Buska Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Buska Wealth Management, LLC reported 75 stock positions worth $270.6 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.4% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 12.9%) and SS SPDR P S&P 500 Growth ETF (SPYG, 12.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 4, added to 10 and reduced 56. The biggest buy was a new position in Vanguard Multi-Sector (VGMS) and the biggest sale Ishr Ibx Usd Hiyld CB ETF-Ui (HYG, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $270.6M (Q4 2025)
- SEC Filing
- 0001910503-26-000001 ↗ filed Jan 22, 2026
Holdings Value
Holdings 75 stocks · $270.6M
| IVV iShares Core S&P 500 ETF | 16.44% | 64,956 | $44.5M | Reduce -21.7% |
| VIG Vanguard Dividend Apprec ETF | 12.92% | 159,153 | $35.0M | Reduce -21.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 11.97% | 303,626 | $32.4M | Reduce -22.4% |
| VYM Vanguard High DVD Yield ETF | 10.48% | 197,568 | $28.4M | Reduce -21.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.78% | 25,457 | $15.6M | Reduce -21.8% |
| BUFF Innovator Laddered Allocatio | 3.21% | 174,488 | $8.7M | Reduce -13.9% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.98% | 89,472 | $8.1M | Reduce -12.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.75% | 242,397 | $7.4M | Reduce -24.4% |
| FLOT iShares Floating Rate Bond E | 2.73% | 145,019 | $7.4M | Reduce -24.4% |
| VGIT Vanguard Intermediate-Term T | 2.71% | 122,526 | $7.3M | Reduce -19.4% |
| VCIT Vanguard Int-Term Corporate | 2.32% | 75,102 | $6.3M | Reduce -10.3% |
| XLE SS Energy Select Sector | 2.25% | 136,162 | $6.1M | Reduce -26.3% |
| XAR SS SPDR S&P Aerospace Def | 2.17% | 24,359 | $5.9M | Reduce -29.4% |
| PNOV Innovator U.S. Equity Power | 1.92% | 124,319 | $5.2M | Reduce -26.6% |
| FIDU Fidelity MSCI Indust Indx | 1.74% | 57,023 | $4.7M | Reduce -28.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.71% | 57,370 | $4.6M | Reduce -33.1% |
| IEUR iShares Core MSCI Europe ETF | 1.59% | 60,605 | $4.3M | Reduce -14.1% |
| FNCL Fidelity MSCI Financial Indx | 1.25% | 43,355 | $3.4M | Reduce -23.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.16% | 59,311 | $3.1M | Reduce -15.9% |
| VAW Vanguard Materials ETF | 0.96% | 12,502 | $2.6M | Reduce -23.7% |
| BNOV Innovator U.S. Equity Buffer | 0.94% | 57,021 | $2.5M | Reduce -26.3% |
| KBWP Invesco KBW Property & Casua | 0.66% | 14,112 | $1.8M | Reduce -48.2% |
| VGMS Vanguard Multi-Sector | 0.59% | 31,160 | $1.6M | New |
| QTUM Defiance Quantum ETF | 0.45% | 11,030 | $1.2M | New |
| VGHY Vanguard High-Yield Act ETF | 0.43% | 15,387 | $1.2M | New |
| IVW iShares S&P 500 Growth ETF | 0.38% | 8,322 | $1.0M | Reduce -6.0% |
| PAUG Innovator U.S. Equity Power | 0.36% | 22,652 | $980K | Reduce -12.2% |
| BAUG Innovator U.S. Equity Buffer | 0.33% | 17,966 | $899K | Reduce -12.3% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 32,441 | $890K | Reduce -10.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 4,561 | $871K | Reduce -10.6% |
| XLK SS Technology Select Sector | 0.28% | 5,255 | $757K | Reduce -14.5% |
| FSTA Fidelity MSCI Cons Stap Indx | 0.26% | 14,329 | $705K | Reduce -26.2% |
| UNOV Innovator U.S. Equity Ultra | 0.26% | 18,396 | $700K | Reduce -26.0% |
| PDI PIMCO Dynamic Income Fund | 0.26% | 39,058 | $692K | Reduce -12.5% |
| FHLC Fidelity MSCI Health Care | 0.25% | 9,230 | $686K | Reduce -29.2% |
| FDTX Fidelity Disrupt Tech ETF | 0.20% | 13,557 | $552K | Reduce -15.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 1,642 | $550K | Add +0.1% |
