Buska Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 10, 2026), Buska Wealth Management, LLC reported 81 stock positions worth $277.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.1% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 11.3%) and SS SPDR P S&P 500 Growth ETF (SPYG, 9.9%). Compared with Q1 2026, it opened 11 new positions, sold out of 4, added to 29 and reduced 33. The biggest buy was FT Lad Autocall Bar Inc. ETF (ACYN, shares +573%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $277.3M (Q2 2026)
- SEC Filing
- 0001910503-26-000003 ↗ filed Jul 10, 2026
Holdings Value
Holdings 81 stocks · $277.3M
| IVV iShares Core S&P 500 ETF | 13.14% | 48,642 | $36.4M | Reduce -13.2% |
| VIG Vanguard Dividend Apprec ETF | 11.26% | 131,990 | $31.2M | Reduce -7.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 9.92% | 231,088 | $27.5M | Reduce -12.8% |
| VYM Vanguard High DVD Yield ETF | 9.86% | 173,020 | $27.3M | Reduce -3.4% |
| QQQ Invesco QQQ Trust Series 1 | 6.28% | 23,633 | $17.4M | Reduce -0.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 5.05% | 142,542 | $14.0M | Add +25.4% |
| BUFF Innovator Laddered Allocatio | 3.74% | 196,837 | $10.4M | Add +3.1% |
| ACYN FT Lad Autocall Bar Inc. ETF | 2.69% | 358,548 | $7.5M | Add +572.6% |
| VCIT Vanguard Int-Term Corporate | 2.57% | 86,334 | $7.1M | Add +9.1% |
| VGIT Vanguard Intermediate-Term T | 2.36% | 110,787 | $6.5M | Reduce -4.9% |
| IEUR iShares Core MSCI Europe ETF | 2.30% | 84,808 | $6.4M | Add +10.6% |
| QTUM Defiance Quantum ETF | 2.20% | 36,863 | $6.1M | Add +65.7% |
| XLE SS Energy Select Sector | 2.07% | 108,127 | $5.7M | Reduce -7.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 1.89% | 169,860 | $5.2M | Reduce -21.3% |
| FLOT iShares Floating Rate Bond E | 1.86% | 100,980 | $5.2M | Reduce -21.8% |
| VGMS Vanguard Multi-Sector | 1.84% | 99,575 | $5.1M | Add +68.0% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 1.75% | 127,234 | $4.9M | Add +180.9% |
| XAR SS SPDR S&P Aerospace Def | 1.24% | 12,076 | $3.4M | Reduce -28.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.19% | 62,881 | $3.3M | Add +5.6% |
| PNOV Innovator U.S. Equity Power | 1.14% | 71,337 | $3.2M | Reduce -21.9% |
| RDVI FT Vest Rising Dividend Achi | 1.14% | 107,379 | $3.2M | Add +256.7% |
| FIDU Fidelity MSCI Indust Indx | 1.04% | 29,049 | $2.9M | Reduce -30.3% |
| EEM iShares MSCI Emerging Market | 1.03% | 41,823 | $2.9M | Add +224.1% |
| VGHY Vanguard High-Yield Act ETF | 0.91% | 33,874 | $2.5M | Add +15.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.72% | 24,889 | $2.0M | Reduce -43.0% |
| FNCL Fidelity MSCI Financial Indx | 0.65% | 23,641 | $1.8M | Reduce -41.9% |
| MISL First Trust Indxx Aero & Def | 0.63% | 38,200 | $1.7M | Add +190.8% |
| BNOV Innovator U.S. Equity Buffer | 0.58% | 33,460 | $1.6M | Reduce -21.9% |
| VAW Vanguard Materials ETF | 0.56% | 6,736 | $1.5M | Reduce -26.1% |
| ACYS FT Vest Lad A Bar & Ri ETF | 0.39% | 52,236 | $1.1M | New |
| SHY iShares 1-3 Year Treasury Bo | 0.38% | 12,909 | $1.1M | New |
| SHV iShares 0-1 Year Treasury Bo | 0.37% | 9,180 | $1.0M | New |
| IVW iShares S&P 500 Growth ETF | 0.36% | 7,238 | $995K | Add +0.6% |
| SCHD Schwab US DVD Equity ETF | 0.34% | 29,448 | $934K | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 3,999 | $872K | Add +0.2% |
| SCHA Schwab US Small-Cap ETF | 0.30% | 23,153 | $837K | Reduce -6.1% |
| XLK SS Technology Select Sector | 0.27% | 3,955 | $754K | Reduce -14.0% |
| PAUG Innovator U.S. Equity Power | 0.27% | 16,433 | $750K | Reduce -7.3% |
| BAUG Innovator U.S. Equity Buffer | 0.24% | 12,440 | $667K | Reduce -11.1% |
| NVT Nvent Electric PLC | 0.23% | 3,796 | $644K | No change |
| UNH Unitedhealth Group Inc. | 0.22% | 1,478 | $614K | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 1,643 | $608K | Add +0.1% |
| NVDA Nvidia Corp. | 0.21% | 2,947 | $590K | Add +36.4% |
| AAPL Apple Inc. | 0.20% | 1,959 | $567K | Add +17.0% |
| WM Waste Management Inc. | 0.18% | 2,279 | $508K | Add +0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 4,938 | $434K | Reduce -2.1% |
