Buska Wealth Management, LLC
CIK: 0001910503Latest portfolio: $270.6M · Q4 2025
Holdings
75
Total Value
$270.6M
New Positions
4
Closed Positions
4
Top Holdings
View All 75 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 64,956 | $44.5M | 16.44% | -17,980 | |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 159,153 | $35.0M | 12.92% | -43,019 | |
| 3 | SPYGSPDR SERIES TRUST | 303,626 | $32.4M | 11.97% | -87,583 | |
| 4 | VYMVANGUARD WHITEHALL FDS | 197,568 | $28.4M | 10.48% | -52,383 | |
| 5 | NDQINVESCO QQQ TR | 25,457 | $15.6M | 5.78% | -7,109 | |
| 6 | BUFFINNOVATOR ETFS TRUST | 174,488 | $8.7M | 3.21% | -28,210 | |
| 7 | VYMIVANGUARD WHITEHALL FDS | 89,472 | $8.1M | 2.98% | -12,973 | |
| 8 | FLRNSPDR SERIES TRUST | 242,397 | $7.4M | 2.75% | -78,248 | |
| 9 | FLOTISHARES TR | 145,019 | $7.4M | 2.72% | -46,753 | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 122,526 | $7.3M | 2.71% | -29,416 | |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 75,102 | $6.3M | 2.32% | -8,615 | |
| 12 | XLESELECT SECTOR SPDR TR | 136,162 | $6.1M | 2.25% | +44K | |
| 13 | XARSPDR SERIES TRUST | 24,359 | $5.9M | 2.17% | -10,169 | |
| 14 | PNOVINNOVATOR ETFS TRUST | 124,319 | $5.2M | 1.92% | -44,956 | |
| 15 | FIDUFIDELITY COVINGTON TRUST | 57,023 | $4.7M | 1.74% | -22,992 | |
| 16 | HYGISHARES TR | 57,370 | $4.6M | 1.71% | -28,417 | |
| 17 | IEURISHARES TR | 60,605 | $4.3M | 1.59% | -9,971 | |
| 18 | FNCLFIDELITY COVINGTON TRUST | 43,355 | $3.4M | 1.25% | -13,120 | |
| 19 | IGSBISHARES TR | 59,311 | $3.1M | 1.16% | -11,177 | |
| 20 | VAWVANGUARD WORLD FD | 12,502 | $2.6M | 0.96% | -3,874 | |
| 21 | BNOVINNOVATOR ETFS TRUST | 57,021 | $2.5M | 0.94% | -20,320 | |
| 22 | KBWPINVESCO EXCH TRADED FD TR II | 14,112 | $1.8M | 0.66% | -13,138 | |
| 23 | VGMSVANGUARD MALVERN FDS | 31,160 | $1.6M | 0.59% | NEW | |
| 24 | QTUMETF SER SOLUTIONS | 11,030 | $1.2M | 0.45% | NEW | |
| 25 | VGHYVANGUARD FIXED INCOME SECS F | 15,387 | $1.2M | 0.43% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.4491349783239627e+170T)
Technology0.0% ($691506500.3T)
Industrials0.0% ($520387387.3T)
Unknown0.0% ($1563816.1T)
Energy0.0% ($374.3M)
Communication Services0.0% ($355.3M)
Utilities0.0% ($343.3M)
Healthcare0.0% ($492K)
Consumer Defensive0.0% ($272K)
Filing History
Fund Information
Buska Wealth Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $270.6M across 75 holdings. The largest position is ISHARES TR (IVV), representing 16.4% of the portfolio. Compared to the previous quarter, the fund opened 4 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.