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Buska Wealth Management, LLC — 13F Holdings & Portfolio

CIK 1910503 · latest 13F-HR filed 2026-07-10

Backtest portfolio

Buska Wealth Management, LLC manages $277.3M in 13F-reported U.S. long-equity assets across 81 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (13.14%), VIG (11.26%), SPYG (9.92%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 11 new positions, exited 4, added to 36, 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.

Filer Information
Address
510 N 17TH AVE
SUITE A
WAUSAU, WI 54401
Phone
(715) 355-4445
Filing Manager
Buska Wealth Management, LLC
WAUSAU, WI
Signatory
Cole Bruner
President/Chief Compliance Officer
Loading holdings…
AUM

$277.3M

Long-equity book

Holdings

81

Distinct positions

Period

2026-06-30

Filed 2026-07-10

Q/Q Activity

+11 / −4 / ↑36 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FIRST TR EXCHANGE-TRADED FD$6.4M +586.1%
  • ETF SER SOLUTIONS$3.7M +155.3%
  • INVESCO QQQ TR$3.7M +26.6%
  • FIDELITY COVINGTON TRUST$3.4M +235.9%
  • VANGUARD WHITEHALL FDS$3.3M +30.7%
Show all 36 →

Top Trims

  • ISHARES TR-$1.5M -42.7%
  • ISHARES TR-$1.4M -21.6%
  • SPDR SERIES TRUST-$1.4M -21.1%
  • SELECT SECTOR SPDR TR-$1.4M -19.6%
  • FIDELITY COVINGTON TRUST-$1.0M -36.7%
Show all 21 →

New Positions

  • FIRST TR EXCHANGE-TRADED FD$1.1M
  • ISHARES TR$1.1M
  • ISHARES TR$1.0M
  • MICRON TECHNOLOGY INC$379.9K
  • VANECK ETF TRUST$326.0K
Show all 11 →

Exited Positions

  • INVESCO EXCH TRADED FD TR II$1.1M
  • PIMCO DYNAMIC INCOME FD$606.5K
  • INNOVATOR ETFS TRUST$201.3K
  • ALLIANCEBERNSTEIN GLOBAL HIG$187.2K
Show all 4 →
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 ISHARES TR IVV 464287200 $36.4M 13.14% 48,642 SH
2 VANGUARD SPECIALIZED FUNDS VIG 921908844 $31.2M 11.26% 131,990 SH
3 SPDR SERIES TRUST SPYG 78464A409 $27.5M 9.92% 231,088 SH
4 VANGUARD WHITEHALL FDS VYM 921946406 $27.3M 9.86% 173,020 SH
5 INVESCO QQQ TR QQQ 46090E103 $17.4M 6.28% 23,633 SH
6 VANGUARD WHITEHALL FDS VYMI 921946794 $14.0M 5.05% 142,542 SH
7 INNOVATOR ETFS TRUST BUFF 45783Y814 $10.4M 3.74% 196,837 SH
8 FIRST TR EXCHANGE-TRADED FD ACYN 33733E690 $7.5M 2.69% 358,548 SH
9 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $7.1M 2.57% 86,334 SH
10 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $6.5M 2.36% 110,787 SH
11 ISHARES TR IEUR 46434V738 $6.4M 2.30% 84,808 SH
12 ETF SER SOLUTIONS QTUM 26922A420 $6.1M 2.20% 36,863 SH
13 SELECT SECTOR SPDR TR XLE 81369Y506 $5.7M 2.07% 108,127 SH
14 SPDR SERIES TRUST FLRN 78468R200 $5.2M 1.89% 169,860 SH
15 ISHARES TR FLOT 46429B655 $5.2M 1.86% 100,980 SH
16 VANGUARD MALVERN FDS VGMS 922020722 $5.1M 1.84% 99,575 SH
17 FIDELITY COVINGTON TRUST FFSM 316092295 $4.9M 1.75% 127,234 SH
18 SPDR SERIES TRUST XAR 78464A631 $3.4M 1.24% 12,076 SH
19 ISHARES TR IGSB 464288646 $3.3M 1.19% 62,881 SH
20 INNOVATOR ETFS TRUST PNOV 45782C573 $3.2M 1.14% 71,337 SH
21 FIRST TR EXCHANGE-TRADED FD RDVI 33738D879 $3.2M 1.14% 107,379 SH
22 FIDELITY COVINGTON TRUST FIDU 316092709 $2.9M 1.04% 29,049 SH
23 ISHARES TR EEM 464287234 $2.9M 1.03% 41,823 SH
24 VANGUARD FIXED INCOME SECS F VGHY 922031687 $2.5M 0.91% 33,874 SH
25 ISHARES TR HYG 464288513 $2.0M 0.72% 24,889 SH
26 FIDELITY COVINGTON TRUST FNCL 316092501 $1.8M 0.65% 23,641 SH
27 FIRST TR EXCHANGE-TRADED FD MISL 33733E831 $1.7M 0.63% 38,200 SH
28 INNOVATOR ETFS TRUST BNOV 45782C581 $1.6M 0.58% 33,460 SH
29 VANGUARD WORLD FD VAW 92204A801 $1.5M 0.56% 6,736 SH
30 FIRST TR EXCHANGE-TRADED FD ACYS 33733E641 $1.1M 0.39% 52,236 SH
31 ISHARES TR SHY 464287457 $1.1M 0.38% 12,909 SH
32 ISHARES TR SHV 464288679 $1.0M 0.37% 9,180 SH
33 ISHARES TR IVW 464287309 $995.4K 0.36% 7,238 SH
34 SCHWAB STRATEGIC TR SCHD 808524797 $933.8K 0.34% 29,448 SH
35 VANGUARD INDEX FDS VTV 922908744 $871.5K 0.31% 3,999 SH
36 SCHWAB STRATEGIC TR SCHA 808524607 $836.5K 0.30% 23,153 SH
37 SELECT SECTOR SPDR TR XLK 81369Y803 $753.6K 0.27% 3,955 SH
38 INNOVATOR ETFS TRUST PAUG 45782C680 $750.0K 0.27% 16,433 SH
39 INNOVATOR ETFS TRUST BAUG 45782C698 $667.0K 0.24% 12,440 SH
40 NVENT ELEC PLC NVT G6700G107 $643.8K 0.23% 3,796 SH
41 UNITEDHEALTH GROUP INC UNH 91324P102 $614.3K 0.22% 1,478 SH
42 VANGUARD INDEX FDS VTI 922908769 $607.9K 0.22% 1,643 SH
43 NVIDIA CORPORATION NVDA 67066G104 $589.8K 0.21% 2,947 SH
44 APPLE INC AAPL 037833100 $567.0K 0.20% 1,959 SH
45 WASTE MGMT INC DEL WM 94106L109 $507.8K 0.18% 2,279 SH
46 SPDR SERIES TRUST SPYM 78464A854 $433.9K 0.16% 4,938 SH
47 WEC ENERGY GROUP INC WEC 92939U106 $432.0K 0.16% 3,700 SH
48 EXXON MOBIL CORP XOM 30231G102 $429.5K 0.15% 3,142 SH
49 INNOVATOR ETFS TRUST UNOV 45782C565 $420.2K 0.15% 10,464 SH
50 CATERPILLAR INC CAT 149123101 $419.6K 0.15% 394 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-10 $277.3M 81 0001910503-26-000003
2026-03-31 2026-04-13 $248.9M 74 0001910503-26-000002
2025-12-31 2026-01-22 $270.6M 75 0001910503-26-000001