| WEC WEC Energy Group Inc. | 0.16% | 3,700 | $432K | No change |
| XOM Exxon Mobil Corp. | 0.15% | 3,142 | $430K | Add +1.0% |
| UNOV Innovator U.S. Equity Ultra | 0.15% | 10,464 | $420K | Reduce -23.4% |
| CAT Caterpillar Inc. | 0.15% | 394 | $420K | No change |
| VOO Vanguard S&P 500 ETF | 0.14% | 577 | $396K | Reduce -2.7% |
| MU Micron Technology Inc. | 0.14% | 329 | $380K | New |
| XEL Xcel Energy Inc. | 0.14% | 4,716 | $379K | Add +0.8% |
| TT Trane Technologies PLC | 0.14% | 764 | $375K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.13% | 7,099 | $373K | Reduce -13.4% |
| PCEF Invesco Cef Income Composite | 0.13% | 17,808 | $362K | Reduce -9.6% |
| T AT&T Inc. | 0.12% | 16,563 | $343K | Add +1.3% |
| FHLC Fidelity MSCI Health Care | 0.12% | 4,314 | $333K | Reduce -9.9% |
| SMH Vaneck Semiconductor ETF | 0.12% | 497 | $326K | New |
| KO The Coca-Cola Co. | 0.11% | 3,886 | $316K | No change |
| GOOGL Alphabet Inc. Class A | 0.11% | 875 | $313K | Add +5.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.11% | 3,278 | $298K | No change |
| MSFT Microsoft Corp. | 0.10% | 780 | $291K | Add +9.2% |
| JCI Johnson Controls Internation | 0.10% | 1,990 | $291K | No change |
| AVGO Broadcom Inc. | 0.10% | 757 | $286K | New |
| PNR Pentair PLC | 0.10% | 3,706 | $284K | No change |
| FDTX Fidelity Disrupt Tech ETF | 0.10% | 4,788 | $277K | Reduce -55.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.10% | 362 | $270K | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 3,218 | $259K | New |
| PJUL Innovator U.S. Equity Power | 0.09% | 5,036 | $246K | Reduce -9.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.09% | 4,226 | $244K | New |
| CLM Cornerstone Strategic Invest | 0.08% | 30,596 | $231K | Add +3.9% |
| UAUG Innovator U.S. Equity Ultra | 0.08% | 5,424 | $228K | Reduce -13.3% |
| BJUL Innovator U.S. Equity Buffer | 0.08% | 3,871 | $210K | Reduce -10.9% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 2,382 | $209K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.07% | 2,283 | $205K | New |
| CVX Chevron Corp. | 0.07% | 1,231 | $204K | Add +8.6% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 545 | $204K | New |
| ET Energy Transfer LP | 0.07% | 10,404 | $199K | Reduce -12.0% |
| PDO PIMCO Dynamic Income Opport | 0.07% | 13,733 | $182K | Reduce -35.1% |
| CRF Cornerstone Total Return | 0.06% | 24,761 | $178K | Add +3.1% |
Portfolio Sells Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Reduce -13.2% | 13.14% | −1.56 |
| VIG Vanguard Dividend Apprec ETF | Reduce -7.2% | 11.26% | −1.02 |
| XLE SS Energy Select Sector | Reduce -7.3% | 2.07% | −0.80 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.4% | 9.86% | −0.79 |
| FLOT iShares Floating Rate Bond E | Reduce -21.8% | 1.86% | −0.78 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -21.3% | 1.89% | −0.78 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -43.0% | 0.72% | −0.68 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -12.8% | 9.92% | −0.51 |
| FNCL Fidelity MSCI Financial Indx | Reduce -41.9% | 0.65% | −0.50 |
| XAR SS SPDR S&P Aerospace Def | Reduce -28.2% | 1.24% | −0.48 |
| KBWP Invesco KBW Property & Casua | Sold out | 0.00% | −0.46 |
| VGIT Vanguard Intermediate-Term T | Reduce -4.9% | 2.36% | −0.43 |
| FIDU Fidelity MSCI Indust Indx | Reduce -30.3% | 1.04% | −0.40 |
| PNOV Innovator U.S. Equity Power | Reduce -21.9% | 1.14% | −0.36 |
| VAW Vanguard Materials ETF | Reduce -26.1% | 0.56% | −0.27 |
| PDI PIMCO Dynamic Income Fund | Sold out | 0.00% | −0.24 |
| BNOV Innovator U.S. Equity Buffer | Reduce -21.9% | 0.58% | −0.16 |
| UJUL Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.08 |
| XAWFX Alliancebernstein GL Hi Inc. | Sold out | 0.00% | −0.08 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -55.5% | 0.10% | −0.06 |
| UNOV Innovator U.S. Equity Ultra | Reduce -23.4% | 0.15% | −0.05 |
| PDO PIMCO Dynamic Income Opport | Reduce -35.1% | 0.07% | −0.04 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -13.4% | 0.13% | −0.04 |
