13F Insight
DOSSIER · 13F-HR · Q2 2026

Buckley Wealth Management, LLC

$404M in tracked AUM across 104 positions as of Q2 2026.

BW
CIK 0001730126 · last filed Jun 30, 2026
Total AUM
$404M
as of Q2 2026
Holdings
104
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Buckley 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
AAPL
APPLE INC
$45M154K11.0%02
GOOGL
ALPHABET INC
$31M85K7.5%03
MSFT
MICROSOFT CORP
$27M72K6.7%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$23M46K5.7%05
JPM
JPMORGAN CHASE & CO
$20M60K4.9%06
CVX
CHEVRON CORPORATION
$19M117K4.8%07
AMZN
AMAZON COM INC
$19M79K4.7%08
JNJ
JOHNSON & JOHNSON
$15M59K3.7%09
CSCO
CISCO SYS INC
$14M116K3.4%10
COST
COSTCO WHOLESALE CORPORATION
$13M14K3.2%

Filing history

2026Q2Jun 30
$404M▲ 3.2%
104 positionsView →2026Q1Mar 31
$392M▲ 3.9%
103 positionsView →2025Q4Dec 31
$377M▲ 3.3%
103 positionsView →2025Q3Sep 30
$365M▲ 9.3%
102 positionsView →2025Q2Jun 30
$334M▲ 3.9%
108 positionsLocked2025Q1Mar 31
$321M▼ 1.6%
96 positionsLocked2024Q4Dec 31
$327M▲ 0.6%
101 positionsLocked2024Q3Sep 30
$325M▲ 2.9%
97 positionsLocked2024Q2Jun 30
$316M▲ 1.2%
101 positionsLocked2024Q1Mar 31
$312M▲ 8.3%
105 positionsLocked2023Q4Dec 31
$288M▲ 7.8%
101 positionsLocked2023Q3Sep 30
$267M▼ 9.1%
96 positionsLocked
Showing 12 of 33