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CIK: 0001910503
Total reported value
$290.5M
$290.5M
81 檔
48.2%
The Q2 2026 SEC filing reveals that Buska Wealth Management, LLC held a total portfolio value of $290.5M, covering 81 public equity positions.
Buska Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 11 new positions while fully exiting 4 holdings and trimming 33 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.14% | -1.89% | -13.16% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 11.26% | -1.18% | -7.15% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 9.92% | -1.23% | -12.84% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 9.86% | -0.47% | -3.36% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.28% | +0.20% | -0.74% | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.05% | +1.29% | +25.42% | |
| 7 | BUFF | Innovator Laddered Allocatio | ETF-Other | 3.74% | +0.58% | +3.12% | |
| 8 | ACYN | Ft Lad Autocall Bar Inc ETF | ETF-Other | 2.69% | +6.38% | +572.58% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.57% | -0.70% | +9.12% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.36% | -0.74% | -4.88% | |
| 11 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 2.30% | -1.22% | +10.59% | |
| 12 | QTUM | Defiance Quantum ETF | ETF-Other | 2.20% | +0.09% | +65.65% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 2.07% | -0.78% | -7.27% | |
| 14 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.89% | -0.76% | -21.31% | |
| 15 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.86% | -0.75% | -21.75% | |
| 16 | VGMS | Vanguard Multi-sector | ETF-Other | 1.84% | -0.31% | +68.04% | |
| 17 | FFSM | Fidelity Fndm Sm Mid Cap ETF | ETF-Other | 1.75% | -0.89% | +180.86% | |
| 18 | XAR | Ss Spdr S&p Aerospace Def | ETF-Other | 1.24% | -0.64% | -28.19% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.19% | -0.26% | +5.56% | |
| 20 | PNOV | Innovator U.s. Equity Power | ETF-Other | 1.14% | -0.42% | -21.95% | |
| 21 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 1.14% | +0.70% | +256.74% | |
| 22 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.04% | -0.48% | -30.25% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.03% | +0.68% | +224.08% | |
| 24 | VGHY | Vanguard High-yield Act ETF | ETF-Other | 0.91% | -0.35% | +15.12% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.72% | -0.38% | -42.98% | |
| 26 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.65% | -0.38% | -41.93% | |
| 27 | MISL | First Trust Indxx Aero & Def | ETF-Other | 0.63% | -0.33% | +190.78% | |
| 28 | BNOV | Innovator U.s. Equity Buffer | ETF-Other | 0.58% | -0.22% | -21.91% | |
| 29 | VAW | Vanguard Materials ETF | ETF-Other | 0.56% | -0.25% | -26.12% | |
| 30 | ✓ | Stock-Other | 0.39% | +1.42% | — | ||
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.38% | +0.12% | — | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.37% | +0.11% | — | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.36% | — | +0.64% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.34% | -0.01% | +1.59% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.31% | -0.02% | +0.18% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | -0.22% | -6.14% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.27% | -0.04% | -13.97% | |
| 38 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.27% | -0.09% | -7.32% | |
| 39 | BAUG | Innovator U.s. Equity Buffer | ETF-Other | 0.24% | -0.09% | -11.13% | |
| 40 | NVT | nVent Electric plc | Stock-Industrials | 0.23% | -0.02% | — | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.22% | -0.04% | -0.94% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | -0.01% | +0.06% | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | +0.02% | +36.37% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.20% | +0.01% | +16.96% | |
| 45 | WM | Waste Management Inc | Stock-Industrials | 0.18% | -0.02% | +0.84% | |
| 46 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.02% | -2.10% | |
