Buska Wealth Management, LLC
CIK: 1910503SEC EDGAR →
Portfolio Value
$114.7B
Holdings
81
As of
Q2 2026
New Positions
81
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 142,542 | $14.0B | 12.20% |
| 2 | INNOVATOR ETFS TRUST | 196,837 | $10.4B | 9.04% |
| 3 | — FIRST TR EXCHANGE-TRADED FD | 358,548 | $7.5B | 6.50% |
| 4 | VANGUARD SCOTTSDALE FDS | 86,334 | $7.1B | 6.22% |
| 5 | VANGUARD SCOTTSDALE FDS | 110,787 | $6.5B | 5.70% |
| 6 | ISHARES TR | 84,808 | $6.4B | 5.56% |
| 7 | SELECT SECTOR SPDR TR | 108,127 | $5.7B | 5.01% |
| 8 | SPDR SERIES TRUST | 169,860 | $5.2B | 4.57% |
| 9 | ISHARES TR | 100,980 | $5.2B | 4.49% |
| 10 | VANGUARD MALVERN FDS | 99,575 | $5.1B | 4.45% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 54 | $96.8B | 84.4% |
| Unknown | 5 | $16.2B | 14.1% |
| Utilities | 2 | $379.1M | 0.3% |
| Communication Services | 2 | $343.2M | 0.3% |
| Consumer Defensive | 1 | $315.8M | 0.3% |
| Industrials | 6 | $286.3M | 0.2% |
| Technology | 6 | $233.4M | 0.2% |
| Energy | 3 | $199.6M | 0.2% |
| Healthcare | 1 | $614K | 0.0% |
| Basic Materials | 1 | $291K | 0.0% |