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BWM
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
(+4.8%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
4.85%
Top 10 Holdings %
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 |
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
|
+$18.7M |
| 2 |
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
+$6.57M |
| 3 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$6.49M |
| 4 |
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
|
+$4.16M |
| 5 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$4.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$4.56M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
+$3.22M |
| 3 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$3.12M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$2.86M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
26
Vanguard High-Yield Active ETF
VGHY
$299M
| $1.63M | 0.56% |
22,547
-11,327
| -33% | -$840K |
2025 Q4
3 quarters
|
|
27
Fidelity MSCI Industrials Index ETF
FIDU
$2.18B
| $1.61M | 0.56% |
18,227
-10,822
| -37% | -$1.02M |
2024 Q1
10 quarters
|
|
28
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $1.44M | 0.5% |
17,722
+4,813
| +37% | +$393K |
2026 Q2
1 quarter
|
|
29
iShares 0-1 Year Treasury Bond ETF
SHV
$23.5B
| $1.41M | 0.48% |
12,745
+3,565
| +39% | +$393K |
2026 Q2
1 quarter
|
|
30
Innovator US Equity Buffer ETF November
BNOV
$201M
| $1.06M | 0.36% |
21,625
-11,835
| -35% | -$575K |
2024 Q1
10 quarters
|
|
31
iShares S&P 500 Growth ETF
IVW
$79.7B
| $1.04M | 0.36% |
7,298
+60
| +0.8% | +$8.32K |
2024 Q2
9 quarters
|
|
32
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $974K | 0.34% |
12,611
-12,278
| -49% | -$973K |
2024 Q1
10 quarters
|
|
33
Schwab US Dividend Equity ETF
SCHD
$111B
| $950K | 0.33% |
29,210
-238
| -0.8% | -$8.02K |
2024 Q1
10 quarters
|
|
34
Vanguard Materials ETF
VAW
$3.17B
| $915K | 0.31% |
4,192
-2,544
| -38% | -$584K |
2024 Q1
10 quarters
|
|
35
First Trust Indxx Aerospace & Defense ETF
MISL
$764M
| $881K | 0.3% |
21,179
-17,021
| -45% | -$753K |
2026 Q1
2 quarters
|
|
36
Vanguard Morningstar Value ETF
VTV
$188B
| $851K | 0.29% |
3,936
-63
| -2% | -$14K |
2024 Q2
9 quarters
|
|
37
Fidelity MSCI Financials Index ETF
FNCL
$2.27B
| $776K | 0.27% |
10,246
-13,395
| -57% | -$1.08M |
2024 Q4
7 quarters
|
|
38
NVIDIA
NVDA
$5.45T
| $682K | 0.23% |
2,987
+40
| +1% | +$8.58K |
2024 Q4
7 quarters
|
|
39
State Street Technology Select Sector SPDR ETF
XLK
$129B
| $680K | 0.23% |
3,476
-479
| -12% | -$88.4K |
2024 Q1
10 quarters
|
|
40
nVent Electric
NVT
$25.8B
| $609K | 0.21% |
3,796
| – | – |
2025 Q3
4 quarters
|
|
41
Apple
AAPL
$5.06T
| $604K | 0.21% |
1,814
-145
| -7% | -$46.6K |
2024 Q1
10 quarters
|
|
42
Vanguard Morningstar Total Stock Market ETF
VTI
$702B
| $598K | 0.21% |
1,598
-45
| -3% | -$16.9K |
2024 Q1
10 quarters
|
|
43
UnitedHealth
UNH
$338B
| $518K | 0.18% |
1,412
-66
| -4% | -$26.6K |
2024 Q1
10 quarters
|
|
44
ExxonMobil
XOM
$715B
| $518K | 0.18% |
3,182
+40
| +1% | +$6.25K |
2024 Q3
8 quarters
|
|
45
State Street SPDR Portfolio S&P 500 ETF
SPYM
$179B
| $513K | 0.18% |
5,711
+773
| +16% | +$69.1K |
2025 Q2
5 quarters
|
|
46
Innovator US Equity Power Buffer ETF August
PAUG
$1.05B
| $510K | 0.18% |
10,922
-5,511
| -34% | -$256K |
2024 Q1
10 quarters
|
|
47
Waste Management
WM
$84.3B
| $471K | 0.16% |
2,311
+32
| +1% | +$7.17K |
2024 Q1
10 quarters
|
|
48
Innovator US Equity Buffer ETF August
BAUG
$274M
| $445K | 0.15% |
8,049
-4,391
| -35% | -$241K |
2024 Q1
10 quarters
|
|
49
Vanguard S&P 500 ETF
VOO
$1.05T
| $433K | 0.15% |
617
+40
| +7% | +$27.9K |
2024 Q1
10 quarters
|
|
50
Xcel Energy
XEL
$46.2B
| $420K | 0.14% |
5,965
+1,249
| +26% | +$96.1K |
2024 Q1
10 quarters
|
|
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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.