Buska Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed January 10, 2025), Buska Wealth Management, LLC reported 55 stock positions worth $250.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.8% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 14.4%) and SS SPDR P S&P 500 Growth ETF (SPYG, 12.0%). Compared with Q1 2024, it opened 6 new positions, sold out of 3, added to 22 and reduced 24. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +9%) and the biggest sale Innovator Laddered Allocatio (BUFF, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $250.9M (Q2 2024)
- SEC Filing
- 0001910503-25-000004 ↗ filed Jan 10, 2025
Holdings Value
Holdings 55 stocks · $250.9M
| IVV iShares Core S&P 500 ETF | 17.77% | 81,445 | $44.6M | Add +7.8% |
| VIG Vanguard Dividend Apprec ETF | 14.42% | 198,189 | $36.2M | Add +6.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 12.03% | 376,602 | $30.2M | Add +9.0% |
| VYM Vanguard High DVD Yield ETF | 8.73% | 184,589 | $21.9M | Add +2.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.57% | 29,141 | $14.0M | Add +10.8% |
| PNOV Innovator U.S. Equity Power | 4.44% | 306,940 | $11.1M | Add +9.3% |
| XLK SS Technology Select Sector | 3.59% | 39,832 | $9.0M | Add +14.4% |
| XLE SS Energy Select Sector | 3.19% | 87,704 | $8.0M | Add +7.4% |
| XAR SS SPDR S&P Aerospace Def | 2.78% | 49,776 | $7.0M | Add +21.5% |
| FIDU Fidelity MSCI Indust Indx | 2.64% | 101,206 | $6.6M | Add +26.9% |
| VAW Vanguard Materials ETF | 2.36% | 30,755 | $5.9M | Add +20.7% |
| BNOV Innovator U.S. Equity Buffer | 2.21% | 148,054 | $5.5M | Add +7.5% |
| BUFF Innovator Laddered Allocatio | 2.10% | 122,639 | $5.3M | Reduce -15.4% |
| CIBR First Trust Nasdaq Cybersecu | 2.03% | 90,223 | $5.1M | Reduce -3.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.03% | 164,862 | $5.1M | Add +18.4% |
| FLOT iShares Floating Rate Bond E | 1.97% | 96,900 | $5.0M | Add +20.2% |
| VGIT Vanguard Intermediate-Term T | 1.40% | 60,438 | $3.5M | Add +33.6% |
| VCIT Vanguard Int-Term Corporate | 1.06% | 33,399 | $2.7M | Add +33.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.04% | 33,752 | $2.6M | Add +33.8% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.79% | 41,616 | $2.0M | Reduce -24.4% |
| FHLC Fidelity MSCI Health Care | 0.78% | 28,511 | $2.0M | Reduce -23.2% |
| BAUG Innovator U.S. Equity Buffer | 0.75% | 46,110 | $1.9M | Reduce -24.0% |
| PAUG Innovator U.S. Equity Power | 0.74% | 51,145 | $1.9M | Reduce -22.5% |
| FDTX Fidelity Disrupt Tech ETF | 0.63% | 47,764 | $1.6M | New |
| UNOV Innovator U.S. Equity Ultra | 0.60% | 45,131 | $1.5M | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,525 | $763K | Add +50.7% |
| UAUG Innovator U.S. Equity Ultra | 0.26% | 19,239 | $647K | Reduce -21.4% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,246 | $634K | Add +18.3% |
| WM Waste Management Inc. | 0.22% | 2,641 | $563K | Reduce -0.2% |
| PMAR Innovator U.S. Equity Power | 0.22% | 14,622 | $554K | Reduce -29.2% |
| BMAR Innovator U.S. Equity Buffer | 0.21% | 12,283 | $530K | Reduce -31.8% |
| PJUL Innovator U.S. Equity Power | 0.21% | 13,305 | $517K | Reduce -29.0% |
| BJUL Innovator U.S. Equity Buffer | 0.19% | 11,478 | $480K | Reduce -33.4% |
| UJUL Innovator U.S. Equity Ultra | 0.17% | 13,265 | $432K | Reduce -30.5% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 5,337 | $415K | Add +95.3% |
| RCM R1 RCM Inc. | 0.15% | 30,000 | $377K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.15% | 1,398 | $374K | No change |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.14% | 1,140 | $358K | Reduce -1.3% |
| AAPL Apple Inc. | 0.14% | 1,681 | $354K | Reduce -7.7% |
| MSFT Microsoft Corp. | 0.14% | 777 | $347K | Reduce -5.5% |
| GSST Goldman Sachs Ultra Short Bo | 0.13% | 6,276 | $316K | Reduce -34.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.11% | 1,794 | $288K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 4,126 | $281K | Reduce -56.5% |
| EVF Eaton Vance Senior Income TR | 0.10% | 41,090 | $261K | Add +26.1% |
| NVDA Nvidia Corp. | 0.10% | 2,029 | $251K | New |
| T AT&T Inc. | 0.10% | 12,976 | $248K | Reduce -0.7% |
| VGSH Vanguard Short-Term Treasury | 0.10% | 4,196 | $243K | Reduce -34.8% |
