Buska Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 14, 2025), Buska Wealth Management, LLC reported 67 stock positions worth $365.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.5% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 13.3%) and SS SPDR P S&P 500 Growth ETF (SPYG, 12.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 2, added to 29 and reduced 29. The biggest buy was Vanguard Int High DVD YLD (VYMI, shares +488%) and the biggest sale SS Technology Select Sector (XLK, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $365.9M (Q2 2025)
- SEC Filing
- 0001910503-25-000011 ↗ filed Jul 14, 2025
Holdings Value
Holdings 67 stocks · $365.9M
| IVV iShares Core S&P 500 ETF | 16.47% | 97,093 | $60.3M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 13.30% | 237,865 | $48.7M | Add +2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 12.10% | 464,484 | $44.3M | Add +5.2% |
| VYM Vanguard High DVD Yield ETF | 10.81% | 296,671 | $39.5M | Add +11.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.77% | 38,299 | $21.1M | Add +13.0% |
| FLRN SS SPDR BB Ig Float RT ETF | 3.04% | 361,085 | $11.1M | Add +21.7% |
| FLOT iShares Floating Rate Bond E | 3.02% | 216,341 | $11.0M | Add +22.2% |
| BUFF Innovator Laddered Allocatio | 2.98% | 231,838 | $10.9M | Add +114.0% |
| VGIT Vanguard Intermediate-Term T | 2.81% | 171,737 | $10.3M | Add +27.3% |
| XLE SS Energy Select Sector | 2.63% | 113,497 | $9.6M | Add +6.4% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.57% | 117,492 | $9.4M | Add +487.6% |
| XAR SS SPDR S&P Aerospace Def | 2.40% | 41,697 | $8.8M | Reduce -28.4% |
| PNOV Innovator U.S. Equity Power | 2.27% | 210,385 | $8.3M | Reduce -28.1% |
| VCIT Vanguard Int-Term Corporate | 2.14% | 94,628 | $7.8M | Add +27.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.13% | 96,856 | $7.8M | Add +28.8% |
| FIDU Fidelity MSCI Indust Indx | 2.06% | 97,427 | $7.6M | Reduce -26.7% |
| IEUR iShares Core MSCI Europe ETF | 1.50% | 83,159 | $5.5M | Add +556.7% |
| FNCL Fidelity MSCI Financial Indx | 1.39% | 68,815 | $5.1M | Add +114.7% |
| KBWP Invesco KBW Property & Casua | 1.19% | 35,390 | $4.3M | Add +135.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.14% | 79,152 | $4.2M | Add +54.3% |
| BNOV Innovator U.S. Equity Buffer | 1.10% | 97,474 | $4.0M | Reduce -28.3% |
| VAW Vanguard Materials ETF | 1.06% | 19,871 | $3.9M | Reduce -26.8% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.33% | 23,300 | $1.2M | Reduce -12.1% |
| PAUG Innovator U.S. Equity Power | 0.33% | 29,419 | $1.2M | Reduce -22.3% |
| BAUG Innovator U.S. Equity Buffer | 0.31% | 24,820 | $1.1M | Reduce -22.2% |
| UNOV Innovator U.S. Equity Ultra | 0.31% | 31,577 | $1.1M | Reduce -24.9% |
| FHLC Fidelity MSCI Health Care | 0.27% | 15,412 | $986K | Reduce -11.8% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 36,388 | $964K | Reduce -1.3% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 8,166 | $899K | Add +1.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 4,872 | $861K | Add +0.6% |
| XLK SS Technology Select Sector | 0.21% | 3,107 | $787K | Reduce -89.2% |
| FDTX Fidelity Disrupt Tech ETF | 0.21% | 19,262 | $751K | Reduce -39.3% |
| VOO Vanguard S&P 500 ETF | 0.16% | 1,031 | $586K | Reduce -7.1% |
| NVDA Nvidia Corp. | 0.16% | 3,684 | $582K | Add +77.4% |
