Buska Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Buska Wealth Management, Llc disclosed 77 stock positions valued at approximately $277.30M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD SPECIALIZED FUNDS, and SPDR SERIES TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 77
- Portfolio Value
- $277.30M
Holdings by Sector
Buska Wealth Management, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 77 holdings in the latest reporting period.