Buckley Wealth Management, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Buckley Wealth Management, LLC reported 108 stock positions worth $334.1 million. Its top holding was Microsoft (MSFT) at 10.3% of the portfolio, followed by Apple (AAPL, 9.7%) and Berkshire Hathaway Class B (BRK.B, 5.7%). Compared with Q1 2025, it opened 13 new positions, sold out of 1, added to 19 and reduced 56. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001730126
Portfolio Value
$334.1M (Q2 2025)
SEC Filing
0001172661-25-002989 ↗ filed Aug 11, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $311.9M Q1 2024 Q2 2024: $315.5M Q2 2024 Q3 2024: $324.6M Q3 2024 Q4 2024: $326.6M Q4 2024 Q1 2025: $321.5M Q1 2025 Q2 2025: $334.1M $334.1M Q2 2025 Q3 2025: $365.2M Q3 2025 Q4 2025: $377.2M Q4 2025 Q1 2026: $391.8M Q1 2026 Q2 2026: $404.3M Q2 2026

Holdings 108 stocks · $334.1M
MSFT Microsoft Corp. 10.31% 69,284 $34.5M Reduce -3.2%
AAPL Apple Inc. 9.67% 157,529 $32.3M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 5.72% 39,326 $19.1M Add +0.5%
CVX Chevron Corp. 5.17% 120,625 $17.3M Add +3.3%
JPM JPMorgan Chase & Co. 5.11% 58,950 $17.1M Reduce -3.4%
AMZN Amazon.com Inc. 4.97% 75,724 $16.6M Reduce -2.1%
GOOGL Alphabet Inc. Class A 4.52% 85,717 $15.1M Reduce -0.3%
XOM Exxon Mobil Corp. 3.49% 108,258 $11.7M Reduce -1.6%
COST Costco Wholesale Corp. 2.93% 9,890 $9.8M Reduce -1.7%
AMGN Amgen Inc. 2.78% 33,293 $9.3M Add +1.1%
JNJ Johnson & Johnson 2.78% 60,757 $9.3M Add +1.4%
CSCO Cisco Systems Inc. 2.73% 131,668 $9.1M Reduce -1.5%
PG The Procter & Gamble Co. 2.72% 56,984 $9.1M Add +6.2%
NEE Nextera Energy Inc. 1.47% 70,521 $4.9M Add +30.8%
MRK Merck & Co. Inc. 1.36% 57,350 $4.5M Reduce -3.9%
NVDA Nvidia Corp. 1.35% 28,583 $4.5M Add +1.6%
IDA Idacorp Inc. 1.35% 39,005 $4.5M Add +11.2%
MMM 3M Co. 1.25% 27,427 $4.2M Reduce -4.5%
HD Home Depot Inc. 1.14% 10,432 $3.8M Reduce -0.1%
CAT Caterpillar Inc. 1.07% 9,190 $3.6M No change
AVGO Broadcom Inc. 0.93% 11,320 $3.1M Reduce -1.7%
DD Dupont DE Nemours Inc. 0.93% 45,292 $3.1M Reduce -3.2%
ABBV Abbvie Inc. 0.91% 16,355 $3.0M Reduce -0.4%
T AT&T Inc. 0.87% 101,000 $2.9M No change
DOW Dow Inc. 0.76% 95,401 $2.5M Reduce -18.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.73% 19,715 $2.4M Reduce -1.1%
PFE Pfizer Inc. 0.70% 95,976 $2.3M Reduce -10.0%
LOW Lowe's Cos Inc. 0.67% 10,083 $2.2M Reduce -1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.67% 47,265 $2.2M Add +0.1%
C Citigroup Inc. 0.56% 21,877 $1.9M Reduce -0.6%
CAH Cardinal Health Inc. 0.56% 11,076 $1.9M Reduce -2.3%
LMT Lockheed Martin Corp. 0.53% 3,800 $1.8M No change
KR Kroger Co. 0.51% 23,707 $1.7M Reduce -1.0%
