Buska Wealth Management, LLC
Sector Allocation
- Other97.3%$282.7M
- Technology1.0%$2.9M
- Utilities0.4%$1.3M
- Industrials0.4%$1.2M
- Energy0.3%$981,297
- Healthcare0.2%$518,320
- Communication Services0.1%$399,505
- Consumer Staples0.1%$333,818
- Financials0.1%$215,675
AUM History
13fpro.ai/research/fund/buska-wealth-management-llc-1910503
Conviction and streaks
Concentrating · top 10 = 70.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- ISHARES$32.7M
- VANGUARD$29.3M
- VANGUARD$27.3M
- FIRST$26.3M
- SPDR$25.2M
QQQ
$18.8M- VANGUARD$18.4M
- INNOVATOR$12.6M
- ETF$6.7M
- VANGUARD$6.5M
- SPDR$6.4M
- VANGUARD$5.4M
- FIRST$5.3M
- FIRST$5.3M
- ISHARES$5.0M
- VANGUARD$4.7M
- VANGUARD$4.4M
- SELECT$3.8M
- SPDR$3.3M
- ISHARES$3.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/buska-wealth-management-llc-1910503
Buska Wealth Management, LLC 13F holdings — Q3 2026
$290.5M portfolio (+4.8% QoQ) · 75 holdings · Q3 2026 13F · top 10 are 70% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$32.7M
11.3% of stocks
-12%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$29.3M
10.1% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD WHITEHALL FDS - HIGH DIV YLD
$27.3M
9.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED
$26.3M
9.1% of stocks
+252%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
SPDR SERIES TRUST - ST STR P500GRW
$25.2M
8.7% of stocks
-11%This quarter—Since filed—HeldAIQuality—Est. buy— $18.8M
6.5% of stocks
+8%This quarter-4.7%Since filed7+ qtrsHeld- 7
VANGUARD WHITEHALL FDS - INTL HIGH ETF
$18.4M
6.3% of stocks
+28%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
INNOVATOR ETFS TRUST - LADERD ALCTN PWR
$12.6M
4.3% of stocks
+18%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ETF SER SOLUTIONS - DEFIA QUANT ETF
$6.7M
2.3% of stocks
+19%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INDEX FDS - MRNGSTR MID CAP
$6.5M
2.2% of stocks
+2479%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $32.7M | 11.3% | -12% | — | — | — | — | |
| 2 | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $29.3M | 10.1% | -5% | — | — | — | — | |
| 3 | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $27.3M | 9.4% | +2% | — | — | — | — | |
| 4 | FIRST TR EXCHANGE-TRADED FD - VEST LADDERED | $26.3M | 9.1% | +252% | — | — | — | — | |
| 5 | SPDR SERIES TRUST - ST STR P500GRW | $25.2M | 8.7% | -11% | — | — | — | — | |
| 6 | $18.8M | 6.5% | +8% | -4.7% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $18.4M | 6.3% | +28% | — | — | — | — | |
| 8 | INNOVATOR ETFS TRUST - LADERD ALCTN PWR | $12.6M | 4.3% | +18% | — | — | — | — | |
| 9 | ETF SER SOLUTIONS - DEFIA QUANT ETF | $6.7M | 2.3% | +19% | — | — | — | — | |
| 10 | VANGUARD INDEX FDS - MRNGSTR MID CAP | $6.5M | 2.2% | +2479% | — | — | — | — |
All holdings — Buska Wealth Management, LLC (Q3 2026)
75 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | SPDR SERIES TRUST - ST STR SP600 SMLetf/fund | — | $6.4M | 2.2% | 121K | +2761% | — | — | 13F |
| 12 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund | — | $5.4M | 1.9% | 69K | -20% | — | — | 13F |
| 13 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $5.3M | 1.8% | 192K | +79% | — | — | 13F |
| 14 | — | FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETFetf/fund | — | $5.3M | 1.8% | 256K | +389% | — | — | 13F |
| 15 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $5.0M | 1.7% | 74K | +78% | — | — | 13F |
| 16 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund | — | $4.7M | 1.6% | 83K | -25% | — | — | 13F |
| 17 | — | VANGUARD MALVERN FDS - MULTI SECTORetf/fund | — | $4.4M | 1.5% | 90K | -10% | — | — | 13F |
