Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $36.4M | 13.1% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $31.2M | 11.3% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $27.5M | 9.9% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $27.3M | 9.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $17.4M | 6.3% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $14M | 5.0% |
| Innovator ETFS TrustLADERD ALCTN PWR | LADERD ALCTN PWR | $10.4M | 3.7% |
| First TR Exchange-traded FDVEST LADDERED | VEST LADDERED | $7.45M | 2.7% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $7.14M | 2.6% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $6.53M | 2.4% |
| iShares TRCORE MSCI EURO | CORE MSCI EURO | $6.37M | 2.3% |
| ETF Ser SolutionsDEFIA QUANT ETF | DEFIA QUANT ETF | $6.1M | 2.2% |
| Select Sector SPDR TRST STR ENERG ETF | ST STR ENERG ETF | $5.74M | 2.1% |
| SPDR Series TrustST STR RATE ETF | ST STR RATE ETF | $5.24M | 1.9% |
| iShares TRFLTG RATE NT ETF | FLTG RATE NT ETF | $5.16M | 1.9% |
| Vanguard Malvern FdsMULTI SECTOR | MULTI SECTOR | $5.11M | 1.8% |
| Fidelity Covington TrustFUN SMA MID ETF | FUN SMA MID ETF | $4.86M | 1.8% |
| SPDR Series TrustST STR SP AERO | ST STR SP AERO | $3.43M | 1.2% |
| iShares TRISHS 1-5YR INVS | ISHS 1-5YR INVS | $3.3M | 1.2% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $3.16M | 1.1% |
| First TR Exchange-traded FDFT VEST RIS | FT VEST RIS | $3.16M | 1.1% |
| Fidelity Covington TrustMSCI INDL INDX | MSCI INDL INDX | $2.89M | 1.0% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $2.86M | 1.0% |
| Vanguard Fixed Income Secs FHIGH-YIELD ACTV | HIGH-YIELD ACTV | $2.54M | 0.9% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $1.99M | 0.7% |
| Fidelity Covington TrustMSCI FINLS IDX | MSCI FINLS IDX | $1.81M | 0.7% |
| First TR Exchange-traded FDINDXX AEROSPACE | INDXX AEROSPACE | $1.75M | 0.6% |
| Innovator ETFS TrustUS EQTY BUF NOV | US EQTY BUF NOV | $1.6M | 0.6% |
| Vanguard World FDMATERIALS ETF | MATERIALS ETF | $1.54M | 0.6% |
| First TR Exchange-traded FDVEST LAD AUT ETF | VEST LAD AUT ETF | $1.07M | 0.4% |
| iShares TR1 3 YR TREAS BD | 1 3 YR TREAS BD | $1.06M | 0.4% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $1.01M | 0.4% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $995K | 0.4% |
| Schwab Strategic TRUS DIVIDEND EQ | US DIVIDEND EQ | $934K | 0.3% |
| Vanguard Index FdsVALUE ETF | VALUE ETF | $872K | 0.3% |
| Schwab Strategic TRUS SML CAP ETF | US SML CAP ETF | $837K | 0.3% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $754K | 0.3% |
| Innovator ETFS TrustUS EQTY PWR BF | US EQTY PWR BF | $750K | 0.3% |
| Innovator ETFS TrustUS EQUT BUFR AUG | US EQUT BUFR AUG | $667K | 0.2% |
| Nvent Elec PLCSHS | SHS | $644K | 0.2% |
| Unitedhealth Group Inc.COM | COM | $614K | 0.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $608K | 0.2% |
| Nvidia CorporationCOM | COM | $590K | 0.2% |
| Apple Inc.COM | COM | $567K | 0.2% |
| Waste Mgmt Inc. DelCOM | COM | $508K | 0.2% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $434K | 0.2% |
| WEC Energy Group Inc.COM | COM | $432K | 0.2% |
| Exxon Mobil Corp.COM | COM | $430K | 0.2% |
| Innovator ETFS TrustUS EQTY ULTRA BU | US EQTY ULTRA BU | $420K | 0.2% |
| Caterpillar Inc.COM | COM | $420K | 0.2% |
iShares TRCORE S&P500 ETF$36.4M
- Class
- CORE S&P500 ETF
- Share
- 13.1%
Vanguard Specialized FundsDIV APP ETF$31.2M
- Class
- DIV APP ETF
- Share
- 11.3%
SPDR Series TrustST STR P500GRW$27.5M
- Class
- ST STR P500GRW
- Share
- 9.9%
Vanguard Whitehall FdsHIGH DIV YLD$27.3M
- Class
- HIGH DIV YLD
- Share
- 9.9%
Invesco Qqq TRUNIT SER 1$17.4M
- Class
- UNIT SER 1
- Share
- 6.3%
Vanguard Whitehall FdsINTL HIGH ETF$14M
- Class
- INTL HIGH ETF
- Share
- 5.0%
Innovator ETFS TrustLADERD ALCTN PWR$10.4M
- Class
- LADERD ALCTN PWR
- Share
- 3.7%
First TR Exchange-traded FDVEST LADDERED$7.45M
- Class
- VEST LADDERED
- Share
- 2.7%
Vanguard Scottsdale FdsINT-TERM CORP$7.14M
- Class
- INT-TERM CORP
- Share
- 2.6%
Vanguard Scottsdale FdsINTER TERM TREAS$6.53M
- Class
