Investor
Buska Wealth Management, LLC
CIK 0001910503 · filed 2026-04-13 · SEC filing
13F book
$248.9M
Positions
74
7 new · 8 sold
Largest name
14.7%
Ishares Tr
Est. mark
−$2.98M
Price effect on 67 names still held. Flow −$18.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 56K | $36.6M | 14.7% | −$1.78M | Cut−$7.9M |
| Vanguard Specialized Funds | — | 142.2K | $30.6M | 12.3% | −$670.9K | Cut−$4.41M |
| Vanguard Whitehall Fds | — | 179K | $26.5M | 10.7% | $820K | Cut−$1.84M |
| Spdr Series Trust | — | 265.1K | $26M | 10.4% | −$2.33M | Cut−$6.44M |
| Invesco Qqq Tr | — | 23.8K | $13.7M | 5.5% | −$883.8K | Cut−$1.9M |
| Vanguard Whitehall Fds | — | 113.7K | $10.7M | 4.3% | $379.4K | Added$2.66M |
| Innovator Etfs Trust | — | 190.9K | $9.43M | 3.8% | −$78.5K | Added$731.4K |
| Select Sector Spdr Tr | — | 116.6K | $7.14M | 2.9% | $1.93M | Cut$1.06M |
| Vanguard Scottsdale Fds | — | 116.5K | $6.94M | 2.8% | −$44.3K | Cut−$407.3K |
| Spdr Series Trust | — | 215.9K | $6.64M | 2.7% | $10.8K | Cut−$804.6K |
| Ishares Tr | — | 129.1K | $6.58M | 2.6% | $11.6K | Cut−$800.3K |
| Vanguard Scottsdale Fds | — | 79.1K | $6.55M | 2.6% | −$75.1K | Added$257.5K |
| Ishares Tr | — | 76.7K | $5.39M | 2.2% | −$43K | Added$1.09M |
| Spdr Series Trust | — | 16.8K | $4.27M | 1.7% | $214.3K | Cut−$1.61M |
| Innovator Etfs Trust | — | 91.4K | $3.73M | 1.5% | −$84.1K | Cut−$1.46M |
| Fidelity Covington Trust | — | 41.6K | $3.6M | 1.4% | $168.3K | Cut−$1.1M |
| Ishares Tr | — | 43.6K | $3.47M | 1.4% | −$46.7K | Cut−$1.15M |
| Ishares Tr | — | 59.6K | $3.13M | 1.3% | −$19K | Added−$5.54K |
| Vanguard Malvern Fds | — | 59.3K | $3.02M | 1.2% | −$18K | Added$1.42M |
| Fidelity Covington Trust | — | 40.7K | $2.86M | 1.1% | −$307K | Cut−$512.5K |
| Etf Ser Solutions | — | 22.3K | $2.39M | 1.0% | −$26K | Added$1.18M |
| Vanguard Fixed Income Secs F | — | 29.4K | $2.19M | 0.9% | −$15K | Added$1.03M |
| Vanguard World Fd | — | 9.12K | $2.05M | 0.8% | $162.2K | Cut−$540.1K |
| Innovator Etfs Trust | — | 42.8K | $1.84M | 0.7% | −$61.7K | Cut−$691.9K |
| Fidelity Covington Trust | — | 45.3K | $1.45M | 0.6% | — | New |
| Invesco Exch Traded Fd Tr Ii | — | 9.54K | $1.14M | 0.5% | −$79.3K | Cut−$661.3K |
| First Tr Exchange-Traded Fd | — | 53.3K | $1.09M | 0.4% | — | New |
| Schwab Strategic Tr | — | 29K | $889.3K | 0.4% | $94.2K | Cut−$514 |
| Ishares Tr | — | 7.19K | $813.5K | 0.3% | −$73K | Cut−$212.3K |
| Vanguard Index Fds | — | 3.99K | $783.3K | 0.3% | $20.9K | Cut−$87.8K |
| First Tr Exchange-Traded Fd | — | 30.1K | $769.1K | 0.3% | — | New |
| Innovator Etfs Trust | — | 17.7K | $757.5K | 0.3% | −$9.4K | Cut−$222.2K |
| Ishares Tr | — | 12.9K | $732.9K | 0.3% | — | New |
| Schwab Strategic Tr | — | 24.7K | $717.3K | 0.3% | — | New |
| Innovator Etfs Trust | — | 14K | $683.8K | 0.3% | −$16.7K | Cut−$215.2K |
| Select Sector Spdr Tr | — | 4.6K | $610.9K | 0.2% | −$50.9K | Cut−$145.7K |
