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The Analysis of Bucket List Wealth Management, LLC's Holdings & P&L

Currently, Bucket List Wealth Management, LLC holds 57 types of securities in its portfolio with a total value $166.1M. In the most recent quarter, they have increased their positions in PVAL (+345.5K shares, valued at $16.0M), REGL (+75.9K shares, valued at $6.6M), FBND (+70.0K shares, valued at $3.2M); decreased their positions in SPYV (-187.9K shares, valued at $10.6M), IWR (-98.3K shares, valued at $9.6M), QQQM (-8.3K shares, valued at $2.0M); initiated new positions in PVAL (+345.5K shares, valued at $16.0M), REGL (+75.9K shares, valued at $6.6M), FBND (+70.0K shares, valued at $3.2M).

1M P&L

+154.0K+0.09%

3M P&L

+5.0M+2.89%

HY P&L

-1.2M-0.67%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A159.3M

95.9%

2Consumer Electronics1.5M

0.9%

3Drug Manufacturers - General851.8K

0.5%

Top Industries by Stock Count

1N/A41 stocks

71.9%

2Internet Content & Information2 stocks

3.5%

3Telecom Services2 stocks

3.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS69.8K shares2.30%2026-03-312026-05-07

PVAL PUTNAM ETF TRUST345.5K sharesnew addition2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR126.3K shares4.27%2026-03-312026-05-07

SPYG SPDR SERIES TRUST135.3K shares-9.89%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II55.7K shares-13.03%2026-03-312026-05-07

IDMO INVESCO EXCH TRADED FD TR II214.9K shares13.14%2026-03-312026-05-07

SPYV SPDR SERIES TRUST163.6K shares-53.47%2026-03-312026-05-07

IWR ISHARES TR68.7K shares-58.89%2026-03-312026-05-07

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REGL PROSHARES TR75.9K sharesnew addition2026-03-312026-05-07

QQQ INVESCO QQQ TR9.3K shares-9.51%2026-03-312026-05-07

OUNZ VANECK MERK GOLD ETF86.4K shares5.42%2026-03-312026-05-07

FBND FIDELITY MERRIMACK STR TR70.0K sharesnew addition2026-03-312026-05-07

NLR VANECK ETF TRUST23.7K sharesnew addition2026-03-312026-05-07

DIVN HORIZON FDS108.9K sharesnew addition2026-03-312026-05-07

THIR THOR FINL TECHNOLOGIES TR98.3K sharesnew addition2026-03-312026-05-07

MGK VANGUARD WORLD FD6.9K shares-3.60%2026-03-312026-05-07

Sponsored

XLK SELECT SECTOR SPDR TR18.8K shares-2.43%2026-03-312026-05-07

VOO VANGUARD INDEX FDS4.0K shares0.33%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS24.1K shares-49.06%2026-03-312026-05-07

SHY ISHARES TR19.7K shares63.50%2026-03-312026-05-07

AAPL APPLE INC6.0K shares-42.83%2026-03-312026-05-07

ACWI ISHARES TR10.8K shares-32.52%2026-03-312026-05-07

IJR ISHARES TR11.1K shares-20.61%2026-03-312026-05-07

JAAA JANUS DETROIT STR TR26.7K shares-40.00%2026-03-312026-05-07

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IVW ISHARES TR11.7K shares-4.98%2026-03-312026-05-07

GLD SPDR GOLD TR2.7K shares-6.05%2026-03-312026-05-07

XSVN BONDBLOXX ETF TRUST23.2K shares-52.11%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS9.5K shares0.48%2026-03-312026-05-07

SLV ISHARES SILVER TR11.0K shares-27.85%2026-03-312026-05-07

STIP ISHARES TR7.0K shares3.44%2026-03-312026-05-07

TSLA TESLA INC1.9K shares1.30%2026-03-312026-05-07

IYR ISHARES TR6.4K shares1.07%2026-03-312026-05-07

Sponsored

PFE PFIZER INC19.2K shares-3.28%2026-03-312026-05-07

CSX CSX CORP10.2K shares-0.71%2026-03-312026-05-07

MTUM ISHARES TR1.7K shares0.29%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC7.9K shares-4.52%2026-03-312026-05-07

AMZN AMAZON COM INC1.8K shares-4.84%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-9.62%2026-03-312026-05-07

IVV ISHARES TR555 sharesnew addition2026-03-312026-05-07

BRK.B BERKSHIRE HATHAWAY INC DEL676 shares-4.92%2026-03-312026-05-07

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LLY ELI LILLY & CO339 shares-2.31%2026-03-312026-05-07

GE GE AEROSPACE1.1K sharesnew addition2026-03-312026-05-07

MSFT MICROSOFT CORP832 shares-42.14%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T472 shares0.00%2026-03-312026-05-07

AGZD WISDOMTREE TR13.4K shares-22.00%2026-03-312026-05-07

T AT&T INC9.4K shares-29.44%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.1K shares12.80%2026-03-312026-05-07

VXF VANGUARD INDEX FDS1.2K shares-10.01%2026-03-312026-05-07

Sponsored

META META PLATFORMS INC416 shares11.53%2026-03-312026-05-07

VUG VANGUARD INDEX FDS542 shares-48.96%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP800 sharesnew addition2026-03-312026-05-07

