Buska Wealth Management, Llc Portfolio Stock Holdings
Buska Wealth Management, Llc disclosed 81 stock positions valued at approximately $277.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD SPECIALIZED FUNDS, and SPDR SERIES TRUST. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 81
- Portfolio Value
- $277.3M
Holdings by Sector
Buska Wealth Management, Llc Portfolio Holdings in Q2 2026
77 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 13.14% | 48,642 | -7,373 | -13.16% | $36,427,134 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 11.26% | 131,990 | -10,162 | -7.15% | $31,231,508 |
| SPDR SERIES TRUST | SPYG | Other | 9.92% | 231,088 | -34,040 | -12.84% | $27,497,197 |
| VANGUARD WHITEHALL FDS | VYM | Other | 9.86% | 173,020 | -6,016 | -3.36% | $27,342,314 |
| INVESCO QQQ TR | QQQ | Other | 6.28% | 23,633 | -177 | -0.74% | $17,403,567 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 5.05% | 142,542 | +28,889 | +25.42% | $13,997,643 |
| INNOVATOR ETFS TRUST | BUFF | Other | 3.74% | 196,837 | +5,957 | +3.12% | $10,369,373 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.57% | 86,334 | +7,212 | +9.12% | $7,135,527 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.36% | 110,787 | -5,681 | -4.88% | $6,534,234 |
| ISHARES TR | IEUR | Other | 2.30% | 84,808 | +8,123 | +10.59% | $6,374,991 |
| ETF SER SOLUTIONS | QTUM | Other | 2.20% | 36,863 | +14,609 | +65.65% | $6,096,401 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.07% | 108,127 | -8,478 | -7.27% | $5,742,614 |
| SPDR SERIES TRUST | FLRN | Other | 1.89% | 169,860 | -46,004 | -21.31% | $5,240,171 |
| ISHARES TR | FLOT | Other | 1.86% | 100,980 | -28,075 | -21.75% | $5,155,011 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 1.75% | 127,234 | +81,933 | +180.86% | $4,861,611 |
| SPDR SERIES TRUST | XAR | Other | 1.24% | 12,076 | -4,741 | -28.19% | $3,427,053 |
| ISHARES TR | IGSB | Other | 1.19% | 62,881 | +3,314 | +5.56% | $3,295,618 |
| INNOVATOR ETFS TRUST | PNOV | Other | 1.14% | 71,337 | -20,061 | -21.95% | $3,163,796 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 1.14% | 107,379 | +77,279 | +256.74% | $3,156,936 |
| FIDELITY COVINGTON TRUST | FIDU | Other | 1.04% | 29,049 | -12,601 | -30.25% | $2,893,589 |
| ISHARES TR | EEM | Other | 1.03% | 41,823 | +28,918 | +224.08% | $2,861,117 |
| ISHARES TR | HYG | Other | 0.72% | 24,889 | -18,758 | -42.98% | $1,990,406 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 0.65% | 23,641 | -17,071 | -41.93% | $1,809,918 |
| FIRST TR EXCHANGE-TRADED FD | MISL | Other | 0.63% | 38,200 | +25,063 | +190.78% | $1,748,414 |
| INNOVATOR ETFS TRUST | BNOV | Other | 0.58% | 33,460 | -9,389 | -21.91% | $1,599,723 |
| VANGUARD WORLD FD | VAW | Other | 0.56% | 6,736 | -2,382 | -26.12% | $1,541,237 |
| ISHARES TR | SHY | Other | 0.38% | 12,909 | +12,909 | +100.00% | $1,059,964 |
| ISHARES TR | SHV | Other | 0.37% | 9,180 | +9,180 | +100.00% | $1,012,986 |
| ISHARES TR | IVW | Other | 0.36% | 7,238 | +46 | +0.64% | $995,380 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.34% | 29,448 | +460 | +1.59% | $933,794 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 3,999 | +7 | +0.18% | $871,507 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.30% | 23,153 | -1,515 | -6.14% | $836,504 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.27% | 3,955 | -642 | -13.97% | $753,551 |
| INNOVATOR ETFS TRUST | PAUG | Other | 0.27% | 16,433 | -1,298 | -7.32% | $750,002 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.24% | 12,440 | -1,558 | -11.13% | $666,964 |
