Bucket List Wealth Management

Bucket List Wealth Management as of March 31, 2026

Portfolio Holdings for Bucket List Wealth Management

Bucket List Wealth Management holds 57 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
Vanguard Index Fds Total Stk Mkt (VTI) 13.5 $22M 70k 320.81
Putnam Etf Trust Focused Lar Cap (PVAL) 9.7 $16M 346k 46.40
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.4 $14M 126k 110.47
Spdr Series Trust State Street Spd (SPYG) 8.0 $13M 135k 97.91
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 8.0 $13M 56k 237.62
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 7.1 $12M 215k 54.84
Spdr Series Trust State Street Spd (SPYV) 5.6 $9.3M 164k 56.58
Ishares Tr Rus Mid Cap Etf (IWR) 4.0 $6.7M 69k 97.23
Proshares Tr S&p Mdcp 400 Div (REGL) 3.9 $6.6M 76k 86.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.2 $5.3M 9.3k 577.19
Vaneck Merk Gold Etf Gold Shs (OUNZ) 2.3 $3.9M 86k 45.05
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.9 $3.2M 70k 45.62
Vaneck Etf Trust Uranium And Nucl (NLR) 1.9 $3.2M 24k 133.19
Horizon Fds Dividend Income (DIVN) 1.9 $3.1M 109k 28.42
Thor Finl Technologies Tr Index Rotation (THIR) 1.8 $3.0M 98k 31.01
Vanguard World Mega Grwth Ind (MGK) 1.5 $2.5M 6.9k 367.44
Select Sector Spdr Tr State Street Tec (XLK) 1.5 $2.5M 19k 132.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $2.4M 4.0k 597.47
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.1 $1.8M 24k 73.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.0 $1.6M 20k 82.57
Apple (AAPL) 0.9 $1.5M 6.0k 253.77
Ishares Tr Msci Acwi Etf (ACWI) 0.9 $1.5M 11k 138.38
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.4M 11k 124.32
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.8 $1.3M 27k 50.37
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $1.3M 12k 113.11
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.1M 2.7k 430.29
Bondbloxx Etf Trust Bloomberg Seven (XSVN) 0.7 $1.1M 23k 47.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $840k 9.5k 88.70
Ishares Silver Tr Ishares (SLV) 0.5 $750k 11k 68.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.4 $721k 7.0k 103.43
Tesla Motors (TSLA) 0.4 $695k 1.9k 371.75
Ishares Tr U.s. Real Es Etf (IYR) 0.4 $607k 6.4k 94.57
Pfizer (PFE) 0.3 $540k 19k 28.08
CSX Corporation (CSX) 0.3 $417k 10k 41.05
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $416k 1.7k 239.95
Verizon Communications (VZ) 0.2 $398k 7.9k 50.20
Amazon (AMZN) 0.2 $385k 1.8k 208.27
International Business Machines (IBM) 0.2 $380k 1.6k 242.35
Ishares Tr Core S&p500 Etf (IVV) 0.2 $363k 555.00 653.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $324k 676.00 479.20
Eli Lilly & Co. (LLY) 0.2 $312k 339.00 920.35
Ge Aerospace Com New (GE) 0.2 $312k 1.1k 283.88
Microsoft Corporation (MSFT) 0.2 $308k 832.00 370.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $307k 472.00 650.34
Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.2 $302k 13k 22.55
At&t (T) 0.2 $272k 9.4k 28.99
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $243k 1.1k 215.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $243k 1.2k 205.84
Meta Platforms Cl A (META) 0.1 $238k 416.00 571.58
Vanguard Index Fds Growth Etf (VUG) 0.1 $237k 542.00 436.43
Royal Caribbean Cruises (RCL) 0.1 $220k 800.00 275.30
Valero Energy Corporation (VLO) 0.1 $218k 883.00 247.08
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $216k 3.4k 64.09
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $211k 495.00 426.40
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $211k 8.4k 25.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $209k 725.00 287.62
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $203k 1.9k 108.99