Buckley Wealth Management, LLC

Registered adviser

CIK

1730126

Location

Las Vegas, NV

Portfolio Value

Small $404,241,235

Diversification

Diversified

Filing Date

Global Rank

#4,357 / 8,815 ▼ 282

Top Industry

Consumer Electronics 11.0%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 285823

Roster of Oct 1, 2026

Regulatory AUM

$643,967,767

Main clients

Individuals and high net worth (78% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$643,967,767	Individuals and high net worth (78%)
Feb 2025 to Mar 2026	$583,151,358	Individuals and high net worth (78%)
Mar 2024 to Jan 2025	$541,542,170	Individuals and high net worth (79%)
May 2023 to Feb 2024	$485,232,848	Individuals and high net worth (76%)
Feb 2023 to Apr 2023	$485,232,848	Individuals and high net worth (76%)
Feb 2022 to Jan 2023	$558,049,491	Individuals and high net worth (79%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 55.9%, 24.3 effective positions, active share 55.4% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

10.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.1 quarters (12+), a floor since 79.9% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 55.4%; sector active share 18.0% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

11.0%

+0.9 pts

Top 5

36.2%

+1.2 pts

Top 10

55.9%

+0.3 pts

HHI

411

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	5
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
Unclassified	0.1%	$547,455	1

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
NPFI	Nuveen Preferred and Income ETF	+1,000	20,936	$547,455
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
GOOGL	Alphabet Inc.	+619	85,383	$30,513,322
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
BA	Boeing Co	+250	8,335	$1,804,277
MMM	3M Co	+250	26,917	$4,358,131
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	−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	−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
GOOG	Alphabet Inc.	−1,090	5,849	$2,066,627
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	−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
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	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	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

