Latest Buska Wealth Management, LLC Stock Portfolio

Buska Wealth Management, LLC Performance:

2026 Q1: -1.1%YTD: -1.1%2025: 11.94%

Performance for 2026 Q1 is -1.1%, and YTD is -1.1%, and 2025 is 11.94%.

About Buska Wealth Management, LLC and 13F Hedge Fund Stock Holdings

On 2026-04-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buska Wealth Management, LLC reported an equity portfolio of $248.9 Millions as of 31 Mar, 2026.

The top stock holdings of Buska Wealth Management, LLC are IJR, VIG, VIGI. The fund has invested 14.7% of it's portfolio in ISHARES TR and 12.3% of portfolio in VANGUARD SPECIALIZED FUNDS.

The fund managers got completely rid off GUGGENHEIM STRATEGIC OPPORTU, FIRST TR EXCHANGE TRADED FD (CARZ) and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in FIDELITY COVINGTON TRUST (FBCG), INVESCO EXCH TRADED FD TR II (CGW) and SPDR SERIES TRUST (BIL). Buska Wealth Management, LLC opened new stock positions in FIDELITY COVINGTON TRUST (FBCG), FIRST TR EXCHANGE-TRADED FD (BGLD) and FIRST TR EXCHANGE-TRADED FD (ECLN). The fund showed a lot of confidence in some stocks as they added substantially to ETF SER SOLUTIONS (ACIO), VANGUARD FIXED INCOME SECS F and VANGUARD MALVERN FDS (VTIP).

Buska Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Buska Wealth Management, LLC made a return of -1.1% in the last quarter. In trailing 12 months, it's portfolio return was 13.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
fidelity covington trust	1,447,370
first tr exchange-traded fd	1,086,440
first tr exchange-traded fd	769,055
ishares tr	732,875
schwab strategic tr	717,334
first tr exchange-traded fd	587,358
chevron corporation	234,577

New stocks bought by Buska Wealth Management, LLC

Additions

Ticker	% Inc.
etf ser solutions	101
vanguard fixed income secs f	91.23
vanguard malvern fds	90.16
at&t inc	49.84
wec energy group inc	29.01
vanguard whitehall fds	27.03
ishares tr	26.53
innovator etfs trust	9.39

Additions to existing portfolio by Buska Wealth Management, LLC

Reductions

Ticker	% Reduced
fidelity covington trust	-48.11
fidelity covington trust	-42.79
invesco exch traded fd tr ii	-32.4
spdr series trust	-30.96
energy transfer l p	-27.32
vanguard world fd	-27.07
alphabet inc	-26.98
fidelity covington trust	-26.96

Buska Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
guggenheim strategic opportu	-489,611
innovator etfs trust	-274,235
select sector spdr tr	-204,797
innovator etfs trust	-248,956
first tr exchange traded fd	-305,079
vaneck etf trust	-219,806
broadcom inc	-220,037
vanguard world fd	-218,991

Buska Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buska Wealth Management, LLC has about 94.8% of it's holdings in Others sector.

Sector	%
Others	94.8
Utilities	3

Market Cap. Distribution

Buska Wealth Management, LLC has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.8
MID-CAP	2.6
MEGA-CAP	1.4
LARGE-CAP	1.2

Stocks belong to which Index?

About 4.9% of the stocks held by Buska Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.1
RUSSELL 2000	2.6
S&P 500	2.3

Top 5 Winners (%)		%
XOM	exxon mobil corp	41.0 %
XLB	select sector spdr tr	34.4 %
CAT	caterpillar inc	23.8 %
NVT	nvent elec plc	16.0 %
ET	energy transfer l p	14.7 %

Top 5 Winners ($)		$
XLB	select sector spdr tr	2.1 M
VIGI	vanguard whitehall fds	0.9 M
VIGI	vanguard whitehall fds	0.4 M
BIL	spdr series trust	0.3 M
FBCG	fidelity covington trust	0.2 M

Top 5 Losers (%)		%
MSFT	microsoft corp	-23.2 %
UNH	unitedhealth group inc	-18.0 %
PNR	pentair plc	-16.3 %
	cornerstone total return fd	-13.1 %
	cornerstone strategic invest	-12.8 %

Top 5 Losers ($)		$
BIL	spdr series trust	-2.5 M
IJR	ishares tr	-1.9 M
QQQ	invesco qqq tr	-0.9 M
VIG	vanguard specialized funds	-0.7 M
FBCG	fidelity covington trust	-0.3 M

Buska Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buska Wealth Management, LLC

Buska Wealth Management, LLC has 74 stocks in it's portfolio. About 70% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. XLB was the most profitable stock for Buska Wealth Management, LLC last quarter.

Last Reported on: 13 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.17	1,675	425,179	reduced	-10.04

AAXJ	ishares tr	1.40	43,647	3,472,520	reduced	-23.92

AAXJ	ishares tr	1.26	59,567	3,130,830	added	0.43

ACIO	etf ser solutions	0.96	22,254	2,387,850	added	101

ACWF	ishares tr	2.16	76,685	5,388,660	added	26.53

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	2.64	129,055	6,575,360	reduced	-11.01

AVGO	broadcom inc	0.00	0.00	0.00	sold off	-100

BALT	innovator etfs trust	3.79	190,880	9,431,380	added	9.39

BAPR	innovator etfs trust	1.50	91,398	3,734,520	reduced	-26.48

BAPR	innovator etfs trust	0.74	42,849	1,843,490	reduced	-24.85

BAPR	innovator etfs trust	0.30	17,731	757,468	reduced	-21.72

BAPR	innovator etfs trust	0.28	13,998	683,772	reduced	-22.09

BAPR	innovator etfs trust	0.20	13,663	509,216	reduced	-25.73

BAPR	innovator etfs trust	0.10	6,260	246,295	reduced	-22.48

BAPR	innovator etfs trust	0.10	5,573	256,177	reduced	-10.92

BAPR	innovator etfs trust	0.09	4,346	215,934	reduced	-13.22

BAPR	innovator etfs trust	0.08	5,255	201,251	reduced	-11.49

BAPR	innovator etfs trust	0.00	0.00	0.00	sold off	-100

BAPR	innovator etfs trust	0.00	0.00	0.00	sold off	-100