Buckley Wealth Management, LLC holds a focused book of 104 stocks worth $404.3M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Dupont De Nemours Inc and trimmed Apple Inc. Their largest long position is Apple Inc at 11% of the equity book. Cloning the disclosed picks since 2024 would be +61% (+22.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 12.8 points over this window.
Growth of $10,000 cloning Buckley Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~38 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
99% 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 | Apple Inc COM | $44.5M | 153.8K | 11.0% | ▼−0.9% Reduced · −1K sh | |
| 2 | Alphabet Inc CAP STK CL A | $30.5M | 85.4K | 7.5% | ▲+0.7% Added · +619 sh | |
| 3 | Microsoft Corp COM | $26.9M | 72.1K | 6.7% | ▲+3.3% Added · +2K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $22.9M | 45.7K | 5.7% | ▲+3.6% Added · +2K sh | |
| 5 | JPMorgan Chase & Co COM | $19.6M | 60.0K | 4.9% | ▼−0.2% Reduced · −103 sh | |
| 6 | Chevron Corporation COM | $19.4M | 116.9K | 4.8% | ▼−1.0% Reduced · −1K sh | |
| 7 | Amazon Com Inc COM | $18.8M | 79.0K | 4.7% | ▼−0.4% Reduced · −355 sh | |
| 8 | Johnson & Johnson COM | $14.9M | 58.8K | 3.7% | ▼−0.5% Reduced · −276 sh | |
| 9 | Cisco Sys Inc COM | $13.7M | 116.4K | 3.4% | ▼−6.5% Reduced · −8K sh | |
| 10 | Costco Wholesale Corporation COM | $12.8M | 13.7K | 3.2% | ▼−3.9% Reduced · −560 sh | |
| 11 | Amgen Inc COM | $11.9M | 32.9K | 2.9% | ▼−0.8% Reduced · −250 sh | |
| 12 | Procter & Gamble Co COM | $9.2M | 62.4K | 2.3% | ▲+3.6% Added · +2K sh | |
| 13 | Merck & Co Inc COM | $8.6M | 66.3K | 2.1% | ▲+22% Added · +12K sh | |
| 14 | Caterpillar Inc COM | $8.5M | 8.0K | 2.1% | ▼−10% Reduced · −925 sh | |
| 15 | NextEra Energy Inc COM | $7.4M | 84.6K | 1.8% | ▲+8.9% Added · +7K sh | |
| 16 | Nvidia Corporation COM | $6.8M | 33.8K | 1.7% | ▲+2.8% Added · +925 sh | |
| 17 | Idacorp Inc COM | $5.7M | 37.6K | 1.4% | ▼−0.5% Reduced · −200 sh | |
| 18 | 3M Co COM | $4.4M | 26.9K | 1.1% | ▲+0.9% Added · +250 sh | |
| 19 | Abbvie Inc COM | $4.1M | 16.3K | 1.0% | ▼−0.5% Reduced · −90 sh | |
| 20 | Lam Research Corp COM NEW | $3.7M | 8.4K | 0.9% | ▼−9.9% Reduced · −932 sh | |
| 21 | Broadcom Inc COM | $3.6M | 9.6K | 0.9% | ▲+3.4% Added · +318 sh | |
| 22 | Home Depot Inc COM | $3.6M | 10.3K | 0.9% | —Held | |
| 23 | Targa Res Corp COM | $2.9M | 10.8K | 0.7% | ▼−13% Reduced · −2K sh | |
| 24 | TJX Cos Inc New COM | $2.7M | 17.9K | 0.7% | ▼−1.0% Reduced · −175 sh | |
| 25 | Pfizer Inc COM | $2.6M | 106.1K | 0.6% | ▼−3.6% Reduced · −4K sh | |
| 26 | Texas Instrs Inc COM | $2.4M | 7.9K | 0.6% | ▼−2.3% Reduced · −185 sh | |
| 27 | Ge Healthcare Technologies I COMMON STOCK | $2.4M | 36.9K | 0.6% | ▲+32% Added · +9K sh | |
| 28 | AT&T Inc COM | $2.3M | 112.4K | 0.6% | ▲+13% Added · +13K sh | |
| 29 | Bank Of Amer Corp COM | $2.3M | 40.4K | 0.6% | ▼−11% Reduced · −5K sh | |
| 30 | Lockheed Martin Corp COM | $2.2M | 4.3K | 0.5% | ▲+2.4% Added · +100 sh | |
| 31 | Qnity Electronics Inc COMMON STOCK | $2.1M | 12.9K | 0.5% | ▼−5.2% Reduced · −711 sh | |
| 32 | Visa Inc COM CL A | $2.1M | 6.1K | 0.5% | ▲+5.2% Added · +303 sh | |
| 33 | Alphabet Inc CAP STK CL C | $2.1M | 5.8K | 0.5% | ▼−16% Reduced · −1K sh | |
| 34 | Ryder Sys Inc COM | $2.0M | 7.7K | 0.5% | ▼−4.8% Reduced · −390 sh | |
| 35 | Trane Technologies PLC SHS | $2.0M | 4.1K | 0.5% | ▲+4.5% Added · +177 sh | |
| 36 | Citigroup Inc COM NEW | $1.9M | 13.5K | 0.5% | ▼−22% Reduced · −4K sh | |
| 37 | Southwest Airls Co COM | $1.9M | 36.6K | 0.5% | ▲+12% Added · +4K sh | |
| 38 | Black Hills Corp COM | $1.9M | 25.0K | 0.5% | ▼−1.9% Reduced · −500 sh | |
| 39 | Arista Networks Inc COM SHS | $1.8M | 10.8K | 0.5% | ▼−0.6% Reduced · −65 sh | |
| 40 | Kenvue Inc COM | $1.8M | 95.1K | 0.4% | ▼−1.0% Reduced · −1K sh | |
| 41 | Eaton Corp PLC SHS | $1.8M | 4.2K | 0.4% | ▼−2.2% Reduced · −95 sh | |
| 42 | Boeing Co COM | $1.8M | 8.3K | 0.4% | ▲+3.1% Added · +250 sh | |
| 43 | Cardinal Health Inc COM | $1.7M | 7.2K | 0.4% | ▼−3.2% Reduced · −239 sh | |
| 44 | Sysco Corp COM | $1.7M | 20.3K | 0.4% | ▲+2.3% Added · +460 sh | |
| 45 | Morgan Stanley COM NEW | $1.7M | 8.0K | 0.4% | ▼−15% Reduced · −1K sh | |
| 46 | Target Corp COM | $1.7M | 12.8K | 0.4% | ▼−9.1% Reduced · −1K sh | |
| 47 | Williams Cos Inc COM | $1.7M | 22.3K | 0.4% | ▼−5.2% Reduced · −1K sh | |
| 48 | Best Buy Inc COM | $1.6M | 21.0K | 0.4% | ▲+4.4% Added · +895 sh | |
| 49 | Oneok Inc New COM | $1.6M | 18.6K | 0.4% | ▼−3.8% Reduced · −730 sh | |
| 50 | Ge Aerospace COM NEW | $1.6M | 4.3K | 0.4% | ▲+15% Added · +560 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1730126/holdings"
Use Arkolith to show Buckley Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 7, 2026 | 104 | $404.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 103 | $391.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 103 | $377.2M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 102 | $365.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 108 | $334.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 96 | $321.5M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 101 | $326.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 97 | $324.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 24, 2024 | 101 | $315.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 105 | $311.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. The performance line is a simulation of the disclosed long book, not an audited return.