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Buckley Wealth Management, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$391.8M

Reporting period: 2026-03-31 · Number of holdings: 103

Buckley Wealth Management, LLC disclosed 103 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $391.8M and a quarterly turnover rate of 15.3%.

Personality snowflake

Concentration
15.36
Portfolio Stability
15.27
Momentum/Contrarian
100
Sector conviction
40.02
Diversification
100
Sizing Uniformity
82.73

Recent moves

  • Trim MSFT

    +2.6%　-$7.0M

  • Add CVX

    -1.7%　$6.1M

  • Add XOM

    -2.8%　$4.9M

  • Trim AAPL

    +0.3%　-$2.7M

  • Trim GOOGL

    -1.3%　-$2.5M

  • Add JNJ

    -0.3%　$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech10.06%-1.11%+0.26%
2MSFTMicrosoft CORPStock-Tech6.59%-2.13%+2.64%
3CVXChevron CORPStock-Energy6.24%+1.38%-1.74%
4GOOGLAlphabet Inc-cl AStock-Comm Services6.22%-0.91%-1.31%
5BRK-BBerkshire Hathaway Inc-cl BStock-Other5.39%—+4.17%
6XOMExxon Mobil CORPStock-Energy4.62%+1.12%-2.78%
7JPMJpmorgan Chase & CoStock-Financials4.51%-0.43%+3.86%
8AMZNAmazon.com INCStock-Consumer Disc4.22%-0.38%+5.62%
9JNJJohnson & JohnsonStock-Healthcare3.69%+0.44%-0.28%
10COSTCostco Wholesale CORPStock-Consumer Staples3.62%+0.40%+1.02%
11AMGNAmgen INCStock-Healthcare2.97%+0.09%-0.40%
12CSCOCisco Systems INCStock-Tech2.46%—-1.81%
13PGProcter & Gamble Co/theStock-Consumer Staples2.22%—+1.15%
14NEENextera Energy INCStock-Utilities1.84%+0.22%+1.88%
15MRKMerck & Co. INC.Stock-Healthcare1.69%+0.15%-0.91%
16CATCaterpillar INCStock-Industrials1.62%+0.25%-0.56%
17NVDANvidia CORPStock-Tech1.46%+0.04%+14.22%
18IDAIdacorp INCStock-Utilities1.38%+0.11%—
19MMM3m CoStock-Industrials0.99%-0.16%-1.59%
20ABBVAbbvie INCStock-Healthcare0.91%—+1.43%
21HDHome Depot INCStock-Consumer Disc0.86%—+2.22%
22TRGPTarga Resources CORPStock-Energy0.80%+0.41%+55.23%
23PFEPfizer INCStock-Healthcare0.79%+0.04%-2.70%
24TAt&t INCStock-Comm Services0.74%+0.08%—
25TJXTjx Companies INCStock-Consumer Disc0.74%—-0.89%
26AVGOBroadcom INCStock-Tech0.74%—+3.97%
27LMTLockheed Martin CORPStock-Industrials0.65%+0.12%+2.43%
28BACBank Of America CORPStock-Financials0.57%-0.11%-2.11%
29VLOValero Energy CORPStock-Energy0.53%+0.13%-8.38%
30LRCXLam Research CORPStock-Tech0.51%+0.11%+5.90%
31GOOGAlphabet Inc-cl CStock-Comm Services0.51%-0.09%-4.47%
32GEHCGE Healthcare TechnologyStock-Healthcare0.51%+0.51%NEW
33CCitigroup INCStock-Financials0.50%—-6.05%
34FDXFedex CORPStock-Industrials0.48%+0.06%-4.57%
35BKHBlack Hills CORPStock-Utilities0.45%—-3.77%
36VVisa Inc-class A SharesStock-Financials0.45%—+27.10%
37OKEOneok INCStock-Energy0.44%+0.08%+3.52%
38TGTTarget CORPStock-Consumer Disc0.44%+0.06%-2.53%
39WMBWilliams Cos INCStock-Energy0.44%+0.07%+0.04%
40KVUEKenvue INCStock-Consumer Staples0.42%—+0.00%
41RRyder System INCStock-Industrials0.42%—-0.55%
42TTTrane Technologies plcStock-Industrials0.42%+0.05%+11.02%
43KRKroger CoStock-Consumer Staples0.41%—-2.93%
44BABoeing Co/theStock-Industrials0.41%—+9.48%
45DOWDow INCStock-Materials0.40%+0.14%-11.14%
46TXNTexas Instruments INCStock-Tech0.40%+0.05%+5.64%
47CAHCardinal Health INCStock-Healthcare0.40%—-12.93%
48QQnity Electronics INCStock-Tech0.40%+0.10%-1.45%
49MSMorgan StanleyStock-Financials0.40%—+9.41%
50ETNEaton Corporation plcStock-Industrials0.40%+0.08%+14.50%
1–50 of 103

Holding changes this quarter

Buckley Wealth Management, LLC's most significant position changes for 2026-03-31: New buy: GE Healthcare Technology (GEHC); New buy: Southwest Airlines Co (LUV); Sold out: Unitedhealth Group INC (UNH); New buy: Gsk Plc-spon Adr (GSK); New buy: Nuveen Preferred & Income (NPFI).

