Buska Wealth Management, LLC
CIK 1910503 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $248.9M
- Posisi
- 74
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#5.745 dari 9.443 berdasarkan nilai 13F · top 60.8%
Nilai portofolio QoQ: -8.0% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 70,00%
- Bobot 25 kepemilikan teratas
- 91,10%
- Posisi di atas 1%
- 20
- Jumlah posisi efektif
- 14,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 5,43% Perkiraan pembelian $14.098.766 · penjualan $32.539.759
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q1 2026 · 83,1% masih dipegang
- Posisi baru
- 7
- Meningkat
- 16
- Menurun
- 43
- Tertutup
- 8
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
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%
Lainnya/Tidak terpetakan
97,4%
Portofolio lengkap 74 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| IVV | $36.589.804 | 14,70% | 56.015 | $-7.901.238 | Turun ×3 | ||
| VIG | $30.571.302 | 12,28% | 142.152 | $-4.407.419 | Turun ×3 | ||
| VYM | $26.515.191 | 10,65% | 179.036 | $-1.839.736 | Turun ×3 | ||
| SPYG | $25.958.677 | 10,43% | 265.128 | $-6.438.174 | Turun ×3 | ||
| QQQ Invesco QQQ Trust, Series 1 | $13.742.936 | 5,52% | 23.810 | $-1.895.528 | Turun ×3 | ||
| VYMI Vanguard International High Dividend Yield ETF | $10.710.670 | 4,30% | 113.653 | $2.658.172 | Naik ×1 | ||
| BUFF | $9.431.381 | 3,79% | 190.880 | $731.409 | Naik ×1 | ||
| XLE XLE | $7.143.207 | 2,87% | 116.605 | $1.055.387 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $6.935.675 | 2,79% | 116.468 | $-407.308 | Turun ×3 | ||
| FLRN | $6.644.288 | 2,67% | 215.864 | $-804.572 | Turun ×3 | ||
| FLOT | $6.575.357 | 2,64% | 129.055 | $-800.327 | Turun ×3 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $6.547.379 | 2,63% | 79.122 | $257.547 | Naik ×1 | ||
| IEUR | $5.388.656 | 2,16% | 76.685 | $1.086.919 | Naik ×1 | ||
| XAR | $4.271.184 | 1,72% | 16.817 | $-1.605.181 | Turun ×5 | ||
| PNOV | $3.734.522 | 1,50% | 91.398 | $-1.459.526 | Turun ×5 | ||
| FIDU | $3.603.540 | 1,45% | 41.650 | $-1.099.689 | Turun ×4 | ||
| HYG | $3.472.516 | 1,39% | 43.647 | $-1.153.210 | Turun ×3 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $3.130.831 | 1,26% | 59.567 | $-5.538 | Naik ×1 | ||
| VGMS | $3.022.240 | 1,21% | 59.255 | $1.415.006 | Naik ×1 | ||
| FNCL | $2.857.970 | 1,15% | 40.712 | $-512.452 | Turun ×3 | ||
| QTUM Defiance Quantum ETF | $2.387.851 | 0,96% | 22.254 | $1.178.310 | Naik ×1 | ||
| VGHY | $2.189.429 | 0,88% | 29.424 | $1.029.523 | Naik ×1 | ||
| VAW | $2.054.570 | 0,83% | 9.118 | $-540.146 | Turun ×5 | ||
| BNOV | $1.843.493 | 0,74% | 42.849 | $-691.860 | Turun ×5 | ||
| FFSM | $1.447.367 | 0,58% | 45.301 | Naik ×1 | |||
| KBWP Invesco KBW Property & Casualty Insurance ETF | $1.135.089 | 0,46% | 9.540 | $-661.345 | Turun ×3 | ||
| ACYN | $1.086.437 | 0,44% | 53.309 | Naik ×1 | |||
| SCHD | $889.340 | 0,36% | 28.988 | $-514 | Turun ×4 | ||
| IVW | $813.466 | 0,33% | 7.192 | $-212.277 | Turun ×2 | ||
| VTV | $783.269 | 0,31% | 3.992 | $-87.813 | Turun ×2 | ||
| RDVI | $769.055 | 0,31% | 30.100 | Naik ×1 | |||
| PAUG | $757.468 | 0,30% | 17.731 | $-222.231 | Turun ×5 | ||
| EEM | $732.875 | 0,29% | 12.905 | Naik ×1 | |||
| SCHA | $717.334 | 0,29% | 24.668 | Naik ×1 | |||
| BAUG | $683.772 | 0,27% | 13.998 | $-215.238 | Turun ×5 | ||
| XLK XLK | $610.883 | 0,25% | 4.597 | $-145.664 | Turun ×1 | ||
| PDI PIMCO Dynamic Income Fund Common Stock | $606.493 | 0,24% | 35.447 | $-85.229 | Turun ×2 | ||
| MISL | $587.358 | 0,24% | 13.137 | Naik ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $527.760 | 0,21% | 3.111 | $153.530 | Naik ×1 | ||
