 352k 56.81
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 9.7 $16M 64k 252.94
Ishares Tr Rus Mid Cap Etf (IWR) 9.6 $16M 167k 96.28
Spdr Series Trust State Street Spd (SPYG) 9.6 $16M 150k 106.71
American Centy Etf Tr Us Sml Cp Valu (AVUV) 7.4 $12M 121k 102.00
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 6.3 $11M 190k 55.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.8 $6.3M 10k 614.66
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.1 $3.5M 47k 74.08
Vaneck Merk Gold Etf Gold Shs (OUNZ) 2.0 $3.4M 82k 41.48
Vanguard World Mega Grwth Ind (MGK) 1.8 $3.0M 7.2k 412.80
Apple (AAPL) 1.7 $2.8M 10k 271.93
Select Sector Spdr Tr State Street Tec (XLK) 1.7 $2.8M 19k 144.01
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $2.5M 4.0k 627.19
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 1.4 $2.3M 48k 48.04
Ishares Tr Msci Acwi Etf (ACWI) 1.4 $2.3M 16k 141.49
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.3 $2.2M 44k 50.58
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.7M 14k 120.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.9 $1.5M 12k 123.26
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.1M 2.8k 396.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.6 $1000k 12k 82.84
Ishares Silver Tr Ishares (SLV) 0.6 $983k 15k 64.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $834k 9.4k 88.56
NVIDIA Corporation (NVDA) 0.5 $834k 4.5k 186.50
Tesla Motors (TSLA) 0.5 $830k 1.8k 449.72
Microsoft Corporation (MSFT) 0.4 $696k 1.4k 483.67
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $691k 6.7k 102.40
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $597k 6.4k 93.91
Exxon Mobil Corporation (XOM) 0.4 $594k 4.9k 120.35
Vanguard Index Fds Growth Etf (VUG) 0.3 $518k 1.1k 487.97
International Business Machines (IBM) 0.3 $514k 1.7k 296.28
JPMorgan Chase & Co. (JPM) 0.3 $496k 1.5k 322.38
Pfizer (PFE) 0.3 $495k 20k 24.90
Wal-Mart Stores (WMT) 0.3 $469k 4.2k 111.45
Amazon (AMZN) 0.3 $448k 1.9k 230.82
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $433k 1.7k 250.34
United Parcel Service CL B (UPS) 0.2 $402k 4.1k 99.21
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $386k 17k 22.49
Eli Lilly & Co. (LLY) 0.2 $373k 347.00 1075.26
CSX Corporation (CSX) 0.2 $371k 10k 36.25
McDonald's Corporation (MCD) 0.2 $368k 1.2k 306.05
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $357k 711.00 502.65
Verizon Communications (VZ) 0.2 $338k 8.3k 40.73
At&t (T) 0.2 $330k 13k 24.84
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $322k 472.00 681.92
Oracle Corporation (ORCL) 0.2 $312k 1.6k 195.03
Coca-Cola Company (KO) 0.2 $286k 4.1k 69.93
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $274k 1.3k 209.13
Procter & Gamble Company (PG) 0.2 $269k 1.9k 143.36
Cincinnati Financial Corporation (CINF) 0.2 $269k 1.6k 163.37
Visa Com Cl A (V) 0.2 $267k 761.00 350.78
Broadcom (AVGO) 0.2 $258k 744.00 346.27
Pepsi (PEP) 0.2 $257k 1.8k 143.66
Broadridge Financial Solutions (BR) 0.2 $253k 1.1k 223.17
Home Depot (HD) 0.1 $251k 727.00 344.61
Meta Platforms Cl A (META) 0.1 $246k 373.00 660.37
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $234k 495.00 473.30
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $220k 1.0k 219.78
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $219k 8.4k 26.23
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $208k 1.9k 110.24
Intel Corporation (INTC) 0.1 $204k 5.5k 36.90
Alphabet Cap Stk Cl A (GOOGL) 0.1 $201k 642.00 313.00
Westport Fuel Systems (WPRT) 0.0 $35k 22k 1.57