Buska Wealth Management, LLC Top Holdings and 13F Report (2026) About Buska Wealth Management, LLCInvestment ActivityBuska Wealth Management, LLC has $248.93 million in total holdings as of March 31, 2026.Buska Wealth Management, LLC owns shares of 74 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 5.66% of the portfolio was purchased this quarter.About 13.07% of the portfolio was sold this quarter.This quarter, Buska Wealth Management, LLC has purchased 75 new stocks and bought additional shares in 16 stocks.Buska Wealth Management, LLC sold shares of 43 stocks and completely divested from 8 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $36,589,804Vanguard Dividend Appreciation ETF $30,571,302Vanguard High Dividend Yield ETF $26,515,191SPDR Portfolio S&P 500 Growth ETF $25,958,677Invesco QQQ $13,742,936 Largest New Holdings this Quarter 316092295 - FIDELITY COVINGTON TRUST $1,447,367 Holding33733E690 - FIRST TR EXCHANGE-TRADED FD $1,086,437 Holding33738D879 - FT Vest Rising Dividend Achievers Target Income ETF $769,055 Holding464287234 - iShares MSCI Emerging Markets ETF $732,875 Holding808524607 - Schwab US Small-Cap ETF $717,334 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 24,181 shares (about $2.28M)FIDELITY COVINGTON TRUST 45,301 shares (about $1.45M)VANGUARD MALVERN FDS 28,095 shares (about $1.43M)ETF SER SOLUTIONS 11,224 shares (about $1.20M)iShares Core MSCI Europe ETF 16,080 shares (about $1.13M) Largest Sales this Quarter iShares Core S&P 500 ETF 8,941 shares (about $5.84M)SPDR Portfolio S&P 500 Growth ETF 38,498 shares (about $3.77M)Vanguard Dividend Appreciation ETF 17,001 shares (about $3.66M)Vanguard High Dividend Yield ETF 18,532 shares (about $2.74M)SPDR S&P Aerospace & Defense ETF 7,542 shares (about $1.92M) 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$36,589,804$5,840,390 â–¼-13.8%56,01514.7%ETFVIGVanguard Dividend Appreciation ETF$30,571,302$3,656,246 â–¼-10.7%142,15212.3%ETFVYMVanguard High Dividend Yield ETF$26,515,191$2,744,585 â–¼-9.4%179,03610.7%Financial ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$25,958,677$3,769,338 â–¼-12.7%265,12810.4%ETFQQQInvesco QQQ$13,742,936$950,635 â–¼-6.5%23,8105.5%FinanceVYMIVanguard International High Dividend Yield ETF$10,710,670$2,278,820 â–²27.0%113,6534.3%ETFBUFFInnovator Laddered Allocation Power Buffer ETF$9,431,381$809,929 â–²9.4%190,8803.8%ETFXLEEnergy Select Sector SPDR Fund$7,143,207$1,198,059 â–¼-14.4%116,6052.9%ETFVGITVanguard Intermediate-Term Treasury ETF$6,935,675$360,754 â–¼-4.9%116,4682.8%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$6,644,288$816,685 â–¼-10.9%215,8642.7%ETFFLOTiShares Floating Rate Bond ETF$6,575,357$813,366 â–¼-11.0%129,0552.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$6,547,379$332,657 â–²5.4%79,1222.6%ETFIEURiShares Core MSCI Europe ETF$5,388,656$1,129,942 â–²26.5%76,6852.2%ETFXARSPDR S&P Aerospace & Defense ETF$4,271,184$1,915,518 â–¼-31.0%16,8171.7%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$3,734,522$1,345,152 â–¼-26.5%91,3981.5%ETFFIDUFidelity MSCI Industrials Index ETF$3,603,540$1,330,065 â–¼-27.0%41,6501.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,472,516$1,091,790 â–¼-23.9%43,6471.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,130,831$13,455 â–²0.4%59,5671.3%ManufacturingVANGUARD MALVERN FDS$3,022,240$1,432,956 â–²90.2%59,2551.2%MULTI SECTORFNCLFidelity MSCI Financials Index ETF$2,857,970$185,538 â–¼-6.1%40,7121.1%ETFETF SER SOLUTIONS$2,387,851$1,204,334 â–²101.8%22,2541.0%DEFIANCE QUANTUMVANGUARD FIXED INCOME SECS F$2,189,429$1,044,488 â–²91.2%29,4240.9%HIGH-YIELD ACTVVAWVanguard Materials ETF$2,054,570$762,521 â–¼-27.1%9,1180.8%ETFBNOVInnovator U.S. Equity Buffer ETF - November$1,843,493$609,722 â–¼-24.9%42,8490.7%ETFFIDELITY COVINGTON TRUST$1,447,367$1,447,367 â–²New Holding45,3010.6%FUNDAMENTAL SMALKBWPInvesco KBW Property & Casualty Insurance ETF$1,135,089$543,986 â–¼-32.4%9,5400.5%ETFFIRST TR EXCHANGE-TRADED FD$1,086,437$1,086,437 â–²New Holding53,3090.4%VEST LADDEREDSCHDSchwab US Dividend Equity ETF$889,340$105,937 â–¼-10.6%28,9880.4%ETFIVWiShares S&P 500 Growth ETF$813,466$127,811 â–¼-13.6%7,1920.3%ETFVTVVanguard Value ETF$783,269$111,643 â–¼-12.5%3,9920.