Bucket List Wealth Management, LLC - Portfolio Stock Holdings
Bucket List Wealth Management, LLC disclosed 64 stock positions in a recent SEC 13F filing. $202,985,823 of stock holdings were filed, with the largest holdings including VTI, PVAL, and AVUV. This filing represented positions held on June 30, 2026, and was filed on July 16, 2026.We estimate the fund has a total AUM of $224,229,438 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
64Est. Stock Holding Value:
$202,985,823Top Stock Holdings By Sector
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Portfolio Stock Holdings - Bucket List Wealth Management, LLC
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% of Portfolio
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