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Buska Wealth Management, LLC

Q1 2026 · 13F-HR

Buska Wealth Management, LLCholdings as filed

Filed 2026-04-13 · accession 0001910503-26-000002

$248.9M
Reported value
74
Positions
2026-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$36.6M14.7%56,015CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$30.6M12.3%142,152CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$26.5M10.7%179,036CommonNONE
78464A409SPYGSPDR SERIES TRUST$26.0M10.4%265,128CommonNONE
46090E103QQQINVESCO QQQ TR$13.7M5.52%23,810CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$10.7M4.30%113,653CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$9.4M3.79%190,880CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$7.1M2.87%116,605CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$6.9M2.79%116,468CommonNONE
78468R200FLRNSPDR SERIES TRUST$6.6M2.67%215,864CommonNONE
46429B655FLOTISHARES TR$6.6M2.64%129,055CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$6.5M2.63%79,122CommonNONE
46434V738IEURISHARES TR$5.4M2.16%76,685CommonNONE
78464A631XARSPDR SERIES TRUST$4.3M1.72%16,817CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$3.7M1.50%91,398CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$3.6M1.45%41,650CommonNONE
464288513HYGISHARES TR$3.5M1.39%43,647CommonNONE
464288646IGSBISHARES TR$3.1M1.26%59,567CommonNONE
922020722VGMSVANGUARD MALVERN FDS$3.0M1.21%59,255CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$2.9M1.15%40,712CommonNONE
26922A420QTUMETF SER SOLUTIONS$2.4M0.96%22,254CommonNONE
922031687VGHYVANGUARD FIXED INCOME SECS F$2.2M0.88%29,424CommonNONE
92204A801VAWVANGUARD WORLD FD$2.1M0.83%9,118CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$1.8M0.74%42,849CommonNONE
316092295FFSMFIDELITY COVINGTON TRUST$1.4M0.58%45,301CommonNONE
46138E586KBWPINVESCO EXCH TRADED FD TR II$1.1M0.46%9,540CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$1.1M0.44%53,309CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$889,3400.36%28,988CommonNONE
464287309IVWISHARES TR$813,4660.33%7,192CommonNONE
922908744VTVVANGUARD INDEX FDS$783,2690.31%3,992CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$769,0550.31%30,100CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$757,4680.30%17,731CommonNONE
464287234EEMISHARES TR$732,8750.29%12,905CommonNONE
808524607SCHASCHWAB STRATEGIC TR$717,3340.29%24,668CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$683,7720.27%13,998CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$610,8830.25%4,597CommonNONE
72201Y101PDIPIMCO DYNAMIC INCOME FD$606,4930.24%35,447CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$587,3580.24%13,137CommonNONE
30231G102XOMEXXON MOBIL CORP$527,7600.21%3,111CommonNONE
922908769VTIVANGUARD INDEX FDS$526,8600.21%1,642CommonNONE
94106L109WMWASTE MGMT INC DEL$519,3870.21%2,260CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$509,2160.20%13,663CommonNONE
00206R102TAT&T INC$474,1200.19%16,355CommonNONE
G6700G107NVTNVENT ELEC PLC$448,9910.18%3,796CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$429,0010.17%8,198CommonNONE
92939U106WECWEC ENERGY GROUP INC$428,3490.17%3,700CommonNONE
037833100AAPLAPPLE INC$425,1790.17%1,675CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$403,7200.16%1,492CommonNONE
316092139FDTXFIDELITY COVINGTON TRUST$397,0690.16%10,755CommonNONE
78464A854SPYMSPDR SERIES TRUST$386,0730.16%5,044CommonNONE
67066G104NVDANVIDIA CORPORATION$376,8810.15%2,161CommonNONE
98389B100XELXCEL ENERGY INC$371,8940.15%4,681CommonNONE
46138E404PCEFINVESCO EXCH TRADED FD TR II$370,7540.15%19,700CommonNONE
922908363VOOVANGUARD INDEX FDS$354,2170.14%593CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$336,9730.14%4,789CommonNONE
G7S00T104PNRPENTAIR PLC$322,8300.13%3,706CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$318,3890.13%764CommonNONE
191216100KOCOCA COLA CO$295,5300.12%3,886CommonNONE
149123101CATCATERPILLAR INC$279,0030.11%394CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$273,4280.11%21,147CommonNONE
594918104MSFTMICROSOFT CORP$264,4340.11%714CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$260,5910.10%1,990CommonNONE
78464A805SPTMSPDR SERIES TRUST$259,1590.10%3,278CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$256,1770.10%5,573CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$246,2950.10%6,260CommonNONE
02079K305GOOGLALPHABET INC$238,1860.10%828CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$234,8770.09%361CommonNONE
166764100CVXCHEVRON CORPORATION$234,5770.09%1,134CommonNONE
29273V100ETENERGY TRANSFER L P$228,2170.09%11,825CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$215,9340.09%4,346CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$214,2840.09%29,435CommonNONE
45782C839UJULINNOVATOR ETFS TRUST$201,2510.08%5,255CommonNONE
01879R106XAWFXALLIANCEBERNSTEIN GLOBAL HIG$187,1990.08%18,407CommonNONE
21924U300CRFCORNERSTONE TOTAL RETURN FD$166,9230.07%24,018CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.