| WM Waste Management Inc. | 0.19% | 2,367 | $520K | Reduce -2.4% |
| AAPL Apple Inc. | 0.19% | 1,862 | $506K | Add +11.1% |
| NVDA Nvidia Corp. | 0.18% | 2,683 | $500K | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.18% | 1,492 | $493K | Reduce -0.1% |
| GOF Guggenheim Strategic Opport | 0.18% | 38,013 | $490K | Reduce -3.1% |
| PCEF Invesco Cef Income Composite | 0.17% | 23,768 | $473K | Reduce -2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 5,024 | $403K | Add +24.3% |
| VOO Vanguard S&P 500 ETF | 0.14% | 625 | $392K | Reduce -26.7% |
| PNR Pentair PLC | 0.14% | 3,719 | $387K | Reduce -0.1% |
| NVT Nvent Electric PLC | 0.14% | 3,796 | $387K | No change |
| XOM Exxon Mobil Corp. | 0.14% | 3,110 | $374K | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,134 | $355K | Add +27.4% |
| XEL Xcel Energy Inc. | 0.13% | 4,646 | $343K | Reduce -0.6% |
| MSFT Microsoft Corp. | 0.12% | 691 | $334K | Reduce -10.4% |
| UAUG Innovator U.S. Equity Ultra | 0.12% | 8,075 | $322K | Reduce -13.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.11% | 4,270 | $305K | Reduce -13.8% |
| WEC WEC Energy Group Inc. | 0.11% | 2,868 | $302K | No change |
| PDO PIMCO Dynamic Income Opport | 0.11% | 21,838 | $302K | Add +30.1% |
| TT Trane Technologies PLC | 0.11% | 764 | $297K | No change |
| PJUL Innovator U.S. Equity Power | 0.11% | 6,256 | $290K | Reduce -9.0% |
| PMAR Innovator U.S. Equity Power | 0.10% | 6,102 | $274K | Reduce -15.4% |
| KO The Coca-Cola Co. | 0.10% | 3,892 | $272K | Reduce -0.8% |
| T AT&T Inc. | 0.10% | 10,915 | $271K | Reduce -19.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 3,278 | $270K | No change |
| ET Energy Transfer LP | 0.10% | 16,269 | $268K | Add +5.5% |
| BJUL Innovator U.S. Equity Buffer | 0.09% | 5,008 | $254K | Reduce -6.4% |
| BMAR Innovator U.S. Equity Buffer | 0.09% | 4,693 | $249K | Reduce -17.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 361 | $246K | Add +7.4% |
| CLM Cornerstone Strategic Invest | 0.09% | 28,633 | $239K | Add +1.1% |
| JCI Johnson Controls Internation | 0.09% | 1,990 | $238K | No change |
| UJUL Innovator U.S. Equity Ultra | 0.09% | 5,937 | $230K | Reduce -11.4% |
| CAT Caterpillar Inc. | 0.08% | 394 | $225K | New |
| AVGO Broadcom Inc. | 0.08% | 636 | $220K | Reduce -3.8% |
| PPH Vaneck Pharmaceutical ETF | 0.08% | 2,131 | $220K | Reduce -19.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 531 | $219K | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.08% | 4,797 | $205K | Reduce -9.4% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.08% | 19,111 | $204K | Reduce -8.8% |
| CRF Cornerstone Total Return | 0.07% | 23,396 | $187K | Add +1.1% |
Portfolio Sells Q3 2025 → Q4 2025
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -33.1% | 1.71% | −0.38 |
| KBWP Invesco KBW Property & Casua | Reduce -48.2% | 0.66% | −0.35 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -22.4% | 11.97% | −0.30 |
| XAR SS SPDR S&P Aerospace Def | Reduce -29.4% | 2.17% | −0.26 |
| FIDU Fidelity MSCI Indust Indx | Reduce -28.7% | 1.74% | −0.23 |
| XLE SS Energy Select Sector | Reduce -26.3% | 2.25% | −0.23 |
| IVV iShares Core S&P 500 ETF | Reduce -21.7% | 16.44% | −0.22 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -24.4% | 2.75% | −0.22 |
| FLOT iShares Floating Rate Bond E | Reduce -24.4% | 2.73% | −0.22 |
| VIG Vanguard Dividend Apprec ETF | Reduce -21.3% | 12.92% | −0.17 |
