Buska Wealth Management, Llc Portfolio Stock Holdings
Buska Wealth Management, Llc disclosed 74 stock positions valued at approximately $248.9 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD SPECIALIZED FUNDS, and VANGUARD WHITEHALL FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 74
- Portfolio Value
- $248.9M
Holdings by Sector
Buska Wealth Management, Llc Portfolio Holdings in Q1 2026
71 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 14.70% | 56,015 | -8,941 | -13.76% | $36,589,804 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 12.28% | 142,152 | -17,001 | -10.68% | $30,571,302 |
| VANGUARD WHITEHALL FDS | VYM | Other | 10.65% | 179,036 | -18,532 | -9.38% | $26,515,191 |
| SPDR SERIES TRUST | SPYG | Other | 10.43% | 265,128 | -38,498 | -12.68% | $25,958,677 |
| INVESCO QQQ TR | QQQ | Other | 5.52% | 23,810 | -1,647 | -6.47% | $13,742,936 |
| VANGUARD WHITEHALL FDS | VYMI | Other | 4.30% | 113,653 | +24,181 | +27.03% | $10,710,670 |
| INNOVATOR ETFS TRUST | BUFF | Other | 3.79% | 190,880 | +16,392 | +9.39% | $9,431,381 |
| SELECT SECTOR SPDR TR | XLE | Other | 2.87% | 116,605 | -19,557 | -14.36% | $7,143,207 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 2.79% | 116,468 | -6,058 | -4.94% | $6,935,675 |
| SPDR SERIES TRUST | FLRN | Other | 2.67% | 215,864 | -26,533 | -10.95% | $6,644,288 |
| ISHARES TR | FLOT | Other | 2.64% | 129,055 | -15,964 | -11.01% | $6,575,357 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 2.63% | 79,122 | +4,020 | +5.35% | $6,547,379 |
| ISHARES TR | IEUR | Other | 2.16% | 76,685 | +16,080 | +26.53% | $5,388,656 |
| SPDR SERIES TRUST | XAR | Other | 1.72% | 16,817 | -7,542 | -30.96% | $4,271,184 |
| INNOVATOR ETFS TRUST | PNOV | Other | 1.50% | 91,398 | -32,921 | -26.48% | $3,734,522 |
| FIDELITY COVINGTON TRUST | FIDU | Other | 1.45% | 41,650 | -15,373 | -26.96% | $3,603,540 |
| ISHARES TR | HYG | Other | 1.39% | 43,647 | -13,723 | -23.92% | $3,472,516 |
| ISHARES TR | IGSB | Other | 1.26% | 59,567 | +256 | +0.43% | $3,130,831 |
| FIDELITY COVINGTON TRUST | FNCL | Other | 1.15% | 40,712 | -2,643 | -6.10% | $2,857,970 |
| ETF SER SOLUTIONS | QTUM | Other | 0.96% | 22,254 | +11,224 | +101.76% | $2,387,851 |
| VANGUARD WORLD FD | VAW | Other | 0.83% | 9,118 | -3,384 | -27.07% | $2,054,570 |
| INNOVATOR ETFS TRUST | BNOV | Other | 0.74% | 42,849 | -14,172 | -24.85% | $1,843,493 |
| FIDELITY COVINGTON TRUST | FFSM | Other | 0.58% | 45,301 | +45,301 | +100.00% | $1,447,367 |
| INVESCO EXCH TRADED FD TR II | KBWP | Other | 0.46% | 9,540 | -4,572 | -32.40% | $1,135,089 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.36% | 28,988 | -3,453 | -10.64% | $889,340 |
| ISHARES TR | IVW | Other | 0.33% | 7,192 | -1,130 | -13.58% | $813,466 |
| VANGUARD INDEX FDS | VTV | Other | 0.31% | 3,992 | -569 | -12.48% | $783,269 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.31% | 30,100 | +30,100 | +100.00% | $769,055 |
| INNOVATOR ETFS TRUST | PAUG | Other | 0.30% | 17,731 | -4,921 | -21.72% | $757,468 |
| ISHARES TR | EEM | Other | 0.29% | 12,905 | +12,905 | +100.00% | $732,875 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.29% | 24,668 | +24,668 | +100.00% | $717,334 |
| INNOVATOR ETFS TRUST | BAUG | Other | 0.27% | 13,998 | -3,968 | -22.09% | $683,772 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.25% | 4,597 | -658 | -12.52% | $610,883 |
