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Buska Wealth Management 13F Portfolio

Portfolio Manager
Buska Wealth Management, LLC
Performance
+10.00% (2026 Q2)
AUM (13F)
$277.30M
# of Holdings
81
Performance Rank
Allocation (Top 20)
84.35%
Latest filing
Q2 2026

Buska Wealth Management, LLC Holdings Map

Top 50 Buska Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
13.14%48.6K$36.4M
-13.16%(-7.37K)
2025-Q2: 97.1K shares2025-Q3: 82.9K shares2025-Q4: 65.0K shares2026-Q1: 56.0K shares2026-Q2: 48.6K shares
$515.32(+50.85%)
2026-06-30
VIG
VANGUARD SPECIALIZED FUNDS
11.26%132.0K$31.2M
-7.15%(-10.16K)
2025-Q2: 237.9K shares2025-Q3: 202.2K shares2025-Q4: 159.2K shares2026-Q1: 142.2K shares2026-Q2: 132.0K shares
$179.78(+37.18%)
2026-06-30
SPYG
SPDR SERIES TRUST
9.92%231.1K$27.5M
-12.84%(-34.04K)
2025-Q2: 464.5K shares2025-Q3: 391.2K shares2025-Q4: 303.6K shares2026-Q1: 265.1K shares2026-Q2: 231.1K shares
$72.57(+69.20%)
2026-06-30
VYM
VANGUARD WHITEHALL FDS
9.86%173.0K$27.3M
-3.36%(-6.02K)
2025-Q2: 296.7K shares2025-Q3: 250.0K shares2025-Q4: 197.6K shares2026-Q1: 179.0K shares2026-Q2: 173.0K shares
$120.47(+38.26%)
2026-06-30
QQQ
INVESCO QQQ TR
6.28%23.6K$17.4M
-0.74%(-177)
2025-Q2: 38.3K shares2025-Q3: 32.6K shares2025-Q4: 25.5K shares2026-Q1: 23.8K shares2026-Q2: 23.6K shares
$446.96(+61.27%)
2026-06-30
VYMI
VANGUARD WHITEHALL FDS
5.05%142.5K$14.0M
+25.42%(+28.89K)
2025-Q2: 117.5K shares2025-Q3: 102.4K shares2025-Q4: 89.5K shares2026-Q1: 113.7K shares2026-Q2: 142.5K shares
$82.57(+26.98%)
2026-06-30
BUFF
INNOVATOR ETFS TRUST
3.74%196.8K$10.4M
+3.12%(+5.96K)
2025-Q2: 231.8K shares2025-Q3: 202.7K shares2025-Q4: 174.5K shares2026-Q1: 190.9K shares2026-Q2: 196.8K shares
$44.10(+21.55%)
2026-06-30
ACYN
FIRST TR EXCHANGE-TRADED FD
2.69%358.5K$7.5M
+572.58%(+305.24K)
2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 53.3K shares2026-Q2: 358.5K shares
$20.41(+1.45%)
2026-06-30
VCIT
VANGUARD SCOTTSDALE FDS
2.57%86.3K$7.1M
+9.12%(+7.21K)
2025-Q2: 94.6K shares2025-Q3: 83.7K shares2025-Q4: 75.1K shares2026-Q1: 79.1K shares2026-Q2: 86.3K shares
$81.65(-0.51%)
2026-06-30
VGIT
VANGUARD SCOTTSDALE FDS
2.36%110.8K$6.5M
-4.88%(-5.68K)
2025-Q2: 171.7K shares2025-Q3: 151.9K shares2025-Q4: 122.5K shares2026-Q1: 116.5K shares2026-Q2: 110.8K shares
$59.10(-1.23%)
2026-06-30

About Buska Wealth Management, LLCโ€™s portfolio

Buska Wealth Management, LLC reports $277.30M in US-listed equity holdings across 81 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.1%), VIG (11.3%) and SPYG (9.9%). The top 20 holdings account for 84.35% of reported assets. Its disclosed equity book has returned +35.04% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
IVV โ€” 13.6% ($36.43M)VIG โ€” 11.7% ($31.23M)SPYG โ€” 10.3% ($27.50M)VYM โ€” 10.2% ($27.34M)QQQ โ€” 6.5% ($17.40M)VYMI โ€” 5.2% ($14.00M)BUFF โ€” 3.9% ($10.37M)ACYN โ€” 2.8% ($7.45M)VCIT โ€” 2.7% ($7.14M)VGIT โ€” 2.4% ($6.53M)Other โ€” 30.8% ($82.54M)
69%in top 10
  • IVV13.6%
  • VIG11.7%
  • SPYG10.3%
  • VYM10.2%
  • QQQ6.5%
  • VYMI5.2%
  • BUFF3.9%
  • ACYN2.8%
  • VCIT2.7%
  • VGIT2.4%
  • Other30.8%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
2
SHYISHARES TR0.4%
SHVISHARES TR0.4%
Added to
21
ACYNFIRST TR EXCHANGE-TRADED FD+572.6%
FFSMFIDELITY COVINGTON TRUST+180.9%
VYMIVANGUARD WHITEHALL FDS+25.4%
QTUMETF SER SOLUTIONS+65.6%
+17 more
Trimmed
24
IVVISHARES TR-13.2%
SPYGSPDR SERIES TRUST-12.8%
VIGVANGUARD SPECIALIZED FUNDS-7.1%
HYGISHARES TR-43.0%
+20 more

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Source filings

Holdings on this page are parsed from Buska Wealth Management, LLCโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910503). View Buska Wealth Management, LLCโ€™s 13F filings on SEC

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