Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Buska Wealth Management, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Buska Wealth Management, LLC (CIK 1910503) reported $277.3M across 81 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($36.4M, 13.14%), VIG ($31.2M, 11.26%), SPYG ($27.5M, 9.92%), VYM ($27.3M, 9.86%), QQQ ($17.4M, 6.28%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$36.4M13.14%48,642Trimmed
2VIGVANGUARD SPECIALIZED FUNDS$31.2M11.26%131,990Trimmed
3SPYGSPDR SERIES TRUST$27.5M9.92%231,088Trimmed
4VYMVANGUARD WHITEHALL FDS$27.3M9.86%173,020Trimmed
5QQQINVESCO QQQ TR$17.4M6.28%23,633Trimmed
6VYMIVANGUARD WHITEHALL FDS$14.0M5.05%142,542Added
7BUFFINNOVATOR ETFS TRUST$10.4M3.74%196,837Added
8ACYNFIRST TR EXCHANGE-TRADED FD$7.5M2.69%358,548Added
9VCITVANGUARD SCOTTSDALE FDS$7.1M2.57%86,334Added
10VGITVANGUARD SCOTTSDALE FDS$6.5M2.36%110,787Trimmed
11IEURISHARES TR$6.4M2.30%84,808Added
12QTUMETF SER SOLUTIONS$6.1M2.20%36,863Added
13XLESELECT SECTOR SPDR TR$5.7M2.07%108,127Trimmed
14FLRNSPDR SERIES TRUST$5.2M1.89%169,860Trimmed
15FLOTISHARES TR$5.2M1.86%100,980Trimmed
16VGMSVANGUARD MALVERN FDS$5.1M1.84%99,575Added
17FFSMFIDELITY COVINGTON TRUST$4.9M1.75%127,234Added
18XARSPDR SERIES TRUST$3.4M1.24%12,076Trimmed
19IGSBISHARES TR$3.3M1.19%62,881Added
20RDVIFIRST TR EXCHANGE-TRADED FD$3.2M1.14%107,379Added
21PNOVINNOVATOR ETFS TRUST$3.2M1.14%71,337Trimmed
22FIDUFIDELITY COVINGTON TRUST$2.9M1.04%29,049Trimmed
23EEMISHARES TR$2.9M1.03%41,823Added
24VGHYVANGUARD FIXED INCOME SECS F$2.5M0.91%33,874Added
25HYGISHARES TR$2.0M0.72%24,889Trimmed

Source: SEC Form 13F filings · as of 2026-06-30