V Visa Inc. Class A 0.50% 4,684 $1.7M Reduce -0.4%
COR Cencora Inc. 0.48% 5,380 $1.6M Reduce -1.3%
GE General Electric filed as GE AEROSPACE 0.46% 5,965 $1.5M Reduce -2.0%
TT Trane Technologies PLC 0.46% 3,486 $1.5M Reduce -15.4%
WMB Williams Cos Inc. 0.45% 24,140 $1.5M Reduce -0.3%
TXN Texas Instruments Inc. 0.44% 7,119 $1.5M Reduce -0.1%
PGR Progressive Corp. 0.44% 5,505 $1.5M Reduce -1.2%
MA Mastercard Inc. Class A 0.43% 2,530 $1.4M Reduce -0.6%
R Ryder System Inc. 0.42% 8,790 $1.4M Reduce -0.3%
ORCL Oracle Corp. 0.41% 6,297 $1.4M Add +3.5%
ETN Eaton Corp. PLC 0.41% 3,850 $1.4M Reduce -0.3%
TRGP Targa Resources Corp. 0.40% 7,640 $1.3M Reduce -0.1%
GOOG Alphabet Inc. Class C 0.39% 7,395 $1.3M No change
SYY Sysco Corp. 0.39% 17,279 $1.3M Reduce -5.5%
SYF Synchrony Financial 0.39% 19,295 $1.3M No change
VLO Valero Energy Corp. 0.38% 9,485 $1.3M Reduce -0.3%
MCD McDonald's Corp. 0.38% 4,341 $1.3M Reduce -0.5%
MS Morgan Stanley 0.38% 8,938 $1.3M Reduce -10.5%
LIN Linde PLC 0.37% 2,621 $1.2M Reduce -0.8%
OKE Oneok Inc. 0.34% 14,020 $1.1M No change
ANET Arista Networks Inc. 0.34% 11,110 $1.1M No change
MPC Marathon Petroleum Corp. 0.34% 6,800 $1.1M Reduce -6.8%
PYPL PayPal Holdings Inc. 0.33% 14,840 $1.1M No change
TMUS T-Mobile US Inc. 0.33% 4,574 $1.1M Add +1.6%
SOLV Solventum Corp. 0.32% 14,142 $1.1M Add +136.7%
LRCX Lam Research Corp. 0.32% 10,948 $1.1M Add +1.3%
TSLA Tesla Inc. 0.32% 3,329 $1.1M No change
UNH Unitedhealth Group Inc. 0.31% 3,348 $1.0M Reduce -0.9%
FDX FedEx Corp. 0.31% 4,550 $1.0M No change
PM Philip Morris International 0.30% 5,443 $991K Reduce -1.3%
CEG Constellation Energy 0.29% 3,033 $979K Reduce -0.3%
WM Waste Management Inc. 0.29% 4,184 $957K Add +35.1%
BBY Best Buy Co. Inc. 0.28% 14,180 $952K No change
CME Cme Group Inc. 0.27% 3,274 $902K Reduce -1.9%
ELV Elevance Health Inc. 0.27% 2,318 $902K No change
MCK McKesson Corp. 0.27% 1,220 $894K Reduce -1.0%
MDT Medtronic PLC 0.26% 9,954 $868K Reduce -2.1%
TGT Target Corp. 0.26% 8,770 $865K No change
CRH CRH PLC 0.24% 8,904 $817K Reduce -2.9%
ACN Accenture PLC Class A 0.24% 2,645 $791K Add +10.9%
CRBG Corebridge Financial Inc. 0.23% 22,076 $784K Add +1.2%
GS Goldman Sachs Group Inc. 0.23% 1,103 $781K Reduce -8.1%
UNP Union Pacific Corp. 0.23% 3,388 $780K Reduce -0.5%
BLK BlackRock Inc. 0.23% 733 $769K Reduce -3.4%
PH Parker Hannifin Corp. 0.23% 1,094 $764K Add +14.7%
MRSH Marsh & McLennan Cos 0.23% 3,479 $761K Reduce -0.6%
WEC WEC Energy Group Inc. 0.21% 6,823 $711K Reduce -0.7%
PEP Pepsico Inc. 0.20% 5,074 $670K Reduce -2.3%
LLY Eli Lilly & Co. 0.19% 812 $633K Add +34.7%
EXR Extra Space Storage Inc. 0.17% 3,908 $576K Reduce -3.1%
