Buckley Wealth Management, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), Buckley Wealth Management, LLC reported 103 stock positions worth $377.2 million. Its top holding was Apple (AAPL) at 11.2% of the portfolio, followed by Microsoft (MSFT, 8.7%) and Alphabet Class A (GOOGL, 7.1%). Compared with Q3 2025, it opened 5 new positions, sold out of 5, added to 36 and reduced 55. The biggest buy was a new position in Invesco (IVZ) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001730126
Portfolio Value
$377.2M (Q4 2025)
SEC Filing
0001172661-26-000641 ↗ filed Feb 12, 2026

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 Q2 2025 Q3 2025: $365.2M Q3 2025 Q4 2025: $377.2M $377.2M Q4 2025 Q1 2026: $391.8M Q1 2026 Q2 2026: $404.3M Q2 2026

Holdings 103 stocks · $377.2M

AAPL Apple Inc. 11.17% 154,908 $42.1M Reduce -1.0%
MSFT Microsoft Corp. 8.72% 67,999 $32.9M Reduce -0.3%
GOOGL Alphabet Inc. Class A 7.13% 85,893 $26.9M Reduce -2.9%
BRK.B Berkshire Hathaway Inc. Class B 5.64% 42,341 $21.3M Add +1.4%
JPM JPMorgan Chase & Co. 4.94% 57,864 $18.6M Reduce -1.0%
CVX Chevron Corp. 4.86% 120,225 $18.3M Add +0.5%
AMZN Amazon.com Inc. 4.60% 75,119 $17.3M Reduce -0.3%
XOM Exxon Mobil Corp. 3.50% 109,682 $13.2M Reduce -0.0%
JNJ Johnson & Johnson 3.25% 59,291 $12.3M Reduce -0.5%
COST Costco Wholesale Corp. 3.22% 14,085 $12.1M Add +8.3%
AMGN Amgen Inc. 2.88% 33,235 $10.9M Add +0.3%
CSCO Cisco Systems Inc. 2.59% 126,772 $9.8M Reduce -2.4%
PG The Procter & Gamble Co. 2.26% 59,568 $8.5M Add +1.7%
NEE Nextera Energy Inc. 1.62% 76,223 $6.1M Reduce -0.3%
MRK Merck & Co. Inc. 1.54% 55,053 $5.8M Reduce -0.8%
NVDA Nvidia Corp. 1.42% 28,750 $5.4M Add +2.7%
CAT Caterpillar Inc. 1.37% 8,995 $5.2M Reduce -1.7%
IDA Idacorp Inc. 1.27% 37,805 $4.8M Reduce -0.5%
MMM 3M Co. 1.15% 27,097 $4.3M Reduce -0.3%
ABBV Abbvie Inc. 0.98% 16,148 $3.7M Reduce -0.7%
HD Home Depot Inc. 0.92% 10,047 $3.5M Reduce -3.1%
AVGO Broadcom Inc. 0.82% 8,961 $3.1M Reduce -7.2%
PFE Pfizer Inc. 0.75% 113,061 $2.8M Add +10.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.74% 18,227 $2.8M Reduce -1.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.68% 46,504 $2.6M Reduce -0.6%
T AT&T Inc. 0.66% 99,738 $2.5M Add +0.3%
GOOG Alphabet Inc. Class C 0.60% 7,264 $2.3M Reduce -1.9%
C Citigroup Inc. 0.57% 18,429 $2.2M Reduce -12.6%
LMT Lockheed Martin Corp. 0.53% 4,120 $2.0M Add +2.5%
BKH Black Hills Corp. 0.49% 26,531 $1.8M Add +3.5%
ORCL Oracle Corp. 0.48% 9,386 $1.8M Add +51.0%
CAH Cardinal Health Inc. 0.47% 8,546 $1.8M Add +3.2%
KVUE Kenvue Inc. 0.44% 96,100 $1.7M Add +0.1%
COR Cencora Inc. 0.43% 4,854 $1.6M Reduce -1.5%
SYF Synchrony Financial 0.43% 19,259 $1.6M Add +0.3%
V Visa Inc. Class A 0.43% 4,572 $1.6M Reduce -0.3%
BA The Boeing Co. 0.43% 7,385 $1.6M Add +2.4%
FDX FedEx Corp. 0.42% 5,475 $1.6M Add +1.4%
R Ryder System Inc. 0.41% 8,119 $1.6M Reduce -4.0%
IVZ Invesco Ltd. 0.41% 58,860 $1.5M New
MS Morgan Stanley 0.41% 8,678 $1.5M Reduce -0.3%
LRCX Lam Research Corp. 0.40% 8,842 $1.5M Reduce -1.5%
TSLA Tesla Inc. 0.40% 3,348 $1.5M Add +0.6%
VLO Valero Energy Corp. 0.40% 9,244 $1.5M Reduce -1.4%
