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Buska Wealth Management, LLC - Portfolio Stock Holdings

Buska Wealth Management, LLC disclosed 83 stock positions in a recent SEC 13F filing. $290,521,946 of stock holdings were filed, with the largest holdings including IVV, VIG, and VYM. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 7, 2026.

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:

Sept. 30, 2026

No. of Stocks:

83

Est. Stock Holding Value:

$290,521,946

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Buska Wealth Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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