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Latest Buska Wealth Management, LLC Stock Portfolio

$290Million | No. of Holdings #75

Buska Wealth Management, LLC Performance

2026 Q3-0.38%
YTD+7.76%
2025+11.94%

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

On 2026-10-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Buska Wealth Management, LLC reported an equity portfolio of $290.5 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Buska Wealth Management, LLC are IJR, VIG, VIGI. The fund has invested 11.2% of it's portfolio in ISHARES TR and 10.1% of portfolio in VANGUARD SPECIALIZED FUNDS. <br><br> The fund managers got completely rid off EXXON MOBIL CORP (XOM), PENTAIR PLC (PNR) and CORNERSTONE STRATEGIC INVEST stocks. They significantly reduced their stock positions in SCHWAB STRATEGIC TR (FNDA), FIDELITY COVINGTON TRUST (FBCG) and ISHARES TR (ACWF). Buska Wealth Management, LLC opened new stock positions in EXXONMOBIL HOLDINGS CORP and JPMORGAN CHASE & CO (JPM). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), VANGUARD INDEX FDS (VB) and FIRST TR EXCHANGE-TRADED FD (BGLD).
Buska Wealth Management, LLC Equity Portfolio Value
Last Reported on: 08 Oct, 2026
$290Million
  as of Oct 08, 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 -0.38% in the last quarter. In trailing 12 months, it's portfolio return was 9.35%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exxonmobil holdings corp517,911
j p morgan exchange traded f364,049
jpmorgan chase & co215,675
New stocks bought by Buska Wealth Management, LLC

Additions

Ticker% Inc.
spdr series trust2,761
vanguard index fds2,478
first tr exchange-traded fd389
first tr exchange-traded fd252
first tr exchange-traded fd78.62
ishares tr77.85
ishares tr38.83
ishares tr37.28
Additions to existing portfolio by Buska Wealth Management, LLC

Reductions

Ticker% Reduced
schwab strategic tr-67.37
fidelity covington trust-56.66
ishares tr-49.76
ishares tr-49.33
first tr exchange-traded fd-44.56
select sector spdr tr-43.61
fidelity covington trust-42.04
vanguard world fd-37.77
Buska Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
cornerstone strategic invest-231,308
cornerstone total return fd-177,784
pimco dynamic income oprnts-181,546
innovator etfs trust-228,268
innovator etfs trust-210,234
pentair plc-284,102
exxon mobil corp-429,521
first tr exchange-traded fd-205,104
Buska Wealth Management, LLC got rid off the above stocks

Sector Distribution

Buska Wealth Management, LLC has about 96.4% of it's holdings in Others sector.

  • Others
  • Utilities
Sector%
Others96.4
Utilities1.4

Market Cap. Distribution

Buska Wealth Management, LLC has about 3.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED96.4
MEGA-CAP2.6
LARGE-CAP1.1

Stocks belong to which Index?

About 3.3% 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%
Others96.6
S&P 5002.2
RUSSELL 20001.1
Top 5 Winners (%)%
MSFT
microsoft corp
37.3 %
CVX
chevron corporation
22.9 %
T
at&t inc
17.8 %
AAPL
apple inc
14.5 %
NVDA
nvidia corporation
14.0 %
Top 5 Winners ($)$
BIL
spdr series trust
0.9 M
IJR
ishares tr
0.8 M
XLB
select sector spdr tr
0.7 M
VIGI
vanguard whitehall fds
0.5 M
BALT
innovator etfs trust
0.3 M
Top 5 Losers (%)%
CAT
caterpillar inc
-23.8 %
BIL
spdr series trust
-15.1 %
WEC
wec energy group inc
-13.7 %
UNH
unitedhealth group inc
-11.4 %
XEL
xcel energy inc
-11.1 %
Top 5 Losers ($)$
ACIO
etf ser solutions
-0.6 M
BIL
spdr series trust
-0.5 M
VIGI
vanguard whitehall fds
-0.5 M
FBCG
fidelity covington trust
-0.4 M
VIG
vanguard specialized funds
-0.4 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 70.2% of the portfolio is in top 10 stocks. ACIO proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Buska Wealth Management, LLC last quarter.

$290.52MTotal Value
84.00Positions
08 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Buska Wealth Management, LLC, last reported on 08 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
0.93%52,767
$2.70M
0.93%
decreased 16.08 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
0.48%12,745
$1.41M
0.48%
increased 38.83 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buska Wealth Management, LLC's holding in Ishares Tr over time
0.34%12,611
$973.7K
0.34%
decreased 49.33 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Buska Wealth Management, LLC's holding in Etf Ser Solutions over time
2.29%43,893
$6.66M
2.29%
increased 19.07 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Buska Wealth Management, LLC's holding in Ishares Tr over time
1.08%42,607
$3.14M
1.08%
decreased 49.76 percentreduced
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Buska Wealth Management, LLC's holding in Vaneck Etf Trust over time
0.09%438
$266.9K
0.09%
decreased 11.87 percentreduced
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
4.32%233,118
$12.56M
4.32%
increased 18.43 percentadded
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.72%46,076
$2.10M
0.72%
decreased 35.41 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.36%21,625
$1.06M
0.36%
decreased 35.37 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.17%10,922
$509.5K
0.17%
decreased 33.54 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.15%8,049
$445.0K
0.15%
decreased 35.3 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.09%6,594
$272.6K
0.09%
decreased 36.98 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Buska Wealth Management, LLC's holding in Innovator Etfs Trust over time
0.07%4,031
$200.3K
0.07%
decreased 19.96 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
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
9.07%1,262,810
$26.34M
9.07%
increased 252.2 percentadded
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
1.81%255,693
$5.26M
1.81%
increased 389.5 percentadded