| 18 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETFetf/fund | — | $3.8M | 1.3% | 61K | -44% | — | — | 13F |
| 19 | — | SPDR SERIES TRUST - ST STR RATE ETFetf/fund | — | $3.3M | 1.1% | 107K | -37% | — | — | 13F |
| 20 | — | ISHARES TR - FLTG RATE NT ETFetf/fund | — | $3.2M | 1.1% | 63K | -37% | — | — | 13F |
| 21 | — | ISHARES TR - CORE MSCI EUROetf/fund | — | $3.1M | 1.1% | 43K | -50% | — | — | 13F |
| 22 | — | ISHARES TR - ISHS 1-5YR INVSetf/fund | — | $2.7M | 0.9% | 53K | -16% | — | — | 13F |
| 23 | — | FIDELITY COVINGTON TRUST - FUN SMA MID ETFetf/fund | — | $2.5M | 0.9% | 74K | -42% | — | — | 13F |
| 24 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $2.1M | 0.7% | 46K | -35% | — | — | 13F |
| 25 | — | SPDR SERIES TRUST - ST STR SP AEROetf/fund | — | $1.8M | 0.6% | 7,576 | -37% | — | — | 13F |
| 26 | — | VANGUARD FIXED INCOME SECS F - HIGH-YIELD ACTV | — | $1.6M | 0.6% | 23K | -33% | |||
| 27 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | — | $1.6M | 0.6% | 18K | -37% | |||
| 28 | — | ISHARES TR - 1 3 YR TREAS BD | — | $1.4M | 0.5% | 18K | +37% | |||
| 29 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $1.4M | 0.5% | 13K | +39% | |||
| 30 | — | INNOVATOR ETFS TRUST - US EQTY BUF NOV | — | $1.1M | 0.4% | 22K | -35% | |||
| 31 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.0M | 0.4% | 7,298 | +0.8% | |||
| 32 | — | ISHARES TR - IBOXX HI YD ETF | — | $974K | 0.3% | 13K | -49% | |||
| 33 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $950K | 0.3% | 29K | -0.8% | |||
| 34 | — | VANGUARD WORLD FD - MATERIALS ETF | — | $915K | 0.3% | 4,192 | -38% | |||
| 35 | — | FIRST TR EXCHANGE-TRADED FD - INDXX AEROSPACE | — | $881K | 0.3% | 21K | -45% | |||
| 36 | — | VANGUARD INDEX FDS - MRNGSTR VAL ETF | — | $851K | 0.3% | 3,936 | -2% | |||
| 37 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $776K | 0.3% | 10K | -57% | |||
| 38 | $NVDA | NVIDIA CORP | Technology | $682K | 0.2% | 2,987 | +1% | |||
| 39 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $680K | 0.2% | 3,476 | -12% | |||
| 40 | $NVT | nVent Electric plc | Industrials | $609K | 0.2% | 3,796 | — | |||
| 41 | $AAPL | Apple Inc. | Technology | $604K | 0.2% | 1,814 | -7% | |||
| 42 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $598K | 0.2% | 1,598 | -3% | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $518K | 0.2% | 1,412 | -4% | |||
| 44 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $518K | 0.2% | 3,182 | +1% | |||
| 45 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $513K | 0.2% | 5,711 | +16% | |||
| 46 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | — | $510K | 0.2% | 11K | -34% | |||
| 47 | $WM | WASTE MANAGEMENT INC | Utilities | $471K | 0.2% | 2,311 | +1% | |||
| 48 | — | INNOVATOR ETFS TRUST - US EQUT BUFR AUG | — | $445K | 0.1% | 8,049 | -35% | |||
| 49 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $433K | 0.1% | 617 | +7% | |||
| 50 | $XEL | XCEL ENERGY INC | Utilities | $420K | 0.1% | 5,965 | +26% | |||
| 51 | $T | AT&T INC. | Communication Services | $400K | 0.1% | 16K | -1% | |||
| 52 | $MSFT | MICROSOFT CORP | Technology | $395K | 0.1% | 770 | -1% | |||
| 53 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $373K | 0.1% | 3,700 | — | |||
| 54 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | — | $364K | 0.1% | 5,943 | New | |||
| 55 | $MU | MICRON TECHNOLOGY INC | Technology | $357K | 0.1% | 335 | +2% | |||
| 56 | $TT | Trane Technologies plc | Technology | $345K | 0.1% | 764 | — | |||
| 57 | $KO | COCA COLA CO | Consumer Staples | $334K | 0.1% | 3,878 | -0.2% | |||
| 58 | $CAT | CATERPILLAR INC | Industrials | $320K | 0.1% | 394 | — | |||
