Buska Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$7.46M |
| 2 |
Innovator Laddered Allocation Power Buffer ETF
BUFF
|
+$5.53M |
| 3 |
iShares Core MSCI Europe ETF
IEUR
|
+$4.45M |
| 4 |
Vanguard High Dividend Yield ETF
VYM
|
+$3.71M |
| 5 |
Fidelity MSCI Financials Index ETF
FNCL
|
+$2.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$5.68M |
| 2 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
+$5.35M |
| 3 |
Innovator US Equity Power Buffer ETF November
PNOV
|
+$3.11M |
| 4 |
State Street SPDR S&P Aerospace & Defense ETF
XAR
|
+$3M |
| 5 |
Fidelity MSCI Industrials Index ETF
FIDU
|
+$2.55M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 0.34% |
| 2 | Industrials | 0.3% |
| 3 | Utilities | 0.17% |
| 4 | Healthcare | 0.16% |
| 5 | Financials | 0.16% |
Similar funds
Buska Wealth Management's Q2 2025 Portfolio in Review
As of Q2 2025, Buska Wealth Management held 69 positions worth $366M, up 15% from $319M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Buska Wealth Management deployed $20.1M of net new capital in Q2 2025, opening 5 new positions and adding to 29 existing holdings. Its largest new stake was State Street SPDR Portfolio S&P 500 ETF: 3,426 shares worth $249K.
By sector, the portfolio is most concentrated in Technology at 0.34% of assets, up from 0.27% a quarter earlier, followed by Industrials and Utilities.
On the sell side, the largest reduction was State Street Technology Select Sector SPDR ETF, an estimated $5.68M trimmed.
- Buska Wealth Management's largest Q2 2025 buy was State Street SPDR Portfolio S&P 500 ETF: 3,426 shares worth $249K.
- Buska Wealth Management added most to Vanguard International High Dividend Yield ETF in Q2 2025, an estimated $7.46M increase.
- Buska Wealth Management's biggest Q2 2025 reduction was State Street Technology Select Sector SPDR ETF, cutting an estimated $5.68M.
- Buska Wealth Management fully exited Vanguard Short-Term Treasury ETF in Q2 2025, selling an estimated $214K.
- Buska Wealth Management's ten largest holdings make up 73% of its $366M portfolio in Q2 2025.
- Buska Wealth Management opened 5 new positions and closed 2 in Q2 2025.
- Buska Wealth Management's portfolio value rose 15% quarter-over-quarter to $366M.
Based on Buska Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.