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 yesterday.

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.