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CIK: 0001910503
Total reported value
$277.3M
$277.3M
75 檔
56.2%
As reported in its official Q4 2025 Form 13F filing, Buska Wealth Management, LLC's tracked investment portfolio stood at $277.3M with 75 total positions.
In Q4 2025, Buska Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 36 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.44% | -1.56% | -21.68% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.92% | -1.02% | -21.28% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.97% | -0.51% | -22.39% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.48% | -0.79% | -20.96% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.78% | +0.76% | -21.83% | |
| 6 | BUFF | Innovator Laddered Allocatio | ETF-Other | 3.21% | -0.05% | -13.92% | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.98% | +0.75% | -12.66% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.75% | -0.78% | -24.40% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.73% | -0.78% | -24.38% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.71% | -0.43% | -19.36% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.32% | -0.06% | -10.29% | |
| 12 | XLE | Ss Energy Select Sector | ETF-Other | 2.25% | -0.80% | +47.34% | |
| 13 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 2.17% | -0.48% | -29.45% | |
| 14 | PNOV | Innovator U.s. Equity Power | ETF-Other | 1.92% | -0.36% | -26.56% | |
| 15 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.74% | -0.41% | -28.73% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.71% | -0.68% | -33.13% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.59% | +0.14% | -14.13% | |
| 18 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.25% | -0.50% | -23.23% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.16% | -0.07% | -15.86% | |
| 20 | VAW | Vanguard Materials ETF | ETF-Other | 0.96% | -0.27% | -23.66% | |
| 21 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.94% | -0.16% | -26.27% | |
| 22 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 0.66% | -0.46% | EXIT | |
| 23 | VGMS | Vanguard Multi-sector | ETF-Other | 0.59% | +0.63% | — | |
| 24 | QTUM | Defiance Quantum ETF | ETF-Other | 0.45% | +1.24% | — | |
| 25 | VGHY | Vanguard High-yield Act ETF | ETF-Other | 0.43% | +0.03% | — | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | -6.04% | |
| 27 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.36% | -0.03% | -12.20% | |
| 28 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.33% | -0.03% | -12.25% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.33% | -0.02% | -10.60% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.32% | — | -10.55% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.28% | +0.02% | +71.06% | |
| 32 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.26% | -0.04% | -26.16% | |
| 33 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.26% | -0.05% | -25.98% | |
| 34 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.26% | -0.24% | EXIT | |
| 35 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.25% | -0.02% | -29.22% | |
| 36 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.20% | -0.06% | -15.24% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.01% | +0.06% | |
| 38 | WM | Waste Management Inc | Stock-Industrials | 0.19% | -0.03% | -2.43% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.19% | +0.03% | +11.10% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.06% | -1.22% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.06% | -0.13% | |
| 42 | GOF | Guggenheim Strategic Opport | Stock-Other | 0.18% | — | -3.13% | |
| 43 | PCEF | Invesco Cef Income Composite | ETF-Other | 0.17% | -0.02% | -2.59% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.15% | — | +24.33% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | — | -26.73% | |
| 46 | PNR | Pentair plc | Stock-Industrials | 0.14% | -0.03% | -0.08% | |
| 47 | NVT | nVent Electric plc | Stock-Industrials | 0.14% | +0.05% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.14% | -0.06% | -2.54% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.01% | +27.42% | |
| 50 | XEL | Xcel Energy Inc | Stock-Utilities | 0.13% | -0.01% | -0.64% |
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 Q4 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 56.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGMS
市值: $1.6M
Top Position Liquidated / Trimmed
ZMAR
前期市值: $417.5K
During Q4 2025, Buska Wealth Management, LLC's top holdings by market value included IVV (16.4%)、VIG (12.9%)、SPYG (12.0%). The largest single position, IVV, represented 16.4% of total portfolio value.
In Q4 2025, Buska Wealth Management, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 6 positions, trimming 36 holdings, and fully liquidating 4 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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