| 47 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.16% | -0.03% | — | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.15% | -0.15% | EXIT | |
| 49 | UNOV | Innovator U.s. Equity Ultra | ETF-Other | 0.15% | -0.06% | -23.41% | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.15% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ACYN | Ft Lad Autocall Bar Inc ETF | +2.3% | +572.58% | Add |
| 2 | QTUM | Defiance Quantum ETF | +1.2% | +65.65% | Add |
| 3 | FFSM | Fidelity Fndm Sm Mid Cap ETF | +1.2% | +180.86% | Add |
| 4 | RDVI | Ft Vest Rising Dividend Achi | +0.8% | +256.74% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | -0.74% | Trim |
| 6 | VYMI | Vanguard Int High Dvd Yld In | +0.8% | +25.42% | Add |
| 7 | EEM | Ishares Msci Emerging Market | +0.7% | +224.08% | Add |
| 8 | VGMS | Vanguard Multi-sector | +0.6% | +68.04% | Add |
| 9 | MISL | First Trust Indxx Aero & Def | +0.4% | +190.78% | Add |
| 10 | ✓ | +0.4% | NEW | New buy | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | NEW | New buy |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | NEW | New buy |
| 13 | IEUR | Ishares Core Msci Europe ETF | +0.1% | +10.59% | Add |
| 14 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 16 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | NEW | New buy |
| 19 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | NEW | New buy |
| 20 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | New buy |
| 21 | GE | General Electric | +0.1% | NEW | New buy |
| 22 | NVDA | Nvidia CORP | +0.1% | +36.37% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -0.94% | Trim |
| 24 | NVT | nVent Electric plc | +0.1% | — | Unchanged |
| 25 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 26 | VGHY | Vanguard High-yield Act ETF | 0% | +15.12% | Add |
| 27 | IVW | Ishares S&p 500 Growth ETF | 0% | +0.64% | Add |
| 28 | AAPL | Apple Inc | 0% | +16.96% | Add |
| 29 | XLK | Ss Technology Select Sector | 0% | -13.97% | Trim |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | -6.14% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.06% | Add |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +5.68% | Add |
| 33 | TT | Trane Technologies plc | 0% | — | Unchanged |
| 34 | SPTM | Ss Spdr P S&p 1500 Comp ETF | 0% | — | Unchanged |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.28% | Add |
| 36 | VTV | Vanguard Value ETF | — | +0.18% | Add |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | -2.10% | Trim |
| 38 | VOO | Vanguard S&p 500 ETF | — | -2.70% | Trim |
| 39 | JNJ | Johnson & Johnson | — | — | Unchanged |
| 40 | MSFT | Microsoft CORP | 0% | +9.24% | Add |
| 41 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 42 | CLM | Cornerstone Strategic Invest | 0% | +3.94% | Add |
| 43 | CRF | Cornerstone Total Return | 0% | +3.09% | Add |
| 44 | PJUL | Innovator U.s. Equity Power | 0% | -9.64% | Trim |
| 45 | XEL | Xcel Energy Inc | 0% | +0.75% | Add |
| 46 | BJUL | Innovator U.s. Equity Buffer | 0% | -10.93% | Trim |
| 47 | WEC | Wec Energy Group Inc | 0% | — | Unchanged |
| 48 | SCHD | Schwab US Dvd Equity ETF | 0% | +1.59% | Add |
| 49 | CVX | Chevron CORP | 0% | +8.55% | Add |
| 50 | ET | Energy Transfer LP | 0% | -12.02% | Trim |
According to official SEC Form 13F filings, Buska Wealth Management, LLC reported a total U.S. public equity portfolio value of $290.5M across 81 disclosed positions in Q2 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, SPYG) accounted for 48.2% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $1.1M
Top Position Liquidated / Trimmed
KBWP
前期市值: $1.1M
During Q2 2026, Buska Wealth Management, LLC's top holdings by market value included IVV (13.1%)、VIG (11.3%)、SPYG (9.9%). The largest single position, IVV, represented 13.1% of total portfolio value.
In Q2 2026, Buska Wealth Management, LLC made 77 total portfolio adjustments, initiating 11 new buys, adding to 29 positions, trimming 33 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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