| NVENT ELEC PLC | NVT | Other | 0.23% | 3,796 | - | - | $643,840 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.22% | 1,478 | -14 | -0.94% | $614,301 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 1,643 | +1 | +0.06% | $607,916 |
| NVIDIA CORPORATION | NVDA | Technology | 0.21% | 2,947 | +786 | +36.37% | $589,750 |
| APPLE INC | AAPL | Technology | 0.20% | 1,959 | +284 | +16.96% | $566,978 |
| WASTE MGMT INC DEL | WM | Industrials | 0.18% | 2,279 | +19 | +0.84% | $507,843 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 4,938 | -106 | -2.10% | $433,920 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.16% | 3,700 | - | - | $432,049 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 3,142 | +31 | +1.00% | $429,521 |
| INNOVATOR ETFS TRUST | UNOV | Other | 0.15% | 10,464 | -3,199 | -23.41% | $420,234 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 394 | - | - | $419,605 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 577 | -16 | -2.70% | $396,085 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.14% | 329 | +329 | +100.00% | $379,878 |
| XCEL ENERGY INC | XEL | Utilities | 0.14% | 4,716 | +35 | +0.75% | $378,656 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.14% | 764 | - | - | $375,246 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.13% | 7,099 | -1,099 | -13.41% | $372,981 |
| INVESCO EXCH TRADED FD TR II | PCEF | Other | 0.13% | 17,808 | -1,892 | -9.60% | $361,687 |
| AT&T INC | T | Communication Services | 0.12% | 16,563 | +208 | +1.27% | $342,861 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.12% | 4,314 | -475 | -9.92% | $333,287 |
| VANECK ETF TRUST | SMH | Other | 0.12% | 497 | +497 | +100.00% | $326,017 |
| COCA COLA CO | KO | Consumer Defensive | 0.11% | 3,886 | - | - | $315,815 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 875 | +47 | +5.68% | $312,853 |
| SPDR SERIES TRUST | SPTM | Other | 0.11% | 3,278 | - | - | $297,610 |
| MICROSOFT CORP | MSFT | Technology | 0.10% | 780 | +66 | +9.24% | $290,813 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.10% | 1,990 | - | - | $290,759 |
| BROADCOM INC | AVGO | Technology | 0.10% | 757 | +121 | +19.03% | $286,089 |
| PENTAIR PLC | G7S00T104 | Other | 0.10% | 3,706 | - | - | $284,102 |
| FIDELITY COVINGTON TRUST | FDTX | Other | 0.10% | 4,788 | -5,967 | -55.48% | $277,206 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.10% | 362 | +1 | +0.28% | $270,042 |
| VANGUARD INDEX FDS | VO | Other | 0.09% | 3,218 | +3,218 | +100.00% | $259,271 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.09% | 5,036 | -537 | -9.64% | $245,807 |
| SPDR SERIES TRUST | SPSM | Other | 0.09% | 4,226 | +4,226 | +100.00% | $243,713 |
| CORNERSTONE STRATEGIC INVEST | CLM | Financial Services | 0.08% | 30,596 | +1,161 | +3.94% | $231,308 |
| INNOVATOR ETFS TRUST | UAUG | Other | 0.08% | 5,424 | -836 | -13.35% | $228,268 |
| INNOVATOR ETFS TRUST | BJUL | Other | 0.08% | 3,871 | -475 | -10.93% | $210,234 |
| VANGUARD WORLD FD | MGK | Other | 0.08% | 2,382 | +1,851 | +348.59% | $209,401 |
| FIRST TR EXCHANGE-TRADED FD | CIBR | Other | 0.07% | 2,283 | -1,987 | -46.53% | $205,104 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 1,231 | +97 | +8.55% | $204,047 |
| GE AEROSPACE | GE | Industrials | 0.07% | 545 | +545 | +100.00% | $203,585 |
| ENERGY TRANSFER L P | ET | Energy | 0.07% | 10,404 | -1,421 | -12.02% | $198,917 |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | Basic Materials | 0.07% | 13,733 | -7,414 | -35.06% | $181,546 |
| CORNERSTONE TOTAL RETURN FD | CRF | Financial Services | 0.06% | 24,761 | +743 | +3.09% | $177,784 |