Buska Wealth Management, LLC Top Holdings and 13F Report (2025) About Buska Wealth Management, LLCInvestment ActivityBuska Wealth Management, LLC has $365.94 million in total holdings as of June 30, 2025.Buska Wealth Management, LLC owns shares of 67 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 12.98% of the portfolio was purchased this quarter.About 7.61% of the portfolio was sold this quarter.This quarter, Buska Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 29 stocks.Buska Wealth Management, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $60,284,950Vanguard Dividend Appreciation ETF $48,683,770SPDR Portfolio S&P 500 Growth ETF $44,274,658Vanguard High Dividend Yield ETF $39,549,275Invesco QQQ $21,127,518 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $249,021 Holding78464A805 - SPDR Portfolio S&P 1500 Composite Stock Market ETF $246,508 Holding29273V100 - Energy Transfer $225,397 HoldingG51502105 - Johnson Controls International $210,184 Holding78462F103 - SPDR S&P 500 ETF Trust $207,742 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 97,497 shares (about $7.81M)Innovator Laddered Allocation Power Buffer ETF 123,520 shares (about $5.81M)iShares Core MSCI Europe ETF 70,495 shares (about $4.67M)Vanguard High Dividend Yield ETF 29,310 shares (about $3.91M)Fidelity MSCI Financials Index ETF 36,769 shares (about $2.72M) Largest Sales this Quarter Technology Select Sector SPDR Fund 25,606 shares (about $6.48M)First Trust Nasdaq Cybersecurity ETF 78,028 shares (about $5.90M)SPDR S&P Aerospace & Defense ETF 16,571 shares (about $3.50M)Innovator U.S. Equity Power Buffer ETF - November 82,440 shares (about $3.26M)Fidelity MSCI Industrials Index ETF 35,570 shares (about $2.76M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBuska Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$60,284,950$726,452 ▲1.2%97,09316.5%ETFVIGVanguard Dividend Appreciation ETF$48,683,770$1,250,123 ▲2.6%237,86513.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$44,274,658$2,200,178 ▲5.2%464,48412.1%ETFVYMVanguard High Dividend Yield ETF$39,549,275$3,907,322 ▲11.0%296,67110.8%ETFQQQInvesco QQQ$21,127,518$2,433,865 ▲13.0%38,2995.8%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$11,132,264$1,982,649 ▲21.7%361,0853.0%ETFFLOTiShares Floating Rate Bond ETF$11,037,710$2,002,023 ▲22.2%216,3413.0%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$10,896,386$5,805,440 ▲114.0%231,8383.0%ETFVGITVanguard Intermediate-Term Treasury ETF$10,271,582$2,200,528 ▲27.3%171,7372.8%ETFXLEEnergy Select Sector SPDR Fund$9,625,704$582,222 ▲6.4%113,4972.6%ETFVYMIVanguard International High Dividend Yield ETF$9,412,290$7,810,490 ▲487.6%117,4922.6%ETFXARSPDR S&P Aerospace & Defense ETF$8,795,611$3,495,505 ▼-28.4%41,6972.4%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$8,314,415$3,258,029 ▼-28.2%210,3852.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$7,846,573$1,702,932 ▲27.7%94,6282.1%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$7,811,473$1,746,242 ▲28.8%96,8562.1%ETFFIDUFidelity MSCI Industrials Index ETF$7,553,522$2,757,745 ▼-26.7%97,4272.1%ETFIEURiShares Core MSCI Europe ETF$5,505,136$4,666,778 ▲556.7%83,1591.5%ETFFNCLFidelity MSCI Financials Index ETF$5,095,061$2,722,376 ▲114.7%68,8151.4%ETFKBWPInvesco KBW Property & Casualty Insurance ETF$4,346,986$2,501,574 ▲135.6%35,3901.