Buska Wealth Management, LLC Portfolio Holdings

Buska Wealth Management, LLC

  • $366 Billion
  • Q2 2025

Buska Wealth Management, LLC has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $366 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $60.3B, Vanguard Dividend Appreciation with a value of $48.7B, Spdr Portfolio with a value of $44.3B, Vanguard Whitehall Fds (Vangua with a value of $39.5B, and Invesco Qqq Trust, Series 1 with a value of $21.1B.

Examining the 13F form we can see an increase of $46.8B in the current position value, from $319B to 366B.

Buska Wealth Management, LLC is based out at Wausau, WI

Below you can find more details about Buska Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $366 Billion
ETFs: $338 Billion
Consumer Defensive: $11.2 Billion
Financial Services: $1.78 Billion
Technology: $1.25 Billion
Industrials: $1.1 Billion
Utilities: $615 Million
Healthcare: $573 Million
Energy: $571 Million
Other: $392 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.3 Billion 16.47% of portfolio
97,093
Q2 2025 Added 1.22%
$0
$48.7 Billion 13.3% of portfolio
237,865
Q2 2025 Added 2.64%
$0
$44.3 Billion 12.1% of portfolio
464,484
Q2 2025 Added 5.23%
$0
$39.5 Billion 10.81% of portfolio
296,671
Q2 2025 Added 10.96%
$0
$21.1 Billion 5.77% of portfolio
38,299
Q2 2025 Added 13.02%
$0
$11.1 Billion 3.04% of portfolio
361,085
Q2 2025 Added 21.67%
$0
$11 Billion 3.02% of portfolio
216,341
Q2 2025 Added 22.16%
$0
$10.3 Billion 2.81% of portfolio
171,737
Q2 2025 Added 27.26%
$0
$9.63 Billion 2.63% of portfolio
113,497
Q2 2025 Added 6.44%
$0
$9.41 Billion 2.57% of portfolio
117,492
Q2 2025 Added 487.61%
$0
$8.8 Billion 2.4% of portfolio
41,697
Q2 2025 Reduced 28.44%
$0
$7.85 Billion 2.14% of portfolio
94,628
Q2 2025 Added 27.72%
$0
$7.81 Billion 2.13% of portfolio
96,856
Q2 2025 Added 28.79%
$0
$7.55 Billion 2.06% of portfolio
97,427
Q2 2025 Reduced 26.74%
$0
$5.51 Billion 1.5% of portfolio
83,159
Q2 2025 Added 556.66%
$0
$5.1 Billion 1.39% of portfolio
68,815
Q2 2025 Added 114.74%
$0
$4.18 Billion 1.14% of portfolio
79,152
Q2 2025 Added 54.31%
$0
$4.02 Billion 1.1% of portfolio
97,474
Q2 2025 Reduced 28.3%
$0
$3.87 Billion 1.06% of portfolio
19,871
Q2 2025 Reduced 26.78%
$0
$1.19 Billion 0.33% of portfolio
29,419
Q2 2025 Reduced 22.28%
$0
$1.19 Billion 0.33% of portfolio
23,300
Q2 2025 Reduced 12.13%
$0
$1.14 Billion 0.31% of portfolio
31,577
Q2 2025 Reduced 24.85%
$0
$986 Million 0.27% of portfolio
15,412
Q2 2025 Reduced 11.81%
$0
$964 Million 0.26% of portfolio
36,388
Q2 2025 Reduced 1.27%
$0
$899 Million 0.25% of portfolio
8,166
Q2 2025 Added 1.38%
$0
$861 Million 0.24% of portfolio
4,872
Q2 2025 Added 0.58%
$0
$787 Million 0.21% of portfolio
3,107
Q2 2025 Reduced 89.18%
$0
$586 Million 0.16% of portfolio
1,031
Q2 2025 Reduced 7.12%
$0
$485 Million 0.13% of portfolio
1,596
Q1 2025 Added 5.14%
$0
$434 Million 0.12% of portfolio
11,603
Q2 2025 Reduced 27.85%
$0
$428 Million 0.12% of portfolio
5,665
Q2 2025 Reduced 93.23%
$0
$389 Million 0.11% of portfolio
19,886
Q2 2025 Added 3.38%
$0
$358 Million 0.1% of portfolio
8,484
Q2 2025 Reduced 11.65%
$0
$339 Million 0.09% of portfolio
6,921
Q2 2025 Reduced 8.73%
$0
$334 Million 0.09% of portfolio
7,621
Q2 2025 Reduced 18.41%
$0
$285 Million 0.08% of portfolio
6,039
Q2 2025 Reduced 20.05%
$0
$303 Million 0.08% of portfolio
8,223
Q2 2025 Reduced 20.78%
$0
$290 Million 0.08% of portfolio
3,297
Q2 2025 Reduced 18.11%
$0
$242 Million 0.07% of portfolio
2,959
Q2 2025 Reduced 15.51%
$0
$247 Million 0.07% of portfolio
3,292
Q2 2025 New
$0
$249 Million 0.07% of portfolio
3,426
Q2 2025 New
$0
$217 Million 0.06% of portfolio
4,292
Q2 2025 Reduced 12.94%
$0
$208 Million 0.06% of portfolio
336
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $366 Billion
  • Prior Value $319 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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