Sponsored

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

Currently, Buska Wealth Management, LLC holds 74 types of securities in its portfolio with a total value $248.9M. In the most recent quarter, they have increased their positions in VYMI (+24.2K shares, valued at $2.3M), FFSM (+45.3K shares, valued at $1.4M), VGMS (+28.1K shares, valued at $1.4M); decreased their positions in IVV (-8.9K shares, valued at $5.8M), SPYG (-38.5K shares, valued at $3.8M), VIG (-17.0K shares, valued at $3.7M); initiated new positions in FFSM (+45.3K shares, valued at $1.4M), N/A (+53.3K shares, valued at $1.1M), RDVI (+30.1K shares, valued at $769.1K).

1M P&L

+7.5M+3.07%

3M P&L

+10.1M+4.17%

HY P&L

+22.8M+9.92%

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/A227.3M

97.5%

2Oil & Gas Integrated762.3K

0.3%

3Building Products & Equipment579.0K

0.2%

Top Industries by Stock Count

1N/A53 stocks

76.8%

2Oil & Gas Integrated2 stocks

2.9%

3Building Products & Equipment2 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR56.0K shares-13.76%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS142.2K shares-10.68%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS179.0K shares-9.38%2026-03-312026-04-13

SPYG SPDR SERIES TRUST265.1K shares-12.68%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR23.8K shares-6.47%2026-03-312026-04-13

VYMI VANGUARD WHITEHALL FDS113.7K shares27.03%2026-03-312026-04-13

BUFF INNOVATOR ETFS TRUST190.9K shares9.39%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR116.6K shares-14.36%2026-03-312026-04-13

Sponsored

VGIT VANGUARD SCOTTSDALE FDS116.5K shares-4.94%2026-03-312026-04-13

FLRN SPDR SERIES TRUST215.9K shares-10.95%2026-03-312026-04-13

FLOT ISHARES TR129.1K shares-11.01%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS79.1K shares5.35%2026-03-312026-04-13

IEUR ISHARES TR76.7K shares26.53%2026-03-312026-04-13

XAR SPDR SERIES TRUST16.8K shares-30.96%2026-03-312026-04-13

PNOV INNOVATOR ETFS TRUST91.4K shares-26.48%2026-03-312026-04-13

FIDU FIDELITY COVINGTON TRUST41.6K shares-26.96%2026-03-312026-04-13

Sponsored

HYG ISHARES TR43.6K shares-23.92%2026-03-312026-04-13

IGSB ISHARES TR59.6K shares0.43%2026-03-312026-04-13

VGMS VANGUARD MALVERN FDS59.3K shares90.16%2026-03-312026-04-13

FNCL FIDELITY COVINGTON TRUST40.7K shares-6.10%2026-03-312026-04-13

QTUM ETF SER SOLUTIONS22.3K shares101.76%2026-03-312026-04-13

VGHY VANGUARD FIXED INCOME SECS F29.4K shares91.23%2026-03-312026-04-13

VAW VANGUARD WORLD FD9.1K shares-27.07%2026-03-312026-04-13

BNOV INNOVATOR ETFS TRUST42.8K shares-24.85%2026-03-312026-04-13

Sponsored

FFSM FIDELITY COVINGTON TRUST45.3K sharesnew addition2026-03-312026-04-13

KBWP INVESCO EXCH TRADED FD TR II9.5K shares-32.40%2026-03-312026-04-13

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD53.3K sharesnew addition2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR29.0K shares-10.64%2026-03-312026-04-13

IVW ISHARES TR7.2K shares-13.58%2026-03-312026-04-13

VTV VANGUARD INDEX FDS4.0K shares-12.48%2026-03-312026-04-13

RDVI FIRST TR EXCHANGE-TRADED FD30.1K sharesnew addition2026-03-312026-04-13

PAUG INNOVATOR ETFS TRUST17.7K shares-21.72%2026-03-312026-04-13

Sponsored

EEM ISHARES TR12.9K sharesnew addition2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR24.7K sharesnew addition2026-03-312026-04-13

BAUG INNOVATOR ETFS TRUST14.0K shares-22.09%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR4.6K shares-12.52%2026-03-312026-04-13

PDI PIMCO DYNAMIC INCOME FD35.4K shares-9.25%2026-03-312026-04-13

MISL FIRST TR EXCHANGE-TRADED FD13.1K sharesnew addition2026-03-312026-04-13

XOM EXXON MOBIL CORP3.1K shares0.03%2026-03-312026-04-13

VTI VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-13

Sponsored

WM WASTE MGMT INC DEL2.3K shares-4.52%2026-03-312026-04-13

UNOV INNOVATOR ETFS TRUST13.7K shares-25.73%2026-03-312026-04-13

T AT&T INC16.4K shares49.84%2026-03-312026-04-13

NVT NVENT ELEC PLC3.8K shares0.00%2026-03-312026-04-13

FSTA FIDELITY COVINGTON TRUST8.2K shares-42.79%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.7K shares29.01%2026-03-312026-04-13

