Buska Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed March 4, 2025), Buska Wealth Management, LLC reported 58 stock positions worth $312.4 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.6% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 14.2%) and SS SPDR P S&P 500 Growth ETF (SPYG, 12.0%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 28 and reduced 25. The biggest buy was a new position in Invesco KBW Property & Casua (KBWP) and the biggest sale Vanguard Materials ETF (VAW, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $312.4M (Q4 2024)
- SEC Filing
- 0001910503-25-000006 ↗ filed Mar 4, 2025
Holdings Value
Holdings 58 stocks · $312.4M
| IVV iShares Core S&P 500 ETF | 17.65% | 93,661 | $55.1M | Add +6.2% |
| VIG Vanguard Dividend Apprec ETF | 14.22% | 226,849 | $44.4M | Add +5.8% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.98% | 425,980 | $37.4M | Add +6.3% |
| VYM Vanguard High DVD Yield ETF | 10.27% | 251,399 | $32.1M | Add +14.1% |
| QQQ Invesco QQQ Trust Series 1 | 5.12% | 31,282 | $16.0M | Add +4.2% |
| PNOV Innovator U.S. Equity Power | 3.65% | 300,886 | $11.4M | Reduce -1.9% |
| XAR SS SPDR S&P Aerospace Def | 3.31% | 62,334 | $10.3M | Add +10.8% |
| FIDU Fidelity MSCI Indust Indx | 2.95% | 130,988 | $9.2M | Add +12.3% |
| XLE SS Energy Select Sector | 2.81% | 102,565 | $8.8M | Add +9.4% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.60% | 263,858 | $8.1M | Add +28.1% |
| FLOT iShares Floating Rate Bond E | 2.56% | 157,244 | $8.0M | Add +29.0% |
| XLK SS Technology Select Sector | 2.45% | 32,958 | $7.7M | Reduce -8.2% |
| VGIT Vanguard Intermediate-Term T | 2.15% | 115,689 | $6.7M | Add +39.0% |
| VAW Vanguard Materials ETF | 1.91% | 31,846 | $6.0M | Reduce -8.5% |
| BNOV Innovator U.S. Equity Buffer | 1.79% | 142,312 | $5.6M | Reduce -0.4% |
| VCIT Vanguard Int-Term Corporate | 1.64% | 63,721 | $5.1M | Add +38.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.62% | 64,527 | $5.1M | Add +38.9% |
| BUFF Innovator Laddered Allocatio | 1.57% | 109,407 | $4.9M | Reduce -9.9% |
| CIBR First Trust Nasdaq Cybersecu | 1.46% | 72,011 | $4.6M | Reduce -8.9% |
| KBWP Invesco KBW Property & Casua | 0.68% | 18,280 | $2.1M | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.64% | 38,419 | $2.0M | Add +138.3% |
| PAUG Innovator U.S. Equity Power | 0.49% | 40,056 | $1.5M | Reduce -17.4% |
| BAUG Innovator U.S. Equity Buffer | 0.48% | 34,505 | $1.5M | Reduce -21.1% |
| UNOV Innovator U.S. Equity Ultra | 0.48% | 43,316 | $1.5M | Add +1.2% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.43% | 27,456 | $1.4M | Reduce -17.8% |
| FDTX Fidelity Disrupt Tech ETF | 0.42% | 37,130 | $1.3M | Reduce -12.2% |
| FHLC Fidelity MSCI Health Care | 0.39% | 18,620 | $1.2M | Reduce -17.0% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 35,597 | $973K | Add +2.2% |
| FNCL Fidelity MSCI Financial Indx | 0.30% | 13,607 | $935K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.25% | 4,697 | $795K | Add +12.8% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 7,779 | $790K | Add +25.8% |
| UNH Unitedhealth Group Inc. | 0.24% | 1,471 | $744K | Add +11.9% |
| UAUG Innovator U.S. Equity Ultra | 0.20% | 17,489 | $621K | Reduce -3.2% |
| VOO Vanguard S&P 500 ETF | 0.19% | 1,114 | $600K | Reduce -24.6% |
| WM Waste Management Inc. | 0.17% | 2,604 | $525K | No change |
| PPH Vaneck Pharmaceutical ETF | 0.15% | 5,476 | $473K | Reduce -29.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,518 | $440K | Add +13.2% |
| AAPL Apple Inc. | 0.13% | 1,680 | $421K | No change |
| PJUL Innovator U.S. Equity Power | 0.13% | 9,875 | $407K | Reduce -22.1% |
| PMAR Innovator U.S. Equity Power | 0.13% | 10,019 | $403K | Reduce -12.9% |
| UJUL Innovator U.S. Equity Ultra | 0.13% | 11,335 | $391K | Reduce -8.9% |
| GOF Guggenheim Strategic Opport | 0.12% | 24,147 | $368K | Add +18.2% |
| BMAR Innovator U.S. Equity Buffer | 0.12% | 7,954 | $367K | Reduce -11.9% |
| BJUL Innovator U.S. Equity Buffer | 0.12% | 8,176 | $364K | Reduce -24.4% |
| XOM Exxon Mobil Corp. | 0.11% | 3,218 | $346K | Add +0.1% |
| MSFT Microsoft Corp. | 0.10% | 735 | $310K | Add +20.3% |
| PDI PIMCO Dynamic Income Fund | 0.10% | 16,804 | $308K | Add +59.8% |
| T AT&T Inc. | 0.10% | 13,391 | $305K | Add +3.2% |
| PCEF Invesco Cef Income Composite | 0.10% | 15,493 | $297K | Add +27.4% |
| EVF Eaton Vance Senior Income TR | 0.09% | 44,748 | $275K | Add +25.9% |
| XEL Xcel Energy Inc. | 0.09% | 4,046 | $273K | Reduce -6.5% |