| XEL Xcel Energy Inc. | 0.09% | 4,289 | $229K | Reduce -0.1% |
| ET Energy Transfer LP | 0.09% | 13,958 | $226K | Reduce -12.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.09% | 5,241 | $219K | Reduce -42.2% |
| IVW iShares S&P 500 Growth ETF | 0.09% | 2,363 | $219K | New |
| WEC WEC Energy Group Inc. | 0.09% | 2,757 | $216K | No change |
| LLY Eli Lilly & Co. | 0.08% | 231 | $209K | Reduce -13.5% |
| AVGO Broadcom Inc. | 0.08% | 128 | $206K | New |
| AMZN Amazon.com Inc. | 0.08% | 1,057 | $204K | New |
Portfolio Sells Q1 2024 → Q2 2024
| BUFF Innovator Laddered Allocatio | Reduce -15.4% | 2.10% | −0.56 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -24.4% | 0.79% | −0.36 |
| FHLC Fidelity MSCI Health Care | Reduce -23.2% | 0.78% | −0.36 |
| BAUG Innovator U.S. Equity Buffer | Reduce -24.0% | 0.75% | −0.29 |
| PAUG Innovator U.S. Equity Power | Reduce -22.5% | 0.74% | −0.28 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -3.0% | 2.03% | −0.27 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -56.5% | 0.11% | −0.16 |
| BMAR Innovator U.S. Equity Buffer | Reduce -31.8% | 0.21% | −0.12 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.11 |
| BJUL Innovator U.S. Equity Buffer | Reduce -33.4% | 0.19% | −0.11 |
| PMAR Innovator U.S. Equity Power | Reduce -29.2% | 0.22% | −0.11 |
| PJUL Innovator U.S. Equity Power | Reduce -29.0% | 0.21% | −0.11 |
| UJUL Innovator U.S. Equity Ultra | Reduce -30.5% | 0.17% | −0.09 |
| UAUG Innovator U.S. Equity Ultra | Reduce -21.4% | 0.26% | −0.09 |
| APOG Apogee Enterprises Inc. | Sold out | 0.00% | −0.09 |
| UNM Unum Group | Sold out | 0.00% | −0.09 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -34.7% | 0.13% | −0.09 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -42.2% | 0.09% | −0.08 |
| VGSH Vanguard Short-Term Treasury | Reduce -34.8% | 0.10% | −0.07 |
| WM Waste Management Inc. | Reduce -0.2% | 0.22% | −0.02 |
| ET Energy Transfer LP | Reduce -12.2% | 0.09% | −0.02 |
| MSFT Microsoft Corp. | Reduce -5.5% | 0.14% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -0.1% | 0.09% | −0.01 |
| LLY Eli Lilly & Co. | Reduce -13.5% | 0.08% | −0.01 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -1.3% | 0.14% | −0.00 |
| T AT&T Inc. | Reduce -0.7% | 0.10% | −0.00 |
| AAPL Apple Inc. | Reduce -7.7% | 0.14% | +0.00 |
Portfolio Buys Q1 2024 → Q2 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +9.0% | 12.03% | +0.95 |
| FDTX Fidelity Disrupt Tech ETF | New | 0.63% | +0.63 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.8% | 5.57% | +0.44 |
| XLK SS Technology Select Sector | Add +14.4% | 3.59% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +7.8% | 17.77% | +0.34 |
| FIDU Fidelity MSCI Indust Indx | Add +26.9% | 2.64% | +0.27 |
| XAR SS SPDR S&P Aerospace Def | Add +21.5% | 2.78% | +0.25 |
| VGIT Vanguard Intermediate-Term T | Add +33.6% | 1.40% | +0.24 |
| VCIT Vanguard Int-Term Corporate | Add +33.0% | 1.06% | +0.18 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +33.8% | 1.04% | +0.18 |
| FLOT iShares Floating Rate Bond E | Add +20.2% | 1.97% | +0.17 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +18.4% | 2.03% | +0.15 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.11% | +0.11 |
| NVDA Nvidia Corp. | New | 0.10% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +50.7% | 0.30% | +0.09 |
| IVW iShares S&P 500 Growth ETF | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | New | 0.08% | +0.08 |
| AMZN Amazon.com Inc. | New | 0.08% | +0.08 |
| VAW Vanguard Materials ETF | Add +20.7% | 2.36% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +95.3% | 0.17% | +0.07 |
| PNOV Innovator U.S. Equity Power | Add +9.3% | 4.44% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +18.3% | 0.25% | +0.02 |
| EVF Eaton Vance Senior Income TR | Add +26.1% | 0.10% | +0.01 |
| BNOV Innovator U.S. Equity Buffer | Add +7.5% | 2.21% | +0.00 |
| UNOV Innovator U.S. Equity Ultra | Add +2.5% | 0.60% | −0.03 |
| XLE SS Energy Select Sector | Add +7.4% | 3.19% | −0.19 |
| VIG Vanguard Dividend Apprec ETF | Add +6.8% | 14.42% | −0.44 |
| VYM Vanguard High DVD Yield ETF | Add +2.7% | 8.73% | −0.81 |
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 |