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CIK: 0001910503
Total reported value
$277.3M
$277.3M
74 檔
48.1%
According to the latest 13F quarterly dataset, Buska Wealth Management, LLC managed an equity portfolio of $277.3M at the end of Q1 2026, spanning 74 distinct U.S. exchange-listed positions.
In Q1 2026, Buska Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 8 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 | 14.70% | -1.56% | -13.76% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 12.28% | -1.02% | -10.68% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 10.65% | -0.79% | -9.38% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.43% | -0.51% | -12.68% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.52% | +0.76% | -6.47% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.30% | +0.75% | +27.03% | |
| 7 | BUFF | Innovator Laddered Allocatio | ETF-Other | 3.79% | -0.05% | +9.39% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 2.87% | -0.80% | -14.36% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.79% | -0.43% | -4.94% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.67% | -0.78% | -10.95% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.64% | -0.78% | -11.01% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.63% | -0.06% | +5.35% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.16% | +0.14% | +26.53% | |
| 14 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.72% | -0.48% | -30.96% | |
| 15 | PNOV | Innovator U.s. Equity Power | ETF-Other | 1.50% | -0.36% | -26.48% | |
| 16 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.45% | -0.41% | -26.96% | |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.39% | -0.68% | -23.92% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.26% | -0.07% | +0.43% | |
| 19 | VGMS | Vanguard Multi-sector | ETF-Other | 1.21% | +0.63% | +90.16% | |
| 20 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 1.15% | -0.50% | -6.10% | |
| 21 | QTUM | Defiance Quantum ETF | ETF-Other | 0.96% | +1.24% | +101.76% | |
| 22 | VGHY | Vanguard High-yield Act ETF | ETF-Other | 0.88% | +0.03% | +91.23% | |
| 23 | VAW | Vanguard Materials ETF | ETF-Other | 0.83% | -0.27% | -27.07% | |
| 24 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.74% | -0.16% | -24.85% | |
| 25 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 0.58% | +1.17% | — | |
| 26 | KBWP | Invesco Kbw Property & Casua | ETF-Other | 0.46% | -0.46% | EXIT | |
| 27 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 0.44% | +2.25% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.36% | -0.02% | -10.64% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.03% | -13.58% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | — | -12.48% | |
| 31 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.31% | +0.83% | — | |
| 32 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.30% | -0.03% | -21.72% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.29% | +0.74% | — | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.01% | — | |
| 35 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.27% | -0.03% | -22.09% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.02% | -12.52% | |
| 37 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.24% | -0.24% | EXIT | |
| 38 | MISL | First Trust Indxx Aero & Def | ETF-Other | 0.24% | +0.39% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.21% | -0.06% | +0.03% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | +0.01% | — | |
| 41 | WM | Waste Management Inc | Stock-Industrials | 0.21% | -0.03% | -4.52% | |
| 42 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.20% | -0.05% | -25.73% | |
| 43 | T | At&t Inc | Stock-Comm Services | 0.19% | -0.07% | +49.84% | |
| 44 | NVT | nVent Electric plc | Stock-Industrials | 0.18% | +0.05% | — | |
| 45 | FSTA | Fidelity Msci Cons Stap Indx | ETF-Other | 0.17% | -0.04% | -42.79% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.17% | -0.01% | +29.01% | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.17% | +0.03% | -10.04% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.16% | +0.06% | — | |
| 49 | FDTX | Fidelity Disrupt Tech ETF | ETF-Tech | 0.16% | -0.06% | -20.67% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | — | +0.40% |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $277.3M across 74 disclosed positions in Q1 2026.
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, VYM) accounted for 48.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
FFSM
市值: $1.4M
Top Position Liquidated / Trimmed
GOF
前期市值: $489.6K
During Q1 2026, Buska Wealth Management, LLC's top holdings by market value included IVV (14.7%)、VIG (12.3%)、VYM (10.7%). The largest single position, IVV, represented 14.7% of total portfolio value.
In Q1 2026, Buska Wealth Management, LLC made 74 total portfolio adjustments, initiating 7 new buys, adding to 16 positions, trimming 43 holdings, and fully liquidating 8 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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