StockDriftsStockDriftsTop 50 Bucket List Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 13.66% | 75.0K | $27.7M | +7.31%(+5.10K) | $332.27(+14.98%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 13.13% | 523.2K | $26.7M | +51.43%(+177.69K) | $46.74(+16.77%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 8.63% | 140.4K | $17.5M | +11.15%(+14.09K) | $102.54(+24.31%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.59% | 57.5K | $17.4M | +3.34%(+1.86K) | $250.55(+18.40%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 7.66% | 130.6K | $15.5M | -3.45%(-4.67K) | $105.60(+16.26%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 7.52% | 253.2K | $15.3M | +17.85%(+38.36K) | $55.10(+13.98%) | 2026-06-30 | |
| REGL | PROSHARES TR | 4.94% | 109.5K | $10.0M | +44.21%(+33.56K) | $86.26(+9.99%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.12% | 8.6K | $6.3M | -7.20%(-666) | $607.34(+18.68%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 2.72% | 90.9K | $5.5M | -44.45%(-72.71K) | $56.07(+13.06%) | 2026-06-30 | |
| THIR | THOR FINL TECHNOLOGIES TR | 2.43% | 143.1K | $4.9M | +45.53%(+44.77K) | $31.86(+8.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.75% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.65% |
Bucket List Wealth Management, LLC reports $202.99M in US-listed equity holdings across 63 positions in its most recent 13F filing. Its largest disclosed positions are VTI (13.7%), PVAL (13.1%) and AVUV (8.6%). The top 20 holdings account for 88.62% of reported assets. Its disclosed equity book has returned +10.75% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bucket List Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2133435). View Bucket List Wealth Management, LLC’s 13F filings on SEC