Bucket List Wealth Management
Bucket List Wealth Management reported 63 stocks worth $208M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (13.9%), PVAL (13.7%) and QQQM (8.6%). Compared with Q2 2026, the fund opened new positions in T, added to VTI, PVAL and QQQM, trimmed QQQ, SPYV and IWR and sold out of TSM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $29M | 13.9% | 77K | +2,455 (+3%) | 4 of 4 | |
| 2 |  PVAL Putnam ETF Trust | $28.5M | 13.7% | 542K | +18K (+4%) | 3 of 4 | |
| 3 |  QQQM Invesco Nasdaq | $17.8M | 8.6% | 59K | +1,052 (+2%) | 4 of 4 | |
| 4 |  AVUV American Centy ETF TR | $16.9M | 8.1% | 143K | +3,040 (+2%) | 4 of 4 | |
| 5 |  SPYG Spdr Series Trust | $16.4M | 7.9% | 133K | +2,286 (+2%) | 4 of 4 | |
| 6 |  IDMO Invesco Exch Traded FD TR II | $16.1M | 7.7% | 263K | +9,929 (+4%) | 4 of 4 | |
| 7 |  REGL Proshares S&P Midcap 400 Dividend Aristocrats ETF | $9.9M | 4.8% | 115K | +5,175 (+5%) | 3 of 4 | |
| 8 |  QQQ Invesco Qqq TR | $6.3M | 3.0% | 8,511 | −76 (−1%) | 4 of 4 | |
| 9 |  SPYV State Street | $5.5M | 2.6% | 89K | −1,500 (−2%) | 4 of 4 | |
| 10 |  THIR Thor Finl Technologies TR | $5M | 2.4% | 150K | +7,176 (+5%) | 3 of 4 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSM Taiwan Semiconductor Mfg Ltd | $205K | 429 |
Reported value
last 4 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Bucket List Wealth Management 13F FAQ
What does Bucket List Wealth Management own?
Bucket List Wealth Management reported 63 stocks worth $208M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VTI (13.9%), PVAL (13.7%) and QQQM (8.6%). The table above lists every position in the filing (the top 10 without an account).
What did Bucket List Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 1 new positions, 33 added to, 17 trimmed and 1 sold out. New positions include T. It sold all of TSM.
When will Bucket List Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Bucket List Wealth Management's portfolio worth?
The Q3 2026 filing reports $208M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.