Buska Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Buska Wealth Management, LLC reported 74 stock positions worth $248.9 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 14.7% of the portfolio, followed by Vanguard Dividend Apprec ETF (VIG, 12.3%) and Vanguard High DVD Yield ETF (VYM, 10.7%). Compared with Q4 2025, it opened 7 new positions, sold out of 8, added to 16 and reduced 43. The biggest buy was Vanguard Int High DVD YLD (VYMI, shares +27%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- WAUSAU, WI
- CIK
- 0001910503
- Portfolio Value
- $248.9M (Q1 2026)
- SEC Filing
- 0001910503-26-000002 ↗ filed Apr 13, 2026
Holdings Value
Holdings 74 stocks · $248.9M
| IVV iShares Core S&P 500 ETF | 14.70% | 56,015 | $36.6M | Reduce -13.8% |
| VIG Vanguard Dividend Apprec ETF | 12.28% | 142,152 | $30.6M | Reduce -10.7% |
| VYM Vanguard High DVD Yield ETF | 10.65% | 179,036 | $26.5M | Reduce -9.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.43% | 265,128 | $26.0M | Reduce -12.7% |
| QQQ Invesco QQQ Trust Series 1 | 5.52% | 23,810 | $13.7M | Reduce -6.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 4.30% | 113,653 | $10.7M | Add +27.0% |
| BUFF Innovator Laddered Allocatio | 3.79% | 190,880 | $9.4M | Add +9.4% |
| XLE SS Energy Select Sector | 2.87% | 116,605 | $7.1M | Reduce -14.4% |
| VGIT Vanguard Intermediate-Term T | 2.79% | 116,468 | $6.9M | Reduce -4.9% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.67% | 215,864 | $6.6M | Reduce -10.9% |
| FLOT iShares Floating Rate Bond E | 2.64% | 129,055 | $6.6M | Reduce -11.0% |
| VCIT Vanguard Int-Term Corporate | 2.63% | 79,122 | $6.5M | Add +5.3% |
| IEUR iShares Core MSCI Europe ETF | 2.16% | 76,685 | $5.4M | Add +26.5% |
| XAR SS SPDR S&P Aerospace Def | 1.72% | 16,817 | $4.3M | Reduce -31.0% |
| PNOV Innovator U.S. Equity Power | 1.50% | 91,398 | $3.7M | Reduce -26.5% |
| FIDU Fidelity MSCI Indust Indx | 1.45% | 41,650 | $3.6M | Reduce -27.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.40% | 43,647 | $3.5M | Reduce -23.9% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.26% | 59,567 | $3.1M | Add +0.4% |
| VGMS Vanguard Multi-Sector | 1.21% | 59,255 | $3.0M | Add +90.2% |
| FNCL Fidelity MSCI Financial Indx | 1.15% | 40,712 | $2.9M | Reduce -6.1% |
| QTUM Defiance Quantum ETF | 0.96% | 22,254 | $2.4M | Add +101.8% |
| VGHY Vanguard High-Yield Act ETF | 0.88% | 29,424 | $2.2M | Add +91.2% |
| VAW Vanguard Materials ETF | 0.83% | 9,118 | $2.1M | Reduce -27.1% |
| BNOV Innovator U.S. Equity Buffer | 0.74% | 42,849 | $1.8M | Reduce -24.9% |
| FFSM Fidelity FNDM SM Mid Cap ETF | 0.58% | 45,301 | $1.4M | New |
| KBWP Invesco KBW Property & Casua | 0.46% | 9,540 | $1.1M | Reduce -32.4% |
| ACYN FT Lad Autocall Bar Inc. ETF | 0.44% | 53,309 | $1.1M | New |
| SCHD Schwab US DVD Equity ETF | 0.36% | 28,988 | $889K | Reduce -10.6% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 7,192 | $813K | Reduce -13.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 3,992 | $783K | Reduce -12.5% |
| RDVI FT Vest Rising Dividend Achi | 0.31% | 30,100 | $769K | New |
| PAUG Innovator U.S. Equity Power | 0.30% | 17,731 | $757K | Reduce -21.7% |
| EEM iShares MSCI Emerging Market | 0.29% | 12,905 | $733K | New |
| SCHA Schwab US Small-Cap ETF | 0.29% | 24,668 | $717K | New |
| BAUG Innovator U.S. Equity Buffer | 0.27% | 13,998 | $684K | Reduce -22.1% |
| XLK SS Technology Select Sector | 0.25% | 4,597 | $611K | Reduce -12.5% |
| PDI PIMCO Dynamic Income Fund | 0.24% | 35,447 | $606K | Reduce -9.3% |
| MISL First Trust Indxx Aero & Def | 0.24% | 13,137 | $587K | New |
