Buska Wealth Management, LLC
CIK
1910503
Location
WAUSAU, WI
Portfolio Value
Micro
$1,066,277
Diversification
Highly concentrated
Filing Date
Global Rank
#7,320
/ 8,232
▲ 134
Top Industry
Asset Management
18.4%
3Y Alpha vs SPY
+2.6%
Period ended 2 months ago
Filed Apr 13, 2026 · 2mo
9 quarters · since Mar 2024
Clone Performance
May 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+50.0%
SPY
+43.4%
Annualised alpha
+2.6%
Max drawdown
−19.3%
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
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
62.9%
−1.5 pts
Top 5
72.7%
−0.8 pts
Top 10
82.2%
−0.1 pts
HHI
4,022
Highly concentrated−178
Portfolio Trend
9 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 64.0% | $13,977,427 |
| Industrials | 9.8% | $2,149,256 |
| Financial Services | 6.6% | $1,448,338 |
| Technology | 4.9% | $1,066,277 |
| Energy | 4.5% | $990,658 |
| Utilities | 3.7% | $800,207 |
| Communication Services | 3.3% | $712,230 |
| Healthcare | 1.8% | $403,720 |
| Consumer Defensive | 1.4% | $295,530 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | +5,440 | 16,355 | $474,131 | |
| WEC | Wec Energy Group, Inc. | +832 | 3,700 | $428,349 | |
| CLM | Cornerstone Strategic Investment Fund, Inc. | +802 | 29,435 | $214,286 | |
| CRF | Cornerstone Total Return Fund Inc | +622 | 24,018 | $166,925 | |
| XEL | Xcel Energy Inc | +35 | 4,681 | $371,858 | |
| MSFT | Microsoft Corp | +23 | 714 | $264,301 | |
| XOM | Exxon Mobil Corp | +1 | 3,111 | $527,812 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ET | Energy Transfer LP | −4,444 | 11,825 | $228,222 | |
| PDI | PIMCO Dynamic Income Fund | −3,611 | 35,447 | $606,498 | |
| QQQ | Invesco Qqq Trust, Series 1 | −1,647 | 23,810 | $13,742,655 | |
| AWF | Alliancebernstein Global High Income Fund Inc | −704 | 18,407 | $187,199 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | −691 | 21,147 | $273,430 | |
| NVDA | Nvidia Corp | −522 | 2,161 | $376,878 | |
| GOOGL | Alphabet Inc. | −306 | 828 | $238,099 | |
| AAPL | Apple Inc. | −187 | 1,675 | $425,098 | |
| WM | Waste Management Inc | −107 | 2,260 | $519,325 | |
| PNR | PENTAIR plc | −13 | 3,706 | $322,829 | |
| KO | Coca Cola Co | −6 | 3,886 | $295,530 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CVX | Chevron Corp | 1,134 | $234,624 | |
| No positions match the current search. | ||||
3 positions ·
$1,066,277 total
· Technology only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 1,675 | $425,098 | 39.87% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,161 | $376,878 | 35.35% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 714 | $264,301 | 24.79% |