Holders — by stockHoldings — by fund
Buska Wealth Management, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001910503
$277.3M
disclosed book value
81
positions
13.1%
largest position share
Positions, as of 2026-06-30
top 81 of 81 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 48,642 | $36.4M | 13.1% |
| 2 | VIGVANGUARD SPECIALIZED FUNDS | 131,990 | $31.2M | 11.3% |
| 3 | SPYGSPDR SERIES TRUST | 231,088 | $27.5M | 9.9% |
| 4 | VYMVANGUARD WHITEHALL FDS | 173,020 | $27.3M | 9.9% |
| 5 | QQQINVESCO QQQ TR | 23,633 | $17.4M | 6.3% |
| 6 | VYMIVANGUARD WHITEHALL FDS | 142,542 | $14.0M | 5% |
| 7 | BUFFINNOVATOR ETFS TRUST | 196,837 | $10.4M | 3.7% |
| 8 | ACYNFIRST TR EXCHANGE-TRADED FD | 358,548 | $7.5M | 2.7% |
| 9 | VCITVANGUARD SCOTTSDALE FDS | 86,334 | $7.1M | 2.6% |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 110,787 | $6.5M | 2.4% |
| 11 | IEURISHARES TR | 84,808 | $6.4M | 2.3% |
| 12 | QTUMETF SER SOLUTIONS | 36,863 | $6.1M | 2.2% |
| 13 | XLESELECT SECTOR SPDR TR | 108,127 | $5.7M | 2.1% |
| 14 | FLRNSPDR SERIES TRUST | 169,860 | $5.2M | 1.9% |
| 15 | FLOTISHARES TR | 100,980 | $5.2M | 1.9% |
| 16 | VGMSVANGUARD MALVERN FDS | 99,575 | $5.1M | 1.8% |
| 17 | FFSMFIDELITY COVINGTON TRUST | 127,234 | $4.9M | 1.8% |
| 18 | XARSPDR SERIES TRUST | 12,076 | $3.4M | 1.2% |
| 19 | IGSBISHARES TR | 62,881 | $3.3M | 1.2% |
| 20 | PNOVINNOVATOR ETFS TRUST | 71,337 | $3.2M | 1.1% |
| 21 | RDVIFIRST TR EXCHANGE-TRADED FD | 107,379 | $3.2M | 1.1% |
| 22 | FIDUFIDELITY COVINGTON TRUST | 29,049 | $2.9M | 1% |
| 23 | EEMISHARES TR | 41,823 | $2.9M | 1% |
| 24 | VGHYVANGUARD FIXED INCOME SECS F | 33,874 | $2.5M | 0.9% |
| 25 | HYGISHARES TR | 24,889 | $2.0M | 0.7% |
| 26 | FNCLFIDELITY COVINGTON TRUST | 23,641 | $1.8M | 0.7% |
| 27 | MISLFIRST TR EXCHANGE-TRADED FD | 38,200 | $1.7M | 0.6% |
| 28 | BNOVINNOVATOR ETFS TRUST | 33,460 | $1.6M | 0.6% |
| 29 | VAWVANGUARD WORLD FD | 6,736 | $1.5M | 0.6% |
| 30 | ACYSFIRST TR EXCHANGE-TRADED FD | 52,236 | $1.1M | 0.4% |
| 31 | SHYISHARES TR | 12,909 | $1.1M | 0.4% |
| 32 | SHVISHARES TR | 9,180 | $1.0M | 0.4% |
| 33 | IVWISHARES TR | 7,238 | $995,380 | 0.4% |
| 34 | SCHDSCHWAB STRATEGIC TR | 29,448 | $933,794 | 0.3% |
| 35 | VTVVANGUARD INDEX FDS | 3,999 | $871,507 | 0.3% |
| 36 | SCHASCHWAB STRATEGIC TR | 23,153 | $836,504 | 0.3% |
| 37 | XLKSELECT SECTOR SPDR TR | 3,955 | $753,551 | 0.3% |
| 38 | PAUGINNOVATOR ETFS TRUST | 16,433 | $750,002 | 0.3% |
| 39 | BAUGINNOVATOR ETFS TRUST | 12,440 | $666,964 | 0.2% |
