Institutions / Buska Wealth Management, LLC

Buska Wealth Management, LLC

CIK 1910503 · Institution · as of Dec 31, 2025

Portfolio value

$270.65M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 75 →

Company	Class	Value	Shares	% of portfolio
iShares Tr	—	$44.49M	64,956	16.4%
Vanguard Specialized Funds	—	$34.98M	159,153	12.9%
SPDR Series Trust	—	$32.40M	303,626	12.0%
Vanguard Whitehall Fds	—	$28.35M	197,568	10.5%
Invesco Qqq Tr	—	$15.64M	25,457	5.8%
Innovator Etfs Trust	—	$8.70M	174,488	3.2%
Vanguard Whitehall Fds	—	$8.05M	89,472	3.0%
State Street SPDR S&P Oil & Gas Exploration & Production ETF	—	$7.45M	242,397	2.8%
iShares Tr	—	$7.38M	145,019	2.7%
Vanguard Scottsdale Fds	—	$7.34M	122,526	2.7%
Vanguard Scottsdale Fds	—	$6.29M	75,102	2.3%
Select Sector SPDR Tr	—	$6.09M	136,162	2.2%
SPDR Series Trust	—	$5.88M	24,359	2.2%
Innovator Etfs Trust	—	$5.19M	124,319	1.9%
Fidelity Covington Trust	—	$4.70M	57,023	1.7%
iShares Tr	—	$4.63M	57,370	1.7%
iShares Tr	—	$4.30M	60,605	1.6%
Fidelity Covington Trust	—	$3.37M	43,355	1.2%
iShares Tr	—	$3.14M	59,311	1.2%
Vanguard World Fd	—	$2.59M	12,502	1.0%
Innovator Etfs Trust	—	$2.54M	57,021	0.9%
Invesco Exch Traded Fd Tr II	—	$1.80M	14,112	0.7%
Vanguard Malvern Fds	—	$1.61M	31,160	0.6%
ETF Ser Solutions	—	$1.21M	11,030	0.4%
Vanguard Fixed Income Secs F	—	$1.16M	15,387	0.4%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.