DOSSIER · 13F-HR · Q3 2026

Buska Wealth Management, LLC

$291M in tracked AUM across 75 positions as of Q3 2026.

BW
CIK 0001910503 · last filed Sep 30, 2026
Total AUM
$291M
as of Q3 2026
Holdings
75
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

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
IVV
ISHARES TR
$33M43K11.2%
02
VIG
VANGUARD SPECIALIZED FUNDS
$29M126K10.1%
03
VYM
VANGUARD WHITEHALL FDS
$27M176K9.4%
04
ACYN
FIRST TR EXCHANGE-TRADED FD
$26M1.3M9.1%
05
SPYG
SPDR SERIES TRUST
$25M205K8.7%
06
QQQ
INVESCO QQQ TR
$19M25K6.5%
07
VYMI
VANGUARD WHITEHALL FDS
$18M182K6.3%
08
BUFF
INNOVATOR ETFS TRUST
$13M233K4.3%
09
QTUM
ETF SER SOLUTIONS
$7M44K2.3%
10
VO
VANGUARD INDEX FDS
$7M83K2.2%

Filing history

2026Q3Sep 30
$291M▲ 4.8%
75 positionsView →
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 positionsLocked
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