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CIK: 0002133435
Total reported value
$203.0M
$203.0M
63 檔
44.9%
The Q4 2025 SEC filing reveals that Bucket List Wealth Management, LLC held a total portfolio value of $203.0M, covering 63 public equity positions.
During Q4 2025, Bucket List Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.68% | +0.17% | — | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 11.93% | -2.85% | — | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 9.67% | +0.62% | — | |
| 4 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 9.60% | -1.87% | — | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.57% | -0.32% | — | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.38% | +0.23% | — | |
| 7 | IDMO | Invesco S&p International De | ETF-Other | 6.30% | +0.43% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.75% | -0.10% | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 2.09% | -0.38% | — | |
| 10 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 2.03% | -0.55% | — | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.77% | -0.42% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.69% | -0.05% | — | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 1.66% | +0.30% | — | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.48% | -0.08% | — | |
| 15 | XSVN | Bondbloxx Bbg 7 Yr US Treas | ETF-Other | 1.39% | -0.20% | — | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.35% | -0.07% | — | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.34% | -0.21% | — | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | -0.03% | — | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.91% | -0.01% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.22% | — | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.60% | -0.13% | — | |
| 22 | SLV | Ishares Silver Trust | ETF-Commodities | 0.59% | -0.13% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.06% | — | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.13% | NEW | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.13% | — | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.42% | — | — | |
| 27 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.41% | -0.11% | — | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.36% | -0.04% | — | |
| 29 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | — | — | |
| 30 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | — | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | — | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | — | — | |
| 33 | PFE | Pfizer Inc | Stock-Healthcare | 0.30% | -0.09% | — | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | — | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.27% | +0.01% | — | |
| 36 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.26% | +0.15% | — | |
| 37 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.24% | — | — | |
| 38 | AGZD | Wisdomtree Trust Wisdomtree | ETF-Other | 0.23% | -0.05% | — | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.22% | -0.03% | — | |
| 40 | CSX | Csx CORP | Stock-Industrials | 0.22% | -0.01% | — | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.22% | — | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.06% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.20% | -0.07% | — | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.20% | -0.16% | EXIT | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | -0.01% | — | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.19% | — | — | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.17% | +0.11% | NEW | |
| 48 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | -0.01% | — | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | — | — | |
| 50 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.16% | — | — |
According to official SEC Form 13F filings, Bucket List Wealth Management, LLC reported a total U.S. public equity portfolio value of $203.0M across 63 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, SPYV, QQQM) accounted for 44.9% of total reported equity market value during Q4 2025.
During Q4 2025, Bucket List Wealth Management, LLC's top holdings by market value included VTI (13.7%)、SPYV (11.9%)、QQQM (9.7%). The largest single position, VTI, represented 13.7% of total portfolio value.
In Q4 2025, Bucket List Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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