Buckley Wealth Management, LLC — 13F Holdings & Portfolio
CIK 1730126 · latest 13F-HR filed 2026-08-07
Buckley Wealth Management, LLC manages $404.3M in 13F-reported U.S. long-equity assets across 104 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (11.01%), GOOGL (7.55%), MSFT (6.65%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions, exited 11, added to 52, and trimmed 21.
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.
LAS VEGAS, NV 89135
$404.3M
Long-equity book
104
Distinct positions
2026-06-30
Filed 2026-08-07
+12 / −11 / ↑52 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ALPHABET INC$6.1M +25.2%
- APPLE INC$5.1M +12.9%
- CISCO SYS INC$4.0M +41.6%
- AMAZON COM INC$2.3M +13.9%
- CATERPILLAR INC$2.2M +34.8%
Top Trims
- CHEVRON CORPORATION-$5.1M -20.7%
- COSTCO WHOLESALE CORPORATION-$1.4M -9.9%
- DOW HLDGS INC-$861.8K -54.6%
- AT&T INC-$563.9K -19.5%
- PFIZER INC-$534.8K -17.3%
New Positions
- DUPONT DE NEMOURS INC$1.3M
- HONEYWELL INTL INC$1.1M
- HONEYWELL AEROSPACE INC$1.1M
- TAIWAN SEMICONDUCTOR MANUFAC$1.1M
- INTERNATIONAL BUSINESS MACHS$554.0K
Exited Positions
- EXXON MOBIL CORP$18.1M
- HONEYWELL INTL INC$1.4M
- DUPONT DE NEMOURS INC$1.4M
- MASTERCARD INCORPORATED$1.3M
- MEDTRONIC PLC$904.0K
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 | $44.5M | 11.01% | 153,840 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $30.5M | 7.55% | 85,383 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $26.9M | 6.65% | 72,104 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $22.9M | 5.66% | 45,696 | SH |
| 5 | JPMORGAN CHASE & CO | JPM | 46625H100 | $19.6M | 4.86% | 59,992 | SH |
| 6 | CHEVRON CORPORATION | CVX | 166764100 | $19.4M | 4.79% | 116,907 | SH |
| 7 | AMAZON COM INC | AMZN | 023135106 | $18.8M | 4.66% | 78,986 | SH |
| 8 | JOHNSON & JOHNSON | JNJ | 478160104 | $14.9M | 3.70% | 58,848 | SH |
| 9 | CISCO SYS INC | CSCO | 17275R102 | $13.7M | 3.38% | 116,433 | SH |
| 10 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $12.8M | 3.16% | 13,669 | SH |
| 11 | AMGEN INC | AMGN | 031162100 | $11.9M | 2.94% | 32,852 | SH |
| 12 | PROCTER & GAMBLE CO | PG | 742718109 | $9.2M | 2.26% | 62,413 | SH |
| 13 | MERCK & CO INC | MRK | 58933Y105 | $8.6M | 2.12% | 66,283 | SH |
| 14 | CATERPILLAR INC | CAT | 149123101 | $8.5M | 2.11% | 8,020 | SH |
| 15 | NEXTERA ENERGY INC | NEE | 65339F101 | $7.4M | 1.84% | 84,577 | SH |
| 16 | NVIDIA CORPORATION | NVDA | 67066G104 | $6.8M | 1.67% | 33,763 | SH |
| 17 | IDACORP INC | IDA | 451107106 | $5.7M | 1.41% | 37,605 | SH |
| 18 | 3M CO | MMM | 88579Y101 | $4.4M | 1.08% | 26,917 | SH |
| 19 | ABBVIE INC | ABBV | 00287Y109 | $4.1M | 1.01% | 16,289 | SH |
| 20 | LAM RESEARCH CORP | LRCX | 512807306 | $3.7M | 0.90% | 8,432 | SH |
| 21 | BROADCOM INC | AVGO | 11135F101 | $3.6M | 0.90% | 9,635 | SH |
| 22 | HOME DEPOT INC | HD | 437076102 | $3.6M | 0.90% | 10,270 | SH |
| 23 | TARGA RES CORP | TRGP | 87612G101 | $2.9M | 0.72% | 10,845 | SH |
| 24 | TJX COS INC NEW | TJX | 872540109 | $2.7M | 0.67% | 17,889 | SH |
| 25 | PFIZER INC | PFE | 717081103 | $2.6M | 0.63% | 106,075 | SH |
| 26 | TEXAS INSTRS INC | TXN | 882508104 | $2.4M | 0.58% | 7,922 | SH |
| 27 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 36266G107 | $2.4M | 0.58% | 36,880 | SH |
| 28 | AT&T INC | T | 00206R102 | $2.3M | 0.58% | 112,438 | SH |
| 29 | BANK OF AMER CORP | BAC | 060505104 | $2.3M | 0.57% | 40,416 | SH |
| 30 | LOCKHEED MARTIN CORP | LMT | 539830109 | $2.2M | 0.54% | 4,320 | SH |
| 31 | QNITY ELECTRONICS INC | Q | 74743L100 | $2.1M | 0.52% | 12,861 | SH |
| 32 | VISA INC | V | 92826C839 | $2.1M | 0.52% | 6,114 | SH |
| 33 | ALPHABET INC | GOOG | 02079K107 | $2.1M | 0.51% | 5,849 | SH |
| 34 | RYDER SYS INC | R | 783549108 | $2.0M | 0.50% | 7,684 | SH |
| 35 | TRANE TECHNOLOGIES PLC | TT | G8994E103 | $2.0M | 0.50% | 4,106 | SH |
| 36 | CITIGROUP INC | C | 172967424 | $1.9M | 0.47% | 13,545 | SH |
| 37 | SOUTHWEST AIRLS CO | LUV | 844741108 | $1.9M | 0.47% | 36,625 | SH |
| 38 | BLACK HILLS CORP | BKH | 092113109 | $1.9M | 0.46% | 25,031 | SH |
| 39 | ARISTA NETWORKS INC | ANET | 040413205 | $1.8M | 0.45% | 10,750 | SH |
| 40 | KENVUE INC | KVUE | 49177J102 | $1.8M | 0.45% | 95,104 | SH |
| 41 | EATON CORP PLC | ETN | G29183103 | $1.8M | 0.45% | 4,249 | SH |
| 42 | BOEING CO | BA | 097023105 | $1.8M | 0.45% | 8,335 | SH |
| 43 | CARDINAL HEALTH INC | CAH | 14149Y108 | $1.7M | 0.42% | 7,202 | SH |
| 44 | SYSCO CORP | SYY | 871829107 | $1.7M | 0.42% | 20,294 | SH |
| 45 | MORGAN STANLEY | MS | 617446448 | $1.7M | 0.42% | 8,040 | SH |
| 46 | TARGET CORP | TGT | 87612E106 | $1.7M | 0.41% | 12,834 | SH |
| 47 | WILLIAMS COS INC | WMB | 969457100 | $1.7M | 0.41% | 22,265 | SH |
| 48 | BEST BUY INC | BBY | 086516101 | $1.6M | 0.40% | 21,025 | SH |
| 49 | ONEOK INC NEW | OKE | 682680103 | $1.6M | 0.40% | 18,554 | SH |
| 50 | GE AEROSPACE | GE | 369604301 | $1.6M | 0.40% | 4,291 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-07 | $404.3M | 104 | 0001172661-26-003164 |
| 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 |