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
Total AUM
$277M
as of Q2 2026
Holdings
81
positions
Whale Score
65
65
tracked
Activity
no data
changes this Q
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...

The portfolio consists of 75 holdings, demonstrating a moderate level of diversification. However, the concentration is heavily skewed toward the top positions. The manager employs a strategy that is almost entirely reliant on Exchange Traded Funds (ETFs), which make up the vast majority of the portfolio's value, with individual equities representing a negligible fraction. The "Unknown" sector classification ($47.48M) likely represents structured products or specific ETFs not categorized by standard sector filters, but given the visibility of the tickers, the portfolio is overwhelmingly fund-based.

2. Key Holdings

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
IVV
ISHARES TR
$36M49K13.1%
02
VIG
VANGUARD SPECIALIZED FUNDS
$31M132K11.3%
03
SPYG
SPDR SERIES TRUST
$27M231K9.9%
04
VYM
VANGUARD WHITEHALL FDS
$27M173K9.9%
05
QQQ
INVESCO QQQ TR
$17M24K6.3%
06
VYMI
VANGUARD WHITEHALL FDS
$14M143K5.0%
07
BUFF
INNOVATOR ETFS TRUST
$10M197K3.7%
08
ACYN
FIRST TR EXCHANGE-TRADED FD
$7M359K2.7%
09
VCIT
VANGUARD SCOTTSDALE FDS
$7M86K2.6%
10
VGIT
VANGUARD SCOTTSDALE FDS
$7M111K2.4%

Filing history

2026Q2Jun 30
$277M 11.4%
81 positionsView →
2026Q1Mar 31
$249M 8.0%
74 positionsView →
2025Q4Dec 31
$271M 97.7%
75 positionsView →
2025Q3Sep 30
$137M 62.6%
50 positionsView →
2025Q2Jun 30
$366M 166.7%
67 positionsLocked
2025Q1Mar 31
$137M 56.1%
39 positionsLocked
2024Q4Dec 31
$312M 9.0%
58 positionsLocked
2024Q3Sep 30
$287M 14.3%
58 positionsLocked
2024Q2Jun 30
$251M 10.0%
55 positionsLocked
2024Q1Mar 31
$228M
52 positionsLocked