Buska Wealth Management
WAUSAU, WIfiles as Buska Wealth Management, LLC
$277m in 81 US stocks at the end of 30 June 2026. The top 10 are 66.9% of the money. It changed about 11.2% of the portfolio this quarter.
Value
$277m
Stocks
81
Top 10 share
66.9%
Turnover
11.2%
What changed this quarter
New
Bought for the first time this quarter.
- First TR Exchange-Traded FDACYS0.4% of the fund
- Ishares TRSHY0.4% of the fund
- Ishares TRSHV0.4% of the fund
- Micron TechnologyMU0.1% of the fund
- Vaneck ETF TrustSMH0.1% of the fund
- BroadcomAVGO0.1% of the fund
- Vanguard Index FDSVO<0.1% of the fund
- Spdr Series TrustSPSM<0.1% of the fund
- Vanguard World FDMGK<0.1% of the fund
- First TR Exchange-Traded FDCIBR<0.1% of the fund
- General ElectricGE<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Whitehall FDSVYMI5.0% of the fund+25%
- Innovator Etfs TrustBUFF3.7% of the fund+3%
- First TR Exchange-Traded FDACYN2.7% of the fund+573%
- Vanguard Scottsdale FDSVCIT2.6% of the fund+9%
- Ishares TRIEUR2.3% of the fund+11%
- ETF SER SolutionsQTUM2.2% of the fund+66%
- Vanguard Malvern FDSVGMS1.8% of the fund+68%
- Fidelity Covington TrustFFSM1.8% of the fund+181%
- Ishares TRIGSB1.2% of the fund+6%
- First TR Exchange-Traded FDRDVI1.1% of the fund+257%
- Ishares TREEM1.0% of the fund+224%
- Vanguard Fixed Income Secs FVGHY0.9% of the fund+15%
- First TR Exchange-Traded FDMISL0.6% of the fund+191%
- NvidiaNVDA0.2% of the fund+36%
- AppleAAPL0.2% of the fund+17%
- AlphabetGOOGL0.1% of the fund+6%
- MicrosoftMSFT0.1% of the fund+9%
- Cornerstone Strategic Investment FundCLM<0.1% of the fund+4%
- ChevronCVX<0.1% of the fund+9%
- Cornerstone Total Return FundCRF<0.1% of the fund+3%
Cut
Sold some of their stake.
- Ishares TRIVV13.1% of the fund-13%
- Vanguard Specialized FundsVIG11.3% of the fund-7%
- Spdr Series TrustSPYG9.9% of the fund-13%
- Vanguard Whitehall FDSVYM9.9% of the fund-3%
- Vanguard Scottsdale FDSVGIT2.4% of the fund-5%
- Select Sector Spdr TRXLE2.1% of the fund-7%
- Spdr Series TrustFLRN1.9% of the fund-21%
- Ishares TRFLOT1.9% of the fund-22%
- Spdr Series TrustXAR1.2% of the fund-28%
- Innovator Etfs TrustPNOV1.1% of the fund-22%
- Fidelity Covington TrustFIDU1.0% of the fund-30%
- Ishares TRHYG0.7% of the fund-43%
- Fidelity Covington TrustFNCL0.7% of the fund-42%
- Innovator Etfs TrustBNOV0.6% of the fund-22%
- Vanguard World FDVAW0.6% of the fund-26%
- Schwab Strategic TRSCHA0.3% of the fund-6%
- Select Sector Spdr TRXLK0.3% of the fund-14%
- Innovator Etfs TrustPAUG0.3% of the fund-7%
- Innovator Etfs TrustBAUG0.2% of the fund-11%
- Spdr Series TrustSPYM0.2% of the fund-2%
- Innovator Etfs TrustUNOV0.2% of the fund-23%
- Vanguard Index FDSVOO0.1% of the fund-3%
- Fidelity Covington TrustFSTA0.1% of the fund-13%
- Invesco Exch Traded FD TR IIPCEF0.1% of the fund-10%
- Fidelity Covington TrustFHLC0.1% of the fund-10%
Sold out
Sold their entire stake.
