Bucket List Wealth Management, LLC

CIK 2133435 · View on SEC EDGAR ↗

Portfolio value
$203.0M
#6,418 of 9,443 by 13F value · top 68.0%
Positions
63
As of
June 30, 2026

Portfolio value QoQ: +22.2% 13F does not disclose cash

Top 10 holdings weight
72.40%
Top 25 holdings weight
92.33%
Positions above 1%
18
Effective number of positions
14.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 5.48% Est. buys $28,880,063 · sells $10,111,036

New positions
7
Increased
37
Decreased
17
Closed
1
On this page

Sector breakdown

Technology
1.7%
Consumer Discretionary
0.4%
Industrials
0.4%
Healthcare
0.4%
Communication Services
0.3%
Retail
0.2%
Telecommunication
0.2%
Utilities
0.2%
Energy
0.1%
Consumer Staples
0.1%
Financial Services
0.1%
Other/Unmapped
95.9%

Full portfolio 63 positions

Type Streak 8Q trend
VTI $27,735,671 13.66% 74,953 $5,327,048 Up ×2
PVAL $26,658,630 13.13% 523,231 $10,625,760 Up ×1
AVUV $17,510,624 8.63% 140,354 $3,561,650 Up ×2
QQQM Invesco NASDAQ 100 ETF $17,432,276 8.59% 57,538 $4,201,640 Up ×1
SPYG $15,544,518 7.66% 130,637 $2,296,333 Down ×2
IDMO $15,266,881 7.52% 253,224 $3,483,562 Up ×2
REGL $10,024,971 4.94% 109,479 $3,465,162 Up ×1
QQQ Invesco QQQ Trust, Series 1 $6,323,537 3.12% 8,587 $982,835 Down ×2
SPYV $5,523,308 2.72% 90,859 $-3,731,554 Down ×2
THIR THOR Index Rotation ETF $4,937,330 2.43% 143,111 $1,887,690 Up ×1
DIVN $4,689,543 2.31% 159,559 $1,595,692 Up ×1
IWR $4,371,842 2.15% 39,629 $-2,303,114 Down ×2
NLR $4,215,409 2.08% 36,346 $1,053,345 Up ×1
FBND $3,883,879 1.91% 85,379 $690,297 Up ×1
XLK XLK $3,648,192 1.80% 19,149 $1,151,845 Up ×1
OUNZ $3,640,619 1.79% 94,341 $-249,674 Up ×2
VOO $2,730,374 1.35% 3,975 $361,387 Up ×2
MGK $2,280,858 1.12% 25,945 $-268,842 Up ×1
AAPL Apple Inc. - Common Stock $1,754,903 0.86% 6,065 $244,702 Up ×1
SHY iShares 1-3 Year Treasury Bond ETF $1,725,970 0.85% 21,020 $97,025 Up ×2
ACWI iShares MSCI ACWI ETF $1,683,722 0.83% 10,726 $189,265 Down ×2
IJR $1,622,297 0.80% 10,939 $248,365 Down ×2
IVW $1,599,489 0.79% 11,630 $276,873 Down ×2
BND Vanguard Total Bond Market ETF $1,407,936 0.69% 19,179 $-366,152 Down ×2
JAAA $1,214,548 0.60% 24,055 $-128,489 Down ×2
GLD $953,367 0.47% 2,588 $-195,938 Down ×2
XSVN $949,891 0.47% 20,095 $-155,574 Down ×2
VNQ $914,145 0.45% 9,480 $74,504 Up ×2
MTUM $801,867 0.40% 2,339 $385,786 Up ×2
IYR $660,043 0.33% 6,455 $52,826 Up ×2
STIP $659,263 0.32% 6,453 $-62,155 Down ×1
SLV $641,800 0.32% 12,003 $-108,353 Up ×1
TSLA Tesla, Inc. - Common Stock $584,634 0.29% 1,390 $-110,539 Down ×1
AMZN Amazon.com, Inc. - Common Stock $492,649 0.24% 2,067 $107,974 Up ×1
CSX CSX Corporation - Common Stock $489,901 0.24% 10,307 $73,144 Up ×1
PFE Pfizer, Inc. Common Stock $470,403 0.23% 19,535 $-69,407 Up ×1
IBM International Business Machines Corporation Common Stock $458,099 0.23% 1,629 $77,851 Up ×1
IVV $418,919 0.21% 559 $56,323 Up ×1
STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) $399,367 0.20% 414 Up ×1
MSFT Microsoft Corporation - Common Stock $378,014 0.19% 1,013 $69,915 Up ×1
GE GE Aerospace Common Stock $376,213 0.19% 1,007 $64,227 Down ×1
SPY SPY $352,475 0.17% 472 $45,515
VZ Verizon Communications Inc. Common Stock $336,632 0.17% 7,951 $-61,097 Up ×1
SO Southern Company (The) Common Stock $336,491 0.17% 3,516 Up ×1
LLY Eli Lilly and Company Common Stock $334,928 0.16% 279 $22,928 Down ×2
GOOGL Alphabet Inc. - Class A Common Stock $306,688 0.15% 858 $98,163 Up ×2
VXF $290,648 0.14% 1,180 $48,174 Up ×1
VUG $283,731 0.14% 3,294 $47,184 Up ×1
BRKB $275,215 0.14% 550 $-48,724 Down ×2
NVDA NVIDIA Corporation - Common Stock $273,579 0.13% 1,367
LQD $271,907 0.13% 2,493 $69,407 Up ×1
VIG $267,035 0.13% 1,129 $24,447 Up ×2
AGZD WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund $261,869 0.13% 11,582 $-40,289 Down ×2
RCL Royal Caribbean Cruises Ltd. Common Stock $254,317 0.13% 801 $34,074 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $247,821 0.12% 440 $10,043 Up ×2
IWF $245,857 0.12% 1,980 $34,789 Up ×1
SCHB $243,544 0.12% 8,410 $33,016 Up ×2
VEA $240,277 0.12% 3,372 $24,240 Up ×1
VLO Valero Energy Corporation Common Stock $229,969 0.11% 883 $11,797
IJH $226,243 0.11% 2,934 Up ×1
KO Coca-Cola Company (The) Common Stock $216,763 0.11% 2,667
V Visa Inc. $209,926 0.10% 612
TSM Taiwan Semiconductor Manufacturing Company Ltd. $204,878 0.10% 429 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
STX $399,367 414 0.20%
SO $336,491 3,516 0.17%
NVDA $273,579 1,367 0.13%
IJH $226,243 2,934 0.11%
KO $216,763 2,667 0.11%
V $209,926 612 0.10%
TSM $204,878 429 0.10%