MLI Mueller Industries Inc. 0.17% 7,210 $573K New
O Realty Income Corp. 0.17% 9,686 $558K Reduce -3.1%
BKH Black Hills Corp. 0.15% 8,821 $495K New
BYD Boyd Gaming Corp. 0.14% 6,000 $469K No change
HON Honeywell International Inc. 0.13% 1,910 $445K New
SWX Southwest Gas Holdings Inc. 0.13% 5,700 $424K No change
BSX Boston Scientific Corp. 0.12% 3,847 $413K Reduce -2.1%
INTC Intel Corp. 0.12% 18,000 $403K Reduce -49.8%
AGYS Agilysys Inc. 0.12% 3,408 $391K New
GEV GE Vernova Inc. 0.10% 617 $326K New
AXP American Express Co. 0.10% 1,013 $323K No change
META Meta Platforms Inc. Class A 0.09% 418 $309K Add +1.0%
GD General Dynamics Corp. 0.09% 1,000 $292K No change
AMD Advanced Micro Devices 0.08% 1,950 $277K New
KO The Coca-Cola Co. 0.07% 3,540 $250K No change
FBTC Fidelity Wise Origin Bitcoin 0.07% 2,610 $245K New
ASML ASML Holding NV-NY Reg SHS 0.07% 299 $240K New

Show all 108 holdings

Portfolio Sells Q1 2025 → Q2 2025
AAPL Apple Inc. Reduce -0.9% 9.67% −1.31
XOM Exxon Mobil Corp. Reduce -1.6% 3.49% −0.58
DOW Dow Inc. Reduce -18.5% 0.76% −0.52
MRK Merck & Co. Inc. Reduce -3.9% 1.36% −0.31
FERG Ferguson Enterprises Inc. Sold out 0.00% −0.25
UNH Unitedhealth Group Inc. Reduce -0.9% 0.31% −0.24
ABBV Abbvie Inc. Reduce -0.4% 0.91% −0.16
DD Dupont DE Nemours Inc. Reduce -3.2% 0.93% −0.16
PFE Pfizer Inc. Reduce -10.0% 0.70% −0.14
INTC Intel Corp. Reduce -49.8% 0.12% −0.13
TRGP Targa Resources Corp. Reduce -0.1% 0.40% −0.08
LOW Lowe's Cos Inc. Reduce -1.1% 0.67% −0.07
MMM 3M Co. Reduce -4.5% 1.25% −0.06
PGR Progressive Corp. Reduce -1.2% 0.44% −0.05
HD Home Depot Inc. Reduce -0.1% 1.14% −0.05
MCD McDonald's Corp. Reduce -0.5% 0.38% −0.04
PEP Pepsico Inc. Reduce -2.3% 0.20% −0.04
MRSH Marsh & McLennan Cos Reduce -0.6% 0.23% −0.04
SYY Sysco Corp. Reduce -5.5% 0.39% −0.04
COST Costco Wholesale Corp. Reduce -1.7% 2.93% −0.03
TJX TJX Companies Inc. Reduce -1.1% 0.73% −0.03
MDT Medtronic PLC Reduce -2.1% 0.26% −0.02
WEC WEC Energy Group Inc. Reduce -0.7% 0.21% −0.02
UNP Union Pacific Corp. Reduce -0.5% 0.23% −0.02
V Visa Inc. Class A Reduce -0.4% 0.50% −0.01
LIN Linde PLC Reduce -0.8% 0.37% −0.01
EXR Extra Space Storage Inc. Reduce -3.1% 0.17% −0.01
O Realty Income Corp. Reduce -3.1% 0.17% −0.01
VLO Valero Energy Corp. Reduce -0.3% 0.38% −0.01
MA Mastercard Inc. Class A Reduce -0.6% 0.43% −0.01
WFC Wells Fargo & Co. Reduce -16.7% 0.06% −0.01
CRH CRH PLC Reduce -2.9% 0.24% −0.01
CME Cme Group Inc. Reduce -1.9% 0.27% −0.01
BSX Boston Scientific Corp. Reduce -2.1% 0.12% +0.00
WMB Williams Cos Inc. Reduce -0.3% 0.45% +0.00
KR Kroger Co. Reduce -1.0% 0.51% +0.00
BLK BlackRock Inc. Reduce -3.4% 0.23% +0.01
