DOSSIER · 13F-HR · Q2 2026
Buska Wealth Management, LLC
$277M in tracked AUM across 81 positions as of Q2 2026.
BW
CIK 0001910503 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Comprehensive Analysis of Buska Wealth Management, LLC 13F Filing
1. Portfolio Overview
Buska Wealth Management, LLC has reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 97.7%, growing from $136.89 million to $270.65 million. This near-doubling of assets suggests significant net capital inflows or strong market performance, though given the high level of turnover (46 positions sold a...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.