Buckley Wealth Management, LLC

CIK

1730126

Location

Las Vegas, NV

Portfolio Value

Small $373,186,644

Diversification

Diversified

Filing Date

Global Rank

#3,055 / 8,603 ▲ 110 · as of Mar 2026

Top Industry

Drug Manufacturers - General 11.0%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed May 13, 2026 · 57d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.4%

SPY

+76.0%

Annualised alpha

-2.0%

Max drawdown

−16.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

100 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.6%

−1.0 pts

Top 5

36.2%

−2.8 pts

Top 10

56.2%

−2.3 pts

HHI

401

Diversified−49

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	24.4%	$91,020,815	12
Financial Services	14.5%	$54,241,784	15
Healthcare	12.9%	$48,205,172	13
Energy	9.3%	$34,659,189	6
Consumer Defensive	8.4%	$31,495,588	9
Industrials	7.9%	$29,445,572	18
Consumer Cyclical	7.6%	$28,516,715	8
Communication Services	7.6%	$28,446,483	4
Utilities	4.6%	$17,102,526	7
Basic Materials	2.3%	$8,553,605	6
Real Estate	0.4%	$1,499,195	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
TRGP	Targa Resources Corp.	+4,449	12,504	$3,135,127
AMZN	Amazon Com Inc	+4,222	79,341	$16,524,350
NVDA	Nvidia Corp	+4,088	32,838	$5,726,947
MLI	Mueller Industries Inc	+2,239	9,555	$529,347
JPM	Jpmorgan Chase & Co	+2,231	60,095	$17,677,545
MSFT	Microsoft Corp	+1,795	69,794	$25,835,644
BRK-B	Berkshire Hathaway Inc	+1,764	44,105	$21,135,116
SYY	Sysco Corp	+1,690	19,834	$1,414,759
O	Realty Income Corp	+1,589	10,431	$638,168
BBY	Best Buy Co Inc	+1,565	20,130	$1,292,346
NEE	Nextera Energy Inc	+1,434	77,657	$7,212,782
PEP	Pepsico Inc	+1,412	6,016	$934,224
V	Visa Inc.	+1,239	5,811	$1,756,316
WEC	Wec Energy Group, Inc.	+998	9,899	$1,146,007
MS	Morgan Stanley	+817	9,495	$1,562,592
UNP	Union Pacific Corp	+719	4,819	$1,169,185
PM	Philip Morris International Inc.	+712	6,111	$1,010,392
BA	Boeing Co	+700	8,085	$1,609,157
PG	PROCTER & GAMBLE Co	+685	60,253	$8,702,943
WM	Waste Management Inc	+667	4,903	$1,126,660
OKE	Oneok Inc /New/	+655	19,284	$1,743,080
WELL	Welltower Inc.	+617	4,355	$861,027
MDT	Medtronic plc	+615	10,346	$896,480
ETN	Eaton Corp plc	+550	4,344	$1,553,718
ANET	Arista Networks, Inc.	+526	10,815	$1,327,865
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−6,940	2,446	$359,831
DOW	Dow Inc.	−4,750	37,908	$1,578,868
PFE	Pfizer Inc	−3,051	110,010	$3,089,080
CSCO	Cisco Systems, Inc.	−2,291	124,481	$9,658,480
CVX	Chevron Corp	−2,096	118,129	$24,440,890
IVZ	Invesco Ltd.	−1,900	56,960	$1,383,558
DD	DuPont de Nemours, Inc.	−1,280	31,491	$4,326,863
GOOGL	Alphabet Inc.	−1,129	84,764	$24,374,735
C	Citigroup Inc	−1,115	17,314	$1,963,580
CAH	Cardinal Health Inc	−1,105	7,441	$1,572,357
BKH	Black Hills Corp /Sd/	−1,000	25,531	$1,772,106
BAC	Bank Of America Corp /De/	−980	45,524	$2,219,295
CRH	Crh Public Ltd Co	−911	8,635	$907,711
VLO	Valero Energy Corp/Tx	−775	8,469	$2,092,520
KR	Kroger Co	−673	22,304	$1,613,917
MRK	Merck & Co., Inc.	−500	54,553	$6,562,180
MMM	3M Co	−430	26,667	$3,872,848
TGT	Target Corp	−367	14,114	$1,710,616
COR	Cencora, Inc.	−330	4,524	$1,421,169
FDX	Fedex Corp	−250	5,225	$1,499,629
GE	General Electric Co	−220	3,731	$1,058,745
SWX	Southwest Gas Holdings, Inc.	−200	4,900	$425,810
Q	Qnity Electronics, Inc.	−200	13,572	$1,565,937
JNJ	Johnson & Johnson	−167	59,124	$14,452,270
TJX	Tjx Companies Inc /De/	−163	18,064	$2,884,820
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GEHC	GE HealthCare Technologies Inc.	27,886	$1,984,925
LUV	Southwest Airlines Co	32,835	$1,233,610
GSK	GSK plc	14,580	$804,670
NEM	NEWMONT Corp /DE/	2,000	$216,500
PEG	Public Service Enterprise Group Inc	2,661	$215,407
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
UNH	Unitedhealth Group Inc	2,953	$974,814
BSX	Boston Scientific Corp	2,737	$260,972
WFC	Wells Fargo & Company/Mn	2,500	$233,000
SLB	Slb Limited/Nv	5,648	$216,770
ASML	Asml Holding NV	199	$212,902
WAL	Western Alliance Bancorporation	2,466	$207,316
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 positions · $373,186,644 total · as of Mar 31, 2026

