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Latest Buska Wealth Management, LLC Stock Portfolio

$277Million | No. of Holdings #81

Buska Wealth Management, LLC Performance

2026 Q2+9.37%
YTD+8.17%
2025+11.94%

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

On 2026-07-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buska Wealth Management, LLC reported an equity portfolio of $277.3 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Buska Wealth Management, LLC are IJR, VIG, BIL. The fund has invested 13.1% of it's portfolio in ISHARES TR and 11.3% of portfolio in VANGUARD SPECIALIZED FUNDS. <br><br> The fund managers got completely rid off INVESCO EXCH TRADED FD TR II (CGW), PIMCO DYNAMIC INCOME FD and INNOVATOR ETFS TRUST (BAPR) stocks. They significantly reduced their stock positions in FIDELITY COVINGTON TRUST (FBCG), ISHARES TR (AAXJ) and PIMCO DYNAMIC INCOME OPRNTS. Buska Wealth Management, LLC opened new stock positions in FIRST TR EXCHANGE-TRADED FD (BGLD), ISHARES TR (IJR) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE-TRADED FD (BGLD), FIRST TR EXCHANGE-TRADED FD (ECLN) and ISHARES TR (IJR).
Buska Wealth Management, LLC Equity Portfolio Value
Last Reported on: 10 Jul, 2026
$277Million
  as of Jul 10, 2026

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

Our best estimate is that Buska Wealth Management, LLC made a return of 9.37% in the last quarter. In trailing 12 months, it's portfolio return was 15.57%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first tr exchange-traded fd1,072,930
ishares tr1,059,960
ishares tr1,012,990
micron technology inc379,878
vaneck etf trust326,017
broadcom inc286,089
vanguard index fds259,271
spdr series trust243,713
New stocks bought by Buska Wealth Management, LLC

Additions

Ticker% Inc.
first tr exchange-traded fd572
first tr exchange-traded fd256
ishares tr224
first tr exchange-traded fd190
fidelity covington trust180
vanguard malvern fds68.04
etf ser solutions65.65
nvidia corporation36.37
Additions to existing portfolio by Buska Wealth Management, LLC

Reductions

Ticker% Reduced
fidelity covington trust-55.48
ishares tr-42.98
fidelity covington trust-41.93
pimco dynamic income oprnts-35.06
fidelity covington trust-30.25
spdr series trust-28.19
vanguard world fd-26.12
innovator etfs trust-23.41
Buska Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
pimco dynamic income fd-606,493
alliancebernstein global hig-187,199
invesco exch traded fd tr ii-1,135,090
innovator etfs trust-201,251
Buska Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buska Wealth Management, LLC has about 95.2% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others95.2
Utilities2.2

Market Cap. Distribution

Buska Wealth Management, LLC has about 2.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MID-CAP
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED95.2
MID-CAP1.9
MEGA-CAP1.8
LARGE-CAP1.1

Stocks belong to which Index?

About 4.5% of the stocks held by Buska Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others95.5
S&P 5002.6
RUSSELL 20001.9
Top 5 Winners (%)%
UNH
unitedhealth group inc
53.4 %
CAT
caterpillar inc
50.4 %
NVT
nvent elec plc
43.4 %
FBCG
fidelity covington trust
41.1 %
XLB
select sector spdr tr
40.4 %
Top 5 Winners ($)$
BIL
spdr series trust
5.2 M
IJR
ishares tr
5.0 M
QQQ
invesco qqq tr
3.8 M
VIG
vanguard specialized funds
3.0 M
VIGI
vanguard whitehall fds
1.7 M
Top 5 Losers (%)%
T
at&t inc
-28.5 %
XOM
exxon mobil corp
-19.3 %
CVX
chevron corporation
-19.2 %
XLB
select sector spdr tr
-12.8 %
PNR
pentair plc
-12.0 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.9 M
T
at&t inc
-0.1 M
XOM
exxon mobil corp
-0.1 M
BNDW
vanguard scottsdale fds
-0.1 M
CVX
chevron corporation
0.0 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 81 stocks in it's portfolio. About 66.9% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Buska Wealth Management, LLC last quarter.

$277.30MTotal Value
85.00Positions
10 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Buska Wealth Management, LLC, last reported on 10 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
1.19%62,881
$3.30M
1.19%
increased 5.56 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
0.72%24,889
$1.99M
0.72%
decreased 42.98 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
0.36%9,180
$1.01M
0.36%
new position
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Buska Wealth Management, LLC's holding in Etf Ser Solutions over time
2.2%36,863
$6.10M
2.2%
increased 65.65 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Buska Wealth Management, LLC's holding in Ishares Tr over time
2.3%84,808
$6.37M
2.3%
increased 10.59 percentadded
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Buska Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.12%497
$326.0K
0.12%
new position
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
3.74%196,837
$10.37M
3.74%
increased 3.12 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
1.14%71,337
$3.16M
1.14%
decreased 21.95 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.58%33,460
$1.60M
0.58%
decreased 21.91 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.27%16,433
$750.0K
0.27%
decreased 7.32 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.24%12,440
$667.0K
0.24%
decreased 11.13 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.15%10,464
$420.2K
0.15%
decreased 23.41 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.09%5,036
$245.8K
0.09%
decreased 9.64 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.08%5,424
$228.3K
0.08%
decreased 13.35 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.08%3,871
$210.2K
0.08%
decreased 10.93 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BGLD
First Tr Exchange-Traded Fd

First Tr Exchange-Traded Fd

BGLD
Buska Wealth Management, LLC's holding in First Tr Exchange-Traded Fd over time
2.69%358,548
$7.45M
2.69%
increased 572.58 percentadded