account_balance

Investment manager · 13F filer · SEC CIK 1910503

Buska Wealth Management, LLC

Reported value$291Mas of Sep 30, 2026
Positions75 2 new, 8 sold out
Top 10 weight70.2%IVV alone is 11%
FiledOct 88 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IVV iShares Tr 11.2% Trimmed −12%
VIG Vanguard Specialized Funds 10.1% Trimmed −5%
VYM Vanguard Whitehall FDS 9.4% Held
ACYN First Tr Exchange-Traded Fd 9.1% Added +252%
SPYG SPDR Series Trust 8.7% Trimmed −11%
QQQ Invesco QQQ Tr 6.5% Added +8%
VYMI Vanguard Whitehall FDS 6.3% Added +28%
BUFF Innovator Etfs Trust 4.3% Added +18%
QTUM ETF Ser Solutions 2.3% Added +19%
VO Vanguard Index FDS 2.2% Added +2479%
SPSM SPDR Series Trust 2.2% Added +2761%
VCIT Vanguard Scottsdale FDS 1.9% Trimmed −20%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 8, 2026, compared with the Jul 10, 2026 filing
add_circleNew
  • JEPQ $364K
  • JPM $216K
arrow_upwardAdded
  • SPSM +2761%
  • VO +2479%
  • ACYS +389%
  • ACYN +252%
arrow_downwardTrimmed
  • FNCL −57%
  • IEUR −50%
  • HYG −49%
  • MISL −45%
remove_circleSold out
  • PNR $284K
  • CLM $231K
  • UAUG $228K
  • BJUL $210K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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