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CIK: 0001730126
Total reported value
$404.3M
$404.3M
102 檔
33.7%
During the Q3 2025 filing period, Buckley Wealth Management, LLC (CIK: 0001730126) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $404.3M across 102 reported positions.
Buckley Wealth Management, LLC executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 3 holdings and trimming 25 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 10.91% | +0.95% | -0.64% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 9.67% | +0.06% | -1.58% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.89% | +1.33% | +3.20% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.75% | +0.27% | +6.21% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 5.09% | -1.45% | -0.80% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 5.05% | +0.35% | -0.85% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.53% | +0.44% | -0.46% | |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 3.39% | -4.62% | EXIT | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 3.30% | -0.46% | +31.51% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.03% | +0.01% | -1.92% | |
| 11 | AMGN | Amgen Inc | Stock-Healthcare | 2.56% | -0.03% | -0.44% | |
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.46% | +0.04% | +2.75% | |
| 13 | CSCO | Cisco Systems Inc | Stock-Tech | 2.43% | +0.92% | -1.35% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 1.58% | — | +8.43% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.21% | -2.05% | |
| 16 | IDA | Idacorp Inc | Stock-Utilities | 1.38% | +0.03% | -2.56% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.28% | +0.43% | -3.24% | |
| 18 | CAT | Caterpillar Inc | Stock-Industrials | 1.20% | +0.49% | -0.44% | |
| 19 | MMM | 3m Co | Stock-Industrials | 1.15% | +0.09% | -0.91% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.15% | +0.04% | -0.58% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.03% | +0.10% | -0.59% | |
| 22 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.91% | -0.37% | EXIT | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.87% | +0.16% | -14.70% | |
| 24 | T | At&t Inc | Stock-Comm Services | 0.77% | -0.16% | -1.56% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.07% | -6.55% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 0.71% | -0.16% | +6.30% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | — | -1.03% | |
| 28 | C | Citigroup Inc | Stock-Financials | 0.59% | -0.03% | -3.62% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.55% | -0.11% | +5.79% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | — | +0.12% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.48% | — | -1.29% | |
| 32 | DOW | Dow Inc | Stock-Materials | 0.48% | -0.22% | -20.12% | |
| 33 | ANET | Arista Networks Inc | Stock-Tech | 0.46% | +0.11% | +3.65% | |
| 34 | VLO | Valero Energy CORP | Stock-Energy | 0.44% | -0.14% | -1.17% | |
| 35 | R | Ryder System Inc | Stock-Industrials | 0.44% | +0.08% | -3.77% | |
| 36 | BKH | Black Hills CORP | Stock-Utilities | 0.43% | +0.01% | +190.57% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | +0.07% | -2.11% | |
| 38 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.43% | +0.03% | — | |
| 39 | BA | Boeing Co/the | Stock-Industrials | 0.43% | +0.04% | +567.59% | |
| 40 | COR | Cencora Inc | Stock-Healthcare | 0.42% | -0.05% | -8.38% | |
| 41 | KR | Kroger Co | Stock-Consumer Staples | 0.42% | -0.11% | -4.16% | |
| 42 | WMB | Williams Cos Inc | Stock-Energy | 0.42% | -0.03% | -0.68% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.41% | +0.08% | +1.81% | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | +0.03% | — | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.40% | +0.06% | +2.16% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.39% | +0.05% | -1.71% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.33% | EXIT | |