- Invesco Exch Traded FD TR IIKBWP-100%
- PIMCO Dynamic Income FundPDI-100%
- Innovator Etfs TrustUJUL-100%
- Alliancebernstein Global HIGXAWFX-100%
Holdings
- Ishares TRIVV
- Share
- 13.1%
- Value
- $36m
- Shares
- 48,642
-13%
- Vanguard Specialized FundsVIG
- Share
- 11.3%
- Value
- $31m
- Shares
- 131,990
-7%
- Spdr Series TrustSPYG
- Share
- 9.9%
- Value
- $27m
- Shares
- 231,088
-13%
- Vanguard Whitehall FDSVYM
- Share
- 9.9%
- Value
- $27m
- Shares
- 173,020
-3%
- Invesco QQQ TRQQQ
- Share
- 6.3%
- Value
- $17m
- Shares
- 23,633
Held
- Vanguard Whitehall FDSVYMI
- Share
- 5.0%
- Value
- $14m
- Shares
- 142,542
+25%
- Innovator Etfs TrustBUFF
- Share
- 3.7%
- Value
- $10m
- Shares
- 196,837
+3%
- First TR Exchange-Traded FDACYN
- Share
- 2.7%
- Value
- $7m
- Shares
- 358,548
+573%
- Vanguard Scottsdale FDSVCIT
- Share
- 2.6%
- Value
- $7m
- Shares
- 86,334
+9%
- Vanguard Scottsdale FDSVGIT
- Share
- 2.4%
- Value
- $7m
- Shares
- 110,787
-5%
- Ishares TRIEUR
- Share
- 2.3%
- Value
- $6m
- Shares
- 84,808
+11%
- ETF SER SolutionsQTUM
- Share
- 2.2%
- Value
- $6m
- Shares
- 36,863
+66%
- Select Sector Spdr TRXLE
- Share
- 2.1%
- Value
- $6m
- Shares
- 108,127
-7%
- Spdr Series TrustFLRN
- Share
- 1.9%
- Value
- $5m
- Shares
- 169,860
-21%
- Ishares TRFLOT
- Share
- 1.9%
- Value
- $5m
- Shares
- 100,980
-22%
- Vanguard Malvern FDSVGMS
- Share
- 1.8%
- Value
- $5m
- Shares
- 99,575
+68%
- Fidelity Covington TrustFFSM
- Share
- 1.8%
- Value
- $5m
- Shares
- 127,234
+181%
- Spdr Series TrustXAR
- Share
- 1.2%
- Value
- $3m
- Shares
- 12,076
-28%
- Ishares TRIGSB
- Share
- 1.2%
- Value
- $3m
- Shares
- 62,881
+6%
- Innovator Etfs TrustPNOV
- Share
- 1.1%
- Value
- $3m
- Shares
- 71,337
-22%
- First TR Exchange-Traded FDRDVI
- Share
- 1.1%
- Value
- $3m
- Shares
- 107,379
+257%
- Fidelity Covington TrustFIDU
- Share
- 1.0%
- Value
- $3m
- Shares
- 29,049
-30%
- Ishares TREEM
- Share
- 1.0%
- Value
- $3m
- Shares
- 41,823
+224%
- Vanguard Fixed Income Secs FVGHY
- Share
- 0.9%
- Value
- $3m
- Shares
- 33,874
+15%
- Ishares TRHYG
- Share
- 0.7%
- Value
- $2m
- Shares
- 24,889
-43%
- Fidelity Covington TrustFNCL
- Share
- 0.7%
- Value
- $2m
- Shares
- 23,641
-42%
- First TR Exchange-Traded FDMISL
- Share
- 0.6%
- Value
- $2m
- Shares
- 38,200
+191%
- Innovator Etfs TrustBNOV
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,460
-22%
- Vanguard World FDVAW
- Share
- 0.6%
- Value
- $2m
- Shares
- 6,736
-26%
- First TR Exchange-Traded FDACYS
- Share
- 0.4%
- Value
- $1m
- Shares
- 52,236
New
