Buska Wealth Management, LLC holds a focused book of 81 stocks worth $277.3M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened First TR Exchange-Traded FD 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.
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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.
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
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 |
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 ~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.