VLO VALERO ENERGY CORP883 sharesnew addition2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS3.4K sharesnew addition2026-03-312026-05-07

IWF ISHARES TR495 shares0.00%2026-03-312026-05-07

SCHB SCHWAB STRATEGIC TR8.4K shares0.29%2026-03-312026-05-07

GOOGL ALPHABET INC725 shares12.93%2026-03-312026-05-07

Sponsored

LQD ISHARES TR1.9K shares-1.38%2026-03-312026-05-07

VTI

VANGUARD INDEX FDS

2.30%

Shares69.8K

Event2026-03-31

Filed2026-05-07

PVAL

PUTNAM ETF TRUST

New

Shares345.5K

Event2026-03-31

Filed2026-05-07

AVUV

AMERICAN CENTY ETF TR

4.27%

Shares126.3K

Event2026-03-31

Filed2026-05-07

SPYG

SPDR SERIES TRUST

-9.89%

Shares135.3K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

-13.03%

Shares55.7K

Event2026-03-31

Filed2026-05-07

IDMO

INVESCO EXCH TRADED FD TR II

13.14%

Shares214.9K

Event2026-03-31

Filed2026-05-07

SPYV

SPDR SERIES TRUST

-53.47%

Shares163.6K

Event2026-03-31

Filed2026-05-07

IWR

ISHARES TR

-58.89%

Shares68.7K

Event2026-03-31

Filed2026-05-07

REGL

PROSHARES TR

New

Shares75.9K

Event2026-03-31

Filed2026-05-07

QQQ

INVESCO QQQ TR

-9.51%

Shares9.3K

Event2026-03-31

Filed2026-05-07

OUNZ

VANECK MERK GOLD ETF

5.42%

Shares86.4K

Event2026-03-31

Filed2026-05-07

FBND

FIDELITY MERRIMACK STR TR

New

Shares70.0K

Event2026-03-31

Filed2026-05-07

NLR

VANECK ETF TRUST

New

Shares23.7K

Event2026-03-31

Filed2026-05-07

DIVN

HORIZON FDS

New

Shares108.9K

Event2026-03-31

Filed2026-05-07

THIR

THOR FINL TECHNOLOGIES TR

New

Shares98.3K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD WORLD FD

-3.60%

Shares6.9K

Event2026-03-31

Filed2026-05-07

XLK

SELECT SECTOR SPDR TR

-2.43%

Shares18.8K

Event2026-03-31

Filed2026-05-07

VOO

VANGUARD INDEX FDS

0.33%

Shares4.0K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD BD INDEX FDS

-49.06%

Shares24.1K

Event2026-03-31

Filed2026-05-07

SHY

ISHARES TR

63.50%

Shares19.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-42.83%

Shares6.0K

Event2026-03-31

Filed2026-05-07

ACWI

ISHARES TR

-32.52%

Shares10.8K

Event2026-03-31

Filed2026-05-07

IJR

ISHARES TR

-20.61%

Shares11.1K

Event2026-03-31

Filed2026-05-07

JAAA

JANUS DETROIT STR TR

-40.00%

Shares26.7K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

-4.98%

Shares11.7K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-6.05%

Shares2.7K

Event2026-03-31

Filed2026-05-07

XSVN

BONDBLOXX ETF TRUST

-52.11%

Shares23.2K

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD INDEX FDS

0.48%

Shares9.5K

Event2026-03-31

Filed2026-05-07

SLV

ISHARES SILVER TR

-27.85%

Shares11.0K

Event2026-03-31

Filed2026-05-07

STIP

ISHARES TR

3.44%

Shares7.0K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

1.30%

Shares1.9K

Event2026-03-31

Filed2026-05-07

IYR

ISHARES TR

1.07%

Shares6.4K

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC

-3.28%

Shares19.2K

Event2026-03-31

Filed2026-05-07

CSX

CSX CORP

-0.71%

Shares10.2K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES TR

0.29%

Shares1.7K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

-4.52%

Shares7.9K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-4.84%

Shares1.8K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

-9.62%

Shares1.6K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

New

Shares555

Event2026-03-31

Filed2026-05-07

BRK.B

BERKSHIRE HATHAWAY INC DEL

-4.92%

Shares676

Event2026-03-31

Filed2026-05-07

LLY

ELI LILLY & CO

-2.31%

Shares339

Event2026-03-31

Filed2026-05-07

GE AEROSPACE

New

Shares1.1K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-42.14%

Shares832

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares472

Event2026-03-31

Filed2026-05-07

AGZD

WISDOMTREE TR

-22.00%

Shares13.4K

Event2026-03-31

Filed2026-05-07

AT&T INC

-29.44%

Shares9.4K

Event2026-03-31

Filed2026-05-07

VIG

VANGUARD SPECIALIZED FUNDS

12.80%

Shares1.1K

Event2026-03-31

Filed2026-05-07

VXF

VANGUARD INDEX FDS

-10.01%

Shares1.2K

Event2026-03-31

Filed2026-05-07