Buska Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Buska Wealth Management, LLC reported 75 stock positions worth $333.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.7% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 13.1%) and SS SPDR P S&P 500 Growth ETF (SPYG, 12.3%). Compared with Q2 2025, it opened 10 new positions, sold out of 2, added to 14 and reduced 48. The biggest buy was PIMCO Dynamic Income Fund (PDI, shares +80%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $333.2M (Q3 2025)
- SEC Filing
- 0001910503-25-000012 ↗ filed Nov 12, 2025
Holdings Value
Holdings 75 stocks · $333.2M
| IVV iShares Core S&P 500 ETF | 16.66% | 82,936 | $55.5M | Reduce -14.6% |
| VIG Vanguard Dividend Apprec ETF | 13.09% | 202,172 | $43.6M | Reduce -15.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 12.27% | 391,209 | $40.9M | Reduce -15.8% |
| VYM Vanguard High DVD Yield ETF | 10.57% | 249,951 | $35.2M | Reduce -15.8% |
| QQQ Invesco QQQ Trust Series 1 | 5.87% | 32,566 | $19.6M | Reduce -15.0% |
| BUFF Innovator Laddered Allocatio | 2.97% | 202,698 | $9.9M | Reduce -12.6% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.97% | 320,645 | $9.9M | Reduce -11.2% |
| FLOT iShares Floating Rate Bond E | 2.94% | 191,772 | $9.8M | Reduce -11.4% |
| VGIT Vanguard Intermediate-Term T | 2.74% | 151,942 | $9.1M | Reduce -11.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.60% | 102,445 | $8.7M | Reduce -12.8% |
| XLE SS Energy Select Sector | 2.48% | 92,412 | $8.3M | Reduce -18.6% |
| XAR SS SPDR S&P Aerospace Def | 2.44% | 34,528 | $8.1M | Reduce -17.2% |
| VCIT Vanguard Int-Term Corporate | 2.11% | 83,717 | $7.0M | Reduce -11.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.09% | 85,787 | $7.0M | Reduce -11.4% |
| PNOV Innovator U.S. Equity Power | 2.09% | 169,275 | $7.0M | Reduce -19.5% |
| FIDU Fidelity MSCI Indust Indx | 1.97% | 80,015 | $6.6M | Reduce -17.9% |
| IEUR iShares Core MSCI Europe ETF | 1.44% | 70,576 | $4.8M | Reduce -15.1% |
| FNCL Fidelity MSCI Financial Indx | 1.29% | 56,475 | $4.3M | Reduce -17.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.12% | 70,488 | $3.7M | Reduce -10.9% |
| KBWP Invesco KBW Property & Casua | 1.01% | 27,250 | $3.4M | Reduce -23.0% |
| BNOV Innovator U.S. Equity Buffer | 1.01% | 77,341 | $3.4M | Reduce -20.6% |
| VAW Vanguard Materials ETF | 1.01% | 16,376 | $3.4M | Reduce -17.6% |
| PAUG Innovator U.S. Equity Power | 0.33% | 25,799 | $1.1M | Reduce -12.3% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 8,857 | $1.1M | Add +8.5% |
| BAUG Innovator U.S. Equity Buffer | 0.30% | 20,473 | $1.0M | Reduce -17.5% |
| SCHD Schwab US DVD Equity ETF | 0.30% | 36,289 | $991K | Reduce -0.3% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.29% | 19,405 | $967K | Reduce -16.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 5,099 | $951K | Add +4.7% |
| UNOV Innovator U.S. Equity Ultra | 0.28% | 24,854 | $931K | Reduce -21.3% |
| PDI PIMCO Dynamic Income Fund | 0.27% | 44,658 | $884K | Add +80.1% |
| FHLC Fidelity MSCI Health Care | 0.26% | 13,041 | $872K | Reduce -15.4% |
| XLK SS Technology Select Sector | 0.26% | 3,072 | $866K | Reduce -1.1% |
| FDTX Fidelity Disrupt Tech ETF | 0.19% | 15,995 | $649K | Reduce -17.0% |
| GOF Guggenheim Strategic Opport | 0.18% | 39,242 | $588K | Add +20.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,641 | $538K | Add +2.8% |
| WM Waste Management Inc. | 0.16% | 2,426 | $536K | Reduce -1.0% |
| VOO Vanguard S&P 500 ETF | 0.16% | 853 | $522K | Reduce -17.3% |
| UNH Unitedhealth Group Inc. | 0.15% | 1,494 | $516K | Reduce -18.7% |
| NVDA Nvidia Corp. | 0.15% | 2,716 | $507K | Reduce -26.3% |
