Buska Wealth Management, LLC

CIK

1910503

Location

WAUSAU, WI

Portfolio Value

Small $277,304,991

Diversification

Diversified

Filing Date

Global Rank

#5,462 / 8,794 ▲ 305 · as of Jun 2026

Top Industry

Semiconductors 13.3%

Period ended 3 months ago

Filed Jul 10, 2026 · 3mo

10 quarters · since Mar 2024

Clone Performance

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

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Portfolio Concentration

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

Top Position

20.3%

+0.9 pts

Top 5

66.1%

−2.6 pts

Top 10

84.7%

−3.3 pts

HHI

1,070

Diversified−121

Portfolio Trend

10 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	96.6%	$267,865,148	23
Industrials	1.0%	$2,725,139	7
Technology	0.8%	$2,113,193	5
Healthcare	0.4%	$1,034,535	2
Financial Services	0.3%	$952,318	4
Energy	0.3%	$832,548	3
Utilities	0.3%	$810,743	2
Communication Services	0.2%	$655,552	2
Consumer Defensive	0.1%	$315,815	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+382,538	448,984	$10,275,553
CAAA	First Trust AAA CMBS ETF	+77,279	107,379	$3,156,942
FBCG	Fidelity Blue Chip Growth ETF	+44,720	196,125	$10,548,578
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+40,320	99,575	$5,107,201
BKF	iShares MSCI BIC ETF	+28,918	41,823	$2,861,111
VIGI	Vanguard International Dividend Appreciation ETF	+22,873	315,562	$41,339,974
—		+14,609	36,863	$6,096,402
VGHY	Vanguard High-Yield Active ETF	+4,450	33,874	$2,535,638
VB	Vanguard Morningstar Small-Cap ETF	+3,210	9,437	$2,135,040
BNDW	Vanguard Total World Bond ETF	+1,531	197,121	$13,669,722
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

13 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−84,891	421,240	$36,895,950
BAPR	Innovator U.S. Equity Buffer ETF - April	−33,318	142,577	$6,636,530
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−20,634	351,527	$56,311,931
IVZ	Invesco Ltd.	−11,432	17,808	$361,680
VIG	Vanguard Dividend Appreciation ETF	−10,162	131,990	$31,231,473
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−9,120	112,082	$6,496,130
PDO	PIMCO Dynamic Income Opportunities Fund	−7,414	13,733	$181,550
ETST	Earth Science Tech, Inc.	−3,199	10,464	$420,234
ET	Energy Transfer LP	−1,421	10,404	$198,924
FNDA	Schwab Fundamental U.S. Small Company ETF	−1,055	52,601	$1,770,313
QQQ	Invesco Qqq Trust, Series 1	−177	23,633	$17,403,341
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−134	202,261	$10,597,642
UNH	Unitedhealth Group Inc	−14	1,478	$614,301
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	329	$379,761
AFK	VanEck Africa Index ETF	497	$325,977
AVGO	Broadcom Inc.	757	$285,956
—		4,226	$243,713
—		2,283	$205,127
GE	General Electric Co	545	$203,682
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
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