| 40 | NVENT ELEC PLC | 3,796 | $643,840 | 0.2% |
| 41 | UNHUNITEDHEALTH GROUP INC | 1,478 | $614,301 | 0.2% |
| 42 | VTIVANGUARD INDEX FDS | 1,643 | $607,916 | 0.2% |
| 43 | NVDANVIDIA CORPORATION | 2,947 | $589,750 | 0.2% |
| 44 | AAPLAPPLE INC | 1,959 | $566,978 | 0.2% |
| 45 | WMWASTE MGMT INC DEL | 2,279 | $507,843 | 0.2% |
| 46 | SPYMSPDR SERIES TRUST | 4,938 | $433,920 | 0.2% |
| 47 | WECWEC ENERGY GROUP INC | 3,700 | $432,049 | 0.2% |
| 48 | EXMOCEXXON MOBIL CORP | 3,142 | $429,521 | 0.2% |
| 49 | UNOVINNOVATOR ETFS TRUST | 10,464 | $420,234 | 0.2% |
| 50 | CATCATERPILLAR INC | 394 | $419,605 | 0.2% |
| 51 | VOOVANGUARD INDEX FDS | 577 | $396,085 | 0.1% |
| 52 | MUMICRON TECHNOLOGY INC | 329 | $379,878 | 0.1% |
| 53 | XELXCEL ENERGY INC | 4,716 | $378,656 | 0.1% |
| 54 | TRANE TECHNOLOGIES PLC | 764 | $375,246 | 0.1% |
| 55 | FSTAFIDELITY COVINGTON TRUST | 7,099 | $372,981 | 0.1% |
| 56 | PCEFINVESCO EXCH TRADED FD TR II | 17,808 | $361,687 | 0.1% |
| 57 | TAT&T INC | 16,563 | $342,861 | 0.1% |
| 58 | FHLCFIDELITY COVINGTON TRUST | 4,314 | $333,287 | 0.1% |
| 59 | SMHVANECK ETF TRUST | 497 | $326,017 | 0.1% |
| 60 | KOCOCA COLA CO | 3,886 | $315,815 | 0.1% |
| 61 | GOOGLALPHABET INC | 875 | $312,853 | 0.1% |
| 62 | SPTMSPDR SERIES TRUST | 3,278 | $297,610 | 0.1% |
| 63 | MSFTMICROSOFT CORP | 780 | $290,813 | 0.1% |
| 64 | JOHNSON CONTROLS INTERNATION | 1,990 | $290,759 | 0.1% |
| 65 | AVGOBROADCOM INC | 757 | $286,089 | 0.1% |
| 66 | PENTAIR PLC | 3,706 | $284,102 | 0.1% |
| 67 | FDTXFIDELITY COVINGTON TRUST | 4,788 | $277,206 | 0.1% |
| 68 | SPYSTATE STR SPDR S&P 500 ETF T | 362 | $270,042 | 0.1% |
| 69 | VOVANGUARD INDEX FDS | 3,218 | $259,271 | 0.1% |
| 70 | PJULINNOVATOR ETFS TRUST | 5,036 | $245,807 | 0.1% |
| 71 | SPSMSPDR SERIES TRUST | 4,226 | $243,713 | 0.1% |
| 72 | CLMCORNERSTONE STRATEGIC INVEST | 30,596 | $231,308 | 0.1% |
| 73 | UAUGINNOVATOR ETFS TRUST | 5,424 | $228,268 | 0.1% |
| 74 | BJULINNOVATOR ETFS TRUST | 3,871 | $210,234 | 0.1% |
| 75 | MGKVANGUARD WORLD FD | 2,382 | $209,401 | 0.1% |
| 76 | CIBRFIRST TR EXCHANGE-TRADED FD | 2,283 | $205,104 | 0.1% |
| 77 | CVXCHEVRON CORPORATION | 1,231 | $204,047 | 0.1% |
| 78 | GEGE AEROSPACE | 545 | $203,585 | 0.1% |
| 79 | ETENERGY TRANSFER L P | 10,404 | $198,917 | 0.1% |
| 80 | PDOPIMCO DYNAMIC INCOME OPRNTS | 13,733 | $181,546 | 0.1% |
| 81 | CRFCORNERSTONE TOTAL RETURN FD | 24,761 | $177,784 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.