| PCEF Invesco Cef Income Composite | 0.15% | 24,401 | $487K | Add +22.7% |
| AAPL Apple Inc. | 0.13% | 1,676 | $427K | Add +1.8% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.13% | 15,416 | $417K | Reduce -0.0% |
| PNR Pentair PLC | 0.12% | 3,722 | $412K | New |
| MSFT Microsoft Corp. | 0.12% | 771 | $399K | Add +15.1% |
| T AT&T Inc. | 0.12% | 13,613 | $384K | Add +0.6% |
| XEL Xcel Energy Inc. | 0.11% | 4,676 | $377K | Add +0.8% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 4,954 | $377K | Reduce -12.6% |
| NVT Nvent Electric PLC | 0.11% | 3,796 | $374K | New |
| UAUG Innovator U.S. Equity Ultra | 0.11% | 9,301 | $366K | Reduce -19.8% |
| XOM Exxon Mobil Corp. | 0.11% | 3,191 | $360K | Reduce -0.4% |
| WEC WEC Energy Group Inc. | 0.10% | 2,868 | $329K | No change |
| TT Trane Technologies PLC | 0.10% | 764 | $322K | Add +0.4% |
| PMAR Innovator U.S. Equity Power | 0.10% | 7,213 | $317K | Reduce -15.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 4,041 | $317K | Add +17.9% |
| PJUL Innovator U.S. Equity Power | 0.09% | 6,872 | $313K | Reduce -9.8% |
| BMAR Innovator U.S. Equity Buffer | 0.09% | 5,695 | $294K | Reduce -17.7% |
| BJUL Innovator U.S. Equity Buffer | 0.08% | 5,349 | $266K | Reduce -11.4% |
| ET Energy Transfer LP | 0.08% | 15,422 | $265K | Add +24.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.08% | 3,278 | $264K | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.08% | 3,924 | $260K | Reduce -7.5% |
| UJUL Innovator U.S. Equity Ultra | 0.08% | 6,698 | $255K | Reduce -18.6% |
| PPH Vaneck Pharmaceutical ETF | 0.07% | 2,645 | $239K | Reduce -19.8% |
| PDO PIMCO Dynamic Income Opport | 0.07% | 16,781 | $237K | New |
| XAWFX Alliancebernstein GL Hi Inc. | 0.07% | 20,958 | $235K | New |
| CLM Cornerstone Strategic Invest | 0.07% | 28,317 | $234K | Add +57.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 2,648 | $231K | Reduce -10.5% |
| BIT BlackRock Multi-Sector Inc. | 0.07% | 16,755 | $224K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 336 | $224K | No change |
| JCI Johnson Controls Internation | 0.07% | 1,990 | $219K | No change |
| AVGO Broadcom Inc. | 0.07% | 661 | $218K | New |
| GOOGL Alphabet Inc. Class A | 0.06% | 890 | $216K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.06% | 530 | $213K | New |
| GSST Goldman Sachs Ultra Short Bo | 0.06% | 4,155 | $211K | Reduce -3.2% |
| LLY Eli Lilly & Co. | 0.06% | 263 | $201K | New |
| CRF Cornerstone Total Return | 0.06% | 23,153 | $186K | New |
Portfolio Sells Q2 2025 → Q3 2025
| VYM Vanguard High DVD Yield ETF | Reduce -15.8% | 10.57% | −0.23 |
| VIG Vanguard Dividend Apprec ETF | Reduce -15.0% | 13.09% | −0.21 |
| PNOV Innovator U.S. Equity Power | Reduce -19.5% | 2.09% | −0.19 |
| KBWP Invesco KBW Property & Casua | Reduce -23.0% | 1.01% | −0.18 |
| OXFORD LANE CAP CORP | Sold out | 0.00% | −0.16 |
| XLE SS Energy Select Sector | Reduce -18.6% | 2.48% | −0.15 |
| FNCL Fidelity MSCI Financial Indx | Reduce -17.9% | 1.29% | −0.10 |
| FIDU Fidelity MSCI Indust Indx | Reduce -17.9% | 1.97% | −0.10 |
| BNOV Innovator U.S. Equity Buffer | Reduce -20.6% | 1.01% | −0.09 |
| FLOT iShares Floating Rate Bond E | Reduce -11.4% | 2.94% | −0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -11.2% | 2.97% | −0.07 |
| VGIT Vanguard Intermediate-Term T | Reduce -11.5% | 2.74% | −0.07 |
| IEUR iShares Core MSCI Europe ETF | Reduce -15.1% | 1.44% | −0.06 |
| VAW Vanguard Materials ETF | Reduce -17.6% | 1.01% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -11.4% | 2.09% | −0.04 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -16.7% | 0.29% | −0.04 |
