Buska Wealth Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed January 10, 2025), Buska Wealth Management, LLC reported 52 stock positions worth $228.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.4% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 14.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 11.1%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $228.1M (Q1 2024)
- SEC Filing
- 0001910503-25-000005 ↗ filed Jan 10, 2025
Holdings Value
Holdings 52 stocks · $228.1M
| IVV iShares Core S&P 500 ETF | 17.42% | 75,586 | $39.7M | — |
| VIG Vanguard Dividend Apprec ETF | 14.86% | 185,600 | $33.9M | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.08% | 345,408 | $25.3M | — |
| VYM Vanguard High DVD Yield ETF | 9.53% | 179,745 | $21.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 5.12% | 26,310 | $11.7M | — |
| PNOV Innovator U.S. Equity Power | 4.38% | 280,837 | $10.0M | — |
| XLE SS Energy Select Sector | 3.38% | 81,660 | $7.7M | — |
| XLK SS Technology Select Sector | 3.18% | 34,819 | $7.3M | — |
| BUFF Innovator Laddered Allocatio | 2.65% | 145,044 | $6.1M | — |
| XAR SS SPDR S&P Aerospace Def | 2.52% | 40,964 | $5.8M | — |
| FIDU Fidelity MSCI Indust Indx | 2.37% | 79,773 | $5.4M | — |
| CIBR First Trust Nasdaq Cybersecu | 2.30% | 93,029 | $5.2M | — |
| VAW Vanguard Materials ETF | 2.28% | 25,476 | $5.2M | — |
| BNOV Innovator U.S. Equity Buffer | 2.20% | 137,750 | $5.0M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 1.88% | 139,223 | $4.3M | — |
| FLOT iShares Floating Rate Bond E | 1.80% | 80,604 | $4.1M | — |
| VGIT Vanguard Intermediate-Term T | 1.16% | 45,235 | $2.6M | — |
| FSTA Fidelity MSCI Cons Stap Indx | 1.15% | 55,017 | $2.6M | — |
| FHLC Fidelity MSCI Health Care | 1.14% | 37,115 | $2.6M | — |
| BAUG Innovator U.S. Equity Buffer | 1.03% | 60,648 | $2.4M | — |
| PAUG Innovator U.S. Equity Power | 1.02% | 65,998 | $2.3M | — |
| VCIT Vanguard Int-Term Corporate | 0.89% | 25,104 | $2.0M | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.86% | 25,234 | $2.0M | — |
| UNOV Innovator U.S. Equity Ultra | 0.63% | 44,029 | $1.4M | — |
| UAUG Innovator U.S. Equity Ultra | 0.35% | 24,467 | $799K | — |
| PMAR Innovator U.S. Equity Power | 0.33% | 20,662 | $761K | — |
| BMAR Innovator U.S. Equity Buffer | 0.33% | 18,018 | $751K | — |
| PJUL Innovator U.S. Equity Power | 0.31% | 18,745 | $712K | — |
| BJUL Innovator U.S. Equity Buffer | 0.30% | 17,244 | $695K | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 9,481 | $622K | — |
| UJUL Innovator U.S. Equity Ultra | 0.27% | 19,076 | $608K | — |
| WM Waste Management Inc. | 0.25% | 2,646 | $564K | — |
| UNH Unitedhealth Group Inc. | 0.23% | 1,053 | $521K | — |
| VOO Vanguard S&P 500 ETF | 0.21% | 1,012 | $486K | — |
| GSST Goldman Sachs Ultra Short Bo | 0.21% | 9,609 | $484K | — |
| RCM R1 RCM Inc. | 0.17% | 30,000 | $386K | — |
| SRLN SS Blackstone Sr Loan ETF | 0.17% | 9,074 | $382K | — |
| VGSH Vanguard Short-Term Treasury | 0.16% | 6,433 | $374K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,398 | $363K | — |
| MSFT Microsoft Corp. | 0.15% | 822 | $346K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.15% | 1,155 | $331K | — |
| AAPL Apple Inc. | 0.14% | 1,821 | $312K | — |
| SCHP Schwab U.S. Tips ETF | 0.11% | 5,003 | $261K | — |
| ET Energy Transfer LP | 0.11% | 15,895 | $250K | — |
| XEL Xcel Energy Inc. | 0.10% | 4,291 | $231K | — |
| T AT&T Inc. | 0.10% | 13,061 | $230K | — |
| WEC WEC Energy Group Inc. | 0.10% | 2,757 | $226K | — |
| SCHD Schwab US DVD Equity ETF | 0.10% | 2,733 | $220K | — |
| LLY Eli Lilly & Co. | 0.09% | 267 | $208K | — |
| EVF Eaton Vance Senior Income TR | 0.09% | 32,575 | $207K | — |
| APOG Apogee Enterprises Inc. | 0.09% | 3,481 | $206K | — |
| UNM Unum Group | 0.09% | 3,770 | $202K | — |
Portfolio Sells Q1 2024
No earlier filing to compare with.
Portfolio Buys Q1 2024
No earlier filing to compare with.
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 |