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

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	155,318	+410	$39,418,155	−6.4%	10.56%
MSFT	Microsoft Corp Technology	Added	69,794	+1,795	$25,835,644	−21.4%	6.92%
CVX	Chevron Corp Energy	Reduced	118,129	-2,096	$24,440,890	+33.4%	6.55%
GOOGL	Alphabet Inc. Communication Services	Reduced	84,764	-1,129	$24,374,735	−9.3%	6.53%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	44,105	+1,764	$21,135,116	−0.7%	5.66%
JPM	Jpmorgan Chase & Co Financial Services	Added	60,095	+2,231	$17,677,545	−5.2%	4.74%
AMZN	Amazon Com Inc Consumer Cyclical	Added	79,341	+4,222	$16,524,350	−4.7%	4.43%
JNJ	Johnson & Johnson Healthcare	Reduced	59,124	-167	$14,452,270	+17.8%	3.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	14,229	+144	$14,178,202	+16.7%	3.80%
AMGN	Amgen Inc Healthcare	Reduced	33,102	-133	$11,646,938	+7.1%	3.12%
CSCO	Cisco Systems, Inc. Technology	Reduced	124,481	-2,291	$9,658,480	−1.1%	2.59%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	60,253	+685	$8,702,943	+1.9%	2.33%
NEE	Nextera Energy Inc Utilities	Added	77,657	+1,434	$7,212,782	+17.9%	1.93%
MRK	Merck & Co., Inc. Healthcare	Reduced	54,553	-500	$6,562,180	+13.2%	1.76%
CAT	Caterpillar Inc Industrials	Reduced	8,945	-50	$6,337,174	+23.0%	1.70%
NVDA	Nvidia Corp Technology	Added	32,838	+4,088	$5,726,947	+6.8%	1.53%
IDA	Idacorp Inc Utilities	Held	37,805	0	$5,404,980	+13.0%	1.45%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	31,491	-1,280	$4,326,863	+9.5%	1.16%
MMM	3M Co Industrials	Reduced	26,667	-430	$3,872,848	−10.7%	1.04%
ABBV	AbbVie Inc. Healthcare	Added	16,379	+231	$3,562,268	−3.5%	0.95%
HD	Home Depot, Inc. Consumer Cyclical	Added	10,270	+223	$3,377,700	−2.3%	0.91%
TRGP	Targa Resources Corp. Energy	Added	12,504	+4,449	$3,135,127	+111.0%	0.84%
PFE	Pfizer Inc Healthcare	Reduced	110,010	-3,051	$3,089,080	+9.7%	0.83%
T	At&T Inc. Communication Services	Held	99,738	0	$2,891,404	+16.7%	0.77%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	18,064	-163	$2,884,820	+3.0%	0.77%
AVGO	Broadcom Inc. Technology	Added	9,317	+356	$2,883,704	−7.0%	0.77%
LMT	Lockheed Martin Corp Industrials	Added	4,220	+100	$2,550,525	+28.0%	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	45,524	-980	$2,219,295	−13.2%	0.59%
VLO	Valero Energy Corp/Tx Energy	Reduced	8,469	-775	$2,092,520	+39.1%	0.56%
LRCX	Lam Research Corp Technology	Added	9,364	+522	$2,000,712	+32.2%	0.54%
GEHC	GE HealthCare Technologies Inc. Healthcare	NEW	27,886	NEW	$1,984,925	NEW	0.53%
C	Citigroup Inc Financial Services	Reduced	17,314	-1,115	$1,963,580	−8.7%	0.53%
BKH	Black Hills Corp /Sd/ Utilities	Reduced	25,531	-1,000	$1,772,106	−3.8%	0.47%
V	Visa Inc. Financial Services	Added	5,811	+1,239	$1,756,316	+9.5%	0.47%
OKE	Oneok Inc /New/ Energy	Added	19,284	+655	$1,743,080	+27.3%	0.47%
TGT	Target Corp Consumer Defensive	Reduced	14,114	-367	$1,710,616	+20.8%	0.46%
WMB	Williams Companies, Inc. Energy	Added	23,485	+10	$1,709,238	+21.1%	0.46%
KVUE	Kenvue Inc. Consumer Defensive	Added	96,104	+4	$1,656,832	−0.1%	0.44%
R	Ryder System Inc Industrials	Reduced	8,074	-45	$1,652,828	+6.4%	0.44%
TT	Trane Technologies plc Industrials	Added	3,929	+390	$1,637,371	+18.9%	0.44%
KR	Kroger Co Consumer Defensive	Reduced	22,304	-673	$1,613,917	+12.4%	0.43%
BA	Boeing Co Industrials	Added	8,085	+700	$1,609,157	+0.4%	0.43%
DOW	Dow Inc. Basic Materials	Reduced	37,908	-4,750	$1,578,868	+58.3%	0.42%
TXN	Texas Instruments Inc Technology	Added	8,107	+433	$1,573,892	+18.2%	0.42%
CAH	Cardinal Health Inc Healthcare	Reduced	7,441	-1,105	$1,572,357	−10.5%	0.42%
Q	Qnity Electronics, Inc. Technology	Reduced	13,572	-200	$1,565,937	+39.3%	0.42%
MS	Morgan Stanley Financial Services	Added	9,495	+817	$1,562,592	+1.4%	0.42%
ETN	Eaton Corp plc Industrials	Added	4,344	+550	$1,553,718	+28.6%	0.42%
MPC	Marathon Petroleum Corp Energy	Held	6,300	0	$1,538,334	+50.1%	0.41%
HON	Honeywell International Inc Industrials	Held	6,414	0	$1,520,457	+15.9%	0.41%