| 59 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $302K | 0.1% | 3,278 | — | |||
| 60 | $JCI | Johnson Controls International plc | Industrials | $296K | 0.1% | 1,990 | — | |||
| 61 | $GOOGL | Alphabet Inc. | Technology | $294K | 0.1% | 854 | -2% | |||
| 62 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $293K | 0.1% | 3,584 | -17% | |||
| 63 | $SPY | SPDR S&P 500 ETF TRUST | — | $281K | 0.1% | 368 | +2% | |||
| 64 | — | INNOVATOR ETFS TRUST - US EQTY ULTRA BU | — | $273K | 0.1% | 6,594 | -37% | |||
| 65 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | — | $267K | 0.1% | 438 | -12% | |||
| 66 | $CVX | CHEVRON CORP | Energy | $258K | 0.1% | 1,262 | +3% | |||
| 67 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $253K | 0.1% | 4,970 | -30% | |||
| 68 | — | INVESCO EXCH TRADED FD TR II - CEF INM COMPSI | — | $250K | 0.1% | 13K | -27% | |||
| 69 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $247K | 0.1% | 7,555 | -67% | |||
| 70 | $AVGO | Broadcom Inc. | Technology | $230K | 0.1% | 656 | -13% | |||
| 71 | — | VANGUARD WORLD FD - MRNGSTR MEGA CAP | — | $221K | 0.1% | 2,385 | +0.1% | |||
| 72 | $JPM | JPMORGAN CHASE & CO | Financials | $216K | 0.1% | 652 | New | |||
| 73 | — | FIDELITY COVINGTON TRUST - DISRUPTIVE TECH | — | $208K | 0.1% | 3,535 | -26% | |||
| 74 | $ET | Energy Transfer LP | Energy | $206K | 0.1% | 10K | -0.0% | |||
| 75 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | — | $200K | 0.1% | 4,031 | -20% |
What changed in Q3 2026
Against the previous quarter's 13F: 2 new, 24 added to, 43 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$364K
first bought this quarter
$JPMJPMORGAN CHASE & CO$216K
first bought this quarter
Added to (24)
- FIRST TR EXCHANGE-TRADED FD - VEST LADDERED+252%
now $26.3M
- VANGUARD INDEX FDS - MRNGSTR MID CAP+2479%
now $6.5M
- SPDR SERIES TRUST - ST STR SP600 SML+2761%
now $6.4M
- FIRST TR EXCHANGE-TRADED FD - VEST LAD AUT ETF+389%
now $5.3M
- VANGUARD WHITEHALL FDS - INTL HIGH ETF+28%
now $18.4M
- FIRST TR EXCHANGE-TRADED FD - FT VEST RIS+79%
now $5.3M
+18 more in the Excel export
Trimmed (43)
- ISHARES TR - CORE S&P500 ETF-12%
now $32.7M
- SPDR SERIES TRUST - ST STR P500GRW-11%
now $25.2M
- ISHARES TR - CORE MSCI EURO-50%
now $3.1M
- SELECT SECTOR SPDR TR - ST STR ENERG ETF-44%
now $3.8M
- SPDR SERIES TRUST - ST STR RATE ETF-37%
now $3.3M
- ISHARES TR - FLTG RATE NT ETF-37%
now $3.2M
+37 more in the Excel export
Sold out (8)
$PNRPENTAIR plcwas $284K
held 4 qtrs
$CLMCornerstone Strategic Investment Fund, Inc.was $231K
held 6+ qtrs
- INNOVATOR ETFS TRUST - US EQT ULTRA BFwas $228K
- INNOVATOR ETFS TRUST - US EQTY BUFR JULwas $210K
- FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETFwas $205K
$GEGENERAL ELECTRIC COwas $204K
+2 more in the Excel export
Holdings by quarter
Every 13F Buska Wealth Management, LLC has filed, 10 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 8, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Buska Wealth Management's top 20 holdings: 71/100 (our AI quality score, weighted by position size; 15 of the 20 are scored)
Top 10 since filing
-4.2%
Value-weighted move of the 10 largest stock positions
Turnover
13%
Last quarter; 31% over the last 4
Top 10 weight
70%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Buska Wealth Management, LLC disclosed 75 positions worth $290.5M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 2 new positions and exited 8 and a full exit from $PNR. The portfolio is most concentrated in Other (97.3% of disclosed assets). All figures are sourced directly from Buska Wealth Management, LLC’s Form 13F-HR filing with the SEC under CIK 1910503.
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