| VTI | $526.860 | 0,21% | 1.642 | $-23.542 | |||
| WM Waste Management, Inc. Common Stock | $519.387 | 0,21% | 2.260 | $-651 | Turun ×3 | ||
| UNOV | $509.216 | 0,20% | 13.663 | $-190.855 | Turun ×5 | ||
| T AT&T Inc. | $474.120 | 0,19% | 16.355 | $202.987 | Naik ×1 | ||
| NVT nVent Electric plc Ordinary Shares | $448.991 | 0,18% | 3.796 | $61.913 | |||
| FSTA | $429.001 | 0,17% | 8.198 | $-275.843 | Turun ×5 | ||
| WEC WEC Energy Group, Inc. Common Stock | $428.349 | 0,17% | 3.700 | $125.890 | Naik ×1 | ||
| AAPL Apple Inc. - Common Stock | $425.179 | 0,17% | 1.675 | $-81.103 | Turun ×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 | Turun ×5 | ||
| SPYM | $386.073 | 0,16% | 5.044 | $-16.949 | Naik ×3 | ||
| NVDA NVIDIA Corporation - Common Stock | $376.881 | 0,15% | 2.161 | $-123.506 | Turun ×3 | ||
| XEL Xcel Energy Inc. - Common Stock | $371.894 | 0,15% | 4.681 | $28.732 | Naik ×1 | ||
| PCEF | $370.754 | 0,15% | 19.700 | $-101.752 | Turun ×2 | ||
| VOO | $354.217 | 0,14% | 593 | $-37.516 | Turun ×5 | ||
| FHLC | $336.973 | 0,14% | 4.789 | $-348.642 | Turun ×5 | ||
| PNR Pentair plc. Ordinary Share | $322.830 | 0,13% | 3.706 | $-64.467 | Turun ×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 | Turun ×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 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $264.434 | 0,11% | 714 | $-69.902 | Naik ×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 | Turun ×5 | ||
| UAUG | $246.295 | 0,10% | 6.260 | $-76.059 | Turun ×5 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $238.186 | 0,10% | 828 | $-116.880 | Turun ×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 | Turun ×1 | ||
| BJUL | $215.934 | 0,09% | 4.346 | $-38.287 | Turun ×5 | ||
| CLM | $214.284 | 0,09% | 29.435 | $-25.084 | Naik ×5 | ||
| UJUL | $201.251 | 0,08% | 5.255 | $-28.808 | Turun ×5 | ||
| AWF Alliancebernstein Global High Income Fund | $187.199 | 0,08% | 18.407 | $-17.097 | Turun ×2 | ||
| CRF | $166.923 | 0,07% | 24.018 | $-20.480 | Naik ×2 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| SPYM | $386.073 | 0,16% | naik ×3 |
| CLM | $214.284 | 0,09% | naik ×5 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| 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% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| IVV | Dipangkas | -9K | -$7.9M |
| SPYG | Dipangkas | -38K | -$6.4M |
| VIG | Dipangkas | -17K | -$4.4M |
| VYMI | Beli lebih banyak | +24K | +$2.7M |
| QQQ | Dipangkas | -2K | -$1.9M |
| VYM | Dipangkas | -19K | -$1.8M |
| XAR | Dipangkas | -8K | -$1.6M |
| PNOV | Dipangkas | -33K | -$1.5M |
| VGMS | Beli lebih banyak | +28K | +$1.4M |
| QTUM | Beli lebih banyak | +11K | +$1.2M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| OXLCXXXX | 30 Sep. 2025 | 136.450 | $573.089 | Tidak lagi dilacak |
| GOF | 31 Maret 2026 | 38.013 | $489.611 | -8,7% |
| ZMAR | 31 Des. 2025 | 15.416 | $417.468 | Tidak lagi dilacak |
| CIBR | 31 Maret 2026 | 4.270 | $305.079 | |
| PMAR | 31 Maret 2026 | 6.102 | $274.235 | Tidak lagi dilacak |
| BMAR | 31 Maret 2026 | 4.693 | $248.956 | Tidak lagi dilacak |
| BIT | 31 Des. 2025 | 16.755 | $224.354 | -8,1% |
| AVGO | 31 Maret 2026 | 636 | $220.037 | 17,7% |
| PPH | 31 Maret 2026 | 2.131 | $219.806 | 9,4% |
| MGK | 31 Maret 2026 | 531 | $218.991 | Tidak lagi dilacak |
| VGSH | 30 Juni 2025 | 3.647 | $214.030 | |
| GSST | 31 Des. 2025 | 4.155 | $210.659 | Tidak lagi dilacak |
| CVX | 30 Juni 2025 | 1.229 | $205.644 | 45,2% |
| XLU | 31 Maret 2026 | 4.797 | $204.797 | Tidak lagi dilacak |
| LLY | 31 Des. 2025 | 263 | $200.954 | 18,0% |
| EVF | 30 Sep. 2025 | 18.850 | $107.258 | -9,7% |