Buska Wealth Management, LLC
CIK
1910503
City
WAUSAU
State / Country
WI
Top Portfolio Positions
25 positions ·
$21,843,643 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
23,810 | $13,742,655 | 62.91% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
35,447 | $606,498 | 2.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,111 | $527,812 | 2.42% | |
| WM |
Waste Management Inc
Industrials
|
2,260 | $519,325 | 2.38% | |
| T |
At&T Inc.
Communication Services
|
16,355 | $474,131 | 2.17% | |
| NVT |
nVent Electric plc
Industrials
|
3,796 | $448,990 | 2.06% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
3,700 | $428,349 | 1.96% | |
| AAPL |
Apple Inc.
Technology
|
1,675 | $425,098 | 1.95% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
1,492 | $403,720 | 1.85% | |
| NVDA |
Nvidia Corp
Technology
|
2,161 | $376,878 | 1.73% |
Portfolio Trend
9 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $187,199 | 18,407 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $204,296 | 19,111 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $234,939 | 20,958 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||