Bucket List Wealth Management, LLC
CIK
2133435
Location
The Villages, FL
Portfolio Value
Micro
$851,611
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,438
/ 8,232
▼ 28
Top Industry
Consumer Electronics
22.4%
3Y Alpha vs SPY
-19.6%
Period ended 2 months ago
Filed May 7, 2026 · 37d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+4.9%
SPY
+9.1%
Annualised alpha
-14.9%
Max drawdown
−9.3%
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
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
29.4%
+5.2 pts
Top 5
69.6%
+13.2 pts
Top 10
82.9%
+13.3 pts
HHI
1,513
Moderately concentrated+527
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 62.9% | $11,437,355 |
| Technology | 12.1% | $2,198,594 |
| Consumer Cyclical | 7.2% | $1,299,990 |
| Communication Services | 6.1% | $1,116,089 |
| Healthcare | 4.7% | $851,611 |
| Industrials | 4.0% | $728,602 |
| Financial Services | 1.8% | $323,939 |
| Energy | 1.2% | $218,171 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −4,458 | 5,951 | $1,510,304 | |
| SLV | iShares Silver Trust | −4,250 | 11,009 | $750,153 | |
| T | At&T Inc. | −3,912 | 9,378 | $271,868 | |
| QQQ | Invesco Qqq Trust, Series 1 | −973 | 9,253 | $5,340,646 | |
| PFE | Pfizer Inc | −651 | 19,224 | $539,809 | |
| MSFT | Microsoft Corp | −606 | 832 | $307,981 | |
| VZ | Verizon Communications Inc | −375 | 7,923 | $397,734 | |
| GLD | Spdr Gold Trust | −172 | 2,671 | $1,149,304 | |
| IBM | International Business Machines Corp | −167 | 1,569 | $380,309 | |
| AMZN | Amazon Com Inc | −94 | 1,847 | $384,674 | |
| CSX | Csx Corp | −73 | 10,152 | $416,739 | |
| BRK-B | Berkshire Hathaway Inc | −35 | 676 | $323,939 | |
| LLY | ELI LILLY & Co | −8 | 339 | $311,802 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
17 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NVDA | Nvidia Corp | 4,471 | $833,841 | |
| XOM | Exxon Mobil Corp | 4,939 | $594,359 | |
| JPM | Jpmorgan Chase & Co | 1,538 | $495,574 | |
| WMT | Walmart Inc. | 4,211 | $469,147 | |
| UPS | United Parcel Service Inc | 4,055 | $402,215 | |
| MCD | Mcdonalds Corp | 1,201 | $367,061 | |
| ORCL | Oracle Corp | 1,599 | $311,661 | |
| KO | Coca Cola Co | 4,094 | $286,211 | |
| PG | PROCTER & GAMBLE Co | 1,879 | $269,279 | |
| CINF | Cincinnati Financial Corp | 1,644 | $268,498 | |
| V | Visa Inc. | 761 | $266,890 | |
| AVGO | Broadcom Inc. | 744 | $257,498 | |
| PEP | Pepsico Inc | 1,787 | $256,470 | |
| BR | Broadridge Financial Solutions, Inc. | 1,134 | $253,074 | |
| HD | Home Depot, Inc. | 727 | $250,160 | |
| INTC | Intel Corp | 5,514 | $203,466 | |
| WPRT | Westport Fuel Systems Inc. | 22,200 | $34,854 | |
| No positions match the current search. | ||||
2 positions ·
$851,611 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 19,224 | $539,809 | 63.39% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 339 | $311,802 | 36.61% |