104 tracked positions · $404,241,235 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 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	153,840	-1,478	$44,515,142	+12.9%	26+	before history	11.01%
GOOGL	Alphabet Inc. Communication Services	Added	85,383	+619	$30,513,322	+25.2%	26+	before history	7.55%
MSFT	Microsoft Corp Technology	Added	72,104	+2,310	$26,896,234	+4.1%	26+	before history	6.65%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,696	+1,591	$22,865,821	+8.2%	26+	before history	5.66%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	59,992	-103	$19,637,181	+11.1%	26+	before history	4.86%
CVX	Chevron Corp Energy	Reduced	116,907	-1,222	$19,378,504	−20.7%	26+	before history	4.79%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	78,986	-355	$18,825,523	+13.9%	26+	before history	4.66%
JNJ	Johnson & Johnson Healthcare	Reduced	58,848	-276	$14,945,626	+3.4%	26+	before history	3.70%
CSCO	Cisco Systems, Inc. Technology	Reduced	116,433	-8,048	$13,676,220	+41.6%	26+	before history	3.38%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	13,669	-560	$12,786,939	−9.8%	26+	before history	3.16%
AMGN	Amgen Inc Healthcare	Reduced	32,852	-250	$11,896,366	+2.1%	26+	before history	2.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	62,413	+2,160	$9,152,242	+5.2%	26+	before history	2.26%
CAT	Caterpillar Inc Industrials	Reduced	8,020	-925	$8,540,498	+34.8%	24	$197.42	2.11%
MRK	Merck & Co., Inc. Healthcare	Added	66,283	+11,730	$8,517,365	+29.8%	26+	before history	2.11%
NEE	Nextera Energy Inc Utilities	Added	84,577	+6,920	$7,423,323	+2.9%	26+	before history	1.84%
NVDA	Nvidia Corp Technology	Added	33,763	+925	$6,755,638	+18.0%	19	$84.57	1.67%
IDA	Idacorp Inc Utilities	Reduced	37,605	-200	$5,689,636	+5.3%	22	$93.99	1.41%
MMM	3M Co Industrials	Added	26,917	+250	$4,358,131	+12.5%	26+	before history	1.08%
ABBV	AbbVie Inc. Healthcare	Reduced	16,289	-90	$4,098,963	+15.1%	26+	before history	1.01%
LRCX	Lam Research Corp Technology	Reduced	8,432	-932	$3,653,838	+82.6%	7	unpriced	0.90%
AVGO	Broadcom Inc. Technology	Added	9,635	+318	$3,639,621	+26.2%	26+	before history	0.90%
HD	Home Depot, Inc. Consumer Cyclical	Held	10,270	0	$3,622,023	+7.2%	26+	before history	0.90%
TRGP	Targa Resources Corp. Energy	Reduced	10,845	-1,659	$2,907,978	−7.2%	9	$154.38	0.72%
TJX	Tjx Companies Inc Consumer Cyclical	Reduced	17,889	-175	$2,710,183	−6.1%	26+	before history	0.67%
PFE	Pfizer Inc Healthcare	Reduced	106,075	-3,935	$2,554,286	−17.3%	26+	before history	0.63%
TXN	Texas Instruments Inc Technology	Reduced	7,922	-185	$2,361,310	+50.0%	26+	before history	0.58%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	36,880	+8,994	$2,360,688	+18.9%	2	$75.65	0.58%
T	At&T Inc. Communication Services	Added	112,438	+12,700	$2,327,466	−19.5%	26+	before history	0.58%
BAC	Bank Of America Corp Financial Services	Reduced	40,416	-5,108	$2,302,903	+3.8%	26+	before history	0.57%
LMT	Lockheed Martin Corp Industrials	Added	4,320	+100	$2,200,867	−13.7%	26+	before history	0.54%
Q	Qnity Electronics, Inc. Technology	Reduced	12,861	-711	$2,100,329	+34.1%	3	$84.94	0.52%
V	Visa Inc. Financial Services	Added	6,114	+303	$2,097,652	+19.4%	26+	before history	0.52%
GOOG	Alphabet Inc. Communication Services	Reduced	5,849	-1,090	$2,066,627	+3.8%	26+	before history	0.51%
R	Ryder System Inc Industrials	Reduced	7,684	-390	$2,026,808	+22.6%	26+	before history	0.50%
TT	Trane Technologies plc Industrials	Added	4,106	+177	$2,016,702	+23.2%	26+	before history	0.50%
C	Citigroup Inc Financial Services	Reduced	13,545	-3,769	$1,895,758	−3.5%	10	$60.90	0.47%
LUV	Southwest Airlines Co Industrials	Added	36,625	+3,790	$1,883,257	+52.7%	2	$44.83	0.47%
BKH	Black Hills Corp Utilities	Reduced	25,031	-500	$1,862,306	+5.1%	5	$59.03	0.46%
ANET	Arista Networks, Inc. Technology	Reduced	10,750	-65	$1,826,210	+37.5%	6	$103.88	0.45%
KVUE	Kenvue Inc. Consumer Defensive	Reduced	95,104	-1,000	$1,817,437	+9.7%	4	$20.41	0.45%
ETN	Eaton Corp plc Industrials	Reduced	4,249	-95	$1,810,583	+16.5%	11	$238.98	0.45%
BA	Boeing Co Industrials	Added	8,335	+250	$1,804,277	+12.1%	5	$220.41	0.45%
CAH	Cardinal Health Inc Healthcare	Reduced	7,202	-239	$1,710,907	+8.8%	26+	before history	0.42%
SYY	Sysco Corp Consumer Defensive	Added	20,294	+460	$1,696,172	+19.9%	26+	before history	0.42%
MS	Morgan Stanley Financial Services	Reduced	8,040	-1,455	$1,680,681	+7.6%	26+	before history	0.42%
TGT	Target Corp Consumer Defensive	Reduced	12,834	-1,280	$1,676,248	−2.0%	26+	before history	0.41%
WMB	Williams Companies, Inc. Energy	Reduced	22,265	-1,220	$1,655,180	−3.2%	17	$34.19	0.41%
OKE	Oneok Inc Energy	Reduced	18,554	-730	$1,613,084	−7.5%	26+	before history	0.40%
GE	General Electric Co Industrials	Added	4,291	+560	$1,603,675	+51.5%	12	$145.04	0.40%
BBY	Best Buy Co Inc Consumer Cyclical	Added	21,025	+895	$1,595,377	+23.4%	8	$83.36	0.39%

Showing the top 50 of 104 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.