Institutional Manager · CIK 0001910503
Buska Wealth Management, LLC
WAUSAU, WI · File #028-24209
Latest AUM
$270.6M
Positions
75
Top-10 Concentration
73.7%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 202575 pos · $270.6M
- 13F COMBINATION REPORTQ/E Sep 202575 pos · $333.2M
- 13F HOLDINGS REPORTQ/E Jun 202567 pos · $365.9M
- 13F HOLDINGS REPORTQ/E Mar 202564 pos · $319.1M
- 13F HOLDINGS REPORTQ/E Mar 202558 pos · $312.4M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202452 pos · $228.1M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202455 pos · $250.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202458 pos · $286.7M
- 13F HOLDINGS REPORTQ/E Dec 202458 pos · $312.6M
- 13F HOLDINGS REPORTQ/E Sep 202458 pos · $288.1M
- 13F HOLDINGS REPORTQ/E Jun 202455 pos · $252.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 64,956 | $44.5M | 16.84% |
| 2 | VANGUARD SPECIALIZED FUNDS | 921908844 | 159,153 | $35.0M | 13.24% |
| 3 | SPDR SERIES TRUST | 78464A409 | 303,626 | $32.4M | 12.26% |
| 4 | VANGUARD WHITEHALL FDS | 921946406 | 197,568 | $28.4M | 10.73% |
| 5 | INVESCO QQQ TR | IVZ | 25,457 | $15.6M | 5.92% |
| 6 | INNOVATOR ETFS TRUST | INHD | 174,488 | $8.7M | 3.29% |
| 7 | VANGUARD WHITEHALL FDS | 921946794 | 89,472 | $8.1M | 3.05% |
| 8 | SPDR SERIES TRUST | 78468R200 | 242,397 | $7.4M | 2.82% |
| 9 | ISHARES TR | 46429B655 | 145,019 | $7.4M | 2.79% |
| 10 | VANGUARD SCOTTSDALE FDS | 92206C706 | 122,526 | $7.3M | 2.78% |
| 11 | VANGUARD SCOTTSDALE FDS | 92206C870 | 75,102 | $6.3M | 2.38% |
| 12 | SELECT SECTOR SPDR TR | 81369Y506 | 136,162 | $6.1M | 2.30% |
| 13 | SPDR SERIES TRUST | 78464A631 | 24,359 | $5.9M | 2.22% |
| 14 | INNOVATOR ETFS TRUST | INHD | 124,319 | $5.2M | 1.97% |
| 15 | FIDELITY COVINGTON TRUST | 316092709 | 57,023 | $4.7M | 1.78% |
| 16 | ISHARES TR | 464288513 | 57,370 | $4.6M | 1.75% |
| 17 | ISHARES TR | 46434V738 | 60,605 | $4.3M | 1.63% |
| 18 | FIDELITY COVINGTON TRUST | 316092501 | 43,355 | $3.4M | 1.28% |
| 19 | ISHARES TR | 464288646 | 59,311 | $3.1M | 1.19% |
| 20 | VANGUARD WORLD FD | 92204A801 | 12,502 | $2.6M | 0.98% |