Bucket List Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed May 7, 2026), Bucket List Wealth Management, LLC reported 63 stock positions worth $167.4 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.7% of the portfolio, followed by SS SPDR P S&P 500 Value ETF (SPYV, 11.9%) and Invesco Nasdaq 100 ETF (QQQM, 9.7%).
- Most Recent 13F
- Q2 2026
- Location
- The Villages, FL
- CIK
- 0002133435
- Portfolio Value
- $167.4M (Q4 2025)
- SEC Filing
- 0002133435-26-000001 ↗ filed May 7, 2026
Holdings Value
Holdings 63 stocks · $167.4M
| VTI VG Morningstar TS MKT ETF-US | 13.68% | 68,282 | $22.9M | — |
| SPYV SS SPDR P S&P 500 Value ETF | 11.93% | 351,520 | $20.0M | — |
| QQQM Invesco Nasdaq 100 ETF | 9.67% | 64,022 | $16.2M | — |
| IWR iShares Russell Mid-Cap ETF | 9.60% | 166,998 | $16.1M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.57% | 150,165 | $16.0M | — |
| AVUV Avantis US Small Cap Value | 7.38% | 121,097 | $12.4M | — |
| IDMO Invesco S&P International DE | 6.30% | 189,916 | $10.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.75% | 10,226 | $6.3M | — |
| BND Vanguard Total Bond Market | 2.09% | 47,294 | $3.5M | — |
| OUNZ Vaneck Merk Gold ETF | 2.03% | 81,919 | $3.4M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.77% | 7,198 | $3.0M | — |
| AAPL Apple Inc. | 1.69% | 10,409 | $2.8M | — |
| XLK SS Technology Select Sector | 1.66% | 19,251 | $2.8M | — |
| VOO Vanguard S&P 500 ETF | 1.48% | 3,952 | $2.5M | — |
| XSVN Bondbloxx BBG 7 YR US Treas | 1.39% | 48,372 | $2.3M | — |
| ACWI iShares MSCI Acwi ETF | 1.35% | 16,004 | $2.3M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.34% | 44,442 | $2.2M | — |
| IJR iShares Core S&P Small-Cap E | 1.00% | 13,922 | $1.7M | — |
| IVW iShares S&P 500 Growth ETF | 0.91% | 12,306 | $1.5M | — |
| GLD SPDR Gold Shares | 0.67% | 2,843 | $1.1M | — |
| SHY iShares 1-3 Year Treasury Bo | 0.60% | 12,066 | $1000K | — |
| SLV iShares Silver Trust | 0.59% | 15,259 | $983K | — |
| VNQ Vanguard Real Estate ETF | 0.50% | 9,421 | $834K | — |
| NVDA Nvidia Corp. | 0.50% | 4,471 | $834K | — |
| TSLA Tesla Inc. | 0.50% | 1,846 | $830K | — |
| MSFT Microsoft Corp. | 0.42% | 1,438 | $696K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.41% | 6,743 | $691K | — |
| IYR iShares US Real Estate ETF | 0.36% | 6,353 | $597K | — |
| XOM Exxon Mobil Corp. | 0.36% | 4,939 | $594K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 1,062 | $518K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,736 | $514K | — |
| JPM JPMorgan Chase & Co. | 0.30% | 1,538 | $496K | — |
| PFE Pfizer Inc. | 0.30% | 19,875 | $495K | — |
| WMT Walmart Inc. | 0.28% | 4,211 | $469K | — |
| AMZN Amazon.com Inc. | 0.27% | 1,941 | $448K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.26% | 1,729 | $433K | — |
| UPS United Parcel Service Class B | 0.24% | 4,055 | $402K | — |
| AGZD Wisdomtree Trust Wisdomtree | 0.23% | 17,180 | $386K | — |
| LLY Eli Lilly & Co. | 0.22% | 347 | $373K | — |
| CSX CSX Corp. | 0.22% | 10,225 | $371K | — |
| MCD McDonald's Corp. | 0.22% | 1,201 | $368K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 711 | $357K | — |
| VZ Verizon Communications Inc. | 0.20% | 8,298 | $338K | — |
| T AT&T Inc. | 0.20% | 13,290 | $330K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.19% | 472 | $322K | — |
| ORCL Oracle Corp. | 0.19% | 1,599 | $312K | — |
| KO The Coca-Cola Co. | 0.17% | 4,094 | $286K | — |
| VXF Vanguard Extended Market ETF | 0.16% | 1,309 | $274K | — |
| PG The Procter & Gamble Co. | 0.16% | 1,879 | $269K | — |
| CINF Cincinnati Financial Corp. | 0.16% | 1,644 | $269K | — |
| V Visa Inc. Class A | 0.16% | 761 | $267K | — |
| AVGO Broadcom Inc. | 0.15% | 744 | $258K | — |
| PEP Pepsico Inc. | 0.15% | 1,787 | $257K | — |
| BR Broadridge Financial Solutio | 0.15% | 1,134 | $253K | — |
| HD Home Depot Inc. | 0.15% | 727 | $251K | — |
| META Meta Platforms Inc. Class A | 0.15% | 373 | $246K | — |
| IWF iShares Russell 1000 Growth | 0.14% | 495 | $234K | — |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,000 | $220K | — |
| SCHB Schwab US Broad Market ETF | 0.13% | 8,364 | $219K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.12% | 1,884 | $208K | — |
| INTC Intel Corp. | 0.12% | 5,514 | $203K | — |
| GOOGL Alphabet Inc. Class A | 0.12% | 642 | $201K | — |
| WPRT Westport Fuel Systems Inc. | 0.02% | 22,200 | $35K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.