| XOM Exxon Mobil Corp. | 0.21% | 3,111 | $528K | Add +0.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.21% | 1,642 | $527K | No change |
| WM Waste Management Inc. | 0.21% | 2,260 | $519K | Reduce -4.5% |
| UNOV Innovator U.S. Equity Ultra | 0.20% | 13,663 | $509K | Reduce -25.7% |
| T AT&T Inc. | 0.19% | 16,355 | $474K | Add +49.8% |
| NVT Nvent Electric PLC | 0.18% | 3,796 | $449K | No change |
| FSTA Fidelity MSCI Cons Stap Indx | 0.17% | 8,198 | $429K | Reduce -42.8% |
| WEC WEC Energy Group Inc. | 0.17% | 3,700 | $428K | Add +29.0% |
| AAPL Apple Inc. | 0.17% | 1,675 | $425K | Reduce -10.0% |
| UNH Unitedhealth Group Inc. | 0.16% | 1,492 | $404K | No change |
| FDTX Fidelity Disrupt Tech ETF | 0.16% | 10,755 | $397K | Reduce -20.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 5,044 | $386K | Add +0.4% |
| NVDA Nvidia Corp. | 0.15% | 2,161 | $377K | Reduce -19.5% |
| XEL Xcel Energy Inc. | 0.15% | 4,681 | $372K | Add +0.8% |
| PCEF Invesco Cef Income Composite | 0.15% | 19,700 | $371K | Reduce -17.1% |
| VOO Vanguard S&P 500 ETF | 0.14% | 593 | $354K | Reduce -5.1% |
| FHLC Fidelity MSCI Health Care | 0.14% | 4,789 | $337K | Reduce -48.1% |
| PNR Pentair PLC | 0.13% | 3,706 | $323K | Reduce -0.3% |
| TT Trane Technologies PLC | 0.13% | 764 | $318K | No change |
| KO The Coca-Cola Co. | 0.12% | 3,886 | $296K | Reduce -0.1% |
| CAT Caterpillar Inc. | 0.11% | 394 | $279K | No change |
| PDO PIMCO Dynamic Income Opport | 0.11% | 21,147 | $273K | Reduce -3.2% |
| MSFT Microsoft Corp. | 0.11% | 714 | $264K | Add +3.3% |
| JCI Johnson Controls Internation | 0.10% | 1,990 | $261K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.10% | 3,278 | $259K | No change |
| PJUL Innovator U.S. Equity Power | 0.10% | 5,573 | $256K | Reduce -10.9% |
| UAUG Innovator U.S. Equity Ultra | 0.10% | 6,260 | $246K | Reduce -22.5% |
| GOOGL Alphabet Inc. Class A | 0.10% | 828 | $238K | Reduce -27.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 361 | $235K | No change |
| CVX Chevron Corp. | 0.09% | 1,134 | $235K | New |
| ET Energy Transfer LP | 0.09% | 11,825 | $228K | Reduce -27.3% |
| BJUL Innovator U.S. Equity Buffer | 0.09% | 4,346 | $216K | Reduce -13.2% |
| CLM Cornerstone Strategic Invest | 0.09% | 29,435 | $214K | Add +2.8% |
| UJUL Innovator U.S. Equity Ultra | 0.08% | 5,255 | $201K | Reduce -11.5% |
| XAWFX Alliancebernstein GL Hi Inc. | 0.08% | 18,407 | $187K | Reduce -3.7% |
| CRF Cornerstone Total Return | 0.07% | 24,018 | $167K | Add +2.7% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -13.8% | 14.70% | −1.74 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -12.7% | 10.43% | −1.54 |
| VIG Vanguard Dividend Apprec ETF | Reduce -10.7% | 12.28% | −0.64 |
| XAR SS SPDR S&P Aerospace Def | Reduce -31.0% | 1.72% | −0.46 |
| PNOV Innovator U.S. Equity Power | Reduce -26.5% | 1.50% | −0.42 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -23.9% | 1.40% | −0.31 |
| FIDU Fidelity MSCI Indust Indx | Reduce -27.0% | 1.45% | −0.29 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.5% | 5.52% | −0.26 |
| KBWP Invesco KBW Property & Casua | Reduce -32.4% | 0.46% | −0.21 |
| BNOV Innovator U.S. Equity Buffer | Reduce -24.9% | 0.74% | −0.20 |
| GOF Guggenheim Strategic Opport | Sold out | 0.00% | −0.18 |
| VAW Vanguard Materials ETF | Reduce -27.1% | 0.83% | −0.13 |
| FHLC Fidelity MSCI Health Care | Reduce -48.1% | 0.14% | −0.12 |
| CIBR First Trust Nasdaq Cybersecu | Sold out | 0.00% | −0.11 |
| PMAR Innovator U.S. Equity Power | Sold out | 0.00% | −0.10 |
| FNCL Fidelity MSCI Financial Indx | Reduce -6.1% | 1.15% | −0.10 |
| BMAR Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.09 |
