account_balance
Investment manager · 13F filer · SEC CIK 2133435
Bucket List Wealth Management, LLC
Reported value$208Mas of Sep 30, 2026
Positions63 1 new, 1 sold out
Top 10 weight72.9%VTI alone is 14%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
13.9%Added +3%
PVALPutnam ETF Trust
13.7%Added +4%
QQQMInvesco Exch Traded Fd Tr II
8.6%
AVUVAmerican Centy ETF Tr
8.1%Added +2%
SPYGSPDR Series Trust
7.9%
IDMOInvesco Exch Traded Fd Tr II
7.7%Added +4%
REGLProshares Tr
4.8%Added +5%
QQQInvesco QQQ Tr
3.0%
SPYVSPDR Series Trust
2.6%
THIRThor Finl Technologies Tr
2.4%
DIVNHorizon FDS
2.4%+5%
IWRiShares Tr
2.0%
VTIVanguard Index FDS
13.9%Added +3%
PVALPutnam ETF Trust
13.7%Added +4%
QQQMInvesco Exch Traded Fd Tr II
8.6%
AVUVAmerican Centy ETF Tr
8.1%
SPYGSPDR Series Trust
7.9%
IDMOInvesco Exch Traded Fd Tr II
7.7%
REGLProshares Tr
4.8%
QQQ3.0%
SPYV
THIR
DIVN
IWR
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
VTI Vanguard Index FDS 13.9% Added +3%
PVAL Putnam ETF Trust 13.7% Added +4%
QQQM Invesco Exch Traded Fd Tr II 8.6% Held
AVUV American Centy ETF Tr 8.1% Added +2%
SPYG SPDR Series Trust 7.9% Held
IDMO Invesco Exch Traded Fd Tr II 7.7% Added +4%
REGL Proshares Tr 4.8% Added +5%
QQQ Invesco QQQ Tr 3.0% Held
SPYV SPDR Series Trust 2.6% Held
THIR Thor Finl Technologies Tr 2.4% Added +5%
DIVN Horizon FDS 2.4% Added +5%
IWR iShares Tr 2.0% Trimmed −2%
What changed
Biggest moves since Jun 30, 2026
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