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Buska Wealth Management, LLC Portfolio
$290.5M across 75 positions as of 2026-09-30, with 70% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+11.8%
-2.7% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 10
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.0% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +11.2% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.3% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +6.2% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.9% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -2.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +1.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $32.7M | 11.2% | 42,664 |
| VIGVanguard Div Appreciation ETF | $29.3M | 10.1% | 125,546 |
| VYMVanguard High Dividend Yield ETF | $27.3M | 9.4% | 175,852 |
| FIRST TR EXCHANGE-TRADED FD | $26.3M | 9.1% | 1,262,808 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $25.2M | 8.7% | 205,109 |
| QQQInvesco QQQ Trust, Series 1 | $18.8M | 6.5% | 25,444 |
| VYMIVanguard International High Dividend Yield ETF | $18.4M | 6.3% | 182,114 |
| INNOVATOR ETFS TRUST | $12.6M | 4.3% | 233,118 |
| QTUMDefiance Quantum ETF | $6.7M | 2.3% | 43,893 |
| VOVanguard Mid-Cap ETF | $6.5M | 2.2% | 82,979 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $6.4M | 2.2% | 120,913 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $5.4M | 1.9% | 69,319 |
| FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.8% | 191,803 |
| FIRST TR EXCHANGE-TRADED FD | $5.3M | 1.8% | 255,693 |
| EEMiShares MSCI Emerging Index Fund | $5M | 1.7% | 74,384 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $4.7M | 1.6% | 82,948 |
| VANGUARD MALVERN FDS | $4.4M | 1.5% | 89,719 |
| XLEState Street Energy Select Sector SPDR ETF | $3.8M | 1.3% | 60,977 |
| SPDR SERIES TRUST | $3.3M | 1.1% | 106,723 |
| FLOTiShares Floating Rate Bond ETF | $3.2M | 1.1% | 63,258 |
| IEURiShares Core MSCI Europe ETF | $3.1M | 1.1% | 42,607 |
| IGSBISHARES TR | $2.7M | 0.9% | 52,767 |
| FIDELITY COVINGTON TRUST | $2.5M | 0.9% | 73,743 |
| INNOVATOR ETFS TRUST | $2.1M | 0.7% | 46,076 |
| XARSPDR S&P Aerospace & Defense ETF | $1.8M | 0.6% | 7,576 |
| VANGUARD FIXED INCOME SECS F | $1.6M | 0.6% | 22,547 |
| FIDELITY COVINGTON TRUST | $1.6M | 0.6% | 18,227 |
| SHYiShares 1-3 Year Treasury Bond ETF | $1.4M | 0.5% | 17,722 |
| SHViShares 0-1 Year Treasury Bond ETF | $1.4M | 0.5% | 12,745 |
| INNOVATOR ETFS TRUST | $1.1M | 0.4% | 21,625 |
| IVWiShares S&P 500 Growth ETF | $1M | 0.4% | 7,298 |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF | $973.7K | 0.3% | 12,611 |
| SCHDSchwab US Dividend Equity ETF | $950.2K | 0.3% | 29,210 |
| VAWVanguard Materials ETF | $914.7K | 0.3% | 4,192 |
| FIRST TR EXCHANGE-TRADED FD | $881.1K | 0.3% | 21,179 |
| VTVVanguard Value ETF | $850.5K | 0.3% | 3,936 |
| FIDELITY COVINGTON TRUST | $775.8K | 0.3% | 10,246 |
| NVDANVIDIA Corp | $682.3K | 0.2% | 2,987 |
| XLKState Street Technology Select Sector SPDR ETF | $680.4K | 0.2% | 3,476 |
| NVENT ELEC PLC | $608.8K | 0.2% | 3,796 |
| AAPLApple Inc | $603.9K | 0.2% | 1,814 |
| VTIVanguard Total Stock Market ETF | $598.2K | 0.2% | 1,598 |
| UNHUnitedHealth Group Inc | $518.3K | 0.2% | 1,412 |
| XOMExxonmobil Holdings Corp | $517.9K | 0.2% | 3,182 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $512.6K | 0.2% | 5,711 |
| INNOVATOR ETFS TRUST | $509.5K | 0.2% | 10,922 |
| WMWaste Management Inc | $471.2K | 0.2% | 2,311 |
| INNOVATOR ETFS TRUST | $445K | 0.2% | 8,049 |
| VOOVanguard S&P 500 ETF | $432.7K | 0.1% | 617 |
| XELXcel Energy Inc | $420.4K | 0.1% | 5,965 |
| TAT&T Inc | $399.5K | 0.1% | 16,373 |
| MSFTMicrosoft Corp | $395K | 0.1% | 770 |
| WECWEC Energy Group Inc | $372.9K | 0.1% | 3,700 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $364K | 0.1% | 5,943 |
| MUMicron Technology Inc | $357.1K | 0.1% | 335 |
| TRANE TECHNOLOGIES PLC | $345.3K | 0.1% | 764 |
| KOCoca-Cola Co | $333.8K | 0.1% | 3,878 |
| CATCaterpillar Inc | $319.7K | 0.1% | 394 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $301.7K | 0.1% | 3,278 |
| JOHNSON CONTROLS INTERNATION | $295.8K | 0.1% | 1,990 |
| GOOGLAlphabet Inc | $293.7K | 0.1% | 854 |
| FHLCFIDELITY COVINGTON TRUST | $292.8K | 0.1% | 3,584 |
| SPYState Street SPDR S&P 500 ETF Trust | $280.7K | 0.1% | 368 |
| INNOVATOR ETFS TRUST | $272.6K | 0.1% | 6,594 |
| SMHVanEck Semiconductor ETF | $266.9K | 0.1% | 438 |
| CVXChevron Corp | $257.8K | 0.1% | 1,262 |
| FIDELITY COVINGTON TRUST | $252.7K | 0.1% | 4,970 |
| PCEFInvesco CEF Income Composite ETF | $250.3K | 0.1% | 12,937 |
| SCHASchwab U.S. Small-Cap ETF | $246.5K | 0.1% | 7,555 |
| AVGOBroadcom Inc | $230.3K | 0.1% | 656 |
| MGKVanguard Mega Cap Growth ETF | $221K | 0.1% | 2,385 |
| JPMJPMorgan Chase & Co | $215.7K | 0.1% | 652 |
| FIDELITY COVINGTON TRUST | $208.3K | 0.1% | 3,535 |
| ETEnergy Transfer LP | $205.6K | 0.1% | 10,401 |
| INNOVATOR ETFS TRUST | $200.3K | 0.1% | 4,031 |
Quarter ending 2026-09-30.
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