| PNOV Innovator U.S. Equity Power | Reduce -26.6% | 1.92% | −0.17 |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | Sold out | 0.00% | −0.13 |
| VYM Vanguard High DVD Yield ETF | Reduce -21.0% | 10.48% | −0.10 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -21.8% | 5.78% | −0.09 |
| BNOV Innovator U.S. Equity Buffer | Reduce -26.3% | 0.94% | −0.07 |
| BIT BlackRock Multi-Sector Inc. | Sold out | 0.00% | −0.07 |
| GSST Goldman Sachs Ultra Short Bo | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.06 |
| FNCL Fidelity MSCI Financial Indx | Reduce -23.2% | 1.25% | −0.05 |
| VAW Vanguard Materials ETF | Reduce -23.7% | 0.96% | −0.05 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -26.2% | 0.26% | −0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -19.4% | 2.71% | −0.02 |
| UNOV Innovator U.S. Equity Ultra | Reduce -26.0% | 0.26% | −0.02 |
| T AT&T Inc. | Reduce -19.8% | 0.10% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -26.7% | 0.14% | −0.01 |
| PDI PIMCO Dynamic Income Fund | Reduce -12.5% | 0.26% | −0.01 |
| FHLC Fidelity MSCI Health Care | Reduce -29.2% | 0.25% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -13.8% | 0.11% | −0.00 |
| MSFT Microsoft Corp. | Reduce -10.4% | 0.12% | +0.00 |
| BMAR Innovator U.S. Equity Buffer | Reduce -17.6% | 0.09% | +0.00 |
| GOF Guggenheim Strategic Opport | Reduce -3.1% | 0.18% | +0.00 |
| XAWFX Alliancebernstein GL Hi Inc. | Reduce -8.8% | 0.08% | +0.01 |
| PMAR Innovator U.S. Equity Power | Reduce -15.4% | 0.10% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -9.4% | 0.08% | +0.01 |
| UJUL Innovator U.S. Equity Ultra | Reduce -11.4% | 0.09% | +0.01 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -15.2% | 0.20% | +0.01 |
| UAUG Innovator U.S. Equity Ultra | Reduce -13.2% | 0.12% | +0.01 |
| PPH Vaneck Pharmaceutical ETF | Reduce -19.4% | 0.08% | +0.01 |
| PJUL Innovator U.S. Equity Power | Reduce -9.0% | 0.11% | +0.01 |
| XEL Xcel Energy Inc. | Reduce -0.6% | 0.13% | +0.01 |
| BJUL Innovator U.S. Equity Buffer | Reduce -6.4% | 0.09% | +0.01 |
| AVGO Broadcom Inc. | Reduce -3.8% | 0.08% | +0.02 |
| PNR Pentair PLC | Reduce -0.1% | 0.14% | +0.02 |
| XLK SS Technology Select Sector | Reduce -14.5% | 0.28% | +0.02 |
| KO The Coca-Cola Co. | Reduce -0.8% | 0.10% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.18% | +0.03 |
| PCEF Invesco Cef Income Composite | Reduce -2.6% | 0.17% | +0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.5% | 0.14% | +0.03 |
| BAUG Innovator U.S. Equity Buffer | Reduce -12.3% | 0.33% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.6% | 0.33% | +0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VGMS Vanguard Multi-Sector | New | 0.59% | +0.59 |
| QTUM Defiance Quantum ETF | New | 0.45% | +0.45 |
| VGHY Vanguard High-Yield Act ETF | New | 0.43% | +0.43 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| GOOGL Alphabet Inc. Class A | Add +27.4% | 0.13% | +0.07 |
| AAPL Apple Inc. | Add +11.1% | 0.19% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +24.3% | 0.15% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.20% | +0.04 |
| PDO PIMCO Dynamic Income Opport | Add +30.1% | 0.11% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.4% | 0.09% | +0.02 |
| ET Energy Transfer LP | Add +5.5% | 0.10% | +0.02 |
| CLM Cornerstone Strategic Invest | Add +1.1% | 0.09% | +0.02 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +0.2% | 0.08% | +0.02 |
| CRF Cornerstone Total Return | Add +1.1% | 0.07% | +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 |