Buckley Wealth Management, LLC

CIK

1730126

Location

Las Vegas, NV

Portfolio Value

Small $403,693,780

Diversification

Diversified

Filing Date

Global Rank

#3,195 / 8,645 ▼ 105

Top Industry

Consumer Electronics 11.0%

3Y Alpha vs SPY

+4.9%

Period ended 52 days ago

Filed Aug 7, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+95.8%

SPY

+73.6%

Annualised alpha

+4.9%

Max drawdown

−16.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

102 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.0%

+1.0 pts

Top 5

36.3%

+1.2 pts

Top 10

56.0%

+0.3 pts

HHI

412

Diversified+21

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.2%	$109,861,927	17
Financial Services	14.2%	$57,356,571	15
Healthcare	12.6%	$50,988,355	12
Industrials	8.9%	$35,861,812	19
Communication Services	8.9%	$35,787,624	4
Consumer Cyclical	7.7%	$30,997,851	8
Consumer Defensive	7.6%	$30,789,116	9
Energy	7.1%	$28,606,522	6
Utilities	4.3%	$17,276,888	6
Basic Materials	1.1%	$4,450,121	4
Real Estate	0.4%	$1,716,993	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	+12,700	112,438	$2,327,466
MRK	Merck & Co., Inc.	+11,730	66,283	$8,517,365
GEHC	GE HealthCare Technologies Inc.	+8,994	36,880	$2,360,688
NEE	Nextera Energy Inc	+6,920	84,577	$7,423,323
GSK	GSK plc	+6,489	21,069	$1,104,436
LUV	Southwest Airlines Co	+3,790	36,625	$1,883,257
MSFT	Microsoft Corp	+2,310	72,104	$26,896,234
PG	PROCTER & GAMBLE Co	+2,160	62,413	$9,152,242
BRK-B	Berkshire Hathaway Inc	+1,591	45,696	$22,865,821
NVDA	Nvidia Corp	+925	33,763	$6,755,638
BBY	Best Buy Co Inc	+895	21,025	$1,595,377
PEP	Pepsico Inc	+776	6,792	$919,636
PM	Philip Morris International Inc.	+766	6,877	$1,244,118
GE	General Electric Co	+560	4,291	$1,603,675
O	Realty Income Corp	+525	10,956	$678,833
WEC	Wec Energy Group, Inc.	+510	10,409	$1,215,458
SYY	Sysco Corp	+460	20,294	$1,696,172
MLI	Mueller Industries Inc	+425	9,980	$1,226,841
CRH	Crh Public Ltd Co	+343	8,978	$960,646
AVGO	Broadcom Inc.	+318	9,635	$3,639,621
V	Visa Inc.	+303	6,114	$2,097,652
MMM	3M Co	+250	26,917	$4,358,131
BA	Boeing Co	+250	8,335	$1,804,277
UNP	Union Pacific Corp	+235	5,054	$1,374,688
IVZ	Invesco Ltd.	+225	57,185	$1,509,112
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−21,760	9,731	$1,319,912
DOW	Dow Inc.	−11,700	26,208	$717,050
CSCO	Cisco Systems, Inc.	−8,048	116,433	$13,676,220
BAC	Bank Of America Corp /De/	−5,108	40,416	$2,302,903
PFE	Pfizer Inc	−3,935	106,075	$2,554,286
C	Citigroup Inc	−3,769	13,545	$1,895,758
VLO	Valero Energy Corp/Tx	−2,445	6,024	$1,568,890
SWX	Southwest Gas Holdings, Inc.	−2,250	2,650	$235,002
TRGP	Targa Resources Corp.	−1,659	10,845	$2,907,978
AAPL	Apple Inc.	−1,478	153,840	$44,515,142
MS	Morgan Stanley	−1,455	8,040	$1,680,681
HON	Honeywell International Inc	−1,373	5,041	$1,128,679
TGT	Target Corp	−1,280	12,834	$1,676,248
CVX	Chevron Corp	−1,222	116,907	$19,378,504
WMB	Williams Companies, Inc.	−1,220	22,265	$1,655,180
SOLV	Solventum Corp	−1,125	8,587	$662,487
KVUE	Kenvue Inc.	−1,000	95,104	$1,817,437
FDX	Fedex Corp	−980	4,245	$1,329,236
LRCX	Lam Research Corp	−932	8,432	$3,653,838
CAT	Caterpillar Inc	−925	8,020	$8,540,498
BYD	Boyd Gaming Corp	−750	5,250	$463,732
OKE	Oneok Inc /New/	−730	18,554	$1,613,084
Q	Qnity Electronics, Inc.	−711	12,861	$2,100,329
KR	Kroger Co	−625	21,679	$1,203,834
TMUS	T-Mobile US, Inc.	−610	3,844	$644,754
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	5,041	$1,114,464
TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,283	$1,090,292
IBM	International Business Machines Corp	1,970	$553,983
PLTR	Palantir Technologies Inc.	4,128	$481,613
MU	Micron Technology Inc	339	$391,304
FDXF	FedEx Freight Holding Company, Inc.	2,110	$318,610
INTC	Intel Corp	2,000	$279,260
WFC	Wells Fargo & Company/Mn	2,500	$206,600
WAL	Western Alliance Bancorporation	2,466	$202,705
VIVO	VivoPower PLC	14,000	$72,380
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	106,628	$18,090,506
MA	Mastercard Inc	2,559	$1,278,629
MDT	Medtronic plc	10,346	$896,480
EMR	Emerson Electric Co	2,222	$291,126
RNR	Renaissancere Holdings Ltd	926	$275,234
AGYS	Agilysys Inc	3,408	$242,445
NEM	NEWMONT Corp /DE/	2,000	$216,500
PEG	Public Service Enterprise Group Inc	2,661	$215,407