49 tracked positions · $277,304,991 total · filing declares 81 positions · $277,304,659 · 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
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	351,527	-20,634	$56,311,931	—	20.31%
VIGI	Vanguard International Dividend Appreciation ETF	Added	315,562	+22,873	$41,339,974	+11.1%	14.91%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	421,240	-84,891	$36,895,950	−1.7%	13.31%
VIG	Vanguard Dividend Appreciation ETF	Reduced	131,990	-10,162	$31,231,473	+2.2%	11.26%
QQQ	Invesco Qqq Trust, Series 1	Reduced	23,633	-177	$17,403,341	+26.6%	6.28%
BNDW	Vanguard Total World Bond ETF	Added	197,121	+1,531	$13,669,722	+1.4%	4.93%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Reduced	202,261	-134	$10,597,642	+7.3%	3.82%
FBCG	Fidelity Blue Chip Growth ETF	Added	196,125	+44,720	$10,548,578	+16.3%	3.80%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	448,984	+382,538	$10,275,553	+513.9%	3.71%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	142,577	-33,318	$6,636,530	−11.4%	2.39%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	112,082	-9,120	$6,496,130	−16.2%	2.34%
		Added	36,863	+14,609	$6,096,402	+155.3%	2.20%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	99,575	+40,320	$5,107,201	+69.0%	1.84%
CAAA	First Trust AAA CMBS ETF	Added	107,379	+77,279	$3,156,942	+310.5%	1.14%
BKF	iShares MSCI BIC ETF	Added	41,823	+28,918	$2,861,111	+290.4%	1.03%
VGHY	Vanguard High-Yield Active ETF	Added	33,874	+4,450	$2,535,638	+15.8%	0.91%
VB	Vanguard Morningstar Small-Cap ETF	Added	9,437	+3,210	$2,135,040	+28.3%	0.77%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	52,601	-1,055	$1,770,313	+10.2%	0.64%
EDV	Vanguard World Funds Extended Duration ETF	Held	9,118	0	$1,750,530	−14.8%	0.63%
NVT	nVent Electric plc Industrials	Held	3,796	0	$643,839	+43.4%	0.23%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,478	-14	$614,301	+52.2%	0.22%
NVDA	Nvidia Corp Technology	Added	2,947	+786	$589,665	+56.5%	0.21%
AAPL	Apple Inc. Technology	Added	1,959	+284	$566,856	+33.3%	0.20%
WM	Waste Management Inc Industrials	Added	2,279	+19	$507,943	−2.2%	0.18%
WEC	Wec Energy Group, Inc. Utilities	Held	3,700	0	$432,049	+0.9%	0.16%
XOM	ExxonMobil Holdings Corp Energy	Added	3,142	+31	$429,574	−18.6%	0.15%
ETST	Earth Science Tech, Inc. Healthcare	Reduced	10,464	-3,199	$420,234	−17.5%	0.15%
CAT	Caterpillar Inc Industrials	Held	394	0	$419,570	+50.3%	0.15%
MU	Micron Technology Inc Technology	NEW	329	NEW	$379,761	NEW	0.14%
XEL	Xcel Energy Inc Utilities	Added	4,716	+35	$378,694	+1.8%	0.14%
TT	Trane Technologies plc Industrials	Held	764	0	$375,246	+17.9%	0.14%
IVZ	Invesco Ltd. Financial Services	Reduced	17,808	-11,432	$361,680	−76.0%	0.13%
T	At&T Inc. Communication Services	Added	16,563	+208	$342,854	−27.7%	0.12%
AFK	VanEck Africa Index ETF	NEW	497	NEW	$325,977	NEW	0.12%
KO	Coca Cola Co Consumer Defensive	Held	3,886	0	$315,815	+6.9%	0.11%
GOOGL	Alphabet Inc. Communication Services	Added	875	+47	$312,698	+31.3%	0.11%
MSFT	Microsoft Corp Technology	Added	780	+66	$290,955	+10.1%	0.10%
JCI	Johnson Controls International plc Industrials	Held	1,990	0	$290,758	+11.6%	0.10%
AVGO	Broadcom Inc. Technology	NEW	757	NEW	$285,956	NEW	0.10%
PNR	PENTAIR plc Industrials	Held	3,706	0	$284,101	−12.0%	0.10%
SPY	Spdr S&P 500 ETF Trust	Added	362	+1	$270,330	+15.1%	0.10%
		NEW	4,226	NEW	$243,713	NEW	0.09%
CLM	Cornerstone Strategic Investment Fund, Inc. Financial Services	Added	30,596	+1,161	$231,305	+7.9%	0.08%
		NEW	2,283	NEW	$205,127	NEW	0.07%
CVX	Chevron Corp Energy	Added	1,231	+97	$204,050	−13.0%	0.07%
GE	General Electric Co Industrials	NEW	545	NEW	$203,682	NEW	0.07%
ET	Energy Transfer LP Energy	Reduced	10,404	-1,421	$198,924	−12.8%	0.07%
PDO	PIMCO Dynamic Income Opportunities Fund Financial Services	Reduced	13,733	-7,414	$181,550	−33.6%	0.07%
CRF	Cornerstone Total Return Fund Inc Financial Services	Added	24,761	+743	$177,783	+6.5%	0.06%

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.