Buckley Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Buckley Wealth Management, LLC reported 103 stock positions worth $391.8 million. Its top holding was Apple (AAPL) at 10.1% of the portfolio, followed by Microsoft (MSFT, 6.6%) and Chevron (CVX, 6.2%). Compared with Q4 2025, it opened 6 new positions, sold out of 6, added to 51 and reduced 34. The biggest buy was a new position in GE Healthcare Technology (GEHC) and the biggest sale Alphabet Class A (GOOGL, shares −1%).

Most Recent 13F
Q2 2026
Location
Las Vegas, NV
CIK
0001730126
Portfolio Value
$391.8M (Q1 2026)
SEC Filing
0001172661-26-001762 ↗ filed May 13, 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 Q4 2025 Q1 2026: $391.8M $391.8M Q1 2026 Q2 2026: $404.3M Q2 2026

Holdings 103 stocks · $391.8M

AAPL Apple Inc. 10.06% 155,318 $39.4M Add +0.3%
MSFT Microsoft Corp. 6.59% 69,794 $25.8M Add +2.6%
CVX Chevron Corp. 6.24% 118,129 $24.4M Reduce -1.7%
GOOGL Alphabet Inc. Class A 6.22% 84,764 $24.4M Reduce -1.3%
BRK.B Berkshire Hathaway Inc. Class B 5.39% 44,105 $21.1M Add +4.2%
XOM Exxon Mobil Corp. 4.62% 106,628 $18.1M Reduce -2.8%
JPM JPMorgan Chase & Co. 4.51% 60,095 $17.7M Add +3.9%
AMZN Amazon.com Inc. 4.22% 79,341 $16.5M Add +5.6%
JNJ Johnson & Johnson 3.69% 59,124 $14.5M Reduce -0.3%
COST Costco Wholesale Corp. 3.62% 14,229 $14.2M Add +1.0%
AMGN Amgen Inc. 2.97% 33,102 $11.6M Reduce -0.4%
CSCO Cisco Systems Inc. 2.46% 124,481 $9.7M Reduce -1.8%
PG The Procter & Gamble Co. 2.22% 60,253 $8.7M Add +1.1%
NEE Nextera Energy Inc. 1.84% 77,657 $7.2M Add +1.9%
MRK Merck & Co. Inc. 1.69% 54,553 $6.6M Reduce -0.9%
CAT Caterpillar Inc. 1.62% 8,945 $6.3M Reduce -0.6%
NVDA Nvidia Corp. 1.46% 32,838 $5.7M Add +14.2%
IDA Idacorp Inc. 1.38% 37,805 $5.4M No change
MMM 3M Co. 0.99% 26,667 $3.9M Reduce -1.6%
ABBV Abbvie Inc. 0.91% 16,379 $3.6M Add +1.4%
HD Home Depot Inc. 0.86% 10,270 $3.4M Add +2.2%
TRGP Targa Resources Corp. 0.80% 12,504 $3.1M Add +55.2%
PFE Pfizer Inc. 0.79% 110,010 $3.1M Reduce -2.7%
T AT&T Inc. 0.74% 99,738 $2.9M No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.74% 18,064 $2.9M Reduce -0.9%
AVGO Broadcom Inc. 0.74% 9,317 $2.9M Add +4.0%
LMT Lockheed Martin Corp. 0.65% 4,220 $2.6M Add +2.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.57% 45,524 $2.2M Reduce -2.1%
VLO Valero Energy Corp. 0.53% 8,469 $2.1M Reduce -8.4%
LRCX Lam Research Corp. 0.51% 9,364 $2.0M Add +5.9%
GOOG Alphabet Inc. Class C 0.51% 6,939 $2.0M Reduce -4.5%
GEHC GE Healthcare Technology 0.51% 27,886 $2.0M New
C Citigroup Inc. 0.50% 17,314 $2.0M Reduce -6.0%
FDX FedEx Corp. 0.48% 5,225 $1.9M Reduce -4.6%
BKH Black Hills Corp. 0.45% 25,531 $1.8M Reduce -3.8%
V Visa Inc. Class A 0.45% 5,811 $1.8M Add +27.1%
OKE Oneok Inc. 0.44% 19,284 $1.7M Add +3.5%
TGT Target Corp. 0.44% 14,114 $1.7M Reduce -2.5%
WMB Williams Cos Inc. 0.44% 23,485 $1.7M Add +0.0%
KVUE Kenvue Inc. 0.42% 96,104 $1.7M Add +0.0%
R Ryder System Inc. 0.42% 8,074 $1.7M Reduce -0.6%
TT Trane Technologies PLC 0.42% 3,929 $1.6M Add +11.0%