Position changes disclosed by Buckley Wealth Management, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1CVXChevron CORP+1.4%-1.74%Trim
2XOMExxon Mobil CORP+1.1%-2.78%Trim
3JNJJohnson & Johnson+0.4%-0.28%Trim
4TRGPTarga Resources CORP+0.4%+55.23%Add
5COSTCostco Wholesale CORP+0.4%+1.02%Add
6CATCaterpillar INC+0.3%-0.56%Trim
7NEENextera Energy INC+0.2%+1.88%Add
8MRKMerck & Co. INC.+0.2%-0.91%Trim
9DOWDow INC+0.1%-11.14%Trim
10VLOValero Energy CORP+0.1%-8.38%Trim
11LMTLockheed Martin CORP+0.1%+2.43%Add
12MPCMarathon Petroleum CORP+0.1%—Unchanged
13IDAIdacorp INC+0.1%—Unchanged
14LRCXLam Research CORP+0.1%+5.90%Add
15QQnity Electronics INC+0.1%-1.45%Trim
16AMGNAmgen INC+0.1%-0.40%Trim
17TAt&t INC+0.1%—Unchanged
18OKEOneok INC+0.1%+3.52%Add
19ETNEaton Corporation plc+0.1%+14.50%Add
20LINLinde plc+0.1%+11.15%Add
21WMBWilliams Cos INC+0.1%+0.04%Add
22TGTTarget CORP+0.1%-2.53%Trim
23FDXFedex CORP+0.1%-4.57%Trim
24PEPPepsico INC+0.1%+30.67%Add
25TTTrane Technologies plc+0.1%+11.02%Add
26TXNTexas Instruments INC+0.1%+5.64%Add
27UNPUnion Pacific CORP+0.1%+17.54%Add
28MLIMueller Industries INC+0.1%+30.60%Add
29NVDANvidia CORP0%+14.22%Add
30PFEPfizer INC0%-2.70%Trim
31CORCencora INC-0.1%-6.80%Trim
32TSLATesla INC-0.1%—Unchanged
33GOOGAlphabet Inc-cl C-0.1%-4.47%Trim
34CRHCRH plc-0.1%-9.54%Trim
35SYFSynchrony Financial-0.1%-0.29%Trim
36BACBank Of America CORP-0.1%-2.11%Trim
37MMM3m Co-0.2%-1.59%Trim
38AMZNAmazon.com INC-0.4%+5.62%Add
39ORCLOracle CORP-0.4%-73.94%Trim
40JPMJpmorgan Chase & Co-0.4%+3.86%Add
41GOOGLAlphabet Inc-cl A-0.9%-1.31%Trim
42AAPLApple INC-1.1%+0.26%Add
43MSFTMicrosoft CORP-2.1%+2.64%Add
44GEHCGE Healthcare Technology—NEWNew buy
45LUVSouthwest Airlines Co—NEWNew buy
46UNHUnitedhealth Group INC—EXITSold out
47GSKGsk Plc-spon Adr—NEWNew buy
48NPFINuveen Preferred & Income—NEWNew buy
49BSXBoston Scientific CORP—EXITSold out
50WFCWells Fargo & Co—EXITSold out

FAQ

What is Buckley Wealth Management, LLC and what type of investor is it?
Buckley Wealth Management, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $391.8M, spread across 103 disclosed positions.
What are Buckley Wealth Management, LLC's largest equity positions?
Based on the latest 13F filing, Buckley Wealth Management, LLC's top holdings by market value are: 1. Apple INC (AAPL) — $39.4M (10.1%) 2. Microsoft CORP (MSFT) — $25.8M (6.6%) 3. Chevron CORP (CVX) — $24.4M (6.2%) 4. Alphabet Inc-cl A (GOOGL) — $24.4M (6.2%) 5. Berkshire Hathaway Inc-cl B (BRK-B) — $21.1M (5.4%)
What changes did Buckley Wealth Management, LLC make in its most recent portfolio filing?
In the latest reported quarter, Buckley Wealth Management, LLC made 46 notable position adjustments: 4 new positions were initiated, 19 existing holdings were added to, 20 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: GE Healthcare Technology (GEHC); New buy: Southwest Airlines Co (LUV); Sold out: Unitedhealth Group INC (UNH); New buy: Gsk Plc-spon Adr (GSK); New buy: Nuveen Preferred & Income (NPFI)
What sectors does Buckley Wealth Management, LLC focus on?
Buckley Wealth Management, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 23.3% • Financials: 13.9% • Energy: 13.5% • Health Care: 12.4% • Communication Services: 7.8% • Industrials: 7.8%