Buska Wealth Management, LLC
Long book
$248.9M
Q1 2026
Positions
74
Top-10 weight
70%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
18%
of book per quarter
Strategy in plain words
auto-generated from filingsBuska Wealth Management, LLC is a wealth-management firm allocating client money, running a $248.9M US long book across 74 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD DIVIDEND APPREC ETF, VANGUARD HIGH DVD YIELD ETF, SS SPDR P S&P 500 GROWTH ETF, INVESCO QQQ TRUST SERIES 1.
Over the last 9 quarters its long book ran on average 0.6pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.8%
Q2 2024
+5.4%
Q3 2024
+1.5%
Q4 2024
-2.1%
Q1 2025
+9.0%
Q2 2025
+6.3%
Q3 2025
+2.3%
Q4 2025
-0.9%
Q1 2026
+10.7%
Sector allocation
Technology 25%
Utilities 24%
Industrials 20%
Energy 12%
Communications 7%
Financials 6%
Consumer staples 5%
Long book by quarter
What does Buska Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| XOM EXXON MOBIL CORP | Energy | 3.1K | $528K | 0.2% | 0.0% |
| WM WASTE MANAGEMENT INC | Utilities | 2.3K | $519K | 0.2% | -4.5% |
| T AT&T INC | Communications | 16.4K | $474K | 0.2% | +49.8% |
| NVT NVENT ELECTRIC PLC | Industrials | 3.8K | $449K | 0.2% | Held |
| WEC WEC ENERGY GROUP INC | Utilities | 3.7K | $428K | 0.2% | +29.0% |
| AAPL APPLE INC | Technology | 1.7K | $425K | 0.2% | -10.0% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.5K | $404K | 0.2% | Held |
| NVDA NVIDIA CORP | Technology | 2.2K | $377K | 0.2% | -19.5% |
| XEL XCEL ENERGY INC | Utilities | 4.7K | $372K | 0.1% | +0.8% |
| PNR PENTAIR PLC | Industrials | 3.7K | $323K | 0.1% | -0.3% |
| TT TRANE TECHNOLOGIES PLC | Technology | 764 | $318K | 0.1% | Held |
| KO COCA-COLA CO/THE | Consumer staples | 3.9K | $296K | 0.1% | -0.2% |
| CAT CATERPILLAR INC | Industrials | 394 | $279K | 0.1% | Held |
| MSFT MICROSOFT CORP | Technology | 714 | $264K | 0.1% | +3.3% |
| JCI JOHNSON CONTROLS INTERNATION | Industrials | 2.0K | $261K | 0.1% | Held |
| GOOGL ALPHABET INC-CL A | Technology | 828 | $238K | 0.1% | -27.0% |
| CVX CHEVRON CORP | Energy | 1.1K | $235K | 0.1% | New |
| ET ENERGY TRANSFER LP | Utilities | 11.8K | $228K | 0.1% | -27.3% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 13, 2026 | 74 | $248.9M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 22, 2026 | 75 | $270.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 12, 2025 | 75 | $333.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 14, 2025 | 67 | $365.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 9, 2025 | 64 | $319.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Mar 4, 2025 | 58 | $312.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ARESTATEMENT | Jan 10, 2025 | 58 | $286.7M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Jan 8, 2025 | 58 | $312.6M | SEC ↗ | |
| Q2 2024 | 13F-HR/ARESTATEMENT | Jan 10, 2025 | 55 | $250.9M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Oct 1, 2024 | 58 | $288.1M | SEC ↗ | |
| Q1 2024 | 13F-HR/ARESTATEMENT | Jan 10, 2025 | 52 | $228.1M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Jul 1, 2024 | 55 | $252.6M | SEC ↗ |