| UNOV Innovator U.S. Equity Ultra | Reduce -21.3% | 0.28% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -11.5% | 2.11% | −0.03 |
| EVF Eaton Vance Senior Income TR | Sold out | 0.00% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -10.9% | 1.12% | −0.02 |
| BAUG Innovator U.S. Equity Buffer | Reduce -17.5% | 0.30% | −0.01 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -17.0% | 0.19% | −0.01 |
| UAUG Innovator U.S. Equity Ultra | Reduce -19.8% | 0.11% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -15.4% | 0.26% | −0.01 |
| PPH Vaneck Pharmaceutical ETF | Reduce -19.8% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -26.3% | 0.15% | −0.01 |
| UJUL Innovator U.S. Equity Ultra | Reduce -18.6% | 0.08% | −0.01 |
| BUFF Innovator Laddered Allocatio | Reduce -12.6% | 2.97% | −0.01 |
| BMAR Innovator U.S. Equity Buffer | Reduce -17.7% | 0.09% | −0.00 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -12.6% | 0.11% | −0.00 |
| KO The Coca-Cola Co. | Reduce -7.5% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -17.3% | 0.16% | −0.00 |
| PMAR Innovator U.S. Equity Power | Reduce -15.0% | 0.10% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -18.7% | 0.15% | −0.00 |
| BJUL Innovator U.S. Equity Buffer | Reduce -11.4% | 0.08% | +0.00 |
| PJUL Innovator U.S. Equity Power | Reduce -9.8% | 0.09% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -10.5% | 0.07% | +0.00 |
| PAUG Innovator U.S. Equity Power | Reduce -12.3% | 0.33% | +0.00 |
| GSST Goldman Sachs Ultra Short Bo | Reduce -3.2% | 0.06% | +0.00 |
| WM Waste Management Inc. | Reduce -1.0% | 0.16% | +0.01 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -0.4% | 0.08% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -0.4% | 0.11% | +0.01 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | Reduce -0.0% | 0.13% | +0.01 |
| XAR SS SPDR S&P Aerospace Def | Reduce -17.2% | 2.44% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -12.8% | 2.60% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.3% | 0.30% | +0.03 |
| XLK SS Technology Select Sector | Reduce -1.1% | 0.26% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.0% | 5.87% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -15.8% | 12.27% | +0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -14.6% | 16.66% | +0.19 |
Portfolio Buys Q2 2025 → Q3 2025
| PDI PIMCO Dynamic Income Fund | Add +80.1% | 0.27% | +0.14 |
| PNR Pentair PLC | New | 0.12% | +0.12 |
| NVT Nvent Electric PLC | New | 0.11% | +0.11 |
| IVW iShares S&P 500 Growth ETF | Add +8.5% | 0.32% | +0.08 |
| PDO PIMCO Dynamic Income Opport | New | 0.07% | +0.07 |
| XAWFX Alliancebernstein GL Hi Inc. | New | 0.07% | +0.07 |
| BIT BlackRock Multi-Sector Inc. | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | New | 0.06% | +0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | New | 0.06% | +0.06 |
| CRF Cornerstone Total Return | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.7% | 0.29% | +0.05 |
| GOF Guggenheim Strategic Opport | Add +20.4% | 0.18% | +0.04 |
| PCEF Invesco Cef Income Composite | Add +22.7% | 0.15% | +0.04 |
| AAPL Apple Inc. | Add +1.8% | 0.13% | +0.04 |
| CLM Cornerstone Strategic Invest | Add +57.2% | 0.07% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.8% | 0.16% | +0.03 |
| MSFT Microsoft Corp. | Add +15.1% | 0.12% | +0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.9% | 0.10% | +0.03 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.11% | +0.03 |
| ET Energy Transfer LP | Add +24.1% | 0.08% | +0.02 |
| T AT&T Inc. | Add +0.6% | 0.12% | +0.01 |
| TT Trane Technologies PLC | Add +0.4% | 0.10% | +0.01 |
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 |