Buska Wealth Management, LLC holds a focused book of 81 stocks worth $277.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~10-day 13F lag). This quarter they opened FT Vest Lad A Bar & Ri ETF and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 13% of the equity book.
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.
3% 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
Other tracked managers holding the same core names as Buska Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $16.6B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 80 | $77.4B |
| OSAIC HOLDINGS, INC. | 77 / 80 | $16.4B |
| Kestra Advisory Services, LLC | 77 / 80 | $7.4B |
| HARBOUR INVESTMENTS, INC. | 77 / 80 | $1.4B |
| Cetera Investment Advisers | 76 / 80 | $21.3B |
| Arax Advisory Partners | 76 / 80 | $3.6B |
| MORGAN STANLEY | 75 / 80 | $398.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Buska Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $36.4M | 48.6K | 13.1% | ▼−13% Reduced · −7K sh | |
| 2 | Vanguard Specialized Funds DIV APP ETF | $31.2M | 132.0K | 11.3% | ▼−7.1% Reduced · −10K sh | |
| 3 | SPDR Series Trust ST STR P500GRW | $27.5M | 231.1K | 9.9% | ▼−13% Reduced · −34K sh | |
| 4 | Vanguard Whitehall FDS HIGH DIV YLD | $27.3M | 173.0K | 9.9% | ▼−3.4% Reduced · −6K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $17.4M | 23.6K | 6.3% | ▼−0.7% Reduced · −177 sh | |
| 6 | Vanguard Whitehall FDS INTL HIGH ETF | $14.0M | 142.5K | 5.0% | ▲+25% Added · +29K sh | |
| 7 | Innovator Etfs Trust LADERD ALCTN PWR | $10.4M | 196.8K | 3.7% | ▲+3.1% Added · +6K sh | |
| 8 | First TR Exchange-Traded FD VEST LADDERED | $7.5M | 358.5K | 2.7% | ▲+573% Added · +305K sh | |
| 9 | Vanguard Scottsdale FDS INT-TERM CORP | $7.1M | 86.3K | 2.6% | ▲+9.1% Added · +7K sh | |
| 10 | Vanguard Scottsdale FDS INTER TERM TREAS | $6.5M | 110.8K | 2.4% | ▼−4.9% Reduced · −6K sh | |
| 11 | Ishares TR CORE MSCI EURO | $6.4M | 84.8K | 2.3% | ▲+11% Added · +8K sh | |
| 12 | ETF Ser Solutions DEFIA QUANT ETF | $6.1M | 36.9K | 2.2% | ▲+66% Added · +15K sh | |
| 13 | Select Sector SPDR TR ST STR ENERG ETF | $5.7M | 108.1K | 2.1% | ▼−7.3% Reduced · −8K sh | |
| 14 | SPDR Series Trust ST STR RATE ETF | $5.2M | 169.9K | 1.9% | ▼−21% Reduced · −46K sh | |
| 15 | Ishares TR FLTG RATE NT ETF | $5.2M | 101.0K | 1.9% | ▼−22% Reduced · −28K sh | |
| 16 | Vanguard Malvern FDS MULTI SECTOR | $5.1M | 99.6K | 1.8% | ▲+68% Added · +40K sh | |
| 17 | Fidelity Covington Trust FUN SMA MID ETF | $4.9M | 127.2K | 1.8% | ▲+181% Added · +82K sh | |
| 18 | SPDR Series Trust ST STR SP AERO | $3.4M | 12.1K | 1.2% | ▼−28% Reduced · −5K sh | |
| 19 | Ishares TR ISHS 1-5YR INVS | $3.3M | 62.9K | 1.2% | ▲+5.6% Added · +3K sh | |
| 20 | Innovator Etfs Trust US EQTY PWR BUF | $3.2M | 71.3K | 1.1% | ▼−22% Reduced · −20K sh | |
| 21 | First TR Exchange-Traded FD FT VEST RIS | $3.2M | 107.4K | 1.1% | ▲+257% Added · +77K sh | |
| 22 | Fidelity Covington Trust MSCI INDL INDX | $2.9M | 29.0K | 1.0% | ▼−30% Reduced · −13K sh | |
| 23 | Ishares TR MSCI EMG MKT ETF | $2.9M | 41.8K | 1.0% | ▲+224% Added · +29K sh | |