KR Kroger Co. 0.41% 22,304 $1.6M Reduce -2.9%
BA The Boeing Co. 0.41% 8,085 $1.6M Add +9.5%
DOW Dow Inc. filed as DOW HLDGS INC 0.40% 37,908 $1.6M Reduce -11.1%
TXN Texas Instruments Inc. 0.40% 8,107 $1.6M Add +5.6%
CAH Cardinal Health Inc. 0.40% 7,441 $1.6M Reduce -12.9%
Q Qnity Electronics Inc. 0.40% 13,572 $1.6M Reduce -1.4%
MS Morgan Stanley 0.40% 9,495 $1.6M Add +9.4%
ETN Eaton Corp. PLC 0.40% 4,344 $1.6M Add +14.5%
MPC Marathon Petroleum Corp. 0.39% 6,300 $1.5M No change
MCD McDonald's Corp. 0.37% 4,710 $1.5M Add +4.9%
HON Honeywell International Inc. 0.37% 6,414 $1.4M No change
DD Dupont DE Nemours Inc. 0.37% 31,491 $1.4M Reduce -3.9%
COR Cencora Inc. 0.36% 4,524 $1.4M Reduce -6.8%
SYY Sysco Corp. 0.36% 19,834 $1.4M Add +9.3%
IVZ Invesco Ltd. 0.35% 56,960 $1.4M Reduce -3.2%
ANET Arista Networks Inc. 0.34% 10,815 $1.3M Add +5.1%
LIN Linde PLC 0.34% 2,662 $1.3M Add +11.2%
BBY Best Buy Co. Inc. 0.33% 20,130 $1.3M Add +8.4%
SYF Synchrony Financial 0.33% 19,204 $1.3M Reduce -0.3%
MA Mastercard Inc. Class A 0.33% 2,559 $1.3M Add +2.2%
TSLA Tesla Inc. 0.32% 3,348 $1.2M No change
LUV Southwest Airlines Co. 0.32% 32,835 $1.2M New
LOW Lowe's Cos Inc. 0.32% 5,231 $1.2M Add +9.1%
UNP Union Pacific Corp. 0.30% 4,819 $1.2M Add +17.5%
WEC WEC Energy Group Inc. 0.29% 9,899 $1.1M Add +11.2%
WM Waste Management Inc. 0.29% 4,903 $1.1M Add +15.8%
PH Parker Hannifin Corp. 0.29% 1,251 $1.1M Add +12.0%
GE General Electric filed as GE AEROSPACE 0.27% 3,731 $1.1M Reduce -5.6%
MLI Mueller Industries Inc. 0.27% 9,555 $1.1M Add +30.6%
CME Cme Group Inc. 0.27% 3,519 $1.0M Add +11.3%
PM Philip Morris International 0.26% 6,111 $1.0M Add +13.2%
GS Goldman Sachs Group Inc. 0.24% 1,107 $937K No change
TMUS T-Mobile US Inc. 0.24% 4,454 $936K Add +10.3%
PEP Pepsico Inc. 0.24% 6,016 $934K Add +30.7%
CEG Constellation Energy 0.24% 3,314 $925K Add +13.1%
CRH CRH PLC 0.23% 8,635 $911K Reduce -9.5%
MDT Medtronic PLC 0.23% 10,346 $904K Add +6.3%
WELL Welltower Inc. 0.22% 4,355 $861K Add +16.5%
GSK GSK PLC-Spon ADR 0.21% 14,580 $812K New
LLY Eli Lilly & Co. 0.20% 863 $795K Add +14.2%
MCK McKesson Corp. 0.20% 907 $786K Add +15.0%
BLK BlackRock Inc. 0.19% 787 $758K Add +9.8%
MRSH Marsh & McLennan Cos 0.16% 3,716 $645K Add +11.6%
O Realty Income Corp. 0.16% 10,431 $641K Add +18.0%
SOLV Solventum Corp. 0.16% 9,712 $634K No change
NPFI Nuveen Preferred & Income 0.13% 19,936 $514K New
BYD Boyd Gaming Corp. 0.13% 6,000 $494K No change
AMD Advanced Micro Devices 0.11% 2,100 $427K Add +16.7%
SWX Southwest Gas Holdings Inc. 0.11% 4,900 $426K Reduce -3.9%
ORCL Oracle Corp. 0.09% 2,446 $360K Reduce -73.9%
GD General Dynamics Corp. 0.09% 1,009 $346K Reduce -2.7%
GEV GE Vernova Inc. 0.09% 386 $337K Reduce -8.3%
AXP American Express Co. 0.08% 1,013 $306K No change
EMR Emerson Electric Co. 0.07% 2,222 $291K Add +21.9%
KO The Coca-Cola Co. 0.07% 3,599 $276K Add +1.7%
RNR Renaissancere Holdings Ltd. 0.07% 926 $275K No change
META Meta Platforms Inc. Class A 0.06% 428 $245K Reduce -1.8%
AGYS Agilysys Inc. 0.06% 3,408 $242K No change

