Q3 2026 13F · SEC CIK 1910503

Buska Wealth Management, LLC

Wealth managerFiled 2026-10-08 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $290.5M
Reported positions: 75
Holdings vs S&P 500, 3 yrs: —
Assets under management: $538.7M

Buska Wealth Management, LLC is a wealth manager that reported 75 positions worth $290.5M in its Q3 2026 13F, filed 2026-10-08. Its largest holdings were Ishares Tr (IVV, 11.2%), Vanguard Specialized Funds (VIG, 10.1%), Vanguard Whitehall Fds (VYM, 9.4%).

Buska Wealth Management, LLC holdings largest 50 of 75 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Buska Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IVVIshares Tr	11.2%	13.1%	42,664	-12.3%	$32.7M
VIGVanguard Specialized Funds	10.1%	11.3%	125,546	-4.9%	$29.3M
VYMVanguard Whitehall Fds	9.4%	9.9%	175,852	+1.6%	$27.3M
ACYNFirst Tr Exchange-Traded Fd	9.1%	2.7%	1,262,808	+252.2%	$26.3M
SPYGState Street Spdr Portfolio S&p 500 Grow	8.7%	9.9%	205,109	-11.2%	$25.2M
QQQInvesco Qqq Tr	6.5%	6.3%	25,444	+7.7%	$18.8M
VYMIVanguard Whitehall Fds	6.3%	5.0%	182,114	+27.8%	$18.4M
BUFFInnovator Etfs Trust	4.3%	3.7%	233,118	+18.4%	$12.6M
QTUMETF Ser Solutions	2.3%	2.2%	43,893	+19.1%	$6.7M
VOVanguard Index Fds	2.2%	—	82,979	—	$6.5M
SPSMSpdr Series Trust	2.2%	—	120,913	—	$6.4M
VCITVanguard Scottsdale Fds	1.9%	2.6%	69,319	-19.7%	$5.4M
RDVIFirst Tr Exchange-Traded Fd	1.8%	1.1%	191,803	+78.6%	$5.3M
ACYSFirst Tr Exchange-Traded Fd	1.8%	0.4%	255,693	+389.5%	$5.3M
EEMIshares Tr	1.7%	1.0%	74,384	+77.9%	$5.0M
VGITVanguard Scottsdale Fds	1.6%	2.4%	82,948	-25.1%	$4.7M
VGMSVanguard Malvern Fds	1.5%	1.8%	89,719	-9.9%	$4.4M
XLESelect Sector Spdr Tr	1.3%	2.1%	60,977	-43.6%	$3.8M
FLRNSpdr Series Trust	1.1%	1.9%	106,723	-37.2%	$3.3M
FLOTIshares Tr	1.1%	1.9%	63,258	-37.4%	$3.2M
IEURIshares Core Msci Europeetf	1.1%	2.3%	42,607	-49.8%	$3.1M
IGSBIshares Tr	0.9%	1.2%	52,767	-16.1%	$2.7M
FFSMFidelity Covington Trust	0.9%	1.8%	73,743	-42.0%	$2.5M
PNOVInnovator Etfs Trust	0.7%	1.1%	46,076	-35.4%	$2.1M
XARState Streer	0.6%	1.2%	7,576	-37.3%	$1.8M
VGHYVanguard Fixed Income Secs F	0.6%	0.9%	22,547	-33.4%	$1.6M
FIDUFidelity Industrials Index ETF	0.6%	1.0%	18,227	-37.3%	$1.6M
SHYIshares Tr	0.5%	0.4%	17,722	+37.3%	$1.4M
SHVIshares Tr	0.5%	0.4%	12,745	+38.8%	$1.4M
BNOVInnovator Etfs Trust	0.4%	0.6%	21,625	-35.4%	$1.1M
IVWIshares Tr	0.4%	0.4%	7,298	+0.8%	$1.0M
HYGIshares Tr	0.3%	0.7%	12,611	-49.3%	$974K
SCHDSchwab Strategic Tr	0.3%	0.3%	29,210	-0.8%	$950K
VAWVanguard World Fd	0.3%	0.6%	4,192	-37.8%	$915K
MISLFirst Tr Exchange-Traded Fd	0.3%	0.6%	21,179	-44.6%	$881K
VTVVanguard Index Fds	0.3%	0.3%	3,936	-1.6%	$851K
FNCLFidelity Covington Trust	0.3%	0.7%	10,246	-56.7%	$776K
NVDANvidia Corporation	0.2%	0.2%	2,987	+1.4%	$682K
XLKSelect Sector Spdr Tr	0.2%	0.3%	3,476	-12.1%	$680K
NVTNvent Elec PLC	0.2%	0.2%	3,796	+0.0%	$609K
AAPLApple Inc	0.2%	0.2%	1,814	-7.4%	$604K
VTIVanguard Index Fds	0.2%	0.2%	1,598	-2.7%	$598K
UNHUnitedhealth Group Inc	0.2%	0.2%	1,412	-4.5%	$518K
XOMExxonmobil Holdings Corp	0.2%	—	3,182	—	$518K
SPLGSpdr Series Trust	0.2%	0.2%	5,711	+15.7%	$513K
PAUGInnovator Etfs Trust	0.2%	0.3%	10,922	-33.5%	$510K
WMWaste Mgmt Inc Del	0.2%	0.2%	2,311	+1.4%	$471K
BAUGInnovator Etfs Trust	0.2%	0.2%	8,049	-35.3%	$445K
VOOVanguard Index Fds	0.1%	—	617	—	$433K
XELXcel Energy Inc	0.1%	—	5,965	—	$420K

