Latest Buska Wealth Management, LLC Stock Portfolio

Buska Wealth Management, LLC Performance:

2025 Q4: -0.26%YTD: 10.02%2024: 7.5%

Performance for 2025 Q4 is -0.26%, and YTD is 10.02%, and 2024 is 7.5%.

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

In it's latest 13F Holdings report, Buska Wealth Management, LLC reported an equity portfolio of $270.6 Millions as of 31 Dec, 2025.

The top stock holdings of Buska Wealth Management, LLC are IJR, VIG, BIL. The fund has invested 16.4% of it's portfolio in ISHARES TR and 12.9% of portfolio in VANGUARD SPECIALIZED FUNDS.

The fund managers got completely rid off INNOVATOR ETFS TRUST, GOLDMAN SACHS ETF TR (GBIL) and ELI LILLY & CO (LLY) stocks. They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), ISHARES TR (AAXJ) and SPDR SERIES TRUST (BIL). Buska Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), ETF SER SOLUTIONS (ACIO) and VANGUARD FIXED INCOME SECS F. The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), PIMCO DYNAMIC INCOME OPRNTS and ALPHABET INC (GOOG).

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

Our best estimate is that Buska Wealth Management, LLC made a return of -0.26% in the last quarter. In trailing 12 months, it's portfolio return was 10.02%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard malvern fds	1,607,230
etf ser solutions	1,209,540
vanguard fixed income secs f	1,159,910
caterpillar inc	225,466

New stocks bought by Buska Wealth Management, LLC

Additions

Ticker	% Inc.
select sector spdr tr	81.16
select sector spdr tr	71.06
select sector spdr tr	47.34
pimco dynamic income oprnts	30.14
alphabet inc	27.42
spdr series trust	24.33
apple inc	11.1
spdr s&p 500 etf tr	7.44

Additions to existing portfolio by Buska Wealth Management, LLC

Reductions

Ticker	% Reduced
invesco exch traded fd tr ii	-48.21
ishares tr	-33.13
spdr series trust	-29.45
fidelity covington trust	-29.22
fidelity covington trust	-28.73
vanguard index fds	-26.73
innovator etfs trust	-26.56
innovator etfs trust	-26.27

Buska Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
blackrock multi sector inc t	-224,354
innovator etfs trust	-417,468
goldman sachs etf tr	-210,659
eli lilly & co	-200,954

Buska Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buska Wealth Management, LLC has about 94.9% of it's holdings in Others sector.

Sector	%
Others	94.9
Utilities	3

Market Cap. Distribution

Buska Wealth Management, LLC has about 2.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94.9
SMALL-CAP	2.7
LARGE-CAP	1.2
MEGA-CAP	1.1

Stocks belong to which Index?

About 4.8% of the stocks held by Buska Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	95.2
RUSSELL 2000	2.7
S&P 500	2.1

Top 5 Winners (%)		%
GOOG	alphabet inc	24.9 %
AFK	vaneck etf trust	12.8 %
FBCG	fidelity covington trust	9.5 %
JCI	johnson ctls intl plc	8.9 %
XOM	exxon mobil corp	6.6 %

Top 5 Winners ($)		$
IJR	ishares tr	1.2 M
BIL	spdr series trust	0.8 M
VIG	vanguard specialized funds	0.7 M
VIGI	vanguard whitehall fds	0.6 M
VIGI	vanguard whitehall fds	0.5 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-45.6 %
XLB	select sector spdr tr	-44.7 %
XLB	select sector spdr tr	-43.1 %
	guggenheim strategic opportu	-13.8 %
T	at&t inc	-10.8 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-5.1 M
XLB	select sector spdr tr	-0.6 M
XLB	select sector spdr tr	-0.2 M
	pimco dynamic income fd	-0.1 M
	guggenheim strategic opportu	-0.1 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 75 stocks in it's portfolio. About 72% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Buska Wealth Management, LLC last quarter.

Last Reported on: 22 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.19	1,862	506,282	added	11.1

AAXJ	ishares tr	1.71	57,370	4,625,730	reduced	-33.13

AAXJ	ishares tr	1.16	59,311	3,136,370	reduced	-15.86

ACIO	etf ser solutions	0.45	11,030	1,209,540	new

ACWF	ishares tr	1.59	60,605	4,301,740	reduced	-14.13

AFK	vaneck etf trust	0.08	2,131	219,806	reduced	-19.43

AMPS	ishares tr	2.72	145,019	7,375,680	reduced	-24.38

AVGO	broadcom inc	0.08	636	220,037	reduced	-3.78

BALT	innovator etfs trust	3.21	174,488	8,699,970	reduced	-13.92

BAPR	innovator etfs trust	1.92	124,319	5,194,050	reduced	-26.56

BAPR	innovator etfs trust	0.94	57,021	2,535,350	reduced	-26.27

BAPR	innovator etfs trust	0.36	22,652	979,699	reduced	-12.2

BAPR	innovator etfs trust	0.33	17,966	899,010	reduced	-12.25

BAPR	innovator etfs trust	0.26	18,396	700,071	reduced	-25.98

BAPR	innovator etfs trust	0.12	8,075	322,354	reduced	-13.18

BAPR	innovator etfs trust	0.11	6,256	290,466	reduced	-8.96

BAPR	innovator etfs trust	0.10	6,102	274,235	reduced	-15.4

BAPR	innovator etfs trust	0.09	5,008	254,221	reduced	-6.38

BAPR	innovator etfs trust	0.09	4,693	248,956	reduced	-17.59

BAPR	innovator etfs trust	0.09	5,937	230,059	reduced	-11.36