Buska Wealth Management, LLC - Portfolio Stock Holdings
Buska Wealth Management, LLC disclosed 85 stock positions in a recent SEC 13F filing. $277,305,020 of stock holdings were filed, with the largest holdings including IVV, VIG, and SPYG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $538,727,785 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
85Est. Stock Holding Value:
$277,305,020Top Stock Holdings By Sector
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Portfolio Stock Holdings - Buska Wealth Management, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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