| 24 | Vanguard Fixed Income Secs F HIGH-YIELD ACTV | $2.5M | 33.9K | 0.9% | ▲+15% Added · +4K sh | |
| 25 | Ishares TR IBOXX HI YD ETF | $2.0M | 24.9K | 0.7% | ▼−43% Reduced · −19K sh | |
| 26 | Fidelity Covington Trust MSCI FINLS IDX | $1.8M | 23.6K | 0.7% | ▼−42% Reduced · −17K sh | |
| 27 | First TR Exchange-Traded FD INDXX AEROSPACE | $1.7M | 38.2K | 0.6% | ▲+191% Added · +25K sh | |
| 28 | Innovator Etfs Trust US EQTY BUF NOV | $1.6M | 33.5K | 0.6% | ▼−22% Reduced · −9K sh | |
| 29 | Vanguard World FD MATERIALS ETF | $1.5M | 6.7K | 0.6% | ▼−26% Reduced · −2K sh | |
| 30 | First TR Exchange-Traded FD VEST LAD AUT ETF | $1.1M | 52.2K | 0.4% | ▲New New position | |
| 31 | Ishares TR 1 3 YR TREAS BD | $1.1M | 12.9K | 0.4% | ▲New New position | |
| 32 | Ishares TR TRUST ISHARE 0-1 | $1.0M | 9.2K | 0.4% | ▲New New position | |
| 33 | Ishares TR S&P 500 GRWT ETF | $995K | 7.2K | 0.4% | ▲+0.6% Added · +46 sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $934K | 29.4K | 0.3% | ▲+1.6% Added · +460 sh | |
| 35 | Vanguard Index FDS VALUE ETF | $872K | 4.0K | 0.3% | ▲+0.2% Added · +7 sh | |
| 36 | Schwab Strategic TR US SML CAP ETF | $837K | 23.2K | 0.3% | ▼−6.1% Reduced · −2K sh | |
| 37 | Select Sector SPDR TR ST STR TECHN ETF | $754K | 4.0K | 0.3% | ▼−14% Reduced · −642 sh | |
| 38 | Innovator Etfs Trust US EQTY PWR BF | $750K | 16.4K | 0.3% | ▼−7.3% Reduced · −1K sh | |
| 39 | Innovator Etfs Trust US EQUT BUFR AUG | $667K | 12.4K | 0.2% | ▼−11% Reduced · −2K sh | |
| 40 | Nvent Elec PLC SHS | $644K | 3.8K | 0.2% | —Held | |
| 41 | Unitedhealth Group Inc COM | $614K | 1.5K | 0.2% | ▼−0.9% Reduced · −14 sh | |
| 42 | Vanguard Index FDS TOTAL STK MKT | $608K | 1.6K | 0.2% | ▲+0.1% Added · +1 sh | |
| 43 | Nvidia Corporation COM | $590K | 2.9K | 0.2% | ▲+36% Added · +786 sh | |
| 44 | Apple Inc COM | $567K | 2.0K | 0.2% | ▲+17% Added · +284 sh | |
| 45 | Waste Mgmt Inc Del COM | $508K | 2.3K | 0.2% | ▲+0.8% Added · +19 sh | |
| 46 | SPDR Series Trust ST STR P500ETF | $434K | 4.9K | 0.2% | ▼−2.1% Reduced · −106 sh | |
| 47 | Wec Energy Group Inc COM | $432K | 3.7K | 0.2% | —Held | |
| 48 | Exxon Mobil Corp COM | $430K | 3.1K | 0.2% | ▲+1.0% Added · +31 sh | |
| 49 | Innovator Etfs Trust US EQTY ULTRA BU | $420K | 10.5K | 0.2% | ▼−23% Reduced · −3K sh | |
| 50 | Caterpillar Inc COM | $420K | 394 | 0.2% | —Held |
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/1910503/holdings"
Use Arkolith to show Buska 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 | Jul 10, 2026 | 81 | $277.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 13, 2026 | 74 | $248.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 75 | $270.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 75 | $333.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 67 | $365.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 64 | $319.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Mar 4, 2025 | 58 | $312.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Jan 10, 2025 | 52 | $228.1M | 13F-HR/A |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.