| NVDA Nvidia Corp. | 0.09% | 2,023 | $272K | New |
| WEC WEC Energy Group Inc. | 0.09% | 2,868 | $270K | Reduce -19.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 3,548 | $269K | Reduce -11.2% |
| KO The Coca-Cola Co. | 0.09% | 4,267 | $266K | Reduce -0.7% |
| GSST Goldman Sachs Ultra Short Bo | 0.08% | 5,265 | $264K | Reduce -7.7% |
| VGSH Vanguard Short-Term Treasury | 0.07% | 3,664 | $213K | Reduce -4.3% |
| CLM Cornerstone Strategic Invest | 0.03% | 11,280 | $97K | Add +10.2% |
Portfolio Sells Q3 2024 → Q4 2024
| VAW Vanguard Materials ETF | Reduce -8.5% | 1.91% | −0.65 |
| XLK SS Technology Select Sector | Reduce -8.2% | 2.45% | −0.38 |
| PNOV Innovator U.S. Equity Power | Reduce -1.9% | 3.65% | −0.30 |
| BUFF Innovator Laddered Allocatio | Reduce -9.9% | 1.57% | −0.30 |
| FHLC Fidelity MSCI Health Care | Reduce -17.0% | 0.39% | −0.18 |
| BAUG Innovator U.S. Equity Buffer | Reduce -21.1% | 0.48% | −0.17 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -8.9% | 1.46% | −0.17 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -17.8% | 0.43% | −0.16 |
| RCM R1 RCM Inc. | Sold out | 0.00% | −0.15 |
| PAUG Innovator U.S. Equity Power | Reduce -17.4% | 0.49% | −0.15 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.12 |
| BNOV Innovator U.S. Equity Buffer | Reduce -0.4% | 1.79% | −0.11 |
| PPH Vaneck Pharmaceutical ETF | Reduce -29.0% | 0.15% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -24.6% | 0.19% | −0.08 |
| SRLN SS Blackstone Sr Loan ETF | Sold out | 0.00% | −0.07 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -12.2% | 0.42% | −0.06 |
| PJUL Innovator U.S. Equity Power | Reduce -22.1% | 0.13% | −0.05 |
| BJUL Innovator U.S. Equity Buffer | Reduce -24.4% | 0.12% | −0.05 |
| WEC WEC Energy Group Inc. | Reduce -19.8% | 0.09% | −0.03 |
| PMAR Innovator U.S. Equity Power | Reduce -12.9% | 0.13% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -11.2% | 0.09% | −0.03 |
| BMAR Innovator U.S. Equity Buffer | Reduce -11.9% | 0.12% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.09% | −0.02 |
| UAUG Innovator U.S. Equity Ultra | Reduce -3.2% | 0.20% | −0.02 |
| UJUL Innovator U.S. Equity Ultra | Reduce -8.9% | 0.13% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -7.7% | 0.08% | −0.02 |
| XEL Xcel Energy Inc. | Reduce -6.5% | 0.09% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.3% | 0.07% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| KBWP Invesco KBW Property & Casua | New | 0.68% | +0.68 |
| VYM Vanguard High DVD Yield ETF | Add +14.1% | 10.27% | +0.41 |
| VGIT Vanguard Intermediate-Term T | Add +39.0% | 2.15% | +0.39 |
| FLOT iShares Floating Rate Bond E | Add +29.0% | 2.56% | +0.39 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +6.3% | 11.98% | +0.39 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +28.1% | 2.60% | +0.38 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +138.3% | 0.64% | +0.34 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +38.9% | 1.62% | +0.32 |
| FNCL Fidelity MSCI Financial Indx | New | 0.30% | +0.30 |
| VCIT Vanguard Int-Term Corporate | Add +38.6% | 1.64% | +0.29 |
| XAR SS SPDR S&P Aerospace Def | Add +10.8% | 3.31% | +0.22 |
| NVDA Nvidia Corp. | New | 0.09% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Add +25.8% | 0.25% | +0.05 |
| PDI PIMCO Dynamic Income Fund | Add +59.8% | 0.10% | +0.02 |
| PCEF Invesco Cef Income Composite | Add +27.4% | 0.10% | +0.01 |
| EVF Eaton Vance Senior Income TR | Add +25.9% | 0.09% | +0.01 |
| FIDU Fidelity MSCI Indust Indx | Add +12.3% | 2.95% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.2% | 0.14% | +0.01 |
| MSFT Microsoft Corp. | Add +20.3% | 0.10% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.2% | 5.12% | +0.01 |
| GOF Guggenheim Strategic Opport | Add +18.2% | 0.12% | +0.01 |
| CLM Cornerstone Strategic Invest | Add +10.2% | 0.03% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +12.8% | 0.25% | +0.00 |
| T AT&T Inc. | Add +3.2% | 0.10% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.11% | −0.02 |
| UNOV Innovator U.S. Equity Ultra | Add +1.2% | 0.48% | −0.03 |
| UNH Unitedhealth Group Inc. | Add +11.9% | 0.24% | −0.03 |
| SCHD Schwab US DVD Equity ETF | Add +2.2% | 0.31% | −0.03 |
| XLE SS Energy Select Sector | Add +9.4% | 2.81% | −0.06 |
| IVV iShares Core S&P 500 ETF | Add +6.2% | 17.65% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +5.8% | 14.22% | −0.59 |
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 |