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CIK: 0001910503
Total reported value
$277.3M
$277.3M
67 檔
77.1%
In Q2 2025, Buska Wealth Management, LLC's U.S. equity holdings reached a combined market value of $277.3M, distributed across 67 disclosed stock positions.
Buska Wealth Management, LLC executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.47% | -1.56% | +1.22% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 13.30% | -1.02% | +2.64% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.10% | -0.51% | +5.23% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.81% | -0.79% | +10.96% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.77% | +0.76% | +13.02% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 3.04% | -0.78% | +21.67% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 3.02% | -0.78% | +22.16% | |
| 8 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.98% | -0.05% | +114.03% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.81% | -0.43% | +27.26% | |
| 10 | XLE | Ss Energy Select Sector | ETF-Other | 2.63% | -0.80% | +6.44% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.57% | +0.75% | +487.61% | |
| 12 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.40% | -0.48% | -28.44% | |
| 13 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.27% | -0.36% | -28.15% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.14% | -0.06% | +27.72% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.13% | -0.68% | +28.79% | |
| 16 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 2.06% | -0.41% | -26.75% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.50% | +0.14% | +556.66% | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.39% | -0.50% | +114.74% | |
| 19 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.19% | -0.46% | EXIT | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.14% | -0.07% | +54.31% | |
| 21 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.10% | -0.16% | -28.30% | |
| 22 | VAW | Vanguard Materials ETF | ETF-Other | 1.06% | -0.27% | -26.78% | |
| 23 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.33% | -0.04% | -12.13% | |
| 24 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.03% | -22.28% | |
| 25 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.31% | -0.03% | -22.22% | |
| 26 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.31% | -0.05% | -24.85% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.27% | -0.02% | -11.81% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.26% | -0.02% | -1.27% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.25% | +0.03% | +1.38% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | — | +0.58% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.21% | +0.02% | -89.18% | |
| 32 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.21% | -0.06% | -39.32% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -7.12% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.16% | +0.06% | +77.37% | |
| 35 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.06% | +23.03% | |
| 36 | OXLC | Oxford Lane Capital Corp. | Stock-Other | 0.16% | — | +39.38% | |
| 37 | WM | Waste Management Inc | Stock-Industrials | 0.15% | -0.03% | +1.03% | |
| 38 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.13% | — | +4.80% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.13% | +0.01% | — | |
| 40 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.13% | -0.24% | EXIT | |
| 41 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.12% | -0.02% | -27.85% | |
| 42 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.12% | +0.07% | NEW | |
| 43 | ZMAR | Inovatr E D Prct ETF - 1 Mar | ETF-Other | 0.11% | — | — | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.11% | -0.07% | +0.24% | |
| 45 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.11% | -0.02% | +3.38% | |
| 46 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.10% | — | -11.65% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.09% | -0.06% | -0.19% | |
| 48 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.09% | — | -8.73% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.09% | +0.03% | -1.02% | |
| 50 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.09% | -0.01% | -18.41% |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 67 disclosed positions in Q2 2025.
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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 IVV, VIG, SPYG) accounted for 77.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPYM
市值: $249.0K
Top Position Liquidated / Trimmed
VGSH
前期市值: $214.0K
During Q2 2025, Buska Wealth Management, LLC's top holdings by market value included IVV (16.5%)、VIG (13.3%)、SPYG (12.1%). The largest single position, IVV, represented 16.5% of total portfolio value.
In Q2 2025, Buska Wealth Management, LLC made 48 total portfolio adjustments, initiating 5 new buys, adding to 21 positions, trimming 20 holdings, and fully liquidating 2 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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