Buska Wealth Management, LLC

CIK

1910503

Location

WAUSAU, WI

Portfolio Value

Micro $26,331,600

Diversification

Highly concentrated

Filing Date

Global Rank

#7,585 / 8,517 ▼ 457

Top Industry

Semiconductors 14.5%

3Y Alpha vs SPY

-3.2%

Period ended 47 days ago

Filed Jul 10, 2026 · 37d

10 quarters · since Mar 2024

Clone Performance

May 2024–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

+37.2%

SPY

+46.5%

Annualised alpha

-3.4%

Max drawdown

−16.7%

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 10 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

66.1%

+11.2 pts

Top 5

75.3%

−11.3 pts

Top 10

83.5%

−7.3 pts

HHI

4,421

Highly concentrated+770

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	67.1%	$17,673,671	2
Industrials	10.3%	$2,725,139	7
Technology	8.0%	$2,113,193	5
Energy	3.2%	$832,548	3
Utilities	3.1%	$810,743	2
Communication Services	2.5%	$655,552	2
Healthcare	2.3%	$614,301	1
Financial Services	2.2%	$590,638	3
Consumer Defensive	1.2%	$315,815	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
CLM	Cornerstone Strategic Investment Fund, Inc.	+1,161	30,596	$231,305
NVDA	Nvidia Corp	+786	2,947	$589,665
CRF	Cornerstone Total Return Fund Inc	+743	24,761	$177,783
AAPL	Apple Inc.	+284	1,959	$566,856
T	At&T Inc.	+208	16,563	$342,854
CVX	Chevron Corp	+97	1,231	$204,050
MSFT	Microsoft Corp	+66	780	$290,955
GOOGL	Alphabet Inc.	+47	875	$312,698
XEL	Xcel Energy Inc	+35	4,716	$378,694
XOM	ExxonMobil Holdings Corp	+31	3,142	$429,574
WM	Waste Management Inc	+19	2,279	$507,943
SPY	Spdr S&P 500 ETF Trust	+1	362	$270,330
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
PDO	PIMCO Dynamic Income Opportunities Fund	−7,414	13,733	$181,550
ET	Energy Transfer LP	−1,421	10,404	$198,924
QQQ	Invesco Qqq Trust, Series 1	−177	23,633	$17,403,341
UNH	Unitedhealth Group Inc	−14	1,478	$614,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	329	$379,761
AVGO	Broadcom Inc.	757	$285,956
GE	General Electric Co	545	$203,682
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	142,152	$30,571,209
VGHY	Vanguard High-Yield Active ETF	29,424	$2,189,439
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	53,309	$1,086,437
PDI	PIMCO Dynamic Income Fund	35,447	$606,498
AWF	Alliancebernstein Global High Income Fund Inc	18,407	$187,199
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $26,331,600 total · as of Jun 30, 2026

All sectors Communication Services Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,633	-177	$17,403,341	+26.6%	66.09%
NVT	nVent Electric plc Industrials	Held	3,796	0	$643,839	+43.4%	2.45%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,478	-14	$614,301	+52.2%	2.33%
NVDA	Nvidia Corp Technology	Added	2,947	+786	$589,665	+56.5%	2.24%
AAPL	Apple Inc. Technology	Added	1,959	+284	$566,856	+33.3%	2.15%
WM	Waste Management Inc Industrials	Added	2,279	+19	$507,943	−2.2%	1.93%
WEC	Wec Energy Group, Inc. Utilities	Held	3,700	0	$432,049	+0.9%	1.64%
XOM	ExxonMobil Holdings Corp Energy	Added	3,142	+31	$429,574	−18.6%	1.63%
CAT	Caterpillar Inc Industrials	Held	394	0	$419,570	+50.3%	1.59%
MU	Micron Technology Inc Technology	NEW	329	NEW	$379,761	NEW	1.44%
XEL	Xcel Energy Inc Utilities	Added	4,716	+35	$378,694	+1.8%	1.44%
TT	Trane Technologies plc Industrials	Held	764	0	$375,246	+17.9%	1.43%
T	At&T Inc. Communication Services	Added	16,563	+208	$342,854	−27.7%	1.30%
KO	Coca Cola Co Consumer Defensive	Held	3,886	0	$315,815	+6.9%	1.20%
GOOGL	Alphabet Inc. Communication Services	Added	875	+47	$312,698	+31.3%	1.19%
MSFT	Microsoft Corp Technology	Added	780	+66	$290,955	+10.1%	1.10%
JCI	Johnson Controls International plc Industrials	Held	1,990	0	$290,758	+11.6%	1.10%
AVGO	Broadcom Inc. Technology	NEW	757	NEW	$285,956	NEW	1.09%
PNR	PENTAIR plc Industrials	Held	3,706	0	$284,101	−12.0%	1.08%
SPY	Spdr S&P 500 ETF Trust	Added	362	+1	$270,330	+15.1%	1.03%
CLM	Cornerstone Strategic Investment Fund, Inc. Financial Services	Added	30,596	+1,161	$231,305	+7.9%	0.88%
CVX	Chevron Corp Energy	Added	1,231	+97	$204,050	−13.0%	0.77%
GE	General Electric Co Industrials	NEW	545	NEW	$203,682	NEW	0.77%
ET	Energy Transfer LP Energy	Reduced	10,404	-1,421	$198,924	−12.8%	0.76%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	13,733	-7,414	$181,550	−33.6%	0.69%
CRF	Cornerstone Total Return Fund Inc Financial Services	Added	24,761	+743	$177,783	+6.5%	0.68%

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.