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...
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.