Bucket List Wealth Management, LLC holds a focused book of 63 stocks worth $203.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Seagate Technology Holdings and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Vanguard Total Stock MKT ETF at 14% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2133435/holdings"
Use Arkolith to show Bucket List Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $27.7M | 75.0K | 13.7% | ▲+7.3% Added · +5K sh | |
| 2 | Putnam ETF Trust FOCUSED LAR CAP | $26.7M | 523.2K | 13.1% | ▲+51% Added · +178K sh | |
| 3 | American Centy ETF TR US SML CP VALU | $17.5M | 140.4K | 8.6% | ▲+11% Added · +14K sh | |
| 4 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $17.4M | 57.5K | 8.6% | ▲+3.3% Added · +2K sh | |
| 5 | SPDR Series Trust ST STR P500GRW | $15.5M | 130.6K | 7.7% | ▼−3.5% Reduced · −5K sh | |
| 6 | Invesco Exch Traded FD TR II S&P INTL MOMNT | $15.3M | 253.2K | 7.5% | ▲+18% Added · +38K sh | |
| 7 | Proshares TR S&P MDCP 400 DIV | $10.0M | 109.5K | 4.9% | ▲+44% Added · +34K sh | |
| 8 | Invesco QQQ TR UNIT SER 1 | $6.3M | 8.6K | 3.1% | ▼−7.2% Reduced · −666 sh | |
| 9 | SPDR Series Trust ST STR P500VAL | $5.5M | 90.9K | 2.7% | ▼−44% Reduced · −73K sh | |
| 10 | Thor Finl Technologies TR INDEX ROTATION | $4.9M | 143.1K | 2.4% | ▲+46% Added · +45K sh | |
| 11 | Horizon FDS DIVIDEND INCOME | $4.7M | 159.6K | 2.3% | ▲+47% Added · +51K sh | |
| 12 | Ishares TR RUS MID CAP ETF | $4.4M | 39.6K | 2.2% | ▼−42% Reduced · −29K sh | |
| 13 | Vaneck ETF Trust URANI NUCLE ETF | $4.2M | 36.3K | 2.1% | ▲+53% Added · +13K sh | |
| 14 | Fidelity Merrimack STR TR TOTAL BD ETF | $3.9M | 85.4K | 1.9% | ▲+22% Added · +15K sh | |
| 15 | Select Sector SPDR TR ST STR TECHN ETF | $3.6M | 19.1K | 1.8% | ▲+1.9% Added · +365 sh | |
| 16 | Vaneck Merk Gold ETF GOLD SHS | $3.6M | 94.3K | 1.8% | ▲+9.2% Added · +8K sh | |
| 17 | Vanguard Index FDS S&P 500 ETF SHS | $2.7M | 4.0K | 1.3% | ▲+0.3% Added · +10 sh | |
| 18 | Vanguard World FD MEGA GRWTH IND | $2.3M | 25.9K | 1.1% | ▲+274% Added · +19K sh | |
| 19 | Apple Inc COM | $1.8M | 6.1K | 0.9% | ▲+1.9% Added · +114 sh | |
| 20 | Ishares TR 1 3 YR TREAS BD | $1.7M | 21.0K | 0.9% | ▲+6.5% Added · +1K sh | |
| 21 | Ishares TR MSCI ACWI ETF | $1.7M | 10.7K | 0.8% | ▼−0.7% Reduced · −74 sh | |
| 22 | Ishares TR CORE S&P SCP ETF | $1.6M | 10.9K | 0.8% | ▼−1.0% Reduced · −113 sh | |
| 23 | Ishares TR S&P 500 GRWT ETF | $1.6M | 11.6K | 0.8% | ▼−0.5% Reduced · −63 sh | |
| 24 | Vanguard BD Index FDS TOTAL BND MRKT | $1.4M | 19.2K | 0.7% | ▼−20% Reduced · −5K sh | |
| 25 | Janus Detroit STR TR HENDRSON AAA CL | $1.2M | 24.1K | 0.6% | ▼−9.8% Reduced · −3K sh | |
| 26 | SPDR Gold TR GOLD SHS | $953K | 2.6K | 0.5% | ▼−3.1% Reduced · −83 sh | |
| 27 | Bondbloxx ETF Trust BLOOMBERG SEVEN | $950K | 20.1K | 0.5% | ▼−13% Reduced · −3K sh | |
| 28 | Vanguard Index FDS REAL ESTATE ETF | $914K | 9.5K | 0.5% | ▲+0.1% Added · +14 sh | |
| 29 | Ishares TR MSCI USA MMENTM | $802K | 2.3K | 0.4% | ▲+35% Added · +605 sh | |
| 30 | Ishares TR U.S. REAL ES ETF | $660K | 6.5K | 0.3% | ▲+0.5% Added · +34 sh | |
| 31 | Ishares TR 0-5 YR TIPS ETF | $659K | 6.5K | 0.3% | ▼−7.5% Reduced · −522 sh | |
| 32 | Ishares Silver TR ISHARES | $642K | 12.0K | 0.3% | ▲+9.0% Added · +994 sh | |
| 33 | Tesla Inc COM | $585K | 1.4K | 0.3% | ▼−26% Reduced · −480 sh | |
| 34 | Amazon Com Inc COM | $493K | 2.1K | 0.2% | ▲+12% Added · +220 sh | |
| 35 | CSX Corp COM | $490K | 10.3K | 0.2% | ▲+1.5% Added · +155 sh | |
| 36 | Pfizer Inc COM | $470K | 19.5K | 0.2% | ▲+1.6% Added · +311 sh | |
| 37 | International Business Machs COM | $458K | 1.6K | 0.2% | ▲+3.8% Added · +60 sh | |
| 38 | Ishares TR CORE S&P500 ETF | $419K | 559 | 0.2% | ▲+0.7% Added · +4 sh | |
| 39 | Seagate Technology HLDNGS PL ORD SHS | $399K | 414 | 0.2% | ▲New New position | |
| 40 | Microsoft Corp COM | $378K | 1.0K | 0.2% | ▲+22% Added · +181 sh | |
| 41 | Ge Aerospace COM NEW | $376K | 1.0K | 0.2% | ▼−8.4% Reduced · −92 sh | |
| 42 | State STR SPDR S&P 500 ETF T TR UNIT | $352K | 472 | 0.2% | —Held | |
| 43 | Verizon Communications Inc COM | $337K | 8.0K | 0.2% | ▲+0.3% Added · +28 sh | |
| 44 | Southern Co COM | $336K | 3.5K | 0.2% | ▲New New position | |
| 45 | Eli Lilly & Co COM | $335K | 279 | 0.2% | ▼−18% Reduced · −60 sh | |
| 46 | Alphabet Inc CAP STK CL A | $307K | 858 | 0.2% | ▲+18% Added · +133 sh | |
| 47 | Vanguard Index FDS EXTEND MKT ETF | $291K | 1.2K | 0.1% | ▲+0.2% Added · +2 sh | |
| 48 | Vanguard Index FDS GROWTH ETF | $284K | 3.3K | 0.1% | ▲+508% Added · +3K sh | |
| 49 | Berkshire Hathaway Inc Del CL B NEW | $275K | 550 | 0.1% | ▼−19% Reduced · −126 sh | |
| 50 | Nvidia Corporation COM | $274K | 1.4K | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.