TRGP Targa Resources Corp. 0.39% 8,055 $1.5M Add +4.9%
KR Kroger Co. 0.38% 22,977 $1.4M Add +1.1%
MA Mastercard Inc. Class A 0.38% 2,504 $1.4M Add +0.8%
TGT Target Corp. 0.38% 14,481 $1.4M Add +10.1%
WMB Williams Cos Inc. 0.37% 23,475 $1.4M Reduce -2.1%
TT Trane Technologies PLC 0.37% 3,539 $1.4M Reduce -0.3%
MCD McDonald's Corp. 0.36% 4,490 $1.4M Add +2.8%
OKE Oneok Inc. 0.36% 18,629 $1.4M Add +22.3%
ANET Arista Networks Inc. 0.36% 10,289 $1.3M Reduce -10.7%
SYY Sysco Corp. 0.35% 18,144 $1.3M Add +2.8%
TXN Texas Instruments Inc. 0.35% 7,674 $1.3M Add +8.0%
DD Dupont DE Nemours Inc. 0.35% 32,771 $1.3M Reduce -23.0%
HON Honeywell International Inc. 0.33% 6,414 $1.3M Add +235.8%
BBY Best Buy Co. Inc. 0.33% 18,565 $1.2M Add +0.1%
GE General Electric filed as GE AEROSPACE 0.32% 3,951 $1.2M Reduce -10.3%
ETN Eaton Corp. PLC 0.32% 3,794 $1.2M Add +0.3%
CRH CRH PLC 0.32% 9,546 $1.2M Reduce -3.2%
LOW Lowe's Cos Inc. 0.31% 4,793 $1.2M Reduce -0.2%
Q Qnity Electronics Inc. 0.30% 13,772 $1.1M Reduce -35.3%
CEG Constellation Energy 0.27% 2,931 $1.0M Reduce -0.2%
MPC Marathon Petroleum Corp. 0.27% 6,300 $1.0M Reduce -7.3%
LIN Linde PLC 0.27% 2,395 $1.0M Reduce -0.3%
DOW Dow Inc. 0.26% 42,658 $997K Reduce -44.0%
PH Parker Hannifin Corp. 0.26% 1,117 $982K Reduce -0.3%
UNH Unitedhealth Group Inc. 0.26% 2,953 $975K Reduce -4.2%
GS Goldman Sachs Group Inc. 0.26% 1,107 $973K Add +0.4%
UNP Union Pacific Corp. 0.25% 4,100 $948K Add +26.3%
WEC WEC Energy Group Inc. 0.25% 8,901 $939K Add +34.6%
MDT Medtronic PLC 0.25% 9,731 $935K Add +0.3%
WM Waste Management Inc. 0.25% 4,236 $931K Reduce -0.3%
PM Philip Morris International 0.23% 5,399 $866K Reduce -0.3%
CME Cme Group Inc. 0.23% 3,162 $863K Reduce -0.3%
MLI Mueller Industries Inc. 0.22% 7,316 $840K Reduce -0.3%
TMUS T-Mobile US Inc. 0.22% 4,039 $820K Reduce -1.2%
LLY Eli Lilly & Co. 0.22% 756 $812K Reduce -0.7%
SOLV Solventum Corp. 0.20% 9,712 $770K Reduce -25.8%
BLK BlackRock Inc. 0.20% 717 $767K Add +0.6%
WELL Welltower Inc. 0.18% 3,738 $694K New
PEP Pepsico Inc. 0.18% 4,604 $661K Reduce -4.6%
MCK McKesson Corp. 0.17% 789 $647K Reduce -33.8%
MRSH Marsh & McLennan Cos 0.16% 3,329 $618K Reduce -1.4%
BYD Boyd Gaming Corp. 0.14% 6,000 $511K No change
O Realty Income Corp. 0.13% 8,842 $498K Reduce -5.8%
SWX Southwest Gas Holdings Inc. 0.11% 5,100 $408K Reduce -3.8%
AGYS Agilysys Inc. 0.11% 3,408 $405K No change
AMD Advanced Micro Devices 0.10% 1,800 $385K No change
AXP American Express Co. 0.10% 1,013 $375K Reduce -0.4%
GD General Dynamics Corp. 0.09% 1,037 $349K Add +3.7%
META Meta Platforms Inc. Class A 0.08% 436 $288K Add +4.3%
GEV GE Vernova Inc. 0.07% 421 $275K Reduce -6.7%
BSX Boston Scientific Corp. 0.07% 2,737 $261K No change
RNR Renaissancere Holdings Ltd. 0.07% 926 $260K No change
KO The Coca-Cola Co. 0.07% 3,540 $247K No change
EMR Emerson Electric Co. 0.06% 1,823 $242K Add +1.5%
WFC Wells Fargo & Co. 0.06% 2,500 $233K No change
B Barrick Mining Corp. 0.06% 5,000 $218K New
SLB SLB Ltd. filed as SLB LIMITED 0.06% 5,648 $217K New
ASML ASML Holding NV-NY Reg SHS 0.06% 199 $213K New
WAL Western Alliance Bancorp 0.06% 2,466 $207K Reduce -4.5%