| Pimco Dynamic Income Fd | — | 35.4K | $606.5K | 0.2% | −$21.3K | Cut−$85.2K |
| First Tr Exchange-Traded Fd | — | 13.1K | $587.4K | 0.2% | — | New |
| Exxon Mobil Corp | — | 3.11K | $527.8K | 0.2% | $153.4K | Added$153.5K |
| Vanguard Index Fds | — | 1.64K | $526.9K | 0.2% | −$23.5K | Held |
| Waste Mgmt Inc Del | — | 2.26K | $519.4K | 0.2% | $22.9K | Cut−$651 |
| Innovator Etfs Trust | — | 13.7K | $509.2K | 0.2% | −$10.7K | Cut−$190.9K |
| At&T Inc | — | 16.4K | $474.1K | 0.2% | $45.3K | Added$203K |
| Nvent Electric Plc | NVT | 3.8K | $449K | 0.2% | $61.9K | Held |
| Fidelity Covington Trust | — | 8.2K | $429K | 0.2% | $25.7K | Cut−$275.8K |
| Wec Energy Group, Inc. | WEC | 3.7K | $428.3K | 0.2% | $29.6K | Added$125.9K |
| Apple Inc. | AAPL | 1.68K | $425.2K | 0.2% | −$30.3K | Cut−$81.1K |
| Unitedhealth Group Inc | UNH | 1.49K | $403.7K | 0.2% | −$88.8K | Held |
| Fidelity Covington Trust | — | 10.8K | $397.1K | 0.2% | −$41.1K | Cut−$155.2K |
| Spdr Series Trust | — | 5.04K | $386.1K | 0.2% | −$18.5K | Added−$16.9K |
| Nvidia Corp | NVDA | 2.16K | $376.9K | 0.2% | −$26.2K | Cut−$123.5K |
| Xcel Energy Inc | — | 4.68K | $371.9K | 0.1% | $26K | Added$28.7K |
| Invesco Exch Traded Fd Tr Ii | — | 19.7K | $370.8K | 0.1% | −$20.9K | Cut−$101.8K |
| Vanguard Index Fds | — | 593 | $354.2K | 0.1% | −$17.5K | Cut−$37.5K |
| Fidelity Covington Trust | — | 4.79K | $337K | 0.1% | −$18.8K | Cut−$348.6K |
| PENTAIR plc | PNR | 3.71K | $322.8K | 0.1% | −$63.1K | Cut−$64.5K |
| Trane Technologies Plc | TT | 764 | $318.4K | 0.1% | $21K | Held |
| Coca Cola Co | KO | 3.89K | $295.5K | 0.1% | $23.9K | Cut$23.4K |
| Caterpillar Inc | CAT | 394 | $279K | 0.1% | $53.5K | Held |
| Pimco Dynamic Income Oprnts | — | 21.1K | $273.4K | 0.1% | −$19.3K | Cut−$28.8K |
| Microsoft Corp | MSFT | 714 | $264.4K | 0.1% | −$78.4K | Added−$69.9K |
| Johnson Ctls Intl Plc | — | 1.99K | $260.6K | 0.1% | $22.3K | Held |
| Spdr Series Trust | — | 3.28K | $259.2K | 0.1% | −$11.3K | Held |
| Innovator Etfs Trust | — | 5.57K | $256.2K | 0.1% | −$2.58K | Cut−$34.3K |
| Innovator Etfs Trust | — | 6.26K | $246.3K | 0.1% | −$3.6K | Cut−$76.1K |
| Alphabet Inc | — | 828 | $238.2K | 0.1% | −$21.1K | Cut−$116.9K |
| Spdr S&P 500 Etf Tr | — | 361 | $234.9K | 0.1% | −$11.1K | Held |
| Chevron Corp New | CVX | 1.13K | $234.6K | 0.1% | — | New |
| Energy Transfer L P | — | 11.8K | $228.2K | 0.1% | $33.2K | Cut−$40.1K |
| Innovator Etfs Trust | — | 4.35K | $215.9K | 0.1% | −$4.68K | Cut−$38.3K |
| Cornerstone Strategic Invest | — | 29.4K | $214.3K | 0.1% | −$30.9K | Added−$25.1K |
| Innovator Etfs Trust | — | 5.25K | $201.3K | 0.1% | −$2.38K | Cut−$28.8K |
| Alliancebernstein Global Hig | — | 18.4K | $187.2K | 0.1% | −$9.57K | Cut−$17.1K |
| Cornerstone Total Return Fd | — | 24K | $166.9K | 0.1% | −$24.8K | Added−$20.5K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.