Buska Wealth Management, LLC
CIK: 1910503SEC EDGAR →
Portfolio Value
$117.6B
Holdings
75
As of
Q3 2026
New Positions
2
Closed Positions
9
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | — FIRST TR EXCHANGE-TRADED FD | 1,262,808 | $26.3B | 22.40% |
| 2 | INNOVATOR ETFS TRUST | 233,118 | $12.6B | 10.68% |
| 3 | VANGUARD INDEX FDS | 82,979 | $6.5B | 5.53% |
| 4 | SPDR SERIES TRUST | 120,913 | $6.4B | 5.44% |
| 5 | VANGUARD SCOTTSDALE FDS | 69,319 | $5.4B | 4.62% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 191,803 | $5.3B | 4.55% |
| 7 | — FIRST TR EXCHANGE-TRADED FD | 255,693 | $5.3B | 4.47% |
| 8 | ISHARES TR | 74,384 | $5.0B | 4.22% |
| 9 | VANGUARD SCOTTSDALE FDS | 82,948 | $4.7B | 4.00% |
| 10 | VANGUARD MALVERN FDS | 89,719 | $4.4B | 3.78% |
Quarterly Changes
Top Buys
New Positions (3)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 52 | $83.0B | 70.6% |
| Unknown | 5 | $33.3B | 28.3% |
| Utilities | 2 | $420.8M | 0.4% |
| Communication Services | 2 | $399.8M | 0.3% |
| Consumer Defensive | 1 | $333.8M | 0.3% |
| Energy | 2 | $205.9M | 0.2% |
| Technology | 5 | $2.3M | 0.0% |
| Industrials | 4 | $1.7M | 0.0% |
| Healthcare | 1 | $518K | 0.0% |
| Basic Materials | 1 | $296K | 0.0% |