| 48 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.38% | +0.07% | +30.78% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.38% | +0.02% | -2.63% | |
| 50 | SYF | Synchrony Financial | Stock-Financials | 0.37% | +0.04% | -0.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.8% | +3.20% | Add |
| 2 | MSFT | Microsoft CORP | +1.3% | -1.58% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.05% | Trim |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -0.85% | Trim |
| 5 | NEE | Nextera Energy Inc | +0.4% | +8.43% | Add |
| 6 | COST | Costco Wholesale CORP | +0.3% | +31.51% | Add |
| 7 | AVGO | Broadcom Inc | +0.3% | -14.70% | Trim |
| 8 | CAT | Caterpillar Inc | +0.3% | -0.44% | Trim |
| 9 | ORCL | Oracle CORP | +0.2% | -1.29% | Add |
| 10 | ANET | Arista Networks Inc | +0.2% | +3.65% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.12% | Add |
| 13 | SOLV | Solventum CORP | +0.1% | -7.51% | Add |
| 14 | IDA | Idacorp Inc | +0.1% | -2.56% | Add |
| 15 | C | Citigroup Inc | +0.1% | -3.62% | Trim |
| 16 | LRCX | Lam Research CORP | +0.1% | -18.03% | Trim |
| 17 | CRH | CRH plc | +0.1% | +10.80% | Add |
| 18 | CEG | Constellation Energy | +0.1% | -3.20% | Trim |
| 19 | ETN | Eaton Corporation plc | +0.1% | -1.71% | Trim |
| 20 | BBY | Best Buy Co Inc | +0.1% | +30.78% | Add |
| 21 | BAC | Bank Of America CORP | +0.1% | -1.03% | Trim |
| 22 | SYF | Synchrony Financial | +0.1% | -0.45% | Trim |
| 23 | VLO | Valero Energy CORP | +0.1% | -1.17% | Trim |
| 24 | R | Ryder System Inc | +0.1% | -3.77% | Trim |
| 25 | LMT | Lockheed Martin CORP | 0% | +5.79% | Add |
| 26 | HD | Home Depot Inc | 0% | -0.58% | Trim |
| 27 | ABBV | Abbvie Inc | 0% | -0.59% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -0.46% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.1% | -1.92% | Trim |
| 30 | AAPL | Apple Inc | -0.1% | -0.64% | Trim |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -1.35% | Trim |
| 32 | OKE | Oneok Inc | -0.1% | +8.66% | Add |
| 33 | INTC | Intel CORP | -0.2% | -60.56% | Trim |
| 34 | UNH | Unitedhealth Group Inc | -0.3% | -7.97% | Trim |
| 35 | MRK | Merck & Co. Inc. | -0.4% | -3.24% | Trim |
| 36 | LOW | Lowe's Cos Inc | -0.4% | -52.38% | Trim |
| 37 | AMGN | Amgen Inc | -0.6% | -0.44% | Add |
| 38 | XOM | Exxon Mobil CORP | -0.7% | +1.35% | Trim |
| 39 | DOW | Dow Inc | -0.8% | -20.12% | Trim |
| 40 | CVX | Chevron CORP | -1% | -0.80% | Add |
| 41 | BKH | Black Hills CORP | — | NEW | New buy |
| 42 | KVUE | Kenvue Inc | — | NEW | New buy |
| 43 | BA | Boeing Co/the | — | NEW | New buy |
| 44 | ELV | Elevance Health Inc | — | EXIT | Sold out |
| 45 | FERG | Ferguson Enterprises Inc | — | EXIT | Sold out |
| 46 | ACN | Accenture plc | — | EXIT | Sold out |
| 47 | MLI | Mueller Industries Inc | — | NEW | New buy |
| 48 | HON | Honeywell International Inc | — | NEW | New buy |
| 49 | AGYS | Agilysys Inc | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Buckley Wealth Management, LLC reported a total U.S. public equity portfolio value of $404.3M across 102 disclosed positions in Q3 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 AAPL, MSFT, GOOGL) accounted for 33.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
BKH
市值: $1.6M
Top Position Liquidated / Trimmed
ELV
前期市值: $1.0M
During Q3 2025, Buckley Wealth Management, LLC's top holdings by market value included AAPL (10.9%)、MSFT (9.7%)、GOOGL (5.9%). The largest single position, AAPL, represented 10.9% of total portfolio value.
In Q3 2025, Buckley Wealth Management, LLC made 49 total portfolio adjustments, initiating 7 new buys, adding to 14 positions, trimming 25 holdings, and fully liquidating 3 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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