Portfolio Sells Q3 2025 → Q4 2025

MSFT Microsoft Corp. Reduce -0.3% 8.72% −0.95
DD Dupont DE Nemours Inc. Reduce -23.0% 0.35% −0.56
PGR Progressive Corp. Sold out 0.00% −0.37
PYPL PayPal Holdings Inc. Sold out 0.00% −0.29
HD Home Depot Inc. Reduce -3.1% 0.92% −0.23
DOW Dow Inc. Reduce -44.0% 0.26% −0.21
CRBG Corebridge Financial Inc. Sold out 0.00% −0.19
Q Qnity Electronics Inc. Reduce -35.3% 0.30% −0.18
EXR Extra Space Storage Inc. Sold out 0.00% −0.15
IDA Idacorp Inc. Reduce -0.5% 1.27% −0.11
JPM JPMorgan Chase & Co. Reduce -1.0% 4.94% −0.10
ANET Arista Networks Inc. Reduce -10.7% 0.36% −0.10
MPC Marathon Petroleum Corp. Reduce -7.3% 0.27% −0.09
MCK McKesson Corp. Reduce -33.8% 0.17% −0.08
INTC Intel Corp. Sold out 0.00% −0.07
SOLV Solventum Corp. Reduce -25.8% 0.20% −0.06
ABBV Abbvie Inc. Reduce -0.7% 0.98% −0.05
TMUS T-Mobile US Inc. Reduce -1.2% 0.22% −0.05
AVGO Broadcom Inc. Reduce -7.2% 0.82% −0.05
TT Trane Technologies PLC Reduce -0.3% 0.37% −0.04
WMB Williams Cos Inc. Reduce -2.1% 0.37% −0.04
LIN Linde PLC Reduce -0.3% 0.27% −0.04
GE General Electric Reduce -10.3% 0.32% −0.04
VLO Valero Energy Corp. Reduce -1.4% 0.40% −0.04
UNH Unitedhealth Group Inc. Reduce -4.2% 0.26% −0.03
R Ryder System Inc. Reduce -4.0% 0.41% −0.02
O Realty Income Corp. Reduce -5.8% 0.13% −0.02
LOW Lowe's Cos Inc. Reduce -0.2% 0.31% −0.02
MRSH Marsh & McLennan Cos Reduce -1.4% 0.16% −0.02
C Citigroup Inc. Reduce -12.6% 0.57% −0.02
PM Philip Morris International Reduce -0.3% 0.23% −0.01
PEP Pepsico Inc. Reduce -4.6% 0.18% −0.01
WM Waste Management Inc. Reduce -0.3% 0.25% −0.01
CRH CRH PLC Reduce -3.2% 0.32% −0.01
WAL Western Alliance Bancorp Reduce -4.5% 0.06% −0.01
CME Cme Group Inc. Reduce -0.3% 0.23% −0.01
SWX Southwest Gas Holdings Inc. Reduce -3.8% 0.11% −0.01
MMM 3M Co. Reduce -0.3% 1.15% −0.00
V Visa Inc. Class A Reduce -0.3% 0.43% −0.00
GEV GE Vernova Inc. Reduce -6.7% 0.07% −0.00
AXP American Express Co. Reduce -0.4% 0.10% +0.01
CEG Constellation Energy Reduce -0.2% 0.27% +0.01
COR Cencora Inc. Reduce -1.5% 0.43% +0.01
TJX TJX Companies Inc. Reduce -1.1% 0.74% +0.01
BAC Bank of America Corp. Reduce -0.6% 0.68% +0.02
MLI Mueller Industries Inc. Reduce -0.3% 0.22% +0.02
PH Parker Hannifin Corp. Reduce -0.3% 0.26% +0.03
MS Morgan Stanley Reduce -0.3% 0.41% +0.03
NEE Nextera Energy Inc. Reduce -0.3% 1.62% +0.04
LLY Eli Lilly & Co. Reduce -0.7% 0.22% +0.06

