13F Insight
DOSSIER · 13F-HR · Q1 2026

Buska Wealth Management, LLC

Buska Wealth's pension fund based in Boston, MA — $249M in tracked AUM across 74 positions as of Q1 2026.

BW
Buska Wealth·Boston, MA·Pension Fund
CIK 0001910503 · last filed Mar 31, 2026
Total AUM
$249M
▼ 15.8%
vs prior
Holdings
74
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
4% weight
concentration
AI Analysis · Q1 2026 · Q1 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 — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$37M56K14.7%
02
VIG
VANGUARD SPECIALIZED FUNDS
$31M142K12.3%
03
VYM
VANGUARD WHITEHALL FDS
$27M179K10.7%
04
SPYG
SPDR SERIES TRUST
$26M265K10.4%
05
QQQ
INVESCO QQQ TR
$14M24K5.5%
06
VYMI
VANGUARD WHITEHALL FDS
$11M114K4.3%
07
BUFF
INNOVATOR ETFS TRUST
$9M191K3.8%
08
XLE
SELECT SECTOR SPDR TR
$7M117K2.9%
09
VGIT
VANGUARD SCOTTSDALE FDS
$7M116K2.8%
10
FLRN
SPDR SERIES TRUST
$7M216K2.7%

Filing history

Filing history loading…