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Buska Wealth Management Portfolio holdings

AUM $291M
1-Year Est. Return 12.95%
This Fund
S&P 500
This Quarter Est. Return
-0.24%
1 Year Est. Return
+12.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$291M
AUM Growth
+$13.2M
Cap. Flow
+$14.1M
Cap. Flow %
4.85%
Top 10 Hldgs %
70.15%
Holding
83
New
2
Increased
24
Reduced
43
Closed
8
Avg Time Held
6.7 quarters
Top 10 Avg Time Held
6 quarters
Top 20 Avg Time Held
5.9 quarters

Top Buys

Rank Stock Value
1
ACYN icon
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
+$18.7M
2
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.57M
3
VO icon
Vanguard Morningstar Mid-Cap ETF
VO
+$6.49M
4
ACYS icon
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
+$4.16M
5
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$4.09M

Top Sells

Rank Stock Value
1
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.56M
2
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$3.22M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$3.12M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$2.86M
5
FFSM icon
Fidelity Fundamental Small-Mid Cap ETF
FFSM
+$1.95M

Sector Composition

Rank Sector Weight
1 Miscellaneous 97.3%
2 Technology 0.78%
3 Industrials 0.7%
4 Energy 0.34%
5 Utilities 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
IVV icon
1
iShares Core S&P 500 ETF
IVV
$896B
$32.7M 11.25%
42,664
-5,978
-12% -$4.56M
2024 Q1
10 quarters
VIG icon
2
Vanguard Dividend Appreciation ETF
VIG
$112B
$29.3M 10.08%
125,546
-6,444
-5% -$1.55M
2024 Q1
10 quarters
VYM icon
3
Vanguard High Dividend Yield ETF
VYM
$80.8B
$27.3M 9.39%
175,852
+2,832
+2% +$459K
2024 Q1
10 quarters
ACYN icon
4
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$1.44B
$26.3M 9.07%
1,262,808
+904,260
+252% +$18.7M
2026 Q1
2 quarters
SPYG icon
5
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$57.9B
$25.2M 8.69%
205,109
-25,979
-11% -$3.12M
2024 Q1
10 quarters
QQQ icon
6
Invesco QQQ Trust
QQQ
$497B
$18.8M 6.48%
25,444
+1,811
+8% +$1.29M
2024 Q1
10 quarters
VYMI icon
7
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
$18.4M 6.34%
182,114
+39,572
+28% +$4.09M
2025 Q1
6 quarters
BUFF icon
8
Innovator Laddered Allocation Power Buffer ETF
BUFF
$1.09B
$12.6M 4.32%
233,118
+36,281
+18% +$1.94M
2024 Q1
10 quarters
QTUM icon
9
Defiance Quantum ETF
QTUM
$5.57B
$6.66M 2.29%
43,893
+7,030
+19% +$1.05M
2025 Q4
3 quarters
VO icon
10
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$6.51M 2.24%
82,979
+79,761
+2,479% +$6.49M
2026 Q2
1 quarter
SPSM icon
11
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$15.8B
$6.39M 2.2%
120,913
+116,687
+2,761% +$6.57M
2026 Q2
1 quarter
VCIT icon
12
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$5.43M 1.87%
69,319
-17,015
-20% -$1.38M
2024 Q1
10 quarters
RDVI icon
13
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.76B
$5.35M 1.84%
191,803
+84,424
+79% +$2.45M
2026 Q1
2 quarters
ACYS icon
14
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
$309M
$5.26M 1.81%
255,693
+203,457
+389% +$4.16M
2026 Q2
1 quarter
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$30.4B
$4.97M 1.71%
74,384
+32,561
+78% +$2.15M
2026 Q1
2 quarters
VGIT icon
16
Vanguard Intermediate-Term Treasury ETF
VGIT
$39.7B
$4.7M 1.62%
82,948
-27,839
-25% -$1.62M
2024 Q1
10 quarters
VGMS icon
17
Vanguard Multi-Sector Income Bond ETF
VGMS
$265M
$4.44M 1.53%
89,719
-9,856
-10% -$500K
2025 Q4
3 quarters
XLE icon
18
State Street Energy Select Sector SPDR ETF
XLE
$42.8B
$3.75M 1.29%
60,977
-47,150
-44% -$2.86M
2024 Q1
10 quarters
FLRN icon
19
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$3.06B
$3.29M 1.13%
106,723
-63,137
-37% -$1.94M
2024 Q1
10 quarters
FLOT icon
20
iShares Floating Rate Bond ETF
FLOT
$11.3B
$3.23M 1.11%
63,258
-37,722
-37% -$1.92M
2024 Q1
10 quarters
IEUR icon
21
iShares Core MSCI Europe ETF
IEUR
$9.2B
$3.14M 1.08%
42,607
-42,201
-50% -$3.22M
2025 Q1
6 quarters
IGSB icon
22
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.7M 0.93%
52,767
-10,114
-16% -$525K
2024 Q3
8 quarters
FFSM icon
23
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.49B
$2.49M 0.86%
73,743
-53,491
-42% -$1.95M
2026 Q1
2 quarters
PNOV icon
24
Innovator US Equity Power Buffer ETF November
PNOV
$838M
$2.1M 0.72%
46,076
-25,261
-35% -$1.14M
2024 Q1
10 quarters
XAR icon
25
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.41B
$1.75M 0.6%
7,576
-4,500
-37% -$1.19M
2024 Q1
10 quarters
1
2 3 4

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Buska Wealth Management's Q3 2026 Portfolio in Review

As of Q3 2026, Buska Wealth Management held 83 positions worth $291M, up 4.8% from $277M the previous quarter. Its ten largest holdings account for 70% of the portfolio.

Buska Wealth Management deployed $14.1M of net new capital in Q3 2026, opening 2 new positions and adding to 24 existing holdings. Its largest new stake was JPMorgan Nasdaq Equity Premium Income ETF: 5,943 shares worth $364K.

By sector, the portfolio is most concentrated in Miscellaneous at 97% of assets, up from 97% a quarter earlier, followed by Technology and Industrials.

On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $4.56M trimmed.

  • Buska Wealth Management's largest Q3 2026 buy was JPMorgan Nasdaq Equity Premium Income ETF: 5,943 shares worth $364K.
  • Buska Wealth Management added most to FT Vest Laddered Autocallable Barrier & Income ETF in Q3 2026, an estimated $18.7M increase.
  • Buska Wealth Management's biggest Q3 2026 reduction was iShares Core S&P 500 ETF, cutting an estimated $4.56M.
  • Buska Wealth Management fully exited Pentair in Q3 2026, selling an estimated $284K.
  • Buska Wealth Management's ten largest holdings make up 70% of its $291M portfolio in Q3 2026.
  • Buska Wealth Management opened 2 new positions and closed 8 in Q3 2026.
  • Buska Wealth Management's portfolio value rose 4.8% quarter-over-quarter to $291M.

Based on Buska Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.