AAPL APPLE INC1.7K shares-10.04%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1.5K shares0.00%2026-03-312026-04-13

Sponsored

FDTX FIDELITY COVINGTON TRUST10.8K shares-20.67%2026-03-312026-04-13

SPYM SPDR SERIES TRUST5.0K shares0.40%2026-03-312026-04-13

NVDA NVIDIA CORPORATION2.2K shares-19.46%2026-03-312026-04-13

XEL XCEL ENERGY INC4.7K shares0.75%2026-03-312026-04-13

PCEF INVESCO EXCH TRADED FD TR II19.7K shares-17.12%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS593 shares-5.12%2026-03-312026-04-13

FHLC FIDELITY COVINGTON TRUST4.8K shares-48.11%2026-03-312026-04-13

PNR PENTAIR PLC3.7K shares-0.35%2026-03-312026-04-13

Sponsored

TT TRANE TECHNOLOGIES PLC764 shares0.00%2026-03-312026-04-13

KO COCA COLA CO3.9K shares-0.15%2026-03-312026-04-13

CAT CATERPILLAR INC394 shares0.00%2026-03-312026-04-13

PDO PIMCO DYNAMIC INCOME OPRNTS21.1K shares-3.16%2026-03-312026-04-13

MSFT MICROSOFT CORP714 shares3.33%2026-03-312026-04-13

JCI JOHNSON CONTROLS INTERNATION2.0K shares0.00%2026-03-312026-04-13

SPTM SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-13

PJUL INNOVATOR ETFS TRUST5.6K shares-10.92%2026-03-312026-04-13

Sponsored

UAUG INNOVATOR ETFS TRUST6.3K shares-22.48%2026-03-312026-04-13

ALPHABET INC ALPHABET INC828 shares-26.98%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T361 shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-13

