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CIK: 0001910503
Total reported value
$277.3M
$277.3M
75 檔
70.2%
According to the latest 13F quarterly dataset, Buska Wealth Management, LLC managed an equity portfolio of $277.3M at the end of Q3 2025, spanning 75 distinct U.S. exchange-listed positions.
In Q3 2025, Buska Wealth Management, LLC displayed an active expansion posture, initiating 13 new positions and adding to 14 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.66% | -1.56% | -14.58% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 13.09% | -1.02% | -15.01% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.27% | -0.51% | -15.78% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.57% | -0.79% | -15.75% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.87% | +0.76% | -14.97% | |
| 6 | BUFF | Innovator Laddered Allocatio | ETF-Other | 2.97% | -0.05% | -12.57% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.97% | -0.78% | -11.20% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.94% | -0.78% | -11.36% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.74% | -0.43% | -11.53% | |
| 10 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.60% | +0.75% | -12.81% | |
| 11 | XLE | Ss Energy Select Sector | ETF-Other | 2.48% | -0.80% | -18.58% | |
| 12 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.43% | -0.48% | -17.19% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.11% | -0.06% | -11.53% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.09% | -0.68% | -11.43% | |
| 15 | PNOV | Innovator U.s. Equity Power | ETF-Other | 2.09% | -0.36% | -19.54% | |
| 16 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.97% | -0.41% | -17.87% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.44% | +0.14% | -15.13% | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.29% | -0.50% | -17.93% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.12% | -0.07% | -10.95% | |
| 20 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 1.01% | -0.46% | EXIT | |
| 21 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 1.01% | -0.16% | -20.65% | |
| 22 | VAW | Vanguard Materials ETF | ETF-Other | 1.01% | -0.27% | -17.59% | |
| 23 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.33% | -0.03% | -12.30% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.32% | +0.03% | +8.46% | |
| 25 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.30% | -0.03% | -17.51% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.30% | -0.02% | -0.27% | |
| 27 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.29% | -0.04% | -16.72% | |
| 28 | VTV | Vanguard Value ETF | ETF-Other | 0.29% | — | +4.66% | |
| 29 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.28% | -0.05% | -21.29% | |
| 30 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.27% | -0.24% | EXIT | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.26% | -0.02% | -15.38% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.26% | +0.02% | -1.13% | |
| 33 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.19% | -0.06% | -16.96% | |
| 34 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.18% | — | +20.41% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.16% | +0.01% | +2.82% | |
| 36 | WM | Waste Management Inc | Stock-Industrials | 0.16% | -0.03% | -0.98% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | -17.26% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.15% | +0.06% | -18.72% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.06% | -26.28% | |
| 40 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.15% | -0.02% | +22.70% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.13% | +0.03% | +1.76% | |
| 42 | ZMAR | Inovatr E D Prct ETF - 1 Mar | ETF-Other | 0.13% | — | -0.02% | |
| 43 | PNR | Pentair plc | Stock-Industrials | 0.12% | -0.03% | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.01% | +15.07% | |
| 45 | T | At&t Inc | Stock-Comm Services | 0.12% | -0.07% | +0.59% | |
| 46 | XEL | Xcel Energy Inc | Stock-Utilities | 0.11% | -0.01% | +0.75% | |
| 47 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.11% | +0.07% | NEW | |
| 48 | NVT | nVent Electric plc | Stock-Industrials | 0.11% | +0.05% | — | |
| 49 | UAUG | Innovator U.s. Equity Ultra | ETF-Other | 0.11% | -0.02% | -19.84% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.11% | -0.06% | -0.44% |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 75 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 IVV, VIG, SPYG) accounted for 70.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
PNR
市值: $412.2K
Top Position Liquidated / Trimmed
OXLC
前期市值: $462.1K
During Q3 2025, Buska Wealth Management, LLC's top holdings by market value included IVV (16.7%)、VIG (13.1%)、SPYG (12.3%). The largest single position, IVV, represented 16.7% of total portfolio value.
In Q3 2025, Buska Wealth Management, LLC made 49 total portfolio adjustments, initiating 13 new buys, adding to 14 positions, trimming 19 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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