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Buska Wealth Management 13F Portfolio

Portfolio Manager
Buska Wealth Management LLC
Performance
-0.05% (2026 Q3)
AUM (13F)
$290.52M
# of Holdings
75
Performance Rank
Allocation (Top 20)
85.53%
Latest filing
Q3 2026

Buska Wealth Management LLC Holdings Map

Top 50 Buska Wealth Management LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
11.25%42.7K$32.7M
-12.29%(-5.98K)
2025-Q3: 82.9K shares2025-Q4: 65.0K shares2026-Q1: 56.0K shares2026-Q2: 48.6K shares2026-Q3: 42.7K shares
$515.32(+49.42%)
2026-09-30
VIG
VANGUARD SPECIALIZED FUNDS
10.08%125.5K$29.3M
-4.88%(-6.44K)
2025-Q3: 202.2K shares2025-Q4: 159.2K shares2026-Q1: 142.2K shares2026-Q2: 132.0K shares2026-Q3: 125.5K shares
$179.78(+34.07%)
2026-09-30
VYM
VANGUARD WHITEHALL FDS
9.39%175.9K$27.3M
+1.64%(+2.83K)
2025-Q3: 250.0K shares2025-Q4: 197.6K shares2026-Q1: 179.0K shares2026-Q2: 173.0K shares2026-Q3: 175.9K shares
$121.05(+31.72%)
2026-09-30
ACYN
FIRST TR EXCHANGE-TRADED FD
9.07%1.26M$26.3M
+252.20%(+904.26K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 53.3K shares2026-Q2: 358.5K shares2026-Q3: 1.26M shares
$20.71(+0.16%)
2026-09-30
SPYG
SPDR SERIES TRUST
8.69%205.1K$25.2M
-11.24%(-25.98K)
2025-Q3: 391.2K shares2025-Q4: 303.6K shares2026-Q1: 265.1K shares2026-Q2: 231.1K shares2026-Q3: 205.1K shares
$72.57(+67.21%)
2026-09-30
QQQ
INVESCO QQQ TR
6.48%25.4K$18.8M
+7.66%(+1.81K)
2025-Q3: 32.6K shares2025-Q4: 25.5K shares2026-Q1: 23.8K shares2026-Q2: 23.6K shares2026-Q3: 25.4K shares
$467.69(+53.60%)
2026-09-30
VYMI
VANGUARD WHITEHALL FDS
6.34%182.1K$18.4M
+27.76%(+39.57K)
2025-Q3: 102.4K shares2025-Q4: 89.5K shares2026-Q1: 113.7K shares2026-Q2: 142.5K shares2026-Q3: 182.1K shares
$86.28(+17.52%)
2026-09-30
BUFF
INNOVATOR ETFS TRUST
4.32%233.1K$12.6M
+18.43%(+36.28K)
2025-Q3: 202.7K shares2025-Q4: 174.5K shares2026-Q1: 190.9K shares2026-Q2: 196.8K shares2026-Q3: 233.1K shares
$45.53(+18.91%)
2026-09-30
QTUM
ETF SER SOLUTIONS
2.29%43.9K$6.7M
+19.07%(+7.03K)
2025-Q3: 0 shares2025-Q4: 11.0K shares2026-Q1: 22.3K shares2026-Q2: 36.9K shares2026-Q3: 43.9K shares
$124.61(+10.93%)
2026-09-30
VO
VANGUARD INDEX FDS
2.24%83.0K$6.5M
+2478.59%(+79.76K)
2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 0 shares2026-Q2: 3.2K shares2026-Q3: 83.0K shares
$79.34(+0.95%)
2026-09-30

About Buska Wealth Management LLCโ€™s portfolio

Buska Wealth Management LLC reports $290.52M in US-listed equity holdings across 75 positions in its most recent 13F filing. Its largest disclosed positions are IVV (11.3%), VIG (10.1%) and VYM (9.4%). The top 20 holdings account for 85.53% of reported assets. Its disclosed equity book has returned +34.98% cumulatively over 10 quarters. Figures reflect the Q3 2026 filing.

Portfolio concentration

Portfolio concentration
IVV โ€” 11.7% ($32.67M)VIG โ€” 10.5% ($29.29M)VYM โ€” 9.8% ($27.29M)ACYN โ€” 9.5% ($26.34M)SPYG โ€” 9.1% ($25.24M)QQQ โ€” 6.8% ($18.82M)VYMI โ€” 6.6% ($18.42M)BUFF โ€” 4.5% ($12.56M)QTUM โ€” 2.4% ($6.66M)VO โ€” 2.3% ($6.51M)Other โ€” 26.8% ($74.55M)
73%in top 10
  • IVV11.7%
  • VIG10.5%
  • VYM9.8%
  • ACYN9.5%
  • SPYG9.1%
  • QQQ6.8%
  • VYMI6.6%
  • BUFF4.5%
  • QTUM2.4%
  • VO2.3%
  • Other26.8%

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.

Added to
18
ACYNFIRST TR EXCHANGE-TRADED FD+252.2%
VOVANGUARD INDEX FDS+2478.6%
SPSMSPDR SERIES TRUST+2761.2%
VYMIVANGUARD WHITEHALL FDS+27.8%
+14 more
Trimmed
31
IVVISHARES TR-12.3%
SPYGSPDR SERIES TRUST-11.2%
IEURISHARES TR-49.8%
XLESELECT SECTOR SPDR TR-43.6%
+27 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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