ET ENERGY TRANSFER L P11.8K shares-27.32%2026-03-312026-04-13

BJUL INNOVATOR ETFS TRUST4.3K shares-13.22%2026-03-312026-04-13

CLM CORNERSTONE STRATEGIC INVEST29.4K shares2.80%2026-03-312026-04-13

UJUL INNOVATOR ETFS TRUST5.3K shares-11.49%2026-03-312026-04-13

Sponsored

AWF ALLIANCEBERNSTEIN GLOBAL HIG18.4K shares-3.68%2026-03-312026-04-13

CRF CORNERSTONE TOTAL RETURN FD24.0K shares2.66%2026-03-312026-04-13

IVV

ISHARES TR

-13.76%

Shares56.0K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-10.68%

Shares142.2K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

-9.38%

Shares179.0K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

-12.68%

Shares265.1K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-6.47%

Shares23.8K

Event2026-03-31

Filed2026-04-13

VYMI

VANGUARD WHITEHALL FDS

27.03%

Shares113.7K

Event2026-03-31

Filed2026-04-13

BUFF

INNOVATOR ETFS TRUST

9.39%

Shares190.9K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

-14.36%

Shares116.6K

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

-4.94%

Shares116.5K

Event2026-03-31

Filed2026-04-13

FLRN

SPDR SERIES TRUST

-10.95%

Shares215.9K

Event2026-03-31

Filed2026-04-13

FLOT

ISHARES TR

-11.01%

Shares129.1K

Event2026-03-31

Filed2026-04-13

VCIT

VANGUARD SCOTTSDALE FDS

5.35%

Shares79.1K

Event2026-03-31

Filed2026-04-13

IEUR

ISHARES TR

26.53%

Shares76.7K

Event2026-03-31

Filed2026-04-13

XAR

SPDR SERIES TRUST

-30.96%

Shares16.8K

Event2026-03-31

Filed2026-04-13

PNOV

INNOVATOR ETFS TRUST

-26.48%

Shares91.4K

Event2026-03-31

Filed2026-04-13

FIDU

FIDELITY COVINGTON TRUST

-26.96%

Shares41.6K

Event2026-03-31

Filed2026-04-13

HYG

ISHARES TR

-23.92%

Shares43.6K

Event2026-03-31

Filed2026-04-13

IGSB

ISHARES TR

0.43%

Shares59.6K

Event2026-03-31

Filed2026-04-13

VGMS

VANGUARD MALVERN FDS

90.16%

Shares59.3K

Event2026-03-31

Filed2026-04-13

FNCL

FIDELITY COVINGTON TRUST

-6.10%

Shares40.7K

Event2026-03-31

Filed2026-04-13

QTUM

ETF SER SOLUTIONS

101.76%

Shares22.3K

Event2026-03-31

Filed2026-04-13

VGHY

VANGUARD FIXED INCOME SECS F

91.23%

Shares29.4K

Event2026-03-31

Filed2026-04-13

VAW

VANGUARD WORLD FD

-27.07%

Shares9.1K

Event2026-03-31

Filed2026-04-13

BNOV

INNOVATOR ETFS TRUST

-24.85%

Shares42.8K

Event2026-03-31

Filed2026-04-13

FFSM

FIDELITY COVINGTON TRUST

New

Shares45.3K

Event2026-03-31

Filed2026-04-13

KBWP

INVESCO EXCH TRADED FD TR II

-32.40%

Shares9.5K

Event2026-03-31

Filed2026-04-13

FIRST TR EXCHANGE-TRADED FD

New

Shares53.3K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-10.64%

Shares29.0K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

-13.58%

Shares7.2K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

-12.48%

Shares4.0K

Event2026-03-31

Filed2026-04-13

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares30.1K

Event2026-03-31

Filed2026-04-13

PAUG

INNOVATOR ETFS TRUST

-21.72%

Shares17.7K

Event2026-03-31

Filed2026-04-13

EEM

ISHARES TR

New

Shares12.9K

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB STRATEGIC TR

New

Shares24.7K

Event2026-03-31

Filed2026-04-13

BAUG

INNOVATOR ETFS TRUST

-22.09%

Shares14.0K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

-12.52%

Shares4.6K

Event2026-03-31

Filed2026-04-13

PDI

PIMCO DYNAMIC INCOME FD

-9.25%

Shares35.4K

Event2026-03-31

Filed2026-04-13

MISL

FIRST TR EXCHANGE-TRADED FD

New

Shares13.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

0.03%

Shares3.1K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-13

WASTE MGMT INC DEL

-4.52%

Shares2.3K

Event2026-03-31

Filed2026-04-13

UNOV

INNOVATOR ETFS TRUST

-25.73%

Shares13.7K

Event2026-03-31

Filed2026-04-13

AT&T INC

49.84%

Shares16.4K

Event2026-03-31

Filed2026-04-13

NVT

NVENT ELEC PLC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-13

FSTA

FIDELITY COVINGTON TRUST

-42.79%

Shares8.2K

Event2026-03-31

Filed2026-04-13

WEC ENERGY GROUP INC

29.01%

Shares3.7K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-10.04%

Shares1.7K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-13

FDTX

FIDELITY COVINGTON TRUST

-20.67%

Shares10.8K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

0.40%

Shares5.0K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-19.46%

Shares2.2K

Event2026-03-31

Filed2026-04-13

XEL

XCEL ENERGY INC

0.75%

Shares4.7K

Event2026-03-31

Filed2026-04-13

PCEF

INVESCO EXCH TRADED FD TR II

-17.12%

Shares19.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-5.12%

Shares593

Event2026-03-31

Filed2026-04-13

FHLC

FIDELITY COVINGTON TRUST

-48.11%

Shares4.8K

Event2026-03-31

Filed2026-04-13

PNR

PENTAIR PLC

-0.35%

Shares3.7K

Event2026-03-31

Filed2026-04-13

TRANE TECHNOLOGIES PLC

0.00%

Shares764

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-0.15%

Shares3.9K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.00%

Shares394

Event2026-03-31

Filed2026-04-13

PDO

PIMCO DYNAMIC INCOME OPRNTS

-3.16%

Shares21.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

3.33%

Shares714

Event2026-03-31

Filed2026-04-13

JCI

JOHNSON CONTROLS INTERNATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-13

SPTM

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-13

PJUL

INNOVATOR ETFS TRUST

-10.92%

Shares5.6K

Event2026-03-31

Filed2026-04-13

UAUG

INNOVATOR ETFS TRUST

-22.48%

Shares6.3K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-26.98%

Shares828

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares361

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-13

ENERGY TRANSFER L P

-27.32%

Shares11.8K

Event2026-03-31

Filed2026-04-13

BJUL

INNOVATOR ETFS TRUST

-13.22%

Shares4.3K

Event2026-03-31

Filed2026-04-13

CLM

CORNERSTONE STRATEGIC INVEST

2.80%

Shares29.4K

Event2026-03-31

Filed2026-04-13

UJUL

INNOVATOR ETFS TRUST

-11.49%

Shares5.3K

Event2026-03-31

Filed2026-04-13

AWF

ALLIANCEBERNSTEIN GLOBAL HIG

-3.68%

Shares18.4K

Event2026-03-31

Filed2026-04-13

CRF

CORNERSTONE TOTAL RETURN FD

2.66%

Shares24.0K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available