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 (2026-03-31)

Buska Wealth Management, LLC (CIK 1910503) reported $248.9M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($36.6M, 14.70%), VIG ($30.6M, 12.28%), VYM ($26.5M, 10.65%), SPYG ($26.0M, 10.43%), QQQ ($13.7M, 5.52%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IVVISHARES TR$36.6M14.70%56,015Trimmed
2VIGVANGUARD SPECIALIZED FUNDS$30.6M12.28%142,152Trimmed
3VYMVANGUARD WHITEHALL FDS$26.5M10.65%179,036Trimmed
4SPYGSPDR SERIES TRUST$26.0M10.43%265,128Trimmed
5QQQINVESCO QQQ TR$13.7M5.52%23,810Trimmed
6VYMIVANGUARD WHITEHALL FDS$10.7M4.30%113,653Added
7BUFFINNOVATOR ETFS TRUST$9.4M3.79%190,880Added
8XLESELECT SECTOR SPDR TR$7.1M2.87%116,605Trimmed
9VGITVANGUARD SCOTTSDALE FDS$6.9M2.79%116,468Trimmed
10FLRNSPDR SERIES TRUST$6.6M2.67%215,864Trimmed
11FLOTISHARES TR$6.6M2.64%129,055Trimmed
12VCITVANGUARD SCOTTSDALE FDS$6.5M2.63%79,122Added
13IEURISHARES TR$5.4M2.16%76,685Added
14XARSPDR SERIES TRUST$4.3M1.72%16,817Trimmed
15PNOVINNOVATOR ETFS TRUST$3.7M1.50%91,398Trimmed
16FIDUFIDELITY COVINGTON TRUST$3.6M1.45%41,650Trimmed
17HYGISHARES TR$3.5M1.39%43,647Trimmed
18IGSBISHARES TR$3.1M1.26%59,567Added
19VGMSVANGUARD MALVERN FDS$3.0M1.21%59,255Added
20FNCLFIDELITY COVINGTON TRUST$2.9M1.15%40,712Trimmed
21QTUMETF SER SOLUTIONS$2.4M0.96%22,254Added
22VWESXVANGUARD FIXED INCOME SECS F$2.2M0.88%29,424Added
23VAWVANGUARD WORLD FD$2.1M0.83%9,118Trimmed
24BNOVINNOVATOR ETFS TRUST$1.8M0.74%42,849Trimmed
25FFSMFIDELITY COVINGTON TRUST$1.4M0.58%45,301New

Source: SEC Form 13F filings · as of 2026-03-31