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CIK: 0001910503
Total reported value
$277.3M
$277.3M
55 檔
52.9%
According to the latest 13F quarterly dataset, Buska Wealth Management, LLC managed an equity portfolio of $277.3M at the end of Q2 2024, spanning 55 distinct U.S. exchange-listed positions.
During Q2 2024, Buska 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 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 17.77% | -1.56% | +7.75% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 14.42% | -1.02% | +6.78% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.03% | -0.51% | +9.03% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 8.73% | -0.79% | +2.69% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.57% | +0.76% | +10.76% | |
| 6 | PNOV | Innovator U.s. Equity Power | ETF-Other | 4.44% | -0.36% | +9.29% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 3.59% | +0.02% | +14.40% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.19% | -0.80% | +7.40% | |
| 9 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.78% | -0.48% | +21.51% | |
| 10 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.64% | -0.41% | +26.87% | |
| 11 | VAW | Vanguard Materials ETF | ETF-Other | 2.36% | -0.27% | +20.72% | |
| 12 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 2.21% | -0.16% | +7.48% | |
| 13 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.10% | -0.05% | -15.45% | |
| 14 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 2.03% | +0.07% | NEW | |
| 15 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.03% | -0.78% | +18.42% | |
| 16 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.97% | -0.78% | +20.22% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.40% | -0.43% | +33.61% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.06% | -0.06% | +33.04% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.04% | -0.68% | +33.76% | |
| 20 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.79% | -0.04% | -24.36% | |
| 21 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.78% | -0.02% | -23.18% | |
| 22 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.75% | -0.03% | -23.97% | |
| 23 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.74% | -0.03% | -22.51% | |
| 24 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.63% | -0.06% | — | |
| 25 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.60% | -0.05% | +2.50% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +50.69% | |
| 27 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.26% | -0.02% | -21.37% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.25% | +0.06% | +18.33% | |
| 29 | WM | Waste Management Inc | Stock-Industrials | 0.22% | -0.03% | -0.19% | |
| 30 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.22% | — | -29.23% | |
| 31 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.21% | — | -31.83% | |
| 32 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.21% | -0.01% | -29.02% | |
| 33 | BJUL | Innovator U.s. Equity Buffer | ETF-Other | 0.19% | -0.01% | -33.44% | |
| 34 | UJUL | Innovator U.s. Equity Ultra | ETF-Other | 0.17% | -0.08% | EXIT | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.17% | -0.02% | +95.28% | |
| 36 | RCM1USD | R1 Rcm Inc | Stock-Other | 0.15% | — | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.15% | +0.01% | — | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.14% | +0.08% | NEW | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.14% | +0.03% | -7.69% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | -5.47% | |
| 41 | GSST | Goldman Sachs Ultra Short Bo | ETF-Commodities | 0.13% | — | -34.69% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | — | — | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.11% | — | -56.48% | |
| 44 | EVF | Eaton Vance Senior Income Tr | Stock-Other | 0.10% | — | +26.14% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.10% | +0.06% | — | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.10% | -0.07% | -0.65% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.10% | — | -34.77% | |
| 48 | XEL | Xcel Energy Inc | Stock-Utilities | 0.09% | -0.01% | -0.05% | |
| 49 | ET | Energy Transfer LP | Stock-Energy | 0.09% | -0.02% | -12.19% | |
| 50 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.09% | — | -42.24% |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 55 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VIG, SPYG) accounted for 52.9% of total reported equity market value during Q2 2024.
During Q2 2024, Buska Wealth Management, LLC's top holdings by market value included IVV (17.8%)、VIG (14.4%)、SPYG (12.0%). The largest single position, IVV, represented 17.8% of total portfolio value.
In Q2 2024, Buska 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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