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$769,055$769,055 â–²New Holding30,1000.3%ETFPAUGInnovator U.S. Equity Power Buffer ETF - August$757,468$210,225 â–¼-21.7%17,7310.3%ETFEEMiShares MSCI Emerging Markets ETF$732,875$732,875 â–²New Holding12,9050.3%FinanceSCHASchwab US Small-Cap ETF$717,334$717,334 â–²New Holding24,6680.3%ETFBAUGInnovator U.S. Equity Buffer ETF - August$683,772$193,828 â–¼-22.1%13,9980.3%ETFXLKTechnology Select Sector SPDR Fund$610,883$87,440 â–¼-12.5%4,5970.2%ETFPDIPIMCO Dynamic Income Fund$606,493$61,784 â–¼-9.2%35,4470.2%Financial ServicesMISLFirst Trust Indxx Aerospace & Defense ETF$587,358$587,358 â–²New Holding13,1370.2%ETFXOMExxonMobil$527,760$170 â–²0.0%3,1110.2%EnergyVTIVanguard Total Stock Market ETF$526,8600.0%1,6420.2%ETFWMWaste Management$519,387$24,590 â–¼-4.5%2,2600.2%Business ServicesUNOVInnovator U.S. Equity Ultra Buffer ETF - November$509,216$176,398 â–¼-25.7%13,6630.2%ManufacturingTAT&T$474,120$157,702 â–²49.8%16,3550.2%Computer and TechnologyNVTnVent Electric$448,9910.0%3,7960.2%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$429,001$320,835 â–¼-42.8%8,1980.2%ETFWECWEC Energy Group$428,349$96,321 â–²29.0%3,7000.2%UtilitiesAAPLApple$425,179$47,468 â–¼-10.0%1,6750.2%Computer and TechnologyUNHUnitedHealth Group$403,7200.0%1,4920.2%MedicalFDTXFidelity Disruptive Technology ETF$397,069$103,448 â–¼-20.7%10,7550.2%ETFSPLGSPDR Portfolio S&P 500 ETF$386,073$1,531 â–²0.4%5,0440.2%ETFNVDANVIDIA$376,881$91,037 â–¼-19.5%2,1610.2%Computer and TechnologyXELXcel Energy$371,894$2,781 â–²0.8%4,6810.1%UtilitiesPCEFInvesco CEF Income Composite ETF$370,754$76,560 â–¼-17.1%19,7000.1%ETFVOOVanguard S&P 500 ETF$354,217$19,115 â–¼-5.1%5930.1%ETFFHLCFidelity MSCI Health Care Index ETF$336,973$312,486 â–¼-48.1%4,7890.1%ETFPNRPentair$322,830$1,132 â–¼-0.3%3,7060.1%Business ServicesTTTrane Technologies$318,3890.0%7640.1%ConstructionKOCocaCola$295,530$456 â–¼-0.2%3,8860.1%Consumer StaplesCATCaterpillar$279,0030.0%3940.1%IndustrialsPDOPimco Dynamic Income Opportunities Fund$273,428$8,935 â–¼-3.2%21,1470.1%Basic MaterialsMSFTMicrosoft$264,434$8,518 â–²3.3%7140.1%Computer and TechnologyJCIJohnson Controls International$260,5910.0%1,9900.1%ConstructionSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$259,1590.0%3,2780.1%ETFPJULInnovator U.S. Equity Power Buffer ETF - July$256,177$31,396 â–¼-10.9%5,5730.1%ETFUAUGInnovator U.S. Equity Ultra Buffer ETF - August$246,295$71,410 â–¼-22.5%6,2600.1%ETFGOOGLAlphabet$238,186$88,025 â–¼-27.0%8280.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$234,8770.0%3610.1%FinanceCVXChevron$234,577$234,577 â–²New Holding1,1340.1%EnergyETEnergy Transfer$228,217$85,767 â–¼-27.3%11,8250.1%EnergyBJULInnovator U.S. Equity Buffer ETF - July$215,934$32,892 â–¼-13.2%4,3460.1%ETFCORNERSTONE STRATEGIC INVEST$214,284$5,838 â–²2.8%29,4350.1%COMUJULInnovator U.S. Equity Ultra Buffer ETF - July$201,251$26,119 â–¼-11.5%5,2550.1%ETFAWFAllianceBernstein Global High Income Fund$187,199$7,160 â–¼-3.7%18,4070.1%FinanceCORNERSTONE TOTAL RETURN FD$166,923$4,323 â–²2.7%24,0180.1%COMGOFGuggenheim Strategic Opportunities Fund$0$489,611 â–¼-100.0%00.0%Financial ServicesCIBRFirst Trust Nasdaq Cybersecurity ETF$0$305,079 â–¼-100.0%00.0%ManufacturingPMARInnovator U.S. Equity Power Buffer ETF - March$0$274,235 â–¼-100.0%00.0%TransportationBMARInnovator U.S. Equity Buffer ETF - March$0$248,956 â–¼-100.0%00.0%ETFAVGOBroadcom$0$220,037 â–¼-100.0%00.0%Computer and TechnologyPPHVanEck Pharmaceutical ETF$0$219,806 â–¼-100.0%00.0%ManufacturingMGKVanguard Mega Cap Growth ETF$0$218,991 â–¼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$204,797 â–¼-100.0%00.0%ETFShowing 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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