Show all 103 holdings

Portfolio Sells Q4 2025 → Q1 2026

GOOGL Alphabet Inc. Class A Reduce -1.3% 6.22% −0.91
ORCL Oracle Corp. Reduce -73.9% 0.09% −0.39
UNH Unitedhealth Group Inc. Sold out 0.00% −0.26
MMM 3M Co. Reduce -1.6% 0.99% −0.16
CSCO Cisco Systems Inc. Reduce -1.8% 2.46% −0.12
BAC Bank of America Corp. Reduce -2.1% 0.57% −0.11
GOOG Alphabet Inc. Class C Reduce -4.5% 0.51% −0.10
SYF Synchrony Financial Reduce -0.3% 0.33% −0.09
CRH CRH PLC Reduce -9.5% 0.23% −0.08
COR Cencora Inc. Reduce -6.8% 0.36% −0.07
BSX Boston Scientific Corp. Sold out 0.00% −0.07
C Citigroup Inc. Reduce -6.0% 0.50% −0.07
CAH Cardinal Health Inc. Reduce -12.9% 0.40% −0.06
WFC Wells Fargo & Co. Sold out 0.00% −0.06
SLB SLB Ltd. Sold out 0.00% −0.06
IVZ Invesco Ltd. Reduce -3.2% 0.35% −0.06
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.06
WAL Western Alliance Bancorp Sold out 0.00% −0.06
GE General Electric Reduce -5.6% 0.27% −0.05
BKH Black Hills Corp. Reduce -3.8% 0.45% −0.04
META Meta Platforms Inc. Class A Reduce -1.8% 0.06% −0.01
TJX TJX Companies Inc. Reduce -0.9% 0.74% −0.01
GD General Dynamics Corp. Reduce -2.7% 0.09% −0.00
SWX Southwest Gas Holdings Inc. Reduce -3.9% 0.11% +0.00
R Ryder System Inc. Reduce -0.6% 0.42% +0.01
GEV GE Vernova Inc. Reduce -8.3% 0.09% +0.01
DD Dupont DE Nemours Inc. Reduce -3.9% 0.37% +0.02
KR Kroger Co. Reduce -2.9% 0.41% +0.03
PFE Pfizer Inc. Reduce -2.7% 0.79% +0.04
FDX FedEx Corp. Reduce -4.6% 0.48% +0.06
TGT Target Corp. Reduce -2.5% 0.44% +0.06
AMGN Amgen Inc. Reduce -0.4% 2.97% +0.09
Q Qnity Electronics Inc. Reduce -1.4% 0.40% +0.10
VLO Valero Energy Corp. Reduce -8.4% 0.53% +0.14
DOW Dow Inc. Reduce -11.1% 0.40% +0.14
MRK Merck & Co. Inc. Reduce -0.9% 1.69% +0.15
CAT Caterpillar Inc. Reduce -0.6% 1.62% +0.25
JNJ Johnson & Johnson Reduce -0.3% 3.69% +0.43
XOM Exxon Mobil Corp. Reduce -2.8% 4.62% +1.12
CVX Chevron Corp. Reduce -1.7% 6.24% +1.38