- Ishares TRSHY
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,909
New
- Ishares TRSHV
- Share
- 0.4%
- Value
- $1m
- Shares
- 9,180
New
- Ishares TRIVW
- Share
- 0.4%
- Value
- $995,380
- Shares
- 7,238
Held
- Schwab Strategic TRSCHD
- Share
- 0.3%
- Value
- $933,794
- Shares
- 29,448
Held
- Vanguard Index FDSVTV
- Share
- 0.3%
- Value
- $871,507
- Shares
- 3,999
Held
- Schwab Strategic TRSCHA
- Share
- 0.3%
- Value
- $836,504
- Shares
- 23,153
-6%
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $753,551
- Shares
- 3,955
-14%
- Innovator Etfs TrustPAUG
- Share
- 0.3%
- Value
- $750,002
- Shares
- 16,433
-7%
- Innovator Etfs TrustBAUG
- Share
- 0.2%
- Value
- $666,964
- Shares
- 12,440
-11%
- Vanguard Index FDSVTI
- Share
- 0.2%
- Value
- $607,916
- Shares
- 1,643
Held
- Spdr Series TrustSPYM
- Share
- 0.2%
- Value
- $433,920
- Shares
- 4,938
-2%
- Innovator Etfs TrustUNOV
- Share
- 0.2%
- Value
- $420,234
- Shares
- 10,464
-23%
- Vanguard Index FDSVOO
- Share
- 0.1%
- Value
- $396,085
- Shares
- 577
-3%
- Fidelity Covington TrustFSTA
- Share
- 0.1%
- Value
- $372,981
- Shares
- 7,099
-13%
- Invesco Exch Traded FD TR IIPCEF
- Share
- 0.1%
- Value
- $361,687
- Shares
- 17,808
-10%
- Fidelity Covington TrustFHLC
- Share
- 0.1%
- Value
- $333,287
- Shares
- 4,314
-10%
- Vaneck ETF TrustSMH
- Share
- 0.1%
- Value
- $326,017
- Shares
- 497
New
- Spdr Series TrustSPTM
- Share
- 0.1%
- Value
- $297,610
- Shares
- 3,278
Held
- Fidelity Covington TrustFDTX
- Share
- <0.1%
- Value
- $277,206
- Shares
- 4,788
-55%
- State STR Spdr S&P 500 ETF TSPY
- Share
- <0.1%
- Value
- $270,042
- Shares
- 362
Held
- Vanguard Index FDSVO
- Share
- <0.1%
- Value
- $259,271
- Shares
- 3,218
New
- Innovator Etfs TrustPJUL
- Share
- <0.1%
- Value
- $245,807
- Shares
- 5,036
-10%
- Spdr Series TrustSPSM
- Share
- <0.1%
- Value
- $243,713
- Shares
- 4,226
New
- Cornerstone Strategic Investment FundCLM
- Share
- <0.1%
- Value
- $231,308
- Shares
- 30,596
+4%
- Innovator Etfs TrustUAUG
- Share
- <0.1%
- Value
- $228,268
- Shares
- 5,424
-13%
- Innovator Etfs TrustBJUL
- Share
- <0.1%
- Value
- $210,234
- Shares
- 3,871
-11%
- Vanguard World FDMGK
- Share
- <0.1%
- Value
- $209,401
- Shares
- 2,382
New
- First TR Exchange-Traded FDCIBR
- Share
- <0.1%
- Value
- $205,104
- Shares
- 2,283
New
- Energy Transfer L PET
- Share
- <0.1%
- Value
- $198,917
- Shares
- 10,404
-12%
- PIMCO Dynamic Income Opportunities FundPDO
- Share
- <0.1%
- Value
- $181,546
- Shares
- 13,733
-35%
- Cornerstone Total Return FundCRF