| PIMCO DYNAMIC INCOME FD | PDI | Financial Services | 0.24% | 35,447 | -3,611 | -9.25% | $606,493 |
| FIRST TR EXCHANGE-TRADED FD | MISL | Other | 0.24% | 13,137 | +13,137 | +100.00% | $587,358 |
| EXXON MOBIL CORP | XOM | Energy | 0.21% | 3,111 | +1 | +0.03% | $527,760 |
| VANGUARD INDEX FDS | VTI | Other | 0.21% | 1,642 | - | - | $526,860 |
| WASTE MGMT INC DEL | WM | Industrials | 0.21% | 2,260 | -107 | -4.52% | $519,387 |
| INNOVATOR ETFS TRUST | UNOV | Other | 0.20% | 13,663 | -4,733 | -25.73% | $509,216 |
| AT&T INC | T | Communication Services | 0.19% | 16,355 | +5,440 | +49.84% | $474,120 |
| NVENT ELEC PLC | NVT | Other | 0.18% | 3,796 | - | - | $448,991 |
| FIDELITY COVINGTON TRUST | FSTA | Other | 0.17% | 8,198 | -6,131 | -42.79% | $429,001 |
| WEC ENERGY GROUP INC | WEC | Utilities | 0.17% | 3,700 | +832 | +29.01% | $428,349 |
| APPLE INC | AAPL | Technology | 0.17% | 1,675 | -187 | -10.04% | $425,179 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 1,492 | - | - | $403,720 |
| FIDELITY COVINGTON TRUST | FDTX | Other | 0.16% | 10,755 | -2,802 | -20.67% | $397,069 |
| SPDR SERIES TRUST | SPLG | Other | 0.16% | 5,044 | +20 | +0.40% | $386,073 |
| NVIDIA CORPORATION | NVDA | Technology | 0.15% | 2,161 | -522 | -19.46% | $376,881 |
| XCEL ENERGY INC | XEL | Utilities | 0.15% | 4,681 | +35 | +0.75% | $371,894 |
| INVESCO EXCH TRADED FD TR II | PCEF | Other | 0.15% | 19,700 | -4,068 | -17.12% | $370,754 |
| VANGUARD INDEX FDS | VOO | Other | 0.14% | 593 | -32 | -5.12% | $354,217 |
| FIDELITY COVINGTON TRUST | FHLC | Other | 0.14% | 4,789 | -4,441 | -48.11% | $336,973 |
| PENTAIR PLC | G7S00T104 | Other | 0.13% | 3,706 | -13 | -0.35% | $322,830 |
| TRANE TECHNOLOGIES PLC | TT | Other | 0.13% | 764 | - | - | $318,389 |
| COCA COLA CO | KO | Consumer Defensive | 0.12% | 3,886 | -6 | -0.15% | $295,530 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 394 | - | - | $279,003 |
| PIMCO DYNAMIC INCOME OPRNTS | PDO | Basic Materials | 0.11% | 21,147 | -691 | -3.16% | $273,428 |
| MICROSOFT CORP | MSFT | Technology | 0.11% | 714 | +23 | +3.33% | $264,434 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.10% | 1,990 | - | - | $260,591 |
| SPDR SERIES TRUST | SPTM | Other | 0.10% | 3,278 | - | - | $259,159 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.10% | 5,573 | -683 | -10.92% | $256,177 |
| INNOVATOR ETFS TRUST | UAUG | Other | 0.10% | 6,260 | -1,815 | -22.48% | $246,295 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 828 | -306 | -26.98% | $238,186 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.09% | 361 | - | - | $234,877 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 1,134 | +1,134 | +100.00% | $234,577 |
| ENERGY TRANSFER L P | ET | Energy | 0.09% | 11,825 | -4,444 | -27.32% | $228,217 |
| INNOVATOR ETFS TRUST | BJUL | Other | 0.09% | 4,346 | -662 | -13.22% | $215,934 |
| CORNERSTONE STRATEGIC INVEST | CLM | Financial Services | 0.09% | 29,435 | +802 | +2.80% | $214,284 |
| INNOVATOR ETFS TRUST | UJUL | Other | 0.08% | 5,255 | -682 | -11.49% | $201,251 |
| ALLIANCEBERNSTEIN GLOBAL HIG | XAWFX | Other | 0.08% | 18,407 | -704 | -3.68% | $187,199 |
| CORNERSTONE TOTAL RETURN FD | CRF | Financial Services | 0.07% | 24,018 | +622 | +2.66% | $166,923 |