Top 50 Buska Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.25% | 42.7K | $32.7M | -12.29%(-5.98K) | $515.32(+49.42%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 10.08% | 125.5K | $29.3M | -4.88%(-6.44K) | $179.78(+34.07%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 9.39% | 175.9K | $27.3M | +1.64%(+2.83K) | $121.05(+31.72%) | 2026-09-30 | |
| ACYN | FIRST TR EXCHANGE-TRADED FD | 9.07% | 1.26M | $26.3M | +252.20%(+904.26K) | $20.71(+0.16%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 8.69% | 205.1K | $25.2M | -11.24%(-25.98K) | $72.57(+67.21%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 6.48% | 25.4K | $18.8M | +7.66%(+1.81K) | $467.69(+53.60%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 6.34% | 182.1K | $18.4M | +27.76%(+39.57K) | $86.28(+17.52%) | 2026-09-30 | |
| BUFF | INNOVATOR ETFS TRUST | 4.32% | 233.1K | $12.6M | +18.43%(+36.28K) | $45.53(+18.91%) | 2026-09-30 | |
| QTUM | ETF SER SOLUTIONS | 2.29% | 43.9K | $6.7M | +19.07%(+7.03K) | $124.61(+10.93%) | 2026-09-30 | |
| VO | VANGUARD INDEX FDS | 2.24% | 83.0K | $6.5M | +2478.59%(+79.76K) | $79.34(+0.95%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +34.98% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +27.54% |
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 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 Buska Wealth Management LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1910503). View Buska Wealth Management LLCโs 13F filings on SEC