- Share
- <0.1%
- Value
- $177,784
- Shares
- 24,761
+3%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 13.1% | $36m | 48,642 | -13% |
| Vanguard Specialized FundsVIG | 11.3% | $31m | 131,990 | -7% |
| Spdr Series TrustSPYG | 9.9% | $27m | 231,088 | -13% |
| Vanguard Whitehall FDSVYM | 9.9% | $27m | 173,020 | -3% |
| Invesco QQQ TRQQQ | 6.3% | $17m | 23,633 | Held |
| Vanguard Whitehall FDSVYMI | 5.0% | $14m | 142,542 | +25% |
| Innovator Etfs TrustBUFF | 3.7% | $10m | 196,837 | +3% |
| First TR Exchange-Traded FDACYN | 2.7% | $7m | 358,548 | +573% |
| Vanguard Scottsdale FDSVCIT | 2.6% | $7m | 86,334 | +9% |
| Vanguard Scottsdale FDSVGIT | 2.4% | $7m | 110,787 | -5% |
| Ishares TRIEUR | 2.3% | $6m | 84,808 | +11% |
| ETF SER SolutionsQTUM | 2.2% | $6m | 36,863 | +66% |
| Select Sector Spdr TRXLE | 2.1% | $6m | 108,127 | -7% |
| Spdr Series TrustFLRN | 1.9% | $5m | 169,860 | -21% |
| Ishares TRFLOT | 1.9% | $5m | 100,980 | -22% |
| Vanguard Malvern FDSVGMS | 1.8% | $5m | 99,575 | +68% |
| Fidelity Covington TrustFFSM | 1.8% | $5m | 127,234 | +181% |
| Spdr Series TrustXAR | 1.2% | $3m | 12,076 | -28% |
| Ishares TRIGSB | 1.2% | $3m | 62,881 | +6% |
| Innovator Etfs TrustPNOV | 1.1% | $3m | 71,337 | -22% |
| First TR Exchange-Traded FDRDVI | 1.1% | $3m | 107,379 | +257% |
| Fidelity Covington TrustFIDU | 1.0% | $3m | 29,049 | -30% |
| Ishares TREEM | 1.0% | $3m | 41,823 | +224% |
| Vanguard Fixed Income Secs FVGHY | 0.9% | $3m | 33,874 | +15% |
| Ishares TRHYG | 0.7% | $2m | 24,889 | -43% |
| Fidelity Covington TrustFNCL | 0.7% | $2m | 23,641 | -42% |
| First TR Exchange-Traded FDMISL | 0.6% | $2m | 38,200 | +191% |
| Innovator Etfs TrustBNOV | 0.6% | $2m | 33,460 | -22% |
| Vanguard World FDVAW | 0.6% | $2m | 6,736 | -26% |
| First TR Exchange-Traded FDACYS | 0.4% | $1m | 52,236 | New |
| Ishares TRSHY | 0.4% | $1m | 12,909 | New |
| Ishares TRSHV | 0.4% | $1m | 9,180 | New |
| Ishares TRIVW | 0.4% | $995,380 | 7,238 | Held |
| Schwab Strategic TRSCHD | 0.3% | $933,794 | 29,448 | Held |
| Vanguard Index FDSVTV | 0.3% | $871,507 | 3,999 | Held |
| Schwab Strategic TRSCHA | 0.3% | $836,504 | 23,153 | -6% |
| Select Sector Spdr TRXLK | 0.3% | $753,551 | 3,955 | -14% |
| Innovator Etfs TrustPAUG | 0.3% | $750,002 | 16,433 | -7% |
| Innovator Etfs TrustBAUG | 0.2% | $666,964 | 12,440 | -11% |
| nVent ElectricNVT | 0.2% | $643,840 | 3,796 | Held |
| UnitedHealth GroupUNH | 0.2% | $614,301 | 1,478 | Held |
| Vanguard Index FDSVTI | 0.2% | $607,916 | 1,643 | Held |
| NvidiaNVDA | 0.2% | $589,750 | 2,947 | +36% |
