Buska Wealth Management
Buska Wealth Management reported 75 stocks worth $291M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (11.3%), VIG (10.1%) and VYM (9.4%). Compared with Q2 2026, the fund opened new positions in XOM, JEPQ and JPM, added to VYM, ACYN and QQQ, trimmed IVV, VIG and SPYG and sold out of XOM, PNR and CLM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $32.7M | 11.3% | 43K | −5,978 (−12%) | 8 of 8 | |
| 2 |  VIG Vanguard Dividend Appreciation ETF | $29.3M | 10.1% | 126K | −6,444 (−5%) | 8 of 8 | |
| 3 |  VYM Vanguard Whitehall Fds | $27.3M | 9.4% | 176K | +2,832 (+2%) | 8 of 8 | |
| 4 |  ACYN First TR Exchange-Traded FD | $26.3M | 9.1% | 1.3M | +904K (+252%) | 3 of 8 | |
| 5 |  SPYG Spdr Series Trust | $25.2M | 8.7% | 205K | −26K (−11%) | 8 of 8 | |
| 6 |  QQQ Invesco Qqq TR | $18.8M | 6.5% | 25K | +1,811 (+8%) | 8 of 8 | |
| 7 |  VYMI Vanguard Whitehall Fds | $18.4M | 6.3% | 182K | +40K (+28%) | 7 of 8 | |
| 8 |  BUFF Innovator Etfs Trust | $12.6M | 4.3% | 233K | +36K (+18%) | 8 of 8 | |
| 9 |  QTUM ETF Ser Solutions | $6.7M | 2.3% | 44K | +7,030 (+19%) | 4 of 8 | |
| 10 |  VO Vanguard Index Fds | $6.5M | 2.2% | 83K | +80K (+2479%) | 2 of 8 |
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 |
|---|---|---|
 XOM Exxon Mobil Corp | $430K | 3,142 |
 PNR Pentair PLC | $284K | 3,706 |
 CLM Cornerstone Strategic Invest | $231K | 31K |
 UAUG Innovator Etfs Trust | $228K | 5,424 |
 BJUL Innovator Etfs Trust | $210K | 3,871 |
🔒 Free account: see all 9.
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 8, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Buska Wealth Management 13F FAQ
What does Buska Wealth Management own?
Buska Wealth Management reported 75 stocks worth $291M in its 13F filing for Q3 2026, filed Oct 8, 2026. Its largest holdings are IVV (11.3%), VIG (10.1%) and VYM (9.4%). The table above lists every position in the filing (the top 10 without an account).
What did Buska Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 23 added to, 42 trimmed and 9 sold out. New positions include XOM, JEPQ and JPM. It sold all of XOM, PNR and CLM.
When will Buska 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 Buska Wealth Management's portfolio worth?
The Q3 2026 filing reports $291M 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.