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Buska Wealth Management, LLC

Q2 2026 · 13F-HR

Buska Wealth Management, LLCholdings as filed

Filed 2026-07-10 · accession 0001910503-26-000003

$277.3M
Reported value
81
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$36.4M13.1%48,642CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$31.2M11.3%131,990CommonNONE
78464A409SPYGSPDR SERIES TRUST$27.5M9.92%231,088CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$27.3M9.86%173,020CommonNONE
46090E103QQQINVESCO QQQ TR$17.4M6.28%23,633CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$14.0M5.05%142,542CommonNONE
45783Y814BUFFINNOVATOR ETFS TRUST$10.4M3.74%196,837CommonNONE
33733E690ACYNFIRST TR EXCHANGE-TRADED FD$7.5M2.69%358,548CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.1M2.57%86,334CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$6.5M2.36%110,787CommonNONE
46434V738IEURISHARES TR$6.4M2.30%84,808CommonNONE
26922A420QTUMETF SER SOLUTIONS$6.1M2.20%36,863CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$5.7M2.07%108,127CommonNONE
78468R200FLRNSPDR SERIES TRUST$5.2M1.89%169,860CommonNONE
46429B655FLOTISHARES TR$5.2M1.86%100,980CommonNONE
922020722VGMSVANGUARD MALVERN FDS$5.1M1.84%99,575CommonNONE
316092295FFSMFIDELITY COVINGTON TRUST$4.9M1.75%127,234CommonNONE
78464A631XARSPDR SERIES TRUST$3.4M1.24%12,076CommonNONE
464288646IGSBISHARES TR$3.3M1.19%62,881CommonNONE
45782C573PNOVINNOVATOR ETFS TRUST$3.2M1.14%71,337CommonNONE
33738D879RDVIFIRST TR EXCHANGE-TRADED FD$3.2M1.14%107,379CommonNONE
316092709FIDUFIDELITY COVINGTON TRUST$2.9M1.04%29,049CommonNONE
464287234EEMISHARES TR$2.9M1.03%41,823CommonNONE
922031687VGHYVANGUARD FIXED INCOME SECS F$2.5M0.91%33,874CommonNONE
464288513HYGISHARES TR$2.0M0.72%24,889CommonNONE
316092501FNCLFIDELITY COVINGTON TRUST$1.8M0.65%23,641CommonNONE
33733E831MISLFIRST TR EXCHANGE-TRADED FD$1.7M0.63%38,200CommonNONE
45782C581BNOVINNOVATOR ETFS TRUST$1.6M0.58%33,460CommonNONE
92204A801VAWVANGUARD WORLD FD$1.5M0.56%6,736CommonNONE
33733E641ACYSFIRST TR EXCHANGE-TRADED FD$1.1M0.39%52,236CommonNONE
464287457SHYISHARES TR$1.1M0.38%12,909CommonNONE
464288679SHVISHARES TR$1.0M0.37%9,180CommonNONE
464287309IVWISHARES TR$995,3800.36%7,238CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$933,7940.34%29,448CommonNONE
922908744VTVVANGUARD INDEX FDS$871,5070.31%3,999CommonNONE
808524607SCHASCHWAB STRATEGIC TR$836,5040.30%23,153CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$753,5510.27%3,955CommonNONE
45782C680PAUGINNOVATOR ETFS TRUST$750,0020.27%16,433CommonNONE
45782C698BAUGINNOVATOR ETFS TRUST$666,9640.24%12,440CommonNONE
G6700G107NVTNVENT ELEC PLC$643,8400.23%3,796CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$614,3010.22%1,478CommonNONE
922908769VTIVANGUARD INDEX FDS$607,9160.22%1,643CommonNONE
67066G104NVDANVIDIA CORPORATION$589,7500.21%2,947CommonNONE
037833100AAPLAPPLE INC$566,9780.20%1,959CommonNONE
94106L109WMWASTE MGMT INC DEL$507,8430.18%2,279CommonNONE
78464A854SPYMSPDR SERIES TRUST$433,9200.16%4,938CommonNONE
92939U106WECWEC ENERGY GROUP INC$432,0490.16%3,700CommonNONE
30231G102XOMEXXON MOBIL CORP$429,5210.15%3,142CommonNONE
45782C565UNOVINNOVATOR ETFS TRUST$420,2340.15%10,464CommonNONE
149123101CATCATERPILLAR INC$419,6050.15%394CommonNONE
922908363VOOVANGUARD INDEX FDS$396,0850.14%577CommonNONE
595112103MUMICRON TECHNOLOGY INC$379,8780.14%329CommonNONE
98389B100XELXCEL ENERGY INC$378,6560.14%4,716CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$375,2460.14%764CommonNONE
316092303FSTAFIDELITY COVINGTON TRUST$372,9810.13%7,099CommonNONE
46138E404PCEFINVESCO EXCH TRADED FD TR II$361,6870.13%17,808CommonNONE
00206R102TAT&T INC$342,8610.12%16,563CommonNONE
316092600FHLCFIDELITY COVINGTON TRUST$333,2870.12%4,314CommonNONE
92189F676SMHVANECK ETF TRUST$326,0170.12%497CommonNONE
191216100KOCOCA COLA CO$315,8150.11%3,886CommonNONE
02079K305GOOGLALPHABET INC$312,8530.11%875CommonNONE
78464A805SPTMSPDR SERIES TRUST$297,6100.11%3,278CommonNONE
594918104MSFTMICROSOFT CORP$290,8130.10%780CommonNONE
G51502105JCIJOHNSON CONTROLS INTERNATION$290,7590.10%1,990CommonNONE
11135F101AVGOBROADCOM INC$286,0890.10%757CommonNONE
G7S00T104PNRPENTAIR PLC$284,1020.10%3,706CommonNONE
316092139FDTXFIDELITY COVINGTON TRUST$277,2060.10%4,788CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$270,0420.10%362CommonNONE
922908629VOVANGUARD INDEX FDS$259,2710.09%3,218CommonNONE
45782C813PJULINNOVATOR ETFS TRUST$245,8070.09%5,036CommonNONE
78468R853SPSMSPDR SERIES TRUST$243,7130.09%4,226CommonNONE
21924B302CLMCORNERSTONE STRATEGIC INVEST$231,3080.08%30,596CommonNONE
45782C672UAUGINNOVATOR ETFS TRUST$228,2680.08%5,424CommonNONE
45782C789BJULINNOVATOR ETFS TRUST$210,2340.08%3,871CommonNONE
921910816MGKVANGUARD WORLD FD$209,4010.08%2,382CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$205,1040.07%2,283CommonNONE
166764100CVXCHEVRON CORPORATION$204,0470.07%1,231CommonNONE
369604301GEGE AEROSPACE$203,5850.07%545CommonNONE
29273V100ETENERGY TRANSFER L P$198,9170.07%10,404CommonNONE
69355M107PDOPIMCO DYNAMIC INCOME OPRNTS$181,5460.07%13,733CommonNONE
21924U300CRFCORNERSTONE TOTAL RETURN FD$177,7840.06%24,761CommonNONE

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.