Buska Wealth Management, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Buska Wealth Management, LLC 13F Holdings
CIK 0001910503 · WAUSAU, WI
As of Sep 30, 2025, Buska Wealth Management, LLC reported
75 positions worth $333.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 82,936 | $55.5M | 16.66% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 202,172 | $43.6M | 13.09% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF | SPYG | — | 391,209 | $40.9M | 12.27% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 249,951 | $35.2M | 10.57% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 32,566 |
|
9.6M5.87% |
| INNOVATOR ETFS TRUST | BUFF | — | 202,698 | $9.9M | 2.97% |
| STATE STREET(R) SPDR(R) BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | FLRN | — | 320,645 | $9.9M | 2.97% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 191,772 | $9.8M | 2.94% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 151,942 | $9.1M | 2.74% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 102,445 | $8.7M | 2.60% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 92,412 | $8.3M | 2.48% |
| STATE STREET(R) SPDR(R) S&P(R) AEROSPACE & DEFENSE ETF | XAR | — | 34,528 | $8.1M | 2.43% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 83,717 | $7.0M | 2.11% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 85,787 | $7.0M | 2.09% |
| INNOVATOR US EQUITY POWER BUFFER ETF - NOVEMBER | PNOV | — | 169,275 | $7.0M | 2.09% |
| FIDELITY MSCI INDUSTRIALS INDEX ETF | FIDU | — | 80,015 | $6.6M | 1.97% |
| ISHARES CORE MSCI EUROPE ETF | IEUR | — | 70,576 | $4.8M | 1.44% |
| FIDELITY MSCI FINANCIALS INDEX ETF | FNCL | — | 56,475 | $4.3M | 1.29% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 70,488 | $3.7M | 1.12% |
| INVESCO KBW PROPERTY & CASUALTY INSURANCE ETF | KBWP | — | 27,250 | $3.4M | 1.01% |
| INNOVATOR ETFS TRUST | BNOV | — | 77,341 | $3.4M | 1.01% |
| VANGUARD MATERIALS INDEX FUND | VAW | — | 16,376 | $3.4M | 1.01% |
| INNOVATOR US EQUITY POWER BUFFER ETF - AUGUST | PAUG | — | 25,799 |
.1M | 0.33% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 8,857 |
.1M | 0.32% |
| INNOVATOR US EQUITY BUFFER ETF - AUGUST | BAUG | — | 20,473 |
.0M | 0.30% |