Portfolio Buys Q3 2025 → Q4 2025

IVZ Invesco Ltd. New 0.41% +0.41
AMGN Amgen Inc. Add +0.3% 2.88% +0.32
HON Honeywell International Inc. Add +235.8% 0.33% +0.22
WELL Welltower Inc. New 0.18% +0.18
CAH Cardinal Health Inc. Add +3.2% 0.47% +0.11
FDX FedEx Corp. Add +1.4% 0.42% +0.07
OKE Oneok Inc. Add +22.3% 0.36% +0.06
B Barrick Mining Corp. New 0.06% +0.06
SLB SLB Ltd. New 0.06% +0.06
ASML ASML Holding NV-NY Reg SHS New 0.06% +0.06
BKH Black Hills Corp. Add +3.5% 0.49% +0.06
SYF Synchrony Financial Add +0.3% 0.43% +0.05
TGT Target Corp. Add +10.1% 0.38% +0.05
TRGP Targa Resources Corp. Add +4.9% 0.39% +0.04
UNP Union Pacific Corp. Add +26.3% 0.25% +0.04
WEC WEC Energy Group Inc. Add +34.6% 0.25% +0.04
PFE Pfizer Inc. Add +10.8% 0.75% +0.03
GS Goldman Sachs Group Inc. Add +0.4% 0.26% +0.02
KVUE Kenvue Inc. Add +0.1% 0.44% +0.01
ORCL Oracle Corp. Add +51.0% 0.48% +0.01
MCD McDonald's Corp. Add +2.8% 0.36% +0.00
EMR Emerson Electric Co. Add +1.5% 0.06% −0.00
GD General Dynamics Corp. Add +3.7% 0.09% −0.00
BA The Boeing Co. Add +2.4% 0.43% −0.00
TXN Texas Instruments Inc. Add +8.0% 0.35% −0.00
MDT Medtronic PLC Add +0.3% 0.25% −0.01
TSLA Tesla Inc. Add +0.6% 0.40% −0.01
META Meta Platforms Inc. Class A Add +4.3% 0.08% −0.01
MA Mastercard Inc. Class A Add +0.8% 0.38% −0.01
NVDA Nvidia Corp. Add +2.7% 1.42% −0.01
LMT Lockheed Martin Corp. Add +2.5% 0.53% −0.02
BLK BlackRock Inc. Add +0.6% 0.20% −0.02
KR Kroger Co. Add +1.1% 0.38% −0.04
SYY Sysco Corp. Add +2.8% 0.35% −0.04
BBY Best Buy Co. Inc. Add +0.1% 0.33% −0.05
ETN Eaton Corp. PLC Add +0.3% 0.32% −0.07
COST Costco Wholesale Corp. Add +8.3% 3.22% −0.08
BRK.B Berkshire Hathaway Inc. Class B Add +1.4% 5.64% −0.11
T AT&T Inc. Add +0.3% 0.66% −0.11
PG The Procter & Gamble Co. Add +1.7% 2.26% −0.20
CVX Chevron Corp. Add +0.5% 4.86% −0.23

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