| BAUG Innovator U.S. Equity Buffer | Reduce -11.1% | 0.24% | −0.03 |
| PAUG Innovator U.S. Equity Power | Reduce -7.3% | 0.27% | −0.03 |
| ET Energy Transfer LP | Reduce -12.0% | 0.07% | −0.02 |
| PCEF Invesco Cef Income Composite | Reduce -9.6% | 0.13% | −0.02 |
| UAUG Innovator U.S. Equity Ultra | Reduce -13.3% | 0.08% | −0.02 |
| FHLC Fidelity MSCI Health Care | Reduce -9.9% | 0.12% | −0.02 |
| PJUL Innovator U.S. Equity Power | Reduce -9.6% | 0.09% | −0.01 |
| BJUL Innovator U.S. Equity Buffer | Reduce -10.9% | 0.08% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 0.14% | +0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.1% | 0.16% | +0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -6.1% | 0.30% | +0.01 |
| XLK SS Technology Select Sector | Reduce -14.0% | 0.27% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.9% | 0.22% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 6.28% | +0.76 |
Portfolio Buys Q1 2026 → Q2 2026
| ACYN FT Lad Autocall Bar Inc. ETF | Add +572.6% | 2.69% | +2.25 |
| QTUM Defiance Quantum ETF | Add +65.7% | 2.20% | +1.24 |
| FFSM Fidelity FNDM SM Mid Cap ETF | Add +180.9% | 1.75% | +1.17 |
| RDVI FT Vest Rising Dividend Achi | Add +256.7% | 1.14% | +0.83 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +25.4% | 5.05% | +0.74 |
| EEM iShares MSCI Emerging Market | Add +224.1% | 1.03% | +0.74 |
| VGMS Vanguard Multi-Sector | Add +68.0% | 1.84% | +0.63 |
| MISL First Trust Indxx Aero & Def | Add +190.8% | 0.63% | +0.39 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.39% | +0.39 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.38% | +0.38 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.37% | +0.37 |
| MU Micron Technology Inc. | New | 0.14% | +0.14 |
| IEUR iShares Core MSCI Europe ETF | Add +10.6% | 2.30% | +0.13 |
| SMH Vaneck Semiconductor ETF | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | New | 0.10% | +0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.09% | +0.09 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.09% | +0.09 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.08% | +0.08 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.07% | +0.07 |
| GE General Electric | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +36.4% | 0.21% | +0.06 |
| VGHY Vanguard High-Yield Act ETF | Add +15.1% | 0.91% | +0.03 |
| AAPL Apple Inc. | Add +17.0% | 0.20% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.6% | 0.36% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +5.7% | 0.11% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.22% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 0.10% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.2% | 0.31% | −0.00 |
| MSFT Microsoft Corp. | Add +9.2% | 0.10% | −0.00 |
| CLM Cornerstone Strategic Invest | Add +3.9% | 0.08% | −0.00 |
| CRF Cornerstone Total Return | Add +3.1% | 0.06% | −0.00 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.14% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.6% | 0.34% | −0.02 |
| CVX Chevron Corp. | Add +8.6% | 0.07% | −0.02 |
| WM Waste Management Inc. | Add +0.8% | 0.18% | −0.03 |
| BUFF Innovator Laddered Allocatio | Add +3.1% | 3.74% | −0.05 |
| XOM Exxon Mobil Corp. | Add +1.0% | 0.15% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Add +9.1% | 2.57% | −0.06 |
| T AT&T Inc. | Add +1.3% | 0.12% | −0.07 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +5.6% | 1.19% | −0.07 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 81 | $277.3M | IVV, VIG, SPYG, VYM, QQQ |
| Q1 2026 | 74 | $248.9M | IVV, VIG, VYM, SPYG, QQQ |
| Q4 2025 | 75 | $270.6M | IVV, VIG, SPYG, VYM, QQQ |
| Q3 2025 | 75 | $333.2M | IVV, VIG, SPYG, VYM, QQQ |
| Q2 2025 | 67 | $365.9M | IVV, VIG, SPYG, VYM, QQQ |
| Q1 2025 | 64 | $319.1M | IVV, VIG, SPYG, VYM, QQQ |
| Q4 2024 | 58 | $312.4M | IVV, VIG, SPYG, VYM, QQQ |
| Q3 2024Amended | 58 | $286.7M | IVV, VIG, SPYG, VYM, QQQ |
| Q2 2024Amended | 55 | $250.9M | IVV, VIG, SPYG, VYM, QQQ |
| Q1 2024Amended | 52 | $228.1M | IVV, VIG, SPYG, VYM, QQQ |