Buska Wealth Management, LLC
CIK: 0001910503SEC EDGAR →
Portfolio Value
$270.6M
Holdings
75
As of
Q4 2025
New Positions
10
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 64,956 | $44.5M | 16.44% |
| 2 | VANGUARD SPECIALIZED FUNDS | 159,153 | $35.0M | 12.92% |
| 3 | SPDR SERIES TRUST | 303,626 | $32.4M | 11.97% |
| 4 | VANGUARD WHITEHALL FDS | 197,568 | $28.4M | 10.48% |
| 5 | INVESCO QQQ TR | 25,457 | $15.6M | 5.78% |
| 6 | INNOVATOR ETFS TRUST | 174,488 | $8.7M | 3.21% |
| 7 | VANGUARD WHITEHALL FDS | 89,472 | $8.1M | 2.98% |
| 8 | SPDR SERIES TRUST | 242,397 | $7.4M | 2.75% |
| 9 | ISHARES TR | 145,019 | $7.4M | 2.72% |
| 10 | VANGUARD SCOTTSDALE FDS | 122,526 | $7.3M | 2.71% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 51 | $244.8M | 90.5% |
| Unknown | 4 | $18.6M | 6.9% |
| Technology | 6 | $2.5M | 0.9% |
| Industrials | 6 | $2.1M | 0.8% |
| Utilities | 2 | $645K | 0.2% |
| Energy | 2 | $642K | 0.2% |
| Communication Services | 2 | $626K | 0.2% |
| Healthcare | 1 | $492K | 0.2% |
| Consumer Defensive | 1 | $272K | 0.1% |