Buska Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Buska Wealth Management, LLC reported 64 stock positions worth $319.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.9% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 14.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 11.1%). Compared with Q4 2024, it opened 6 new positions, added to 27 and reduced 29. The biggest buy was Vanguard High DVD Yield ETF (VYM, shares +6%) and the biggest sale SS Technology Select Sector (XLK, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $319.1M (Q1 2025)
- SEC Filing
- 0001910503-25-000008 ↗ filed Apr 9, 2025
Holdings Value
Holdings 64 stocks · $319.1M
| IVV iShares Core S&P 500 ETF | 16.89% | 95,923 | $53.9M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 14.09% | 231,757 | $45.0M | Add +2.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.12% | 441,402 | $35.5M | Add +3.6% |
| VYM Vanguard High DVD Yield ETF | 10.80% | 267,361 | $34.5M | Add +6.3% |
| QQQ Invesco QQQ Trust Series 1 | 4.98% | 33,887 | $15.9M | Add +8.3% |
| PNOV Innovator U.S. Equity Power | 3.42% | 292,825 | $10.9M | Reduce -2.7% |
| XLE SS Energy Select Sector | 3.12% | 106,632 | $10.0M | Add +4.0% |
| XAR SS SPDR S&P Aerospace Def | 2.93% | 58,268 | $9.4M | Reduce -6.5% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.87% | 296,776 | $9.1M | Add +12.5% |
| FIDU Fidelity MSCI Indust Indx | 2.85% | 132,997 | $9.1M | Add +1.5% |
| FLOT iShares Floating Rate Bond E | 2.83% | 177,101 | $9.0M | Add +12.6% |
| VGIT Vanguard Intermediate-Term T | 2.51% | 134,945 | $8.0M | Add +16.6% |
| VCIT Vanguard Int-Term Corporate | 1.90% | 74,091 | $6.1M | Add +16.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.86% | 75,204 | $5.9M | Add +16.6% |
| XLK SS Technology Select Sector | 1.86% | 28,713 | $5.9M | Reduce -12.9% |
| CIBR First Trust Nasdaq Cybersecu | 1.65% | 83,693 | $5.3M | Add +16.2% |
| BNOV Innovator U.S. Equity Buffer | 1.63% | 135,945 | $5.2M | Reduce -4.5% |
| VAW Vanguard Materials ETF | 1.61% | 27,140 | $5.1M | Reduce -14.8% |
| BUFF Innovator Laddered Allocatio | 1.50% | 108,318 | $4.8M | Reduce -1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.84% | 51,293 | $2.7M | Add +33.5% |
| FNCL Fidelity MSCI Financial Indx | 0.70% | 32,046 | $2.2M | Add +135.5% |
| KBWP Invesco KBW Property & Casua | 0.59% | 15,024 | $1.9M | Reduce -17.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.46% | 19,995 | $1.5M | New |
| PAUG Innovator U.S. Equity Power | 0.45% | 37,854 | $1.4M | Reduce -5.5% |
| UNOV Innovator U.S. Equity Ultra | 0.45% | 42,017 | $1.4M | Reduce -3.0% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.42% | 26,516 | $1.4M | Reduce -3.4% |
| BAUG Innovator U.S. Equity Buffer | 0.42% | 31,912 | $1.4M | Reduce -7.5% |
| FHLC Fidelity MSCI Health Care | 0.37% | 17,476 | $1.2M | Reduce -6.1% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 36,856 | $1.0M | Add +3.5% |
| FDTX Fidelity Disrupt Tech ETF | 0.31% | 31,746 | $1000K | Reduce -14.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 4,844 | $837K | Add +3.1% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,494 | $782K | Add +1.6% |
| IEUR iShares Core MSCI Europe ETF | 0.24% | 12,664 | $762K | New |
| IVW iShares S&P 500 Growth ETF | 0.23% | 8,055 | $748K | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 0.18% | 1,110 | $570K | Reduce -0.4% |
| WM Waste Management Inc. | 0.18% | 2,425 | $561K | Reduce -6.9% |
| UAUG Innovator U.S. Equity Ultra | 0.17% | 16,081 | $557K | Reduce -8.1% |
| GOF Guggenheim Strategic Opport | 0.15% | 31,096 | $484K | Add +28.8% |
| OXFORD LANE CAP CORP | 0.14% | 97,900 | $462K | New |
| PDI PIMCO Dynamic Income Fund | 0.14% | 23,305 | $461K | Add +38.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.14% | 1,596 | $439K | Add +5.1% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.12% | 15,419 | $397K | New |
| PMAR Innovator U.S. Equity Power | 0.12% | 9,603 | $383K | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.12% | 3,211 | $382K | Reduce -0.2% |
| T AT&T Inc. | 0.12% | 13,500 | $382K | Add +0.8% |
| PJUL Innovator U.S. Equity Power | 0.12% | 9,341 | $375K | Reduce -5.4% |
| AAPL Apple Inc. | 0.12% | 1,664 | $370K | Reduce -0.9% |
| PPH Vaneck Pharmaceutical ETF | 0.12% | 4,026 | $367K | Reduce -26.5% |
| PCEF Invesco Cef Income Composite | 0.11% | 19,235 | $363K | Add +24.1% |
| UJUL Innovator U.S. Equity Ultra | 0.11% | 10,380 | $348K | Reduce -8.4% |
| BMAR Innovator U.S. Equity Buffer | 0.11% | 7,583 | $345K | Reduce -4.7% |
| BJUL Innovator U.S. Equity Buffer | 0.10% | 7,553 | $326K | Reduce -7.6% |
| WEC WEC Energy Group Inc. | 0.10% | 2,868 | $313K | No change |
| KO The Coca-Cola Co. | 0.10% | 4,267 | $306K | No change |
| XEL Xcel Energy Inc. | 0.09% | 4,079 | $289K | Add +0.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.09% | 3,502 | $276K | Reduce -1.3% |