| AppleAAPL | 0.2% | $566,978 | 1,959 | +17% |
| Waste ManagementWM | 0.2% | $507,843 | 2,279 | Held |
| Spdr Series TrustSPYM | 0.2% | $433,920 | 4,938 | -2% |
| WEC Energy GroupWEC | 0.2% | $432,049 | 3,700 | Held |
| ExxonMobil HoldingsXOM | 0.2% | $429,521 | 3,142 | Held |
| Innovator Etfs TrustUNOV | 0.2% | $420,234 | 10,464 | -23% |
| CaterpillarCAT | 0.2% | $419,605 | 394 | Held |
| Vanguard Index FDSVOO | 0.1% | $396,085 | 577 | -3% |
| Micron TechnologyMU | 0.1% | $379,878 | 329 | New |
| Xcel EnergyXEL | 0.1% | $378,656 | 4,716 | Held |
| Trane TechnologiesTT | 0.1% | $375,246 | 764 | Held |
| Fidelity Covington TrustFSTA | 0.1% | $372,981 | 7,099 | -13% |
| Invesco Exch Traded FD TR IIPCEF | 0.1% | $361,687 | 17,808 | -10% |
| AT&TT | 0.1% | $342,861 | 16,563 | Held |
| Fidelity Covington TrustFHLC | 0.1% | $333,287 | 4,314 | -10% |
| Vaneck ETF TrustSMH | 0.1% | $326,017 | 497 | New |
| Coca-ColaKO | 0.1% | $315,815 | 3,886 | Held |
| AlphabetGOOGL | 0.1% | $312,853 | 875 | +6% |
| Spdr Series TrustSPTM | 0.1% | $297,610 | 3,278 | Held |
| MicrosoftMSFT | 0.1% | $290,813 | 780 | +9% |
| Johnson Controls InternationalJCI | 0.1% | $290,759 | 1,990 | Held |
| BroadcomAVGO | 0.1% | $286,089 | 757 | New |
| PentairPNR | 0.1% | $284,102 | 3,706 | Held |
| Fidelity Covington TrustFDTX | <0.1% | $277,206 | 4,788 | -55% |
| State STR Spdr S&P 500 ETF TSPY | <0.1% | $270,042 | 362 | Held |
| Vanguard Index FDSVO | <0.1% | $259,271 | 3,218 | New |
| Innovator Etfs TrustPJUL | <0.1% | $245,807 | 5,036 | -10% |
| Spdr Series TrustSPSM | <0.1% | $243,713 | 4,226 | New |
| Cornerstone Strategic Investment FundCLM | <0.1% | $231,308 | 30,596 | +4% |
| Innovator Etfs TrustUAUG | <0.1% | $228,268 | 5,424 | -13% |
| Innovator Etfs TrustBJUL | <0.1% | $210,234 | 3,871 | -11% |
| Vanguard World FDMGK | <0.1% | $209,401 | 2,382 | New |
| First TR Exchange-Traded FDCIBR | <0.1% | $205,104 | 2,283 | New |
| ChevronCVX | <0.1% | $204,047 | 1,231 | +9% |
| General ElectricGE | <0.1% | $203,585 | 545 | New |
| Energy Transfer L PET | <0.1% | $198,917 | 10,404 | -12% |
| PIMCO Dynamic Income Opportunities FundPDO | <0.1% | $181,546 | 13,733 | -35% |
| Cornerstone Total Return FundCRF | <0.1% | $177,784 | 24,761 | +3% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 24.2% since 30 June 2025.
Where the money is
Industrials1.0%
Technology0.8%
Utilities0.3%
Media & telecom0.2%
Energy0.2%
Health care0.2%
Everyday goods0.1%
Other97.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.