Buckley Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1730126 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$391.8M
Long-equity book
Holdings
103
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+6 / −6 / ↑53 / ↓24
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CHEVRON CORPORATION$6.1M +33.4%
- EXXON MOBIL CORP$4.9M +37.1%
- JOHNSON & JOHNSON$2.2M +17.8%
- COSTCO WHOLESALE CORPORATION$2.0M +16.8%
- TARGA RES CORP$1.6M +111.0%
Top Trims
- MICROSOFT CORP-$7.0M -21.4%
- APPLE INC-$2.7M -6.4%
- ALPHABET INC-$2.5M -9.3%
- ORACLE CORP-$1.5M -80.3%
- JPMORGAN CHASE & CO-$967.1K -5.2%
New Positions
- GE HEALTHCARE TECHNOLOGIES I$2.0M
- SOUTHWEST AIRLS CO$1.2M
- GSK PLC$811.5K
- NUSHARES ETF TR$513.7K
- NEWMONT CORP$216.5K
Exited Positions
- UNITEDHEALTH GROUP INC$974.8K
- BOSTON SCIENTIFIC CORP$261.0K
- WELLS FARGO CO NEW$233.0K
- SLB LIMITED$216.8K
- ASML HOLDING N V$212.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 037833100 | $39.4M | 10.06% | 155,318 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $25.8M | 6.59% | 69,794 | SH |
| 3 | CHEVRON CORPORATION | CVX | 166764100 | $24.4M | 6.24% | 118,129 | SH |
| 4 | ALPHABET INC | GOOGL | 02079K305 | $24.4M | 6.22% | 84,764 | SH |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $21.1M | 5.39% | 44,105 | SH |
| 6 | EXXON MOBIL CORP | XOM | 30231G102 | $18.1M | 4.62% | 106,628 | SH |
| 7 | JPMORGAN CHASE & CO | JPM | 46625H100 | $17.7M | 4.51% | 60,095 | SH |
| 8 | AMAZON COM INC | AMZN | 023135106 | $16.5M | 4.22% | 79,341 | SH |
| 9 | JOHNSON & JOHNSON | JNJ | 478160104 | $14.5M | 3.69% | 59,124 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $14.2M | 3.62% | 14,229 | SH |
| 11 | AMGEN INC | AMGN | 031162100 | $11.6M | 2.97% | 33,102 | SH |
| 12 | CISCO SYS INC | CSCO | 17275R102 | $9.7M | 2.46% | 124,481 | SH |
| 13 | PROCTER & GAMBLE CO | PG | 742718109 | $8.7M | 2.22% | 60,253 | SH |
| 14 | NEXTERA ENERGY INC | NEE | 65339F101 | $7.2M | 1.84% | 77,657 | SH |
| 15 | MERCK & CO INC | MRK | 58933Y105 | $6.6M | 1.69% | 54,553 | SH |
| 16 | CATERPILLAR INC | CAT | 149123101 | $6.3M | 1.62% | 8,945 | SH |
| 17 | NVIDIA CORPORATION | NVDA | 67066G104 | $5.7M | 1.46% | 32,838 | SH |
| 18 | IDACORP INC | IDA | 451107106 | $5.4M | 1.38% | 37,805 | SH |
| 19 | 3M CO | MMM | 88579Y101 | $3.9M | 0.99% | 26,667 | SH |
| 20 | ABBVIE INC | ABBV | 00287Y109 | $3.6M | 0.91% | 16,379 | SH |
| 21 | HOME DEPOT INC | HD | 437076102 | $3.4M | 0.86% | 10,270 | SH |
| 22 | TARGA RES CORP | TRGP | 87612G101 | $3.1M | 0.80% | 12,504 | SH |
| 23 | PFIZER INC | PFE | 717081103 | $3.1M | 0.79% | 110,010 | SH |
| 24 | AT&T INC | T | 00206R102 | $2.9M | 0.74% | 99,738 | SH |
| 25 | TJX COS INC NEW | TJX | 872540109 | $2.9M | 0.74% | 18,064 | SH |
| 26 | BROADCOM INC | AVGO | 11135F101 | $2.9M | 0.74% | 9,317 | SH |
| 27 | LOCKHEED MARTIN CORP | LMT | 539830109 | $2.6M | 0.65% | 4,220 | SH |
| 28 | BANK AMERICA CORP | BAC | 060505104 | $2.2M | 0.57% | 45,524 | SH |
| 29 | VALERO ENERGY CORP | VLO | 91913Y100 | $2.1M | 0.53% | 8,469 | SH |
| 30 | LAM RESEARCH CORP | LRCX | 512807306 | $2.0M | 0.51% | 9,364 | SH |
| 31 | ALPHABET INC | GOOG | 02079K107 | $2.0M | 0.51% | 6,939 | SH |
| 32 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $2.0M | 0.51% | 27,886 | SH |
| 33 | CITIGROUP INC | C | 172967424 | $2.0M | 0.50% | 17,314 | SH |
| 34 | FEDEX CORP | FDX | 31428X106 | $1.9M | 0.48% | 5,225 | SH |
| 35 | BLACK HILLS CORP | BKH | 092113109 | $1.8M | 0.45% | 25,531 | SH |
| 36 | VISA INC | V | 92826C839 | $1.8M | 0.45% | 5,811 | SH |
| 37 | ONEOK INC NEW | OKE | 682680103 | $1.7M | 0.44% | 19,284 | SH |
| 38 | TARGET CORP | TGT | 87612E106 | $1.7M | 0.44% | 14,114 | SH |
| 39 | WILLIAMS COS INC | WMB | 969457100 | $1.7M | 0.44% | 23,485 | SH |
| 40 | KENVUE INC | KVUE | 49177J102 | $1.7M | 0.42% | 96,104 | SH |
| 41 | RYDER SYS INC | R | 783549108 | $1.7M | 0.42% | 8,074 | SH |
| 42 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $1.6M | 0.42% | 3,929 | SH |
| 43 | KROGER CO | KR | 501044101 | $1.6M | 0.41% | 22,304 | SH |
| 44 | BOEING CO | BA | 097023105 | $1.6M | 0.41% | 8,085 | SH |
| 45 | DOW HLDGS INC | DOW | 260557103 | $1.6M | 0.40% | 37,908 | SH |
| 46 | TEXAS INSTRS INC | TXN | 882508104 | $1.6M | 0.40% | 8,107 | SH |
| 47 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.6M | 0.40% | 7,441 | SH |
| 48 | QNITY ELECTRONICS INC | Q | 74743L100 | $1.6M | 0.40% | 13,572 | SH |
| 49 | MORGAN STANLEY | MS | 617446448 | $1.6M | 0.40% | 9,495 | SH |
| 50 | EATON CORP PLC | ETN | G29183103 | $1.6M | 0.40% | 4,344 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $391.8M | 103 | 0001172661-26-001762 |
| 2025-12-31 | 2026-02-12 | $377.2M | 103 | 0001172661-26-000641 |
| 2025-09-30 | 2025-11-14 | $365.2M | 102 | 0001172661-25-004929 |