Institutional Manager · CIK 0001730126
Buckley Wealth Management, LLC
Las Vegas, NV · File #028-18285
Latest AUM
$377.2M
Positions
103
Top-10 Concentration
64.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | INVESCO LTD | IVZ | +58,860 | +$1.5M | $0 |
| EXITED | PROGRESSIVE CORP | 743315103 | -5,495 | -$1.4M | $0 |
| NEW | QNITY ELECTRONICS INC | Q | +13,772 | +$1.1M | $0 |
| EXITED | PAYPAL HLDGS INC | 70450Y103 | -15,925 | -$1.1M | $0 |
| ADD | COSTCO WHSL CORP NEW | 22160K105 | +1,079 | +$930,513 | -$822,306 |
| ADD | HONEYWELL INTL INC | 438516106 | +4,504 | +$878,685 | -$29,433 |
| REDUCE | ALPHABET INC | GOOG | -2,563 | -$802,223 | +$6.2M |
| REDUCE | DOW INC | DOW | -33,548 | -$784,352 | +$34,292 |
| NEW | WELLTOWER INC | WELL | +3,738 | +$693,810 | $0 |
| EXITED | COREBRIDGE FINL INC | 21871X109 | -21,522 | -$689,780 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025103 pos · $377.2M
- 13F HOLDINGS REPORTQ/E Sep 2025102 pos · $365.2M
- 13F HOLDINGS REPORTQ/E Jun 2025108 pos · $334.1M
- 13F HOLDINGS REPORTQ/E Mar 202596 pos · $321.5M
- 13F HOLDINGS REPORTQ/E Dec 2024101 pos · $326.6M
- 13F HOLDINGS REPORTQ/E Sep 202497 pos · $324.6M
- 13F HOLDINGS REPORTQ/E Jun 2024101 pos · $315.5M
- 13F HOLDINGS REPORTQ/E Mar 2024105 pos · $311.9M
- 13F HOLDINGS REPORTQ/E Dec 202396 pos · $267.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 154,908 | $42.1M | 12.53% |
| 2 | MICROSOFT CORP | MSFT | 67,999 | $32.9M | 9.79% |
| 3 | ALPHABET INC | GOOG | 85,893 | $26.9M | 8.00% |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 42,341 | $21.3M | 6.33% |
| 5 | JPMORGAN CHASE & CO. | VYLD | 57,864 | $18.6M | 5.55% |
| 6 | CHEVRON CORP NEW | CVX | 120,225 | $18.3M | 5.45% |
| 7 | AMAZON COM INC | AMZN | 75,119 | $17.3M | 5.16% |
| 8 | EXXON MOBIL CORP | XOM | 109,682 | $13.2M | 3.93% |
| 9 | JOHNSON & JOHNSON | JNJ | 59,291 | $12.3M | 3.65% |
| 10 | COSTCO WHSL CORP NEW | 22160K105 | 14,085 | $12.1M | 3.62% |
| 11 | AMGEN INC | AMGN | 33,235 | $10.9M | 3.24% |
| 12 | CISCO SYS INC | CSCO | 126,772 | $9.8M | 2.91% |
| 13 | PROCTER AND GAMBLE CO | 742718109 | 59,568 | $8.5M | 2.54% |
| 14 | NEXTERA ENERGY INC | NEE-PW | 76,223 | $6.1M | 1.82% |
| 15 | MERCK & CO INC | MRK | 55,053 | $5.8M | 1.72% |
| 16 | NVIDIA CORPORATION | NVDA | 28,750 | $5.4M | 1.60% |
| 17 | CATERPILLAR INC | CAT | 8,995 | $5.2M | 1.53% |
| 18 | IDACORP INC | IDA | 37,805 | $4.8M | 1.42% |
| 19 | 3M CO | MMM | 27,097 | $4.3M | 1.29% |
| 20 | ABBVIE INC | ABBV | 16,148 | $3.7M | 1.10% |