| MSFT Microsoft Corp. | 0.08% | 706 | $265K | Reduce -4.0% |
| TT Trane Technologies PLC | 0.08% | 761 | $256K | New |
| GSST Goldman Sachs Ultra Short Bo | 0.08% | 4,930 | $249K | Reduce -6.4% |
| NVDA Nvidia Corp. | 0.07% | 2,077 | $225K | Add +2.7% |
| VGSH Vanguard Short-Term Treasury | 0.07% | 3,647 | $214K | Reduce -0.5% |
| CVX Chevron Corp. | 0.06% | 1,229 | $206K | New |
| CLM Cornerstone Strategic Invest | 0.04% | 16,519 | $123K | Add +46.5% |
| EVF Eaton Vance Senior Income TR | 0.03% | 19,019 | $111K | Reduce -57.5% |
Portfolio Sells Q4 2024 → Q1 2025
| XLK SS Technology Select Sector | Reduce -12.9% | 1.86% | −0.59 |
| XAR SS SPDR S&P Aerospace Def | Reduce -6.5% | 2.93% | −0.37 |
| VAW Vanguard Materials ETF | Reduce -14.8% | 1.61% | −0.31 |
| PNOV Innovator U.S. Equity Power | Reduce -2.7% | 3.42% | −0.23 |
| BNOV Innovator U.S. Equity Buffer | Reduce -4.5% | 1.63% | −0.16 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -14.5% | 0.31% | −0.11 |
| KBWP Invesco KBW Property & Casua | Reduce -17.8% | 0.59% | −0.09 |
| BUFF Innovator Laddered Allocatio | Reduce -1.0% | 1.50% | −0.08 |
| BAUG Innovator U.S. Equity Buffer | Reduce -7.5% | 0.42% | −0.06 |
| EVF Eaton Vance Senior Income TR | Reduce -57.5% | 0.03% | −0.05 |
| PAUG Innovator U.S. Equity Power | Reduce -5.5% | 0.45% | −0.05 |
| PPH Vaneck Pharmaceutical ETF | Reduce -26.5% | 0.12% | −0.04 |
| UNOV Innovator U.S. Equity Ultra | Reduce -3.0% | 0.45% | −0.03 |
| UAUG Innovator U.S. Equity Ultra | Reduce -8.1% | 0.17% | −0.02 |
| AAPL Apple Inc. | Reduce -0.9% | 0.12% | −0.02 |
| MSFT Microsoft Corp. | Reduce -4.0% | 0.08% | −0.02 |
| UJUL Innovator U.S. Equity Ultra | Reduce -8.4% | 0.11% | −0.02 |
| FHLC Fidelity MSCI Health Care | Reduce -6.1% | 0.37% | −0.02 |
| BJUL Innovator U.S. Equity Buffer | Reduce -7.6% | 0.10% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.4% | 0.18% | −0.01 |
| PJUL Innovator U.S. Equity Power | Reduce -5.4% | 0.12% | −0.01 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -3.4% | 0.42% | −0.01 |
| BMAR Innovator U.S. Equity Buffer | Reduce -4.7% | 0.11% | −0.01 |
| PMAR Innovator U.S. Equity Power | Reduce -4.2% | 0.12% | −0.01 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -6.4% | 0.08% | −0.01 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.5% | 0.07% | −0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -1.3% | 0.09% | +0.00 |
| WM Waste Management Inc. | Reduce -6.9% | 0.18% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.12% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VYM Vanguard High DVD Yield ETF | Add +6.3% | 10.80% | +0.54 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.46% | +0.46 |
| FNCL Fidelity MSCI Financial Indx | Add +135.5% | 0.70% | +0.40 |
| VGIT Vanguard Intermediate-Term T | Add +16.6% | 2.51% | +0.36 |
| XLE SS Energy Select Sector | Add +4.0% | 3.12% | +0.31 |
| FLOT iShares Floating Rate Bond E | Add +12.6% | 2.83% | +0.27 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +12.5% | 2.87% | +0.27 |
| VCIT Vanguard Int-Term Corporate | Add +16.3% | 1.90% | +0.26 |
| IEUR iShares Core MSCI Europe ETF | New | 0.24% | +0.24 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +16.6% | 1.86% | +0.23 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +33.5% | 0.84% | +0.21 |
| CIBR First Trust Nasdaq Cybersecu | Add +16.2% | 1.65% | +0.19 |
| OXFORD LANE CAP CORP | New | 0.14% | +0.14 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | New | 0.12% | +0.12 |
| TT Trane Technologies PLC | New | 0.08% | +0.08 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| PDI PIMCO Dynamic Income Fund | Add +38.7% | 0.14% | +0.05 |
| GOF Guggenheim Strategic Opport | Add +28.8% | 0.15% | +0.03 |
| T AT&T Inc. | Add +0.8% | 0.12% | +0.02 |
| PCEF Invesco Cef Income Composite | Add +24.1% | 0.11% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +3.5% | 0.32% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +3.1% | 0.26% | +0.01 |
| CLM Cornerstone Strategic Invest | Add +46.5% | 0.04% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +1.6% | 0.25% | +0.01 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.09% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.1% | 0.14% | −0.00 |
| NVDA Nvidia Corp. | Add +2.7% | 0.07% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Add +3.5% | 0.23% | −0.02 |
| FIDU Fidelity MSCI Indust Indx | Add +1.5% | 2.85% | −0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +2.2% | 14.09% | −0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.3% | 4.98% | −0.14 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 16.89% | −0.76 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.6% | 11.12% | −0.87 |
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 |