DOSSIER · 13F-HR · Q3 2026

Bucket List Wealth Management, LLC

$208M in tracked AUM across 63 positions as of Q3 2026.

BL
CIK 0002133435 · last filed Sep 30, 2026
Total AUM
$208M
as of Q3 2026
Holdings
63
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Bucket List Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$29M77K13.9%
02
PVAL
PUTNAM ETF TRUST
$29M542K13.7%
03
QQQM
INVESCO EXCH TRADED FD TR II
$18M59K8.6%
04
AVUV
AMERICAN CENTY ETF TR
$17M143K8.1%
05
SPYG
SPDR SERIES TRUST
$16M133K7.9%
06
IDMO
INVESCO EXCH TRADED FD TR II
$16M263K7.7%
07
REGL
PROSHARES TR
$10M115K4.8%
08
QQQ
INVESCO QQQ TR
$6M9K3.0%
09
SPYV
SPDR SERIES TRUST
$5M89K2.6%
10
THIR
THOR FINL TECHNOLOGIES TR
$5M150K2.4%

Filing history

2026Q3Sep 30
$208M▲ 2.3%
63 positionsView →
2026Q2Jun 30
$203M▲ 22.2%
63 positionsView →
2026Q1Mar 31
$166M▼ 0.8%
57 positionsView →
2025Q4Dec 31
$167M—
63 positionsView →