Top movers (QoQ)

Security Action Shares Δ Value Δ
PVAL Bought more +178K +$10.6M
VTI Bought more +5K +$5.3M
QQQM Bought more +2K +$4.2M
SPYV Trimmed -73K -$3.7M
AVUV Bought more +14K +$3.6M
IDMO Bought more +38K +$3.5M
REGL Bought more +34K +$3.5M
IWR Trimmed -29K -$2.3M
SPYG Trimmed -5K +$2.3M
THIR Bought more +45K +$1.9M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
NVDA March 31, 2026 4,471 $833,850 24.4%
XOM March 31, 2026 4,939 $594,426 -1.9%
JPM March 31, 2026 1,538 $495,826 20.8%
WMT March 31, 2026 4,211 $469,321 -17.0%
UPS March 31, 2026 4,055 $402,311 5.0%
MCD March 31, 2026 1,201 $367,567 -13.6%
ORCL March 31, 2026 1,599 $311,848 -0.4%
KO March 31, 2026 4,094 $286,307 19.2%
T June 30, 2026 9,378 $271,863 22.6%
PG March 31, 2026 1,879 $269,365 -0.8%
CINF March 31, 2026 1,644 $268,577 7.9%
V March 31, 2026 761 $266,947 21.7%
AVGO March 31, 2026 744 $257,628 20.4%
PEP March 31, 2026 1,787 $256,713 -8.2%
BR March 31, 2026 1,134 $253,075 10.3%
HD March 31, 2026 727 $250,534 2.0%
INTC March 31, 2026 5,514 $203,467 108.3%
WPRT March 31, 2026 22,200 $34,854 -0.5%