StockDrifts LogoStockDrifts

Bucket List Wealth Management, LLC

Portfolio Manager
Bucket List Wealth Management, LLC
Performance
0% (N/A)
AUM (13F)
$166.08M
# of Holdings
57
Performance Rank
N/A
Allocation (Top 20)
87.72%

Bucket List Wealth Management, LLC Holdings Map

Top 50 Bucket List Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTI
VANGUARD INDEX FDS
13.49%69.8K$22.4M
+2.30%(+1.57K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 68.3K shares2026-Q1: 69.8K shares
$331.64(+11.19%)
2026-03-31
PVAL
PUTNAM ETF TRUST
9.65%345.5K$16.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 345.5K shares
$45.99(+12.36%)
2026-03-31
AVUV
AMERICAN CENTY ETF TR
8.4%126.3K$13.9M
+4.27%(+5.17K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 121.1K shares2026-Q1: 126.3K shares
$100.98(+22.31%)
2026-03-31
SPYG
SPDR SERIES TRUST
7.98%135.3K$13.2M
-9.89%(-14.86K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 150.2K shares2026-Q1: 135.3K shares
$105.60(+10.98%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
7.97%55.7K$13.2M
-13.03%(-8.34K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 64.0K shares2026-Q1: 55.7K shares
$250.02(+17.36%)
2026-03-31
IDMO
INVESCO EXCH TRADED FD TR II
7.09%214.9K$11.8M
+13.14%(+24.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 189.9K shares2026-Q1: 214.9K shares
$54.83(+9.74%)
2026-03-31
SPYV
SPDR SERIES TRUST
5.57%163.6K$9.3M
-53.47%(-187.95K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 351.5K shares2026-Q1: 163.6K shares
$56.07(+9.93%)
2026-03-31
IWR
ISHARES TR
4.02%68.7K$6.7M
-58.89%(-98.35K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 167.0K shares2026-Q1: 68.7K shares
$96.41(+14.45%)
2026-03-31
REGL
PROSHARES TR
3.95%75.9K$6.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 75.9K shares
$85.32(+8.21%)
2026-03-31
QQQ
INVESCO QQQ TR
3.22%9.3K$5.3M
-9.51%(-973)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 10.2K shares2026-Q1: 9.3K shares
$607.34(+17.33%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Bucket List Wealth Management, LLC, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all