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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 | |
|---|---|---|---|---|---|---|---|
76
Innovator US Equity Buffer ETF July
BJUL
$362M
| – | – |
-3,871
| Closed | -$210K | – |
|
77
First Trust NASDAQ Cybersecurity ETF
CIBR
$18.7B
| – | – |
-2,283
| Closed | -$205K | – |
|
78
Cornerstone Strategic Value Fund
CLM
$2.06B
| – | – |
-30,596
| Closed | -$231K | – |
|
79
Cornerstone Total Return Fund
CRF
$1.06B
| – | – |
-24,761
| Closed | -$178K | – |
|
80
GE Aerospace
GE
$319B
| – | – |
-545
| Closed | -$204K | – |
|
81
PIMCO Dynamic Income Opportunities Fund
PDO
$1.72B
| – | – |
-13,733
| Closed | -$182K | – |
|
82
Pentair
PNR
$8.38B
| – | – |
-3,706
| Closed | -$284K | – |
|
83
Innovator US Equity Ultra Buffer ETF August
UAUG
$248M
| – | – |
-5,424
| Closed | -$228K | – |
|
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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.