Institutional Manager · CIK 0001910503

Buska Wealth Management, LLC

WAUSAU, WI · File #028-24209

Latest AUM

$270.6M

Positions

Top-10 Concentration

73.7%

Filings

Portfolio Value Over Time

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
REDUCE	ISHARES TR	464287200	-17,980	-$12.3M	+$1.3M
REDUCE	VANGUARD SPECIALIZED FUNDS	921908844	-43,019	-$9.5M	+$806,658
REDUCE	SPDR SERIES TRUST	78464A409	-87,583	-$9.3M	+$856,642
REDUCE	VANGUARD WHITEHALL FDS	921946406	-52,383	-$7.5M	+$642,281
REDUCE	INVESCO QQQ TR	IVZ	-7,109	-$4.4M	+$453,839
REDUCE	SPDR SERIES TRUST	78464A631	-10,169	-$2.5M	+$216,762
REDUCE	SPDR SERIES TRUST	78468R200	-78,248	-$2.4M	-$41,684
REDUCE	ISHARES TR	46429B655	-46,753	-$2.4M	-$43,145
REDUCE	ISHARES TR	464288513	-28,417	-$2.3M	-$48,055
ADD	SELECT SECTOR SPDR TR	81369Y506	+43,750	+$2.0M	-$4.1M

Sector Allocation

7.6%$20.6M

6.6%$17.9M

0.6%$1.6M

0.5%$1.3M

0.2%$492,524

0.1%$374,230

0.1%$302,459

0.1%$272,090

Filing History

Jan 22, 202613F COMBINATION REPORTQ/E Dec 202575 pos · $270.6M
Nov 12, 202513F COMBINATION REPORTQ/E Sep 202575 pos · $333.2M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 202567 pos · $365.9M
Apr 9, 202513F HOLDINGS REPORTQ/E Mar 202564 pos · $319.1M
Mar 4, 202513F HOLDINGS REPORTQ/E Mar 202558 pos · $312.4M
Jan 10, 202513F HOLDINGS REPORT (Amended)Q/E Dec 202452 pos · $228.1M
Jan 10, 202513F HOLDINGS REPORT (Amended)Q/E Dec 202458 pos · $286.7M
Jan 10, 202513F HOLDINGS REPORT (Amended)Q/E Dec 202455 pos · $250.9M
Jan 8, 202513F HOLDINGS REPORTQ/E Dec 202458 pos · $312.6M
Oct 1, 202413F HOLDINGS REPORTQ/E Sep 202458 pos · $288.1M
Jul 1, 202413F 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%