Portfolio Buys Q4 2025 → Q1 2026

GEHC GE Healthcare Technology New 0.51% +0.51
TRGP Targa Resources Corp. Add +55.2% 0.80% +0.41
COST Costco Wholesale Corp. Add +1.0% 3.62% +0.40
LUV Southwest Airlines Co. New 0.32% +0.32
NEE Nextera Energy Inc. Add +1.9% 1.84% +0.22
GSK GSK PLC-Spon ADR New 0.21% +0.21
NPFI Nuveen Preferred & Income New 0.13% +0.13
LMT Lockheed Martin Corp. Add +2.4% 0.65% +0.12
LRCX Lam Research Corp. Add +5.9% 0.51% +0.11
OKE Oneok Inc. Add +3.5% 0.44% +0.08
ETN Eaton Corp. PLC Add +14.5% 0.40% +0.08
LIN Linde PLC Add +11.2% 0.34% +0.07
PEP Pepsico Inc. Add +30.7% 0.24% +0.06
WMB Williams Cos Inc. Add +0.0% 0.44% +0.06
NEM Newmont Corp. New 0.06% +0.06
PEG Public Service Enterprise GP New 0.06% +0.06
TT Trane Technologies PLC Add +11.0% 0.42% +0.05
TXN Texas Instruments Inc. Add +5.6% 0.40% +0.05
MLI Mueller Industries Inc. Add +30.6% 0.27% +0.05
UNP Union Pacific Corp. Add +17.5% 0.30% +0.05
WEC WEC Energy Group Inc. Add +11.2% 0.29% +0.04
WM Waste Management Inc. Add +15.8% 0.29% +0.04
NVDA Nvidia Corp. Add +14.2% 1.46% +0.04
CME Cme Group Inc. Add +11.3% 0.27% +0.04
WELL Welltower Inc. Add +16.5% 0.22% +0.04
O Realty Income Corp. Add +18.0% 0.16% +0.03
PM Philip Morris International Add +13.2% 0.26% +0.03
MCK McKesson Corp. Add +15.0% 0.20% +0.03
PH Parker Hannifin Corp. Add +12.0% 0.29% +0.03
V Visa Inc. Class A Add +27.1% 0.45% +0.02
TMUS T-Mobile US Inc. Add +10.3% 0.24% +0.02
EMR Emerson Electric Co. Add +21.9% 0.07% +0.01
MCD McDonald's Corp. Add +4.9% 0.37% +0.01
LOW Lowe's Cos Inc. Add +9.1% 0.32% +0.01
AMD Advanced Micro Devices Add +16.7% 0.11% +0.01
SYY Sysco Corp. Add +9.3% 0.36% +0.01
BBY Best Buy Co. Inc. Add +8.4% 0.33% +0.01
KO The Coca-Cola Co. Add +1.7% 0.07% +0.00
MRSH Marsh & McLennan Cos Add +11.6% 0.16% +0.00
MS Morgan Stanley Add +9.4% 0.40% −0.01
BLK BlackRock Inc. Add +9.8% 0.19% −0.01
LLY Eli Lilly & Co. Add +14.2% 0.20% −0.01
BA The Boeing Co. Add +9.5% 0.41% −0.01
KVUE Kenvue Inc. Add +0.0% 0.42% −0.02
MDT Medtronic PLC Add +6.3% 0.23% −0.02
ANET Arista Networks Inc. Add +5.1% 0.34% −0.02
CEG Constellation Energy Add +13.1% 0.24% −0.04
PG The Procter & Gamble Co. Add +1.1% 2.22% −0.04
MA Mastercard Inc. Class A Add +2.2% 0.33% −0.05
HD Home Depot Inc. Add +2.2% 0.86% −0.05

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