Buska Wealth Management, LLC
CIK 1910503 · View on SEC EDGAR ↗
- Portfolio value
- $248.9M
- Positions
- 74
- As of
- March 31, 2026 Data as of Q1 2026
#5,745 of 9,443 by 13F value · top 60.8%
Portfolio value QoQ: -8.0% 13F does not disclose cash
- Top 10 holdings weight
- 70.00%
- Top 25 holdings weight
- 91.10%
- Positions above 1%
- 20
- Effective number of positions
- 14.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q1 2026: 5.43% Est. buys $14,098,766 · sells $32,539,759
Median holding: 6.0 quarters Tracked Q4 2024–Q1 2026 · 83.1% still held
- New positions
- 7
- Increased
- 16
- Decreased
- 43
- Closed
- 8
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Industrials
0.9%
Energy
0.4%
Technology
0.4%
Utilities
0.3%
Telecommunication
0.2%
Health Care
0.2%
Consumer Staples
0.1%
Communication Services
0.1%
Other/Unmapped
97.4%
Full portfolio 74 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IVV | $36,589,804 | 14.70% | 56,015 | $-7,901,238 | Down ×3 | ||
| VIG | $30,571,302 | 12.28% | 142,152 | $-4,407,419 | Down ×3 | ||
| VYM | $26,515,191 | 10.65% | 179,036 | $-1,839,736 | Down ×3 | ||
| SPYG | $25,958,677 | 10.43% | 265,128 | $-6,438,174 | Down ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $13,742,936 | 5.52% | 23,810 | $-1,895,528 | Down ×3 | ||
| VYMI Vanguard International High Dividend Yield ETF | $10,710,670 | 4.30% | 113,653 | $2,658,172 | Up ×1 | ||
| BUFF | $9,431,381 | 3.79% | 190,880 | $731,409 | Up ×1 | ||
| XLE XLE | $7,143,207 | 2.87% | 116,605 | $1,055,387 | Down ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $6,935,675 | 2.79% | 116,468 | $-407,308 | Down ×3 | ||
| FLRN | $6,644,288 | 2.67% | 215,864 | $-804,572 | Down ×3 | ||
| FLOT | $6,575,357 | 2.64% | 129,055 | $-800,327 | Down ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $6,547,379 | 2.63% | 79,122 | $257,547 | Up ×1 | ||
| IEUR | $5,388,656 | 2.16% | 76,685 | $1,086,919 | Up ×1 | ||
| XAR | $4,271,184 | 1.72% | 16,817 | $-1,605,181 | Down ×5 | ||
| PNOV | $3,734,522 | 1.50% | 91,398 | $-1,459,526 | Down ×5 | ||
| FIDU | $3,603,540 | 1.45% | 41,650 | $-1,099,689 | Down ×4 | ||
| HYG | $3,472,516 | 1.39% | 43,647 | $-1,153,210 | Down ×3 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3,130,831 | 1.26% | 59,567 | $-5,538 | Up ×1 | ||
| VGMS | $3,022,240 | 1.21% | 59,255 | $1,415,006 | Up ×1 | ||
| FNCL | $2,857,970 | 1.15% | 40,712 | $-512,452 | Down ×3 | ||
| QTUM Defiance Quantum ETF | $2,387,851 | 0.96% | 22,254 | $1,178,310 | Up ×1 | ||
| VGHY | $2,189,429 | 0.88% | 29,424 | $1,029,523 | Up ×1 | ||
| VAW | $2,054,570 | 0.83% | 9,118 | $-540,146 | Down ×5 | ||
| BNOV | $1,843,493 | 0.74% | 42,849 | $-691,860 | Down ×5 | ||
| FFSM | $1,447,367 | 0.58% | 45,301 | Up ×1 | |||
| KBWP Invesco KBW Property & Casualty Insurance ETF | $1,135,089 | 0.46% | 9,540 | $-661,345 | Down ×3 | ||
| ACYN | $1,086,437 | 0.44% | 53,309 | Up ×1 | |||
| SCHD | $889,340 | 0.36% | 28,988 | $-514 | Down ×4 | ||
| IVW | $813,466 | 0.33% | 7,192 | $-212,277 | Down ×2 | ||
| VTV | $783,269 | 0.31% | 3,992 | $-87,813 | Down ×2 | ||
| RDVI | $769,055 | 0.31% | 30,100 | Up ×1 | |||
| PAUG | $757,468 | 0.30% | 17,731 | $-222,231 | Down ×5 | ||
| EEM | $732,875 | 0.29% | 12,905 | Up ×1 | |||
| SCHA | $717,334 | 0.29% | 24,668 | Up ×1 | |||
| BAUG | $683,772 | 0.27% | 13,998 | $-215,238 | Down ×5 | ||
| XLK XLK | $610,883 | 0.25% | 4,597 | $-145,664 | Down ×1 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $606,493 | 0.24% | 35,447 | $-85,229 | Down ×2 | ||
| MISL | $587,358 | 0.24% | 13,137 | Up ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $527,760 | 0.21% | 3,111 | $153,530 | Up ×1 | ||
| VTI | $526,860 | 0.21% | 1,642 | $-23,542 | |||
| WM Waste Management, Inc. Common Stock | $519,387 | 0.21% | 2,260 | $-651 | Down ×3 | ||
| UNOV | $509,216 | 0.20% | 13,663 | $-190,855 | Down ×5 | ||