- INTER TERM TREAS
- Share
- 2.4%
iShares TRCORE MSCI EURO$6.37M
- Class
- CORE MSCI EURO
- Share
- 2.3%
ETF Ser SolutionsDEFIA QUANT ETF$6.1M
- Class
- DEFIA QUANT ETF
- Share
- 2.2%
Select Sector SPDR TRST STR ENERG ETF$5.74M
- Class
- ST STR ENERG ETF
- Share
- 2.1%
SPDR Series TrustST STR RATE ETF$5.24M
- Class
- ST STR RATE ETF
- Share
- 1.9%
iShares TRFLTG RATE NT ETF$5.16M
- Class
- FLTG RATE NT ETF
- Share
- 1.9%
Vanguard Malvern FdsMULTI SECTOR$5.11M
- Class
- MULTI SECTOR
- Share
- 1.8%
Fidelity Covington TrustFUN SMA MID ETF$4.86M
- Class
- FUN SMA MID ETF
- Share
- 1.8%
SPDR Series TrustST STR SP AERO$3.43M
- Class
- ST STR SP AERO
- Share
- 1.2%
iShares TRISHS 1-5YR INVS$3.3M
- Class
- ISHS 1-5YR INVS
- Share
- 1.2%
Innovator ETFS TrustUS EQTY PWR BUF$3.16M
- Class
- US EQTY PWR BUF
- Share
- 1.1%
First TR Exchange-traded FDFT VEST RIS$3.16M
- Class
- FT VEST RIS
- Share
- 1.1%
Fidelity Covington TrustMSCI INDL INDX$2.89M
- Class
- MSCI INDL INDX
- Share
- 1.0%
iShares TRMSCI EMG MKT ETF$2.86M
- Class
- MSCI EMG MKT ETF
- Share
- 1.0%
Vanguard Fixed Income Secs FHIGH-YIELD ACTV$2.54M
- Class
- HIGH-YIELD ACTV
- Share
- 0.9%
iShares TRIBOXX HI YD ETF$1.99M
- Class
- IBOXX HI YD ETF
- Share
- 0.7%
Fidelity Covington TrustMSCI FINLS IDX$1.81M
- Class
- MSCI FINLS IDX
- Share
- 0.7%
First TR Exchange-traded FDINDXX AEROSPACE$1.75M
- Class
- INDXX AEROSPACE
- Share
- 0.6%
Innovator ETFS TrustUS EQTY BUF NOV$1.6M
- Class
- US EQTY BUF NOV
- Share
- 0.6%
Vanguard World FDMATERIALS ETF$1.54M
- Class
- MATERIALS ETF
- Share
- 0.6%
First TR Exchange-traded FDVEST LAD AUT ETF$1.07M
- Class
- VEST LAD AUT ETF
- Share
- 0.4%
iShares TR1 3 YR TREAS BD$1.06M
- Class
- 1 3 YR TREAS BD
- Share
- 0.4%
iShares TRTRUST ISHARE 0-1$1.01M
- Class
- TRUST ISHARE 0-1
- Share
- 0.4%
iShares TRS&P 500 GRWT ETF$995K
- Class
- S&P 500 GRWT ETF
- Share
- 0.4%
Schwab Strategic TRUS DIVIDEND EQ$934K
- Class
- US DIVIDEND EQ
- Share
- 0.3%
Vanguard Index FdsVALUE ETF$872K
- Class
- VALUE ETF
- Share
- 0.3%
Schwab Strategic TRUS SML CAP ETF$837K
- Class
- US SML CAP ETF
- Share
- 0.3%
Select Sector SPDR TRST STR TECHN ETF$754K
- Class
- ST STR TECHN ETF
- Share
- 0.3%
Innovator ETFS TrustUS EQTY PWR BF$750K
- Class
- US EQTY PWR BF
- Share
- 0.3%
Innovator ETFS TrustUS EQUT BUFR AUG$667K
- Class
- US EQUT BUFR AUG
- Share
- 0.2%
Nvent Elec PLCSHS$644K
- Class
- SHS
- Share
- 0.2%
Unitedhealth Group Inc.COM$614K
- Class
- COM
- Share
- 0.2%
Vanguard Index FdsTOTAL STK MKT$608K
- Class
- TOTAL STK MKT
- Share
- 0.2%
Nvidia CorporationCOM$590K
- Class
- COM
- Share
- 0.2%
Apple Inc.COM$567K
- Class
- COM
- Share
- 0.2%
Waste Mgmt Inc. DelCOM$508K
- Class
- COM
- Share
- 0.2%
SPDR Series TrustST STR P500ETF$434K
- Class
- ST STR P500ETF
- Share
- 0.2%
WEC Energy Group Inc.COM$432K
- Class
- COM
- Share
- 0.2%
Exxon Mobil Corp.COM$430K
- Class
- COM
- Share
- 0.2%
Innovator ETFS TrustUS EQTY ULTRA BU$420K
- Class
- US EQTY ULTRA BU
- Share
- 0.2%
Caterpillar Inc.COM$420K
- Class
- COM
- Share
- 0.2%
The share class is shown on a wider screen.
The 50 largest of 81 positions by value, with holdings of the same security combined. The 81 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1910503
- File number
- 028-24209
- Options
- 0 call, 0 put
- In the 25 largest
- 89.2%
- Prior quarter
- $249M at 31 March 2026
- Positions opened
- 11
- Positions closed
- 4
Common questions
What are Buska Wealth Management’s 13F holdings worth?
$277 million across 81 positions for the quarter ended 30 June 2026.
What is Buska Wealth Management’s largest 13F holding?
ISHARES TR (CORE S&P500 ETF) was the largest position at $36.4 million, or 13.1% of reported 13F value, as of 30 June 2026.
How concentrated is Buska Wealth Management’s 13F portfolio?
The ten largest positions accounted for 66.9% of reported value and the twenty-five largest for 89.2%, across 81 positions as of 30 June 2026.
Does Form 13F show everything Buska Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Buska Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.