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,176,081$1,469,848 ▲54.3%79,1521.1%ManufacturingBNOVInnovator U.S. Equity Buffer ETF - November$4,021,212$1,587,090 ▼-28.3%97,4741.1%ETFVAWVanguard Materials ETF$3,871,515$1,416,237 ▼-26.8%19,8711.1%ETFFSTAFidelity MSCI Consumer Staples Index ETF$1,191,795$164,498 ▼-12.1%23,3000.3%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$1,190,293$341,280 ▼-22.3%29,4190.3%ETFBAUGInnovator U.S. Equity Buffer ETF - August$1,142,221$326,375 ▼-22.2%24,8200.3%ETFUNOVInnovator U.S. Equity Ultra Buffer ETF - November$1,139,734$376,819 ▼-24.8%31,5770.3%ManufacturingFHLCFidelity MSCI Health Care Index ETF$985,597$131,993 ▼-11.8%15,4120.3%ETFSCHDSchwab US Dividend Equity ETF$964,288$12,402 ▼-1.3%36,3880.3%ETFIVWiShares S&P 500 Growth ETF$899,111$12,222 ▲1.4%8,1660.2%ETFVTVVanguard Value ETF$860,999$4,948 ▲0.6%4,8720.2%ETFXLKTechnology Select Sector SPDR Fund$786,674$6,483,288 ▼-89.2%3,1070.2%ETFFDTXFidelity Disruptive Technology ETF$751,411$487,001 ▼-39.3%19,2620.2%ETFVOOVanguard S&P 500 ETF$585,686$44,878 ▼-7.1%1,0310.2%ETFNVDANVIDIA$582,036$253,890 ▲77.4%3,6840.2%Computer and TechnologyUNHUnitedHealth Group$573,247$107,289 ▲23.0%1,8380.2%MedicalOXLCOxford Lane Capital$573,089$161,910 ▲39.4%136,4500.2%Financial ServicesWMWaste Management$560,681$5,721 ▲1.0%2,4500.2%Business ServicesGOFGuggenheim Strategic Opportunities Fund$485,254$22,231 ▲4.8%32,5890.1%Financial ServicesVTIVanguard Total Stock Market ETF$484,9780.0%1,5960.1%ETFPDIPIMCO Dynamic Income Fund$470,357$28,265 ▲6.4%24,7950.1%Financial ServicesUAUGInnovator U.S. Equity Ultra Buffer ETF - August$434,225$167,582 ▼-27.8%11,6030.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$428,184$5,897,677 ▼-93.2%5,6650.1%ManufacturingINNOVATOR ETFS TRUST$408,8350.0%15,4190.1%EQUITY DEFINED PTAT&T$391,638$955 ▲0.2%13,5330.1%Computer and TechnologyPCEFInvesco CEF Income Composite ETF$388,577$12,721 ▲3.4%19,8860.1%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$358,279$47,255 ▼-11.7%8,4840.1%TransportationXOMExxon Mobil$345,508$647 ▼-0.2%3,2050.1%EnergyBMARInnovator U.S. Equity Buffer ETF - March$339,409$32,465 ▼-8.7%6,9210.1%ETFAAPLApple$337,852$3,487 ▼-1.0%1,6470.1%Computer and TechnologyPJULInnovator U.S. Equity Power Buffer ETF - July$334,181$75,422 ▼-18.4%7,6210.1%ETFMSFTMicrosoft$333,188$17,903 ▼-5.1%6700.1%Computer and TechnologyTTTrane Technologies$332,8690.0%7610.1%ConstructionXELXcel Energy$316,023$38,269 ▲13.8%4,6410.1%UtilitiesUJULInnovator U.S. Equity Ultra Buffer ETF - July$302,524$79,356 ▼-20.8%8,2230.1%ETFKOCocaCola$299,980$1,910 ▼-0.6%4,2400.1%Consumer StaplesWECWEC Energy Group$298,8460.0%2,8680.1%UtilitiesPPHVanEck Pharmaceutical ETF$290,037$64,130 ▼-18.1%3,2970.1%ManufacturingBJULInnovator U.S. Equity Buffer ETF - July$284,618$71,355 ▼-20.0%6,0390.1%ETFSPLGSPDR Portfolio S&P 500 ETF$249,021$249,021 ▲New Holding3,4260.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$246,508$246,508 ▲New Holding3,2920.1%ETFXLUUtilities Select Sector SPDR Fund$241,594$44,334 ▼-15.5%2,9590.1%ETFETEnergy Transfer$225,397$225,397 ▲New Holding12,4320.1%EnergyGSSTGoldman Sachs Ultra Short Bond ETF$217,021$32,260 ▼-12.9%4,2920.1%ETFJCIJohnson Controls International$210,184$210,184 ▲New Holding1,9900.1%ConstructionSPYSPDR S&P 500 ETF Trust$207,742$207,742 ▲New Holding3360.1%FinanceCORNERSTONE STRATEGIC INVEST$146,300$12,164 ▲9.1%18,0170.0%COMEVFEaton Vance Senior Income Trust$107,258$962 ▼-0.9%18,8500.0%Financial ServicesVGSHVanguard Short-Term Treasury ETF$0$214,030 ▼-100.0%00.0%ETFCVXChevron$0$205,644 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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