| FSTA Fidelity MSCI Cons Stap Indx | Reduce -42.8% | 0.17% | −0.09 |
| FLOT iShares Floating Rate Bond E | Reduce -11.0% | 2.64% | −0.08 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -10.9% | 2.67% | −0.08 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.08 |
| PPH Vaneck Pharmaceutical ETF | Sold out | 0.00% | −0.08 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.08 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.08 |
| PAUG Innovator U.S. Equity Power | Reduce -21.7% | 0.30% | −0.06 |
| BAUG Innovator U.S. Equity Buffer | Reduce -22.1% | 0.27% | −0.06 |
| UNOV Innovator U.S. Equity Ultra | Reduce -25.7% | 0.20% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Reduce -13.6% | 0.33% | −0.05 |
| FDTX Fidelity Disrupt Tech ETF | Reduce -20.7% | 0.16% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -27.0% | 0.10% | −0.04 |
| XLK SS Technology Select Sector | Reduce -12.5% | 0.25% | −0.03 |
| NVDA Nvidia Corp. | Reduce -19.5% | 0.15% | −0.03 |
| PCEF Invesco Cef Income Composite | Reduce -17.1% | 0.15% | −0.03 |
| UAUG Innovator U.S. Equity Ultra | Reduce -22.5% | 0.10% | −0.02 |
| AAPL Apple Inc. | Reduce -10.0% | 0.17% | −0.02 |
| PNR Pentair PLC | Reduce -0.3% | 0.13% | −0.01 |
| PDI PIMCO Dynamic Income Fund | Reduce -9.3% | 0.24% | −0.01 |
| ET Energy Transfer LP | Reduce -27.3% | 0.09% | −0.01 |
| BJUL Innovator U.S. Equity Buffer | Reduce -13.2% | 0.09% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.5% | 0.31% | −0.01 |
| PJUL Innovator U.S. Equity Power | Reduce -10.9% | 0.10% | −0.00 |
| UJUL Innovator U.S. Equity Ultra | Reduce -11.5% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Reduce -5.1% | 0.14% | −0.00 |
| PDO PIMCO Dynamic Income Opport | Reduce -3.2% | 0.11% | −0.00 |
| XAWFX Alliancebernstein GL Hi Inc. | Reduce -3.7% | 0.08% | −0.00 |
| WM Waste Management Inc. | Reduce -4.5% | 0.21% | +0.02 |
| KO The Coca-Cola Co. | Reduce -0.1% | 0.12% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -10.6% | 0.36% | +0.03 |
| VGIT Vanguard Intermediate-Term T | Reduce -4.9% | 2.79% | +0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -9.4% | 10.65% | +0.18 |
Portfolio Buys Q4 2025 → Q1 2026
| VYMI Vanguard Int High DVD YLD Inc. | Add +27.0% | 4.30% | +1.33 |
| VGMS Vanguard Multi-Sector | Add +90.2% | 1.21% | +0.62 |
| FFSM Fidelity FNDM SM Mid Cap ETF | New | 0.58% | +0.58 |
| IEUR iShares Core MSCI Europe ETF | Add +26.5% | 2.16% | +0.58 |
| BUFF Innovator Laddered Allocatio | Add +9.4% | 3.79% | +0.57 |
| QTUM Defiance Quantum ETF | Add +101.8% | 0.96% | +0.51 |
| VGHY Vanguard High-Yield Act ETF | Add +91.2% | 0.88% | +0.45 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.44% | +0.44 |
| RDVI FT Vest Rising Dividend Achi | New | 0.31% | +0.31 |
| VCIT Vanguard Int-Term Corporate | Add +5.3% | 2.63% | +0.31 |
| EEM iShares MSCI Emerging Market | New | 0.29% | +0.29 |
| SCHA Schwab US Small-Cap ETF | New | 0.29% | +0.29 |
| MISL First Trust Indxx Aero & Def | New | 0.24% | +0.24 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +0.4% | 1.26% | +0.10 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| T AT&T Inc. | Add +49.8% | 0.19% | +0.09 |
| XOM Exxon Mobil Corp. | Add +0.0% | 0.21% | +0.07 |
| WEC WEC Energy Group Inc. | Add +29.0% | 0.17% | +0.06 |
| XEL Xcel Energy Inc. | Add +0.8% | 0.15% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.4% | 0.16% | +0.01 |
| CRF Cornerstone Total Return | Add +2.7% | 0.07% | −0.00 |
| CLM Cornerstone Strategic Invest | Add +2.8% | 0.09% | −0.00 |
| MSFT Microsoft Corp. | Add +3.3% | 0.11% | −0.02 |
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 |