Top Institutional Investors

Buckley Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1730126 · latest 13F-HR filed 2026-08-07

Backtest portfolio

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 and exited 11; 52 existing positions rose in reported value and 21 fell.

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.

Loading holdings…
AUM
$404.3M

Long-equity book

Holdings
104

Distinct positions

Period
2026-06-30

Filed 2026-08-07

Q/Q Activity
+12 / −11 / ↑52 / ↓21

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL11.0% · -1%GOOGL7.5% · +1%MSFT6.7% · +3%BRK.B5.7% · +4%JPM4.9% · -0%CVX4.8% · -1%AMZN4.7% · -0%JNJ3.7% · -0%CSCO3.4% · -6%COST3.2% · -4%AMGN2.9% · -1%PG2.3% · +4%MRK2.1% · +22%CAT2.1% · -10%NEE1.8% · +9%NVDA1.7% · +3%IDA1.4% · -0%MMM1.1% · +1%ABBV1.0% · -0%LRCX0.9% · -10%AVGO0.9% · +3%HD0.9% · 0%TRGP0.7% · -13%TJX0.7% · -1%PFE0.6% · -4%TXN0.6% · -2%GEHC0.6% · +32%T0.6% · +13%BAC0.6% · -11%LMT0.5% · +2%Q0.5% · -5%V0.5% · +5%GOOG0.5% · -16%R0.5% · -5%TT0.5% · +4%C0.5% · -22%LUV0.5% · +12%BKH0.5% · -2%ANET0.5% · -1%KVUE0.4% · -1%ETN0.4% · -2%BA0.4% · +3%CAH0.4% · -3%SYY0.4% · +2%MS0.4% · -15%TGT0.4% · -9%WMB0.4% · -5%BBY0.4% · +4%OKE0.4% · -4%GE0.4% · +15%VLO0.4% · -29%IVZ0.4% · +0%MPC0.4% · -8%SYF0.4% · +1%LIN0.4% · +5%TSLA0.3% · -0%UNP0.3% · +5%FDX0.3% · -19%DD0.3% · -69%PH0.3% · +5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.4%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 31, 2026.

Assets Under Management
$644.0M
Discretionary
$644.0M
Employees
6
Accounts
614
Address
10100 WEST CHARLESTON BLVD.
#213
LAS VEGAS, NV 89135-5001
Phone
(702) 805-1010
Website
Name Title / Status Ownership Type
BRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 ControlMANAGING MEMBER
since Jan 2022
75% or moreDomestic Entity
BUCKLEY, BRIAN, JOSEPH ControlMANAGING PARTNER/ TRUSTEE
since Feb 2017
25–50%Individual
BUCKLEY, JOHN, MICHAEL ControlEXECUTIVE DIRECTOR/TRUSTEE
since Jun 2025
10–25%Individual
BUCKLEY, SUSAN, E. ControlTRUSTEE
since Feb 2017
25–50%Individual
Lennon, Spencer, LayneCHIEF COMPLIANCE OFFICER
since Apr 2025
Less than 5%Individual
SWEET PEA FAMILY TRUST DATED MARCH 21, 2023MEMBER
since Jun 2025
10–25%Domestic Entity
Ownership & leadership changes · 6 filings with changes since Jan 20, 2017

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jul 22, 2025 filing
  • AddedSWEET PEA FAMILY TRUST DATED MARCH 21, 2023 · MEMBER · 10–25%
  • ChangedBUCKLEY, JOHN, MICHAEL · title MEMBER → EXECUTIVE DIRECTOR/TRUSTEE; ownership 5–10% → 10–25%; now a control person
Apr 30, 2025 filing
  • AddedLennon, Spencer, Layne · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedBUCKLEY, SUSAN, E. · title CHIEF COMPLIANCE OFFICER/ TRUSTEE → TRUSTEE
Feb 2, 2022 filing
  • No longer listedBUCKLEY, BRIAN, JOSEPH · TRUSTEE · 75% or more · indirect via BRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 · control person · listed since Dec 1986
  • No longer listedBUCKLEY, SUSAN, E. · TRUSTEE · 75% or more · indirect via BRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 · control person · listed since Dec 1986
  • Listed againBUCKLEY, BRIAN, JOSEPH · MANAGING PARTNER/ TRUSTEE · 25–50% · control person
  • ChangedBUCKLEY, SUSAN, E. · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/ TRUSTEE; ownership Less than 5% → 25–50%
Feb 1, 2022 filing
  • No longer listedBUCKLEY, BRIAN, JOSEPH · MANAGING MEMBER · 75% or more · control person · listed since Feb 2017
  • AddedBRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 · MANAGING MEMBER · 75% or more · control person
  • AddedBUCKLEY, BRIAN, JOSEPH · TRUSTEE · 75% or more · indirect via BRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 · control person
  • AddedBUCKLEY, SUSAN, E. · TRUSTEE · 75% or more · indirect via BRIAN J. AND SUSAN E. BUCKLEY FAMILY TRUST DATED DECEMBER 11, 1986 · control person
  • ChangedBUCKLEY, JOHN, MICHAEL · ownership Less than 5% → 5–10%
  • ChangedBUCKLEY, SUSAN, E. · title MEMBER & CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER
Mar 4, 2020 filing
  • AddedBUCKLEY, JOHN, MICHAEL · MEMBER · Less than 5%
Mar 26, 2019 filing
  • ChangedBUCKLEY, SUSAN, E. · title MANAGING MEMBER & CHIEF COMPLIANCE OFFICER → MEMBER & CHIEF COMPLIANCE OFFICER
Jan 20, 2017 filing (earliest on record)
  • ListedBUCKLEY, BRIAN, JOSEPH · MANAGING MEMBER · 75% or more · control person
  • ListedBUCKLEY, SUSAN, E. · MANAGING MEMBER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Buckley Wealth Management, LLC Holdings (2026-06-30)

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
Filing History
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
Filer Information
Address
10100 WEST CHARLESTON BLVD., SUITE 213
LAS VEGAS, NV 89135
Phone
(702) 805-1010
Filing Manager
Buckley Wealth Management, LLC
Las Vegas, NV
Signatory
Spencer Lennon
Chief Compliance Officer