B	Barrick Mining Corp	5,000	$203,950
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $403,693,780 total · filing declares 104 positions · $404,335,744 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	153,840	-1,478	$44,515,142	+12.9%	11.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	91,232	-471	$32,579,949	+23.6%	8.07%
MSFT	Microsoft Corp Technology	Added	72,104	+2,310	$26,896,234	+4.1%	6.66%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,696	+1,591	$22,865,821	+8.2%	5.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	59,992	-103	$19,637,181	+11.1%	4.86%
CVX	Chevron Corp Energy	Reduced	116,907	-1,222	$19,378,504	−20.7%	4.80%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	78,986	-355	$18,825,523	+13.9%	4.66%
JNJ	Johnson & Johnson Healthcare	Reduced	58,848	-276	$14,945,626	+3.4%	3.70%
CSCO	Cisco Systems, Inc. Technology	Reduced	116,433	-8,048	$13,676,220	+41.6%	3.39%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,669	-560	$12,786,939	−9.8%	3.17%
AMGN	Amgen Inc Healthcare	Reduced	32,852	-250	$11,896,366	+2.1%	2.95%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	62,413	+2,160	$9,152,242	+5.2%	2.27%
CAT	Caterpillar Inc Industrials	Reduced	8,020	-925	$8,540,498	+34.8%	2.12%
MRK	Merck & Co., Inc. Healthcare	Added	66,283	+11,730	$8,517,365	+29.8%	2.11%
NEE	Nextera Energy Inc Utilities	Added	84,577	+6,920	$7,423,323	+2.9%	1.84%
NVDA	Nvidia Corp Technology	Added	33,763	+925	$6,755,638	+18.0%	1.67%
IDA	Idacorp Inc Utilities	Reduced	37,605	-200	$5,689,636	+5.3%	1.41%
MMM	3M Co Industrials	Added	26,917	+250	$4,358,131	+12.5%	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	16,289	-90	$4,098,963	+15.1%	1.02%
LRCX	Lam Research Corp Technology	Reduced	8,432	-932	$3,653,838	+82.6%	0.91%
AVGO	Broadcom Inc. Technology	Added	9,635	+318	$3,639,621	+26.2%	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Held	10,270	0	$3,622,023	+7.2%	0.90%
TRGP	Targa Resources Corp. Energy	Reduced	10,845	-1,659	$2,907,978	−7.2%	0.72%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	17,889	-175	$2,710,183	−6.1%	0.67%
PFE	Pfizer Inc Healthcare	Reduced	106,075	-3,935	$2,554,286	−17.3%	0.63%
TXN	Texas Instruments Inc Technology	Reduced	7,922	-185	$2,361,310	+50.0%	0.58%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	36,880	+8,994	$2,360,688	+18.9%	0.58%
T	At&T Inc. Communication Services	Added	112,438	+12,700	$2,327,466	−19.5%	0.58%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	40,416	-5,108	$2,302,903	+3.8%	0.57%
LMT	Lockheed Martin Corp Industrials	Added	4,320	+100	$2,200,867	−13.7%	0.55%
Q	Qnity Electronics, Inc. Technology	Reduced	12,861	-711	$2,100,329	+34.1%	0.52%
V	Visa Inc. Financial Services	Added	6,114	+303	$2,097,652	+19.4%	0.52%
R	Ryder System Inc Industrials	Reduced	7,684	-390	$2,026,808	+22.6%	0.50%
TT	Trane Technologies plc Industrials	Added	4,106	+177	$2,016,702	+23.2%	0.50%
C	Citigroup Inc Financial Services	Reduced	13,545	-3,769	$1,895,758	−3.5%	0.47%
LUV	Southwest Airlines Co Industrials	Added	36,625	+3,790	$1,883,257	+52.7%	0.47%
BKH	Black Hills Corp /Sd/ Utilities	Reduced	25,031	-500	$1,862,306	+5.1%	0.46%
ANET	Arista Networks, Inc. Technology	Reduced	10,750	-65	$1,826,210	+37.5%	0.45%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	95,104	-1,000	$1,817,437	+9.7%	0.45%
ETN	Eaton Corp plc Industrials	Reduced	4,249	-95	$1,810,583	+16.5%	0.45%
BA	Boeing Co Industrials	Added	8,335	+250	$1,804,277	+12.1%	0.45%
CAH	Cardinal Health Inc Healthcare	Reduced	7,202	-239	$1,710,907	+8.8%	0.42%
SYY	Sysco Corp Consumer Defensive	Added	20,294	+460	$1,696,172	+19.9%	0.42%
MS	Morgan Stanley Financial Services	Reduced	8,040	-1,455	$1,680,681	+7.6%	0.42%
TGT	Target Corp Consumer Defensive	Reduced	12,834	-1,280	$1,676,248	−2.0%	0.42%
WMB	Williams Companies, Inc. Energy	Reduced	22,265	-1,220	$1,655,180	−3.2%	0.41%
OKE	Oneok Inc /New/ Energy	Reduced	18,554	-730	$1,613,084	−7.5%	0.40%
GE	General Electric Co Industrials	Added	4,291	+560	$1,603,675	+51.5%	0.40%
BBY	Best Buy Co Inc Consumer Cyclical	Added	21,025	+895	$1,595,377	+23.4%	0.40%
VLO	Valero Energy Corp/Tx Energy	Reduced	6,024	-2,445	$1,568,890	−25.0%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.