| T AT&T Inc. | $474,120 | 0.19% | 16,355 | $202,987 | Up ×1 | ||
| NVT nVent Electric plc Ordinary Shares | $448,991 | 0.18% | 3,796 | $61,913 | |||
| FSTA | $429,001 | 0.17% | 8,198 | $-275,843 | Down ×5 | ||
| WEC WEC Energy Group, Inc. Common Stock | $428,349 | 0.17% | 3,700 | $125,890 | Up ×1 | ||
| AAPL Apple Inc. - Common Stock | $425,179 | 0.17% | 1,675 | $-81,103 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $403,720 | 0.16% | 1,492 | $-88,804 | |||
| FDTX Fidelity Disruptive Technology ETF | $397,069 | 0.16% | 10,755 | $-155,243 | Down ×5 | ||
| SPYM | $386,073 | 0.16% | 5,044 | $-16,949 | Up ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $376,881 | 0.15% | 2,161 | $-123,506 | Down ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $371,894 | 0.15% | 4,681 | $28,732 | Up ×1 | ||
| PCEF | $370,754 | 0.15% | 19,700 | $-101,752 | Down ×2 | ||
| VOO | $354,217 | 0.14% | 593 | $-37,516 | Down ×5 | ||
| FHLC | $336,973 | 0.14% | 4,789 | $-348,642 | Down ×5 | ||
| PNR Pentair plc. Ordinary Share | $322,830 | 0.13% | 3,706 | $-64,467 | Down ×2 | ||
| TT Trane Technologies plc | $318,389 | 0.13% | 764 | $21,040 | |||
| KO Coca-Cola Company (The) Common Stock | $295,530 | 0.12% | 3,886 | $23,440 | Down ×4 | ||
| CAT Caterpillar, Inc. Common Stock | $279,003 | 0.11% | 394 | $53,537 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $273,428 | 0.11% | 21,147 | $-28,815 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $264,434 | 0.11% | 714 | $-69,902 | Up ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $260,591 | 0.10% | 1,990 | $22,288 | |||
| SPTM | $259,159 | 0.10% | 3,278 | $-11,276 | |||
| PJUL | $256,177 | 0.10% | 5,573 | $-34,289 | Down ×5 | ||
| UAUG | $246,295 | 0.10% | 6,260 | $-76,059 | Down ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $238,186 | 0.10% | 828 | $-116,880 | Down ×1 | ||
| SPY SPY | $234,877 | 0.09% | 361 | $-11,055 | |||
| CVX Chevron Corporation Common Stock | $234,577 | 0.09% | 1,134 | ||||
| ET Energy Transfer LP Common Units | $228,217 | 0.09% | 11,825 | $-40,051 | Down ×1 | ||
| BJUL | $215,934 | 0.09% | 4,346 | $-38,287 | Down ×5 | ||
| CLM | $214,284 | 0.09% | 29,435 | $-25,084 | Up ×5 | ||
| UJUL | $201,251 | 0.08% | 5,255 | $-28,808 | Down ×5 | ||
| AWF Alliancebernstein Global High Income Fund | $187,199 | 0.08% | 18,407 | $-17,097 | Down ×2 | ||
| CRF | $166,923 | 0.07% | 24,018 | $-20,480 | Up ×2 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $386,073 | 0.16% | up ×3 |
| CLM | $214,284 | 0.09% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| FFSM | $1,447,367 | 45,301 | 0.58% |
| ACYN | $1,086,437 | 53,309 | 0.44% |
| RDVI | $769,055 | 30,100 | 0.31% |
| EEM | $732,875 | 12,905 | 0.29% |
| SCHA | $717,334 | 24,668 | 0.29% |
| MISL | $587,358 | 13,137 | 0.24% |
| CVX | $234,577 | 1,134 | 0.09% |
Top movers (QoQ)
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.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| OXLCXXXX | Sept. 30, 2025 | 136,450 | $573,089 | No longer tracked |
| GOF | March 31, 2026 | 38,013 | $489,611 | -8.7% |
| ZMAR | Dec. 31, 2025 | 15,416 | $417,468 | No longer tracked |
| CIBR | March 31, 2026 | 4,270 | $305,079 | |
| PMAR | March 31, 2026 | 6,102 | $274,235 | No longer tracked |
| BMAR | March 31, 2026 | 4,693 | $248,956 | No longer tracked |
| BIT | Dec. 31, 2025 | 16,755 | $224,354 | -8.1% |
| AVGO | March 31, 2026 | 636 | $220,037 | 17.7% |
| PPH | March 31, 2026 | 2,131 | $219,806 | 9.4% |
| MGK | March 31, 2026 | 531 | $218,991 | No longer tracked |
| VGSH | June 30, 2025 | 3,647 | $214,030 | |
| GSST | Dec. 31, 2025 | 4,155 | $210,659 | No longer tracked |
| CVX | June 30, 2025 | 1,229 | $205,644 | 45.2% |
| XLU | March 31, 2026 | 4,797 | $204,797 | No longer tracked |
| LLY | Dec. 31, 2025 | 263 | $200,954 | 18.0% |
| EVF | Sept. 30, 2025 | 18,850 | $107,258 | -9.7% |