What Buska Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

ACYS First Tr Exchange-Traded Fd+389.5% shares
ACYN First Tr Exchange-Traded Fd+252.2% shares
RDVI First Tr Exchange-Traded Fd+78.6% shares
EEM Ishares Tr+77.9% shares
SHV Ishares Tr+38.8% shares
SHY Ishares Tr+37.3% shares
VYMI Vanguard Whitehall Fds+27.8% shares
QTUM ETF Ser Solutions+19.1% shares

Reduced

FNCL Fidelity Covington Trust-56.7% shares
IEUR Ishares Core Msci Europeetf-49.8% shares
HYG Ishares Tr-49.3% shares
MISL First Tr Exchange-Traded Fd-44.6% shares
XLE Select Sector Spdr Tr-43.6% shares
FFSM Fidelity Covington Trust-42.0% shares
VAW Vanguard World Fd-37.8% shares
FLOT Ishares Tr-37.4% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +9.9% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$290.5M	75
Q2 2026	$277.3M	81
Q1 2026	$248.9M	74
Q4 2025	$270.6M	75
Q3 2025	$333.2M	75
Q2 2025	$365.9M	67
Q1 2025	$319.1M	64
Q4 2024	$312.4M	58
Q3 2024	$286.7M	58

Questions about Buska Wealth Management, LLC's portfolio

What stocks does Buska Wealth Management, LLC own?

Buska Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 8, 2026, lists 75 positions worth $290.5M. The largest are Ishares Tr (IVV) at 11.2%, Vanguard Specialized Funds (VIG) at 10.1%, Vanguard Whitehall Fds (VYM) at 9.4%, First Tr Exchange-Traded Fd (ACYN) at 9.1% and State Street Spdr Portfolio S&p 500 Grow (SPYG) at 8.7%.

What did Buska Wealth Management, LLC buy last quarter?

In Q3 2026, Buska Wealth Management, LLC added First Tr Exchange-Traded Fd (ACYS) (+389.5% shares), First Tr Exchange-Traded Fd (ACYN) (+252.2% shares) and First Tr Exchange-Traded Fd (RDVI) (+78.6% shares), compared with its Q2 2026 filing.

What did Buska Wealth Management, LLC sell last quarter?

In Q3 2026, Buska Wealth Management, LLC cut from its top 50 Schwab Strategic Tr (SCHA), cut from its top 50 Wec Energy Group Inc (WEC), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Innovator Etfs Trust (UNOV), cut from its top 50 Caterpillar Inc (CAT), Fidelity Covington Trust (FNCL) (-56.7% shares), Ishares Core Msci Europeetf (IEUR) (-49.8% shares) and Ishares Tr (HYG) (-49.3% shares), compared with its Q2 2026 filing.

When is Buska Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Buska Wealth Management, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Buska Wealth Management, LLC manage?

Buska Wealth Management, LLC reported $538.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $290.5M.