MPC Marathon Petroleum Corp. Reduce -6.8% 0.34% +0.01
MCK McKesson Corp. Reduce -1.0% 0.27% +0.01
COR Cencora Inc. Reduce -1.3% 0.48% +0.01
MS Morgan Stanley Reduce -10.5% 0.38% +0.01
R Ryder System Inc. Reduce -0.3% 0.42% +0.02
PM Philip Morris International Reduce -1.3% 0.30% +0.02
TT Trane Technologies PLC Reduce -15.4% 0.46% +0.02
GS Goldman Sachs Group Inc. Reduce -8.1% 0.23% +0.03
TXN Texas Instruments Inc. Reduce -0.1% 0.44% +0.04
C Citigroup Inc. Reduce -0.6% 0.56% +0.07
CAH Cardinal Health Inc. Reduce -2.3% 0.56% +0.07
GE General Electric Reduce -2.0% 0.46% +0.08
ETN Eaton Corp. PLC Reduce -0.3% 0.41% +0.08

Portfolio Buys Q1 2025 → Q2 2025
NVDA Nvidia Corp. Add +1.6% 1.35% +0.40
NEE Nextera Energy Inc. Add +30.8% 1.47% +0.28
SOLV Solventum Corp. Add +136.7% 0.32% +0.18
MLI Mueller Industries Inc. New 0.17% +0.17
BKH Black Hills Corp. New 0.15% +0.15
ORCL Oracle Corp. Add +3.5% 0.41% +0.15
HON Honeywell International Inc. New 0.13% +0.13
AGYS Agilysys Inc. New 0.12% +0.12
GEV GE Vernova Inc. New 0.10% +0.10
AMD Advanced Micro Devices New 0.08% +0.08
IDA Idacorp Inc. Add +11.2% 1.35% +0.08
LRCX Lam Research Corp. Add +1.3% 0.32% +0.07
FBTC Fidelity Wise Origin Bitcoin New 0.07% +0.07
ASML ASML Holding NV-NY Reg SHS New 0.07% +0.07
EMR Emerson Electric Co. New 0.07% +0.07
BA The Boeing Co. New 0.07% +0.07
WM Waste Management Inc. Add +35.1% 0.29% +0.06
RRR Red Rock Resorts Inc. Class A New 0.06% +0.06
WAL Western Alliance Bancorp New 0.06% +0.06
BAC Bank of America Corp. Add +0.1% 0.67% +0.06
PH Parker Hannifin Corp. Add +14.7% 0.23% +0.05
ECAT BlackRock ESG Cap All TRM TR New 0.05% +0.05
LLY Eli Lilly & Co. Add +34.7% 0.19% +0.03
CRBG Corebridge Financial Inc. Add +1.2% 0.23% +0.02
META Meta Platforms Inc. Class A Add +1.0% 0.09% +0.02
ACN Accenture PLC Class A Add +10.9% 0.24% +0.01
TMUS T-Mobile US Inc. Add +1.6% 0.33% −0.05
PG The Procter & Gamble Co. Add +6.2% 2.72% −0.13
JNJ Johnson & Johnson Add +1.4% 2.78% −0.32
AMGN Amgen Inc. Add +1.1% 2.78% −0.41
BRK.B Berkshire Hathaway Inc. Class B Add +0.5% 5.72% −0.77
CVX Chevron Corp. Add +3.3% 5.17% −0.91

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 104$404.3MAAPL, GOOGL, MSFT, BRK.B, JPM
Q1 2026 103$391.8MAAPL, MSFT, CVX, GOOGL, BRK.B
Q4 2025 103$377.2MAAPL, MSFT, GOOGL, BRK.B, JPM
Q3 2025 102$365.2MAAPL, MSFT, GOOGL, BRK.B, CVX
Q2 2025 108$334.1MMSFT, AAPL, BRK.B, CVX, JPM
Q1 2025 96$321.5MAAPL, MSFT, BRK.B, CVX, JPM
Q4 2024 101$326.6MAAPL, MSFT, BRK.B, CVX, AMZN
Q3 2024 97$324.6MAAPL, MSFT, BRK.B, CVX, AMZN
Q2 2024 101$315.5MAAPL, MSFT, CVX, BRK.B, GOOGL
Q1 2024 105$311.9MMSFT, AAPL, CVX, BRK.B, AMZN