DOSSIER · 13F-HR · Q2 2026

Bucket List Wealth Management, LLC

$203M in tracked AUM across 63 positions as of Q2 2026.

BL
CIK 0002133435 · last filed Jun 30, 2026
Total AUM
$203M
as of Q2 2026
Holdings
63
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bucket List Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$28M75K13.7%
02
PVAL
PUTNAM ETF TRUST
$27M523K13.1%
03
AVUV
AMERICAN CENTY ETF TR
$18M140K8.6%
04
QQQM
INVESCO EXCH TRADED FD TR II
$17M58K8.6%
05
SPYG
SPDR SERIES TRUST
$16M131K7.7%
06
IDMO
INVESCO EXCH TRADED FD TR II
$15M253K7.5%
07
REGL
PROSHARES TR
$10M109K4.9%
08
QQQ
INVESCO QQQ TR
$6M9K3.1%
09
SPYV
SPDR SERIES TRUST
$6M91K2.7%
10
THIR
THOR FINL TECHNOLOGIES TR
$5M143K2.4%

Filing history

2026Q2Jun 30
$203M 22.2%
63 positionsView →
2026Q1Mar 31
$166M 0.8%
57 positionsView →
2025Q4Dec 31
$167M
63 positionsView →