Buckley Wealth Management
Buckley Wealth Management reported 104 stocks worth $404M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (11.0%), GOOGL (7.5%) and MSFT (6.7%). Compared with Q1 2026, the fund opened new positions in DD, HON and HONA, added to GOOGL, MSFT and BRK.B, trimmed AAPL, JPM and CVX and sold out of XOM, DD and MA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $44.5M | 11.0% | 154K | −1,478 (−1%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $30.5M | 7.5% | 85K | +619 (+1%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $26.9M | 6.7% | 72K | +2,310 (+3%) | 8 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $22.9M | 5.7% | 46K | +1,591 (+4%) | 8 of 8 | |
| 5 |  JPM Jpmorgan Chase & Co. | $19.6M | 4.9% | 60K | −103 (−0%) | 8 of 8 | |
| 6 |  CVX Chevron Corp New | $19.4M | 4.8% | 117K | −1,222 (−1%) | 8 of 8 | |
| 7 |  AMZN Amazon Com Inc | $18.8M | 4.7% | 79K | −355 (−0%) | 8 of 8 | |
| 8 |  JNJ Johnson & Johnson | $14.9M | 3.7% | 59K | −276 (−0%) | 8 of 8 | |
| 9 |  CSCO Cisco Sys Inc | $13.7M | 3.4% | 116K | −8,048 (−6%) | 8 of 8 | |
| 10 |  COST Costco Whsl Corp New | $12.8M | 3.2% | 14K | −560 (−4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $18.1M | 107K |
HONEYWELL INTL INC | $1.4M | 6,414 |
 DD Dupont DE Nemours Inc | $1.4M | 31K |
 MA Mastercard Incorporated | $1.3M | 2,559 |
 MDT Medtronic PLC F | $904K | 10K |
🔒 Free account: see all 11.
Reported value
last 8 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Buckley Wealth Management 13F FAQ
What does Buckley Wealth Management own?
Buckley Wealth Management reported 104 stocks worth $404M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are AAPL (11.0%), GOOGL (7.5%) and MSFT (6.7%). The table above lists every position in the filing (the top 10 without an account).
What did Buckley Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 12 new positions, 40 added to, 48 trimmed and 11 sold out. New positions include DD, HON and HONA. It sold all of XOM, DD and MA.
When will Buckley Wealth Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Buckley Wealth Management's portfolio worth?
The Q2 2026 filing reports $404M 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.