| UNH Unitedhealth Group Inc. | 0.16% | 1,838 | $573K | Add +23.0% |
| OXFORD LANE CAP CORP | 0.16% | 136,450 | $573K | Add +39.4% |
| WM Waste Management Inc. | 0.15% | 2,450 | $561K | Add +1.0% |
| GOF Guggenheim Strategic Opport | 0.13% | 32,589 | $485K | Add +4.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 1,596 | $485K | No change |
| PDI PIMCO Dynamic Income Fund | 0.13% | 24,795 | $470K | Add +6.4% |
| UAUG Innovator U.S. Equity Ultra | 0.12% | 11,603 | $434K | Reduce -27.9% |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 5,665 | $428K | Reduce -93.2% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.11% | 15,419 | $409K | No change |
| T AT&T Inc. | 0.11% | 13,533 | $392K | Add +0.2% |
| PCEF Invesco Cef Income Composite | 0.11% | 19,886 | $389K | Add +3.4% |
| PMAR Innovator U.S. Equity Power | 0.10% | 8,484 | $358K | Reduce -11.7% |
| XOM Exxon Mobil Corp. | 0.09% | 3,205 | $346K | Reduce -0.2% |
| BMAR Innovator U.S. Equity Buffer | 0.09% | 6,921 | $339K | Reduce -8.7% |
| AAPL Apple Inc. | 0.09% | 1,647 | $338K | Reduce -1.0% |
| PJUL Innovator U.S. Equity Power | 0.09% | 7,621 | $334K | Reduce -18.4% |
| MSFT Microsoft Corp. | 0.09% | 670 | $333K | Reduce -5.1% |
| TT Trane Technologies PLC | 0.09% | 761 | $333K | No change |
| XEL Xcel Energy Inc. | 0.09% | 4,641 | $316K | Add +13.8% |
| UJUL Innovator U.S. Equity Ultra | 0.08% | 8,223 | $303K | Reduce -20.8% |
| KO The Coca-Cola Co. | 0.08% | 4,240 | $300K | Reduce -0.6% |
| WEC WEC Energy Group Inc. | 0.08% | 2,868 | $299K | No change |
| PPH Vaneck Pharmaceutical ETF | 0.08% | 3,297 | $290K | Reduce -18.1% |
| BJUL Innovator U.S. Equity Buffer | 0.08% | 6,039 | $285K | Reduce -20.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.07% | 3,426 | $249K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.07% | 3,292 | $247K | New |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 2,959 | $242K | Reduce -15.5% |
| ET Energy Transfer LP | 0.06% | 12,432 | $225K | New |
| GSST Goldman Sachs Ultra Short Bo | 0.06% | 4,292 | $217K | Reduce -12.9% |
| JCI Johnson Controls Internation | 0.06% | 1,990 | $210K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 336 | $208K | New |
| CLM Cornerstone Strategic Invest | 0.04% | 18,017 | $146K | Add +9.1% |
| EVF Eaton Vance Senior Income TR | 0.03% | 18,850 | $107K | Reduce -0.9% |
Portfolio Sells Q1 2025 → Q2 2025
| XLK SS Technology Select Sector | Reduce -89.2% | 0.21% | −1.64 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -93.2% | 0.12% | −1.54 |
| PNOV Innovator U.S. Equity Power | Reduce -28.1% | 2.27% | −1.14 |
| FIDU Fidelity MSCI Indust Indx | Reduce -26.7% | 2.06% | −0.79 |
| VAW Vanguard Materials ETF | Reduce -26.8% | 1.06% | −0.55 |
| XAR SS SPDR S&P Aerospace Def | Reduce -28.4% | 2.40% | −0.53 |
| BNOV Innovator U.S. Equity Buffer | Reduce -28.3% | 1.10% | −0.53 |
| UNOV Innovator U.S. Equity Ultra | Reduce -24.9% | 0.31% | −0.14 |
| PAUG Innovator U.S. Equity Power | Reduce -22.3% | 0.33% | −0.12 |
| BAUG Innovator U.S. Equity Buffer | Reduce -22.2% | 0.31% | −0.11 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -39.3% | 0.21% | −0.11 |
| FHLC Fidelity MSCI Health Care | Reduce -11.8% | 0.27% | −0.10 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -12.1% | 0.33% | −0.10 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.07 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.3% | 0.26% | −0.06 |
| UAUG Innovator U.S. Equity Ultra | Reduce -27.9% | 0.12% | −0.06 |
| PPH Vaneck Pharmaceutical ETF | Reduce -18.1% | 0.08% | −0.04 |
| UJUL Innovator U.S. Equity Ultra | Reduce -20.8% | 0.08% | −0.03 |
| PJUL Innovator U.S. Equity Power | Reduce -18.4% | 0.09% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -0.2% | 0.09% | −0.03 |
| BJUL Innovator U.S. Equity Buffer | Reduce -20.1% | 0.08% | −0.02 |
| AAPL Apple Inc. | Reduce -1.0% | 0.09% | −0.02 |
| PMAR Innovator U.S. Equity Power | Reduce -11.7% | 0.10% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -15.5% | 0.07% | −0.02 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -12.9% | 0.06% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -7.1% | 0.16% | −0.02 |
| BMAR Innovator U.S. Equity Buffer | Reduce -8.7% | 0.09% | −0.02 |
| KO The Coca-Cola Co. | Reduce -0.6% | 0.08% | −0.01 |
| EVF Eaton Vance Senior Income TR | Reduce -0.9% | 0.03% | −0.01 |
| MSFT Microsoft Corp. | Reduce -5.1% | 0.09% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| VYMI Vanguard Int High DVD YLD Inc. | Add +487.6% | 2.57% | +2.11 |
| BUFF Innovator Laddered Allocatio | Add +114.0% | 2.98% | +1.48 |
| IEUR iShares Core MSCI Europe ETF | Add +556.7% | 1.50% | +1.27 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +5.2% | 12.10% | +0.98 |
| QQQ Invesco QQQ Trust Series 1 | Add +13.0% | 5.77% | +0.79 |
| FNCL Fidelity MSCI Financial Indx | Add +114.7% | 1.39% | +0.69 |
| KBWP Invesco KBW Property & Casua | Add +135.6% | 1.19% | +0.60 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +54.3% | 1.14% | +0.30 |
| VGIT Vanguard Intermediate-Term T | Add +27.3% | 2.81% | +0.29 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +28.8% | 2.13% | +0.28 |
| VCIT Vanguard Int-Term Corporate | Add +27.7% | 2.14% | +0.25 |
| FLOT iShares Floating Rate Bond E | Add +22.2% | 3.02% | +0.18 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +21.7% | 3.04% | +0.18 |
| NVDA Nvidia Corp. | Add +77.4% | 0.16% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.07% | +0.07 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.07% | +0.07 |
| ET Energy Transfer LP | New | 0.06% | +0.06 |
| JCI Johnson Controls Internation | New | 0.06% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.06% | +0.06 |
| OXFORD LANE CAP CORP | Add +39.4% | 0.16% | +0.01 |
| IVW iShares S&P 500 Growth ETF | Add +1.4% | 0.25% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +11.0% | 10.81% | +0.00 |
| CLM Cornerstone Strategic Invest | Add +9.1% | 0.04% | +0.00 |
| XEL Xcel Energy Inc. | Add +13.8% | 0.09% | −0.00 |
| PCEF Invesco Cef Income Composite | Add +3.4% | 0.11% | −0.01 |
| T AT&T Inc. | Add +0.2% | 0.11% | −0.01 |
| PDI PIMCO Dynamic Income Fund | Add +6.4% | 0.13% | −0.02 |
| GOF Guggenheim Strategic Opport | Add +4.8% | 0.13% | −0.02 |
| WM Waste Management Inc. | Add +1.0% | 0.15% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.24% | −0.03 |
| UNH Unitedhealth Group Inc. | Add +23.0% | 0.16% | −0.09 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 16.47% | −0.42 |
| XLE SS Energy Select Sector